Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain. In this episode, I explain why a written financial plan changes behavior in a way advice alone never can. A real plan isn’t about predicting the future perfectly. It’s about being prepared when life changes, because life always does. I walk through real client stories, including how one client’s commission-based income led to a larger ...
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Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain. In this episode, I explain why a written financial plan changes behavior in a way advice alone never can. A real plan isn’t about predicting the future perfectly. It’s about being prepared when life changes, because life always does. I walk through real client stories, including how one client’s commission-based income led to a larger ...
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 i...
That Financial Guy
Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain. In this episode, I explain why a written financial plan changes behavior in a way advice alone never can. A real plan isn’t about predicting the future perfectly. It’s about being prepared when life changes, because life always does. I walk through real client stories, including how one client’s commission-based income led to a larger ...
