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That Financial GuyAuthor: Keith Wilson
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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What A Good Financial Plan Actually Looks Like
Episode 68
Tuesday, 21 April, 2026
Most people think they have a financial plan.But in reality, they just have a collection of accounts.In this episode, I break down what a real financial plan actually looks like — not theory, not fluff, but how it works in real life.At its core, a financial plan should address three major areas: retirement, survivorship, and education planning — with tax strategies woven through all of it. We walk through how to build a retirement blueprint by defining when you want to retire, what that lifestyle actually costs, and how to connect where you are today to where you want to be. We also dig into how to structure your investments across tax buckets, create a sustainable income plan, and avoid common mistakes like ignoring withdrawal strategy and sequence of returns risk.From there, we cover survivorship planning — making sure your spouse and family are protected, your beneficiaries are set correctly, and your estate plan is in place. And finally, we talk about education planning and how to intentionally fund future goals for your kids using tools like 529 plans, UTMAs, or brokerage accounts.This is about giving your money purpose.Don’t guess. Have a plan.Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
