• Planning Through the Decades: Money Moves for Every Stage of Life

  • May 6 2025
  • Duración: 56 m
  • Podcast

Planning Through the Decades: Money Moves for Every Stage of Life

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  • Resumen

  • In this episode of Unsolicited, Keith and Anthony take a walk down memory lane—sharing personal stories, financial missteps, and hard-earned lessons from their 20s, 30s, 40s, 50s, and 60s. Whether you're just getting started or staring down retirement, this episode is packed with practical tips, timeless advice, and a few laughs along the way.

    We talk about:

    • What we wish we knew in our 20s
    • The pressure and pivot points of your 30s
    • Balancing growth and stability in your 40s
    • Why your 50s are crunch time for retirement planning
    • And how the 60s are about making it all work together

    No matter where you are in your financial journey, this one’s for you.

    How to get in touch with us:

    Keith Wilson keith.wilson@lpl.com

    Anthony Ruffalo: anthony.ruffalo@lpl.com

    check out our websites!

    Keith Wilson https://www.wfa-nc.com/

    Anthony Ruffalo: https://ruffalowealthmanagement.com/

    Our YouTube Channels

    Keith Wilson: https://www.youtube.com/@ThatFinancialGuy

    Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704
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