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:
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📝 Get your Free Retirement Plan checkup
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You’ve probably heard it before: “Just max out your 401(k) and you’ll be fine.”
But here’s the truth, if that’s your only strategy, you could be setting yourself up for a massive tax problem later.

In this episode of That Financial Guy Show, Keith Wilson explains why focusing only on your 401(k) can limit your flexibility in retirement and what to do instead. You’ll learn:
• Why every dollar in your 401(k) is fully taxable later and how that can lead to higher taxes and Medicare premiums.
• Why your savings rate matters more than contribution limits.
• How to use a 25% savings rate as a framework for smarter, more balanced saving.
• The power of tax allocation by spreading savings across 401(k), Roth, and brokerage accounts.
• How building tax flexibility now gives you more control over your retirement income later.

Because real wealth isn’t about maxing out a single account, it’s about creating options across all of them.

🎧 Tune in and learn how to make your savings work smarter, not just harder.

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: 👉...

We’ve all heard the retirement “rules of thumb”, save a million bucks, withdraw 4%, you’ll be fine. But what if those old rules are setting you up for mistakes?

In this episode of That Financial Guy Show, Keith Wilson takes aim at the five most common retirement myths that can derail even the smartest savers. You’ll learn:

• Why the “$1 Million to Retire” rule is misleading (and how inflation + cost of living change everything).
• The truth about Social Security, why it’s not going away, and what really matters.
• Why the famous 4% rule isn’t one-size-fits-all (and what Bill Bengen, Michael Kitces, and even Dave Ramsey get wrong).
• How lifestyle creep quietly eats away at high earners and how to stop it without living like a monk.
• Why money alone doesn’t guarantee happiness in retirement and what to focus on instead.

Retirement isn’t about myths, magic numbers, or fear it’s about clarity, flexibility, and purpose.

🎧 Tune in now to learn what really works when it comes to building and living your best retirement.

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: 👉...