The Retirement Planning Process

An episode of the Unsolicited podcast, hosted by Keith Wilson and Anthony Ruffalo, titled "The Retirement Planning Process" was published on April 22, 2025 and runs 26 minutes.

April 22, 2025 ·26m · Unsolicited

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Summary

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 like for you? How do we build a plan that actually works? And most importantly… Why? Are you retiring f...

Episode Description

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 like for you?

How do we build a plan that actually works?

And most importantly… Why? Are you retiring from something—or to something?

We talk about the emotional side of retirement, not just the spreadsheets. Because the best retirement plans start with clarity, not just calculators.

How to get in touch with us:

Keith Wilson [email protected]

Anthony Ruffalo: [email protected]

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