The Plan

By: Keith Wilson and Anthony Ruffalo
Listen for free

  • Summary

  • Welcome to The Plan, where financial clarity meets actionable strategies! Hosted by financial experts Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies.

    Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, The Plan provides expert insights, real-world examples, and practical steps to help you stay ahead.

    What You’ll Learn:
    ✅ How to build and manage your investment portfolio
    ✅ Strategies for a secure and stress-free retirement
    ✅ Estate planning essentials to protect your legacy
    ✅ Risk management tips to safeguard your wealth
    ✅ Tax-efficient strategies to keep more of your money

    Tune in and start executing The Plan for your financial success!

    🎧 Subscribe now

    🔗 Follow us on Linkedin and YouTube
    © 2025 The Plan
    Show More Show Less
Economics Personal Finance
Show More Show Less
activate_mytile_page_redirect_t1
Episodes
  • Planning Through the Decades: Money Moves for Every Stage of Life

    Planning Through the Decades: Money Moves for Every Stage of Life
    May 6 2025

    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
    Show More Show Less
    56 mins
  • Ep#3 The Retirement Planning Process

    Ep#3 The Retirement Planning Process
    Apr 22 2025

    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
    Show More Show Less
    26 mins
  • EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins

    EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins
    Apr 1 2025


    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
    Show More Show Less
    25 mins

What listeners say about The Plan

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.