Every year teaches investors something new — and 2025 was no exception.

In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what changed for good, and what timeless truths still hold.

You’ll learn:
• Why the February–April correction proved that patience beats panic every time
• How corrections are normal (they happen nearly every year) — and why staying invested works
• Why cash is useful, but not a long-term strategy
• How The One Big Beautiful Bill changed the tax landscape — and why smart planning still matters
• Why inflation never really disappears (and what it means for retirees)
• How simplicity and clarity can bring more confidence than complexity ever could
• And why the best financial plan is one you keep updating, not one you file away

Because real financial success isn’t about predicting the next move — it’s about learning, adapting, and preparing for whatever comes next.

🎧 Tune in to reflect on 2025 — and make sure 2026 starts on the right foot.

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 checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

You’ve spent decades focused on growing your money — but once you retire, the game completely changes.

In this episode of That Financial Guy Show, I explain why successful retirement isn’t about chasing returns, it’s about building reliable income that lasts.

You’ll learn:
• The crucial difference between investment planning and income planning
• How to protect yourself from sequence-of-returns risk — the silent portfolio killer
• Why creating a “retirement paycheck” is more important than tracking daily market swings
• How to organize your money into short-term, mid-term, and long-term buckets for stability and growth
• The role of taxes and withdrawal order in maximizing retirement income
• How to build flexibility so your plan holds up in both good and bad markets

Because the real goal isn’t to have the biggest portfolio — it’s to have the most dependable lifestyle.

🎧 Tune in and learn how to turn your savings into an income plan that works as hard as you did.

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 checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

They say opposites attract… until it’s time to talk about money.

In this episode of That Financial Guy Show, I unpacke the emotional and practical side of managing money as a couple — and why love and finance often speak completely different languages.

You’ll learn:
• Why most money fights aren’t really about money at all — and what they actually mean
• The four common money personalities and how they clash (Saver, Spender, Avoider, Planner)
• How couples miscommunicate about retirement goals, daily spending, and “financial fairness”
• Simple steps to create transparency, reduce resentment, and build teamwork around finances
• How to turn money from a source of stress into a shared vision for your future together

Whether you’re newly married, approaching retirement, or somewhere in between — this episode helps you bridge the financial gap between love, logic, and lasting partnership.

Because financial planning isn’t just about numbers — it’s about understanding the person across the table.

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 checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...