EPISODE · Mar 25, 2025 · 30 MIN
Ep# 27 Break The Rules!
from That Financial Guy · host Keith Wilson
In this episode of That Financial Guy Show, I’m challenging some of the most popular financial "rules" you've probably heard—like the 4% rule for retirement withdrawals, saving 10 times your salary, the 100-minus-your-age rule for investing, or always maxing out your 401(k). The truth is, not all of these rules make sense for everyone. Some are outdated, some are just guidelines, and a few are downright silly. I break down where these rules came from, why they might not apply to you, and how to think beyond the one-size-fits-all advice. It’s okay to break the rules—sometimes it’s even the smarter move. 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 checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
What this episode covers
In this episode of That Financial Guy Show, I’m challenging some of the most popular financial "rules" you've probably heard—like the 4% rule for retirement withdrawals, saving 10 times your salary, the 100-minus-your-age rule for investing, or always maxing out your 401(k). The truth is, not all of these rules make sense for everyone. Some are outdated, some are just guidelines, and a few are downright silly. I break down where these rules came from, why they might not apply to you, an...
NOW PLAYING
Ep# 27 Break The Rules!
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m