Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce.

We’ll cover:

• How to align on your retirement lifestyle and monthly spending
• What to do when one spouse wants to retire early and the other doesn’t
• How to plan for “what ifs” like illness or losing a spouse
• And why dreaming together might be the most powerful financial move of all

Whether you're five years out or already halfway packed for Margaritaville, this episode will help you retire together — not just at the same time.

🎧 Listen in and then ask your spouse the questions that really matter.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
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For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

What happens when you retire… and then unretire just four days later?

In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.

We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:

• Why retirement isn’t just a math problem
• How tax diversification can make or break your income strategy
• And the hidden risk of withdrawing in a down market

Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.

👉 Need help stress-testing your retirement? Visit www.wfa-nc.com

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

In this episode of That Financial Guy, I’m doing something a little different. I’m pulling money lessons from some of the most iconic characters in pop culture — Seinfeld, The Office, and Star Wars.

Yep, I went there.

What can George Costanza teach us about emotional investing? Why does Michael Scott’s idea of bankruptcy make the perfect case for financial literacy? And what does Anakin Skywalker’s impatience have to do with long-term wealth building?

I’ll walk you through:

• Why following your emotions is a terrible investment strategy
• How financial education (even the basics) can change everything
• What it means to adopt a Jedi-like mindset when it comes to money
• And how to build a financial plan that doesn’t go full Death Star

This one’s fun, a little nerdy, and surprisingly packed with actionable advice. So whether you’re a fan of sitcoms, space battles, or just want to get better with your money — give it a listen.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...