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Unsolicited

Unsolicited

Von: Keith Wilson and Anthony Ruffalo
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Über diesen Titel

Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors 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, Unsolicited 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 Unsolicited Persönliche Finanzen Ökonomie
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  • How Financial Advisors Add Value

    How Financial Advisors Add Value
    Jul 17 2025

    In this episode of Unsolicited, Keith Wilson and Anthony Ruffalo break down what real financial advising looks like—beyond just managing investments.

    We dive into how great advisors bring value year after year through strategic tax planning, estate guidance, navigating life events, and helping you avoid costly mistakes.

    It’s not about a one-time transaction. It’s an ongoing relationship built to adapt, adjust, and support your goals through every season of life.

    If you think a financial advisor just “manages money,” think again.

    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
    Mehr anzeigen Weniger anzeigen
    34 Min.
  • Annuity Awareness Month

    Annuity Awareness Month
    Jul 1 2025

    🎙️ It’s Annuity Awareness Month… or at least it was when we hit record.
    In this episode of Unsolicited, we dive into the world of annuities—yes, all of them. From immediate and fixed annuities to MYGAs, variable annuities, and fixed indexed annuities, we break down what they are, how they work, and where the confusion often begins.

    We don’t sugarcoat it. You’ll hear the good, the bad, and the “what were they thinking?” of annuities. Most importantly, we walk through where annuities might make sense in a plan—and when they absolutely don’t.

    No sales pitch. Just real talk. Because that’s how we do it here.

    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
    Mehr anzeigen Weniger anzeigen
    34 Min.
  • RSU's and Equity Comp: What You Really Need to Know

    RSU's and Equity Comp: What You Really Need to Know
    Jun 17 2025

    In this episode of Unsolicited, Keith Wilson and Anthony Ruffalo break down the often misunderstood world of RSUs—Restricted Stock Units—and what equity compensation means for executives and employees alike.

    We walk through the three key events every RSU holder needs to understand: grant, vest, and pay—and how each impacts your taxes and planning. Then we tackle the big question: Should you sell or hold? The answer, as always, depends on your goals.

    Whether you're swimming in stock from a recent vest or just trying to make sense of your latest grant letter, we’ll help you figure out how an RSU fits into your broader financial plan.

    No fluff. No sales pitch. Just straight talk. Unsolicited, of course.

    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
    Mehr anzeigen Weniger anzeigen
    25 Min.
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