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

When? Where? What? How? Why?
No, this isn’t a grammar lesson—it's how we start building your retirement plan.

In this episode of Unsolicited Podcast, Me and Anthony Ruffalo dig into the real questions that matter when planning for retirement. It’s not just about the numbers. It’s about your life.

When do you want to retire?

Where are you now financially?

What does retirement even look like for you?

How do we build a plan that actually works?

And most importantly… Why? Are you retiring from something—or to something?

We talk about the emotional side of retirement, not just the spreadsheets. Because the best retirement plans start with clarity, not just calculators.

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

In this episode of The Plan: Unsolicited, Keith and Anthony go off-script for a rapid-fire Q&A—sharing real stories, honest reflections, and practical insights from years of working with clients.

We’re answering questions like:
💥 Is investing easier or harder for younger people today?
💥 What’s the hardest thing we've ever had to tell a client?
💥 Are we scared of a stock market crash?

This one’s fast-paced, unfiltered, and packed with lessons you can actually use—because behind every financial decision is a real person trying to make sense of it all.

And at the center of it? A plan.
One that helps you navigate the noise, stay grounded, and keep moving forward—no matter what the market (or life) throws your way.

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