Keith Wilson

@UCbDAlu04OKiAZLu_5JaRwJw - 10.8K subscribers

Welcome to That Financial Guy. My name is Keith Wilson, a financial advisor . Join me for practical, easy-to-understand videos that turn complex financial concepts into actionable steps. Let’s plan for tomorrow, today! Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Links’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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The 4% Rule Will Ruin Your Retirement… Do This Instead

The 4% Rule Will Ruin Your Retirement… Do This Instead Keith Wilson

152 views - 4 days ago

55 vs 62: Which Retirement Age ACTUALLY Saves You More in Taxes?

55 vs 62: Which Retirement Age ACTUALLY Saves You More in Taxes? Keith Wilson

170 views - 1 week ago

What Happens to Your Social Security Benefit if You Retire Early?

What Happens to Your Social Security Benefit if You Retire Early? Keith Wilson

308 views - 2 weeks ago

Retiring at 55: What Nobody Warns You About

Retiring at 55: What Nobody Warns You About Keith Wilson

414 views - 3 weeks ago

Retiring With a Pension? Don’t Claim Social Security Before Watching This

Retiring With a Pension? Don’t Claim Social Security Before Watching This Keith Wilson

50.4K views - 4 weeks ago

First 5 Years of Retirement Decide EVERYTHING

First 5 Years of Retirement Decide EVERYTHING Keith Wilson

315 views - 4 weeks ago

You Need to Sell these 5 things BEFORE you Retire!

You Need to Sell these 5 things BEFORE you Retire! Keith Wilson

407 views - 4 weeks ago

The 7 Pillars to Financial Wealth: Your Blue Print for Financial Success

The 7 Pillars to Financial Wealth: Your Blue Print for Financial Success Keith Wilson

146 views - 4 weeks ago

The $100,000 Roth IRA Mistakes To Avoid

The $100,000 Roth IRA Mistakes To Avoid Keith Wilson

654 views - 1 month ago

Should You Draw Your 401k to DELAY Social Security?

Should You Draw Your 401k to DELAY Social Security? Keith Wilson

2.7K views - 1 month ago

Retire in the 12% Tax Bracket — The Secret to a Tax-Efficient Retirement Plan

Retire in the 12% Tax Bracket — The Secret to a Tax-Efficient Retirement Plan Keith Wilson

2K views - 1 month ago

You NEED to Watch This in Your 50s to Retire Before 60

You NEED to Watch This in Your 50s to Retire Before 60 Keith Wilson

388 views - 1 month ago

What's The Right Month to Retire? Get the Timing Right

What's The Right Month to Retire? Get the Timing Right Keith Wilson

839 views - 3 months ago

8 Signs You Should Consider Retiring EARLIER Than You Think

8 Signs You Should Consider Retiring EARLIER Than You Think Keith Wilson

2.3K views - 3 months ago

The WORST Retirement Lies Told By Finance Gurus

The WORST Retirement Lies Told By Finance Gurus Keith Wilson

259 views - 3 months ago

Most Retirees Don’t Realize This Tax Strategy Exists

Most Retirees Don’t Realize This Tax Strategy Exists Keith Wilson

540 views - 4 months ago

How Your Plan Changes at These 3 Net Worth Milestones

How Your Plan Changes at These 3 Net Worth Milestones Keith Wilson

219 views - 4 months ago

2025 SECRET Roth Conversion Window for Ages 60–67

2025 SECRET Roth Conversion Window for Ages 60–67 Keith Wilson

669 views - 4 months ago

Are You Saving Too Much For Retirement?

Are You Saving Too Much For Retirement? Keith Wilson

226 views - 4 months ago

The Social Security Decision I’d Change, What I'd do Instead

The Social Security Decision I’d Change, What I'd do Instead Keith Wilson

1.3K views - 5 months ago

How To Invest In Your 401k, Roth IRA and Brokerage Account

How To Invest In Your 401k, Roth IRA and Brokerage Account Keith Wilson

306 views - 5 months ago

The Secret 401(k) Rule That Lets You Retire Years Earlier

The Secret 401(k) Rule That Lets You Retire Years Earlier Keith Wilson

761 views - 5 months ago

Retire at 55 vs 65: How Life Truly Changes

Retire at 55 vs 65: How Life Truly Changes Keith Wilson

374 views - 5 months ago

Can You ACTUALLY Retire & Spend $10K/Month? Here's the Math

Can You ACTUALLY Retire & Spend $10K/Month? Here's the Math Keith Wilson

265 views - 5 months ago

Are You On Track To Retire? Average Retirement Savings by 55/60/65

Are You On Track To Retire? Average Retirement Savings by 55/60/65 Keith Wilson

1.2K views - 6 months ago

10 Things to Buy BEFORE You Retire!

10 Things to Buy BEFORE You Retire! Keith Wilson

332 views - 6 months ago

How a Pension in Retirement Changes EVERYTHING

How a Pension in Retirement Changes EVERYTHING Keith Wilson

500 views - 6 months ago

In Your 50s or 60s? You NEED to Hear This Retirement Advice

In Your 50s or 60s? You NEED to Hear This Retirement Advice Keith Wilson

3.2K views - 6 months ago

How Much Should the Middle-Class American Save for Retirement?

How Much Should the Middle-Class American Save for Retirement? Keith Wilson

719 views - 7 months ago

How Financial Advisors REALLY Add Value (It’s Not Just About Investments)

How Financial Advisors REALLY Add Value (It’s Not Just About Investments) Keith Wilson

148 views - 7 months ago

Taking Social Security Early Might Be Smarter (Even If the Math Says Wait)

Taking Social Security Early Might Be Smarter (Even If the Math Says Wait) Keith Wilson

827 views - 7 months ago

What NO ONE Tells You About Dividend Income!

What NO ONE Tells You About Dividend Income! Keith Wilson

5.8K views - 7 months ago

Retire NOW If You Answer "YES" to 8 Questions

Retire NOW If You Answer "YES" to 8 Questions Keith Wilson

5.6K views - 7 months ago

40 Years Old and Nothing Saved For Retirement? Do These NOW!

40 Years Old and Nothing Saved For Retirement? Do These NOW! Keith Wilson

387 views - 8 months ago

How the New Tax Law Affects Your Taxes ($6K Deductions, Roth, IRA)

How the New Tax Law Affects Your Taxes ($6K Deductions, Roth, IRA) Keith Wilson

441 views - 8 months ago

I’m 62 with $800K—Can I Retire & When Should I Take Social Security?

I’m 62 with $800K—Can I Retire & When Should I Take Social Security? Keith Wilson

2.8K views - 8 months ago

Annuity Awareness Month

Annuity Awareness Month Keith Wilson

68 views - 8 months ago

These 4 Purchases Could RUIN Your Retirement

These 4 Purchases Could RUIN Your Retirement Keith Wilson

540 views - 8 months ago

5 Years From Retirement? Do These 5 Things TODAY! (2025 Guide)

5 Years From Retirement? Do These 5 Things TODAY! (2025 Guide) Keith Wilson

579 views - 9 months ago

Avoid the 5 MASSIVE Retirement Mistakes

Avoid the 5 MASSIVE Retirement Mistakes Keith Wilson

424 views - 9 months ago

Honest Advice To Anyone Working Past 60... RETIRE NOW

Honest Advice To Anyone Working Past 60... RETIRE NOW Keith Wilson

947 views - 9 months ago

Trump’s BRAND NEW Tax Bill is Here. How Will it Change Your Taxes? Keith Wilson

422 views - 9 months ago

What Trump's No Taxes on Social Security Plan Mean for You

What Trump's No Taxes on Social Security Plan Mean for You Keith Wilson

566.2K views - 10 months ago

The Insurance Broker Dealer Conundrum Keith

The Insurance Broker Dealer Conundrum Keith Keith Wilson

95 views - 10 months ago

Do I Have To Go Back To Work? Is Retirement Cancelled?

Do I Have To Go Back To Work? Is Retirement Cancelled? Keith Wilson

611 views - 10 months ago

Retiring at 60? Shocking Average Savings vs. The REAL Number You Need

Retiring at 60? Shocking Average Savings vs. The REAL Number You Need Keith Wilson

39.7K views - 10 months ago

Money Moves by Decade: What We Got Right (and Hilariously Wrong)

Money Moves by Decade: What We Got Right (and Hilariously Wrong) Keith Wilson

57 views - 10 months ago

Keep More of Your Money: Tax-Saving Moves for Retirees

Keep More of Your Money: Tax-Saving Moves for Retirees Keith Wilson

470 views - 10 months ago

5 Ways to Retire at 55 - How to Fund Early Retirement

5 Ways to Retire at 55 - How to Fund Early Retirement Keith Wilson

33.1K views - 10 months ago

Retirement Planning: It Starts With These 5 Questions

Retirement Planning: It Starts With These 5 Questions Keith Wilson

221 views - 11 months ago

60 Years Old and No Retirement Savings? - Top 7 Recommendations

60 Years Old and No Retirement Savings? - Top 7 Recommendations Keith Wilson

9.1K views - 11 months ago

7 Things to do in a Down Market

7 Things to do in a Down Market Keith Wilson

244 views - 11 months ago

Are You Making this COSTLY RMD Mistake? 84% Of Retirees Are!

Are You Making this COSTLY RMD Mistake? 84% Of Retirees Are! Keith Wilson

849 views - 11 months ago

7 Things You NEED to Know Before Retirement – Retirement Challenges

7 Things You NEED to Know Before Retirement – Retirement Challenges Keith Wilson

464 views - 11 months ago

Making Your Millions Work For You: The Distribution Phase!

Making Your Millions Work For You: The Distribution Phase! Keith Wilson

518 views - 1 year ago

6 GREAT REASONS to File for Social Security at Age 62

6 GREAT REASONS to File for Social Security at Age 62 Keith Wilson

565 views - 1 year ago

The 401(k) Inflection Point – When Wealth Starts Working for You

The 401(k) Inflection Point – When Wealth Starts Working for You Keith Wilson

452 views - 1 year ago

Roth IRA Conversion BREAKDOWN (Strategies for tax free growth)

Roth IRA Conversion BREAKDOWN (Strategies for tax free growth) Keith Wilson

257 views - 1 year ago

What Should I do With My 401k When I Retire?

What Should I do With My 401k When I Retire? Keith Wilson

488 views - 1 year ago

Can You Retire at 58 with $800,000?

Can You Retire at 58 with $800,000? Keith Wilson

4.8K views - 1 year ago