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Lessons Learned from 2025

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Manage episode 518986377 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Every year teaches investors something new — and 2025 was no exception.

In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what changed for good, and what timeless truths still hold.

You’ll learn:
• Why the February–April correction proved that patience beats panic every time
• How corrections are normal (they happen nearly every year) — and why staying invested works
• Why cash is useful, but not a long-term strategy
• How The One Big Beautiful Bill changed the tax landscape — and why smart planning still matters
• Why inflation never really disappears (and what it means for retirees)
• How simplicity and clarity can bring more confidence than complexity ever could
• And why the best financial plan is one you keep updating, not one you file away

Because real financial success isn’t about predicting the next move — it’s about learning, adapting, and preparing for whatever comes next.

🎧 Tune in to reflect on 2025 — and make sure 2026 starts on the right foot.

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: 👉...

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 518986377 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Every year teaches investors something new — and 2025 was no exception.

In this episode of That Financial Guy Show, Keith Wilson looks back at the biggest financial lessons from the year — what the markets reminded us, what changed for good, and what timeless truths still hold.

You’ll learn:
• Why the February–April correction proved that patience beats panic every time
• How corrections are normal (they happen nearly every year) — and why staying invested works
• Why cash is useful, but not a long-term strategy
• How The One Big Beautiful Bill changed the tax landscape — and why smart planning still matters
• Why inflation never really disappears (and what it means for retirees)
• How simplicity and clarity can bring more confidence than complexity ever could
• And why the best financial plan is one you keep updating, not one you file away

Because real financial success isn’t about predicting the next move — it’s about learning, adapting, and preparing for whatever comes next.

🎧 Tune in to reflect on 2025 — and make sure 2026 starts on the right foot.

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: 👉...

  continue reading

48 episodes

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