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!
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Are your financial decisions really based on logic — or are they being shaped by deep-rooted beliefs you don’t even realize you have?

In this episode of That Financial Guy Show, financial planner Keith Wilson explores the concept of money scripts — the unconscious money beliefs formed in childhood that influence how we save, spend, invest, and plan for retirement. You’ll learn about the four most common money scripts: Money Avoidance, Money Worship, Money Status, and Money Vigilance — and how they impact real financial behavior.

Whether you’re working toward financial independence, preparing for retirement, or just trying to understand your relationship with money, this episode will help you gain clarity and confidence in your financial life.

🎧 Listen in as we bridge the gap between financial psychology and smart planning — because understanding the why behind your money habits is just as important as the how.

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 today’s episode of That Financial Guy Show, I’m diving into one of the hardest conversations in retirement planning:

What do you do when your adult children ask for financial help — but your retirement savings are on the line?

As a parent, wanting to help is natural. But giving away too much money during retirement can derail your financial security, strain relationships, and even lead to financial hardship later in life.

In this episode, I break down:
✅ Why giving too much to adult children is one of the biggest hidden risks to your retirement
✅ How I recommend setting healthy financial boundaries without damaging family relationships
✅ Practical scripts you can use to say “no” with love (and without guilt)
✅ How to create a personal “giving budget” that protects your future
✅ Warning signs of elder financial abuse — and how to recognize and prevent it

If you’re nearing retirement, already retired, or just trying to balance generosity with financial independence, this episode will give you the tools, confidence, and real-world advice you need to protect your hard-earned savings.

Because real love isn’t about endless bailouts — it’s about building a secure future for everyone.

🎧 Tune in now and learn how you can support your family without sacrificing your own retirement security.

And don’t forget to subscribe to That Financial Guy Show for more personal financial strategies, retirement planning advice, and real-world money conversations!

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: 👉...