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

  • Apr 1 2025
  • Durée: 25 min
  • Podcast

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

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  • Résumé


  • 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
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