That Financial Guy

Is an Annuity Right for You? 🤔

Considering an annuity but unsure if it’s the right fit for your financial goals? In this podcast, we break down the basics of annuities, their benefits, and potential d…

Are you ready to take control of your finances and build a brighter financial future? In this podcast, two seasoned financial advisors share expert tips to help you save smarter, spend wisely, and gr…

Is life insurance worth it? What type of life insurance should I have? Is whole life better than term? That's what we will be covering in this episode. Mr. Anthony Ruffalo joins me again (even though…

Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. F…

Do taxes go away when you retire? Well, some do. Like FICA and Medicare that was deducted from your paycheck when you were working. But there are certain taxes that still would come into play when yo…

Retiring early requires a LOT of planning. Here are 5 things to consider.

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Want to open an investment account for your child? Well, custodial accounts come in different flavors and it depends on what your goal is for the account. Is it saving for college? Investing for thei…

I've been a financial advisor for over 35 years and have seen some common financial mistakes that people make like:
Going to cash when the market goes down. This can be a mistake because you could mis…

In this episode of That Financial Guy I talk with, my brother, Kevin Wilson. We discuss his somewhat recent move to Prescott Arizona, What are some of the changes that he experienced as far as cost o…

Are you ready for retirement? If you are in your 50's, here are some things to check off your list to be prepared for retirement:
- Evaluate your current plan to make sure it's on track
- Review your i…

Sarah, a 24 year old entering the workforce as a pharmacist, wants to retire at age 50. Lofty goals! Kudos to her for thinking about retirement at age 24, but can she do it? Mike and Lisa, ages 32 an…

Randy and Linda have a difficult situation. Age 66 and 70. $550,000 in retirement accounts. No emergency fund, 100k in debt, wants to buy a house in a few years, Term insurance is expiring.  He is cr…

So you got a cash money gift for Christmas or Birthday. Maybe it was a $1,000 gift! What do you do with it? Here are some wise ideas.

For the video link of this podcast: https://youtu.be/8PMcMKx3_Io

He…

Now is the time to get serious with your money. Many times people come to us and say, "I need to get serious with my finances". What does that mean exactly. It could mean different things to differen…

Sweeping changes are being proposed to retirement plans! The Secure Act 2.0 is about to be passed and will make changes to your 401k plan, SEP, SIMPLE IRA and other nuances. If passed, this proposal …

Do this now, before the end of the year! There are certain things you need to do to take advantage of before the year’s end. Flexible Savings Account:  If you don’t use it, you may just lose it. Heal…

The maximum contribution to a 401k in 2022 is $20,500 for those under age 50 and a catch up provision of an additional $6,500 if you are over 50.  If you can not max out your 401k, don't feel bad! On…

In this episode of "That Financial Guy" we talk about how managing your emotions can determine your outcome with investing. Bear markets and recessions come AND go. What you do during those turbulent…

In this episode of "That Financial Guy" we talk about how to make sense of financial planning. Too many times people are confused, intimidated and worried about their finances. A financial plan can g…