EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins
-
Narrated by:
-
By:
About this listen
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-paced, unfiltered, and packed with lessons you can actually use—because behind every financial decision is a real person trying to make sense of it all.
And at the center of it? A plan.
One that helps you navigate the noise, stay grounded, and keep moving forward—no matter what the market (or life) throws your way.
How to get in touch with us:
Keith Wilson keith.wilson@lpl.com
Anthony Ruffalo: anthony.ruffalo@lpl.com
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