Unsolicited
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
Episodes
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 li...
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-pa...
You’ve spent decades building your 401(k), and now it’s time to enjoy the fruits of your labor. But how do you make sure your money lasts while maximizing your retirement lifestyle? In this episode, Keith Wilson and Anthony Ruffalo break down the 401(k) distribution phase, walking through a hypothetical scenario of a 65-year-old retiree with $3 million saved.
We explore:
💰A 5% withdrawal rate & a 6.9% Return – What do thes...
After years of diligent saving, strategic investing, and navigating the ups and downs of your career, there comes a moment when your 401(k) and overall wealth reach a tipping point—an inflection point where your accumulated assets start working harder for you than your new contributions. In this episode of The Plan, we explore how this moment unfolds, why your personal finances get stronger with each raise and promotion, and how, o...
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