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That Financial Guy
Keith Wilson
46 episodes
1 week ago
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 retireme...
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Investing
Education,
Business,
Entrepreneurship,
How To
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All content for That Financial Guy is the property of Keith Wilson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 retireme...
Show more...
Investing
Education,
Business,
Entrepreneurship,
How To
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How To Invest In Different Accounts
That Financial Guy
27 minutes
1 month ago
How To Invest In Different Accounts
It’s not just what you invest in, it’s where you invest it that makes the difference. In this episode of That Financial Guy Show, I break down how to use different types of accounts: 401(k)s, IRAs, Roth IRAs, and brokerage accounts, to maximize growth and minimize taxes. You’ll learn: How each account is taxed and why that matters.Why mutual funds in a brokerage account can create surprise tax bills.How one big index fund in a brokerage account could limit tax-loss harvesting.Why Roth account...
That Financial Guy
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 retireme...