We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).
In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss a few specific ways that "spring cleaning" has been materializing with our clients. You'll walk away with some ideas, and perhaps some inspiration to tidy up your financial planning this Spring. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura Neal, CFP® and Vic Colella, CFP® zoom out and reflect on the value of detachment, both in life and applied to financial planning and investing. You'll walk away with some perspective that might help you sleep better at night and make better decisions when it matters most. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss some of the important changes impacting Social Security, Medicare, and Retirement Savings in 2025. You'll walk away with a better understanding of these topics and, most importantly, a sense of whether you should dig deeper into their potential impact on your situation. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.Here's the link to our recent blog post covering the repeal of Windfall Elimination Provision (WEP) and Government Pension Offset (GPO): https://woodwardadvisors.com/blog/social-security-fairness-act
In this episode, Derek Ellison and Vic Colella, CFP® discuss the top fraudulent phishing scams we've been hearing about this year, and how to avoid being victimized. You'll walk away with strategies to avoid these increasingly sophisticated scams, and with a plan of action if they get past your defenses. If you listen all the way to the end, you might just hear Derek's best Halloween themed cyber fraud joke. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic temporarily rename our Woodward Financial Advisors podcast to "Your Money AT 20" as they discuss key priorities when laying a strong financial foundation in young adulthood. They end the conversation with a brief shoutout for a nonprofit organization that Alex volunteers with called Third Decade. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura and Vic talk about a popular book called "The Millionaire Next Door: The Surprising Secrets of America's Wealthy", and put the tips from the book into perspective based on their experiences as wealth managers.If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. Here's a link to the book
In this episode, Alex and Vic get to the bottom of all of the hype around the "Magnificent 7" or "FAANG 2.0" phenomenon. They attempt to understand the meaning and historical context of the news headlines, and answer the question of what you should (or shouldn't) do about it!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura and Vic talk: Presidential Elections, Markets, and Counterprogramming the Media. When faced with uncertainty, we understand the natural human reaction to worry. An example of uncertainty in 2024 is the upcoming Presidential election. Our political elections in the U.S. have become very polarizing, with each side thinking that if the other party wins then our country (and economy and stock market and you name it…) will crumble. So, is that a reason to worry?If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura and Vic talk about some of the biggest financial headlines of 2023. They look back at predictions for market returns at the beginning of the year (and what actually happened), explore some unexpected curveballs that came our way, and muse about what it all might mean for 2024. You won't want to miss this one! If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. Laura and Vic referenced a number of other pieces of content from Woodward Financial Advisors in 2023. Here are some links to those pieces of content, by topic. Blog on Secure Act 2.0Podcast on the Banking CrisisBlog on FDIC Limits and The Banking CrisisBlog on the Debt CeilingBlog on Bonds (They're back!)Blog on Elections and Markets
In this episode, Taylor and Vic daydream about winning the lottery - but in the Woodward Way. In contemplating why so many people play the lottery, they look for lessons that can be applied as long-term investors in markets. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura and Vic tell you everything you might want to know about cash. How much is too much, what to do with it, how to think about it, and more. They also celebrate a very special birthday... you'll have to listen to find out more. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Laura and Vic lay out some of the most important planning you should be doing if you are welcoming a new member to the family. They cover everything from prenatal care to lawn care - if you or someone you know is expecting, you won't want to miss this one!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic talk through the banking issues that have been developing over the past months at banks like Silicone Valley Bank, Signature Bank, and most recently First Republic Bank. They break down what's contributed to the bank failures of past months, and what actions you might want to take in light of the turmoil in this critical industry. Here is a link to a related blog post written by Alex about FDIC insurance, which we referenced in the episode. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Jim and Vic talk about "Stagflation", a frequent headline in recent months. They break down the meaning of the term, briefly discuss whether it's a current economic reality, and spend time highlighting what it might mean to your financial plan. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic put our current bear market into context and discuss some of the things in your control that can help you to make the best of any market downturn. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Roni, Jess and Vic talk through the 3 main questions on our clients' minds around the real estate market today. They bring relevant data, perspectives, and stories we've heard from clients and realtors we work with (and even some personal stories), to help make sense of today's unique market. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Joe and Vic talk through 8 different investment biases or psychological tendencies we all have as humans, and that may be working against us as investors. They break down each bias in the hopes of arming you to recognize them in yourself before they affect your portfolios for the worst!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic talk through some practical tips on being more secure with your data online. They cover everything from email best practices to credit freezes in an effort to make sure your personal information, and finances, remain secure. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Jim and Vic talk about all-time highs and what they might mean for you. They do it by answering three common questions that we hear related to this topic: (1) Given recent all-time highs, is now the right time to enter the market? (2) This can't last, can it? What goes up must come down? and (3) If I'm too nervous to enter the market all at once, what can I do? If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. They cover everything from scholarships to tax credits, and give you a high level overview of the best ways to pay for this substantial expense. This is the second podcast of a 2-part series. Part 1 covered best practices for saving for college in the future. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients when they're thinking about the daunting task of saving for this often-substantial expense. This is the first podcast of a 2-part series. Part 2 will cover important planning considerations when college has arrived, and the tuition bills are coming due. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Victor and Joe talk about inflation: a timely topic given recent news coverage over increases in prices for consumers and businesses. They define inflation, discuss some historical context around the measure, and leave you with some tools to help you determine whether or not you might be prepared for the possibility of future inflation. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Victor and Ben talk about diversification in the context of the recent high profile swings in some stocks such as GameStop and AMC. They talk about some of the research behind diversification, and how they think about the happenings of the recent weeks might fit into a well-diversified and reliable investment strategy. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.
In this episode, Victor and Ben talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. During the episode, we reference the following books:Victor's Book: The Behavior GapBen's Book: The Psychology of Money
In this episode, Austin and Megan talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. During the episode, we reference the following books:Austin's Book: Simple Wealth, Inevitable WealthMegan's Book: The Millionaire Next Door
In this episode, Roni and Joe talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. During the episode, we reference the following books:Joe's Book: New Retirementality Roni's Book: Happy Money: The Science of Happier Spending
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one of these topics have crossed your mind, if not more. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.During the episode, we reference the following accessible pieces of content: Woodward Financial Advisors Elections and Markets Blog PostYour Money in 20 Podcast, Episode 9: Entering the Market in Uncertain Times Your Money in 20 Podcast, Episode 6: Reviewing Tax Returns
In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estate plans. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
In this episode, Ben and Victor give some useful tips to help you avoid being on the wrong end of the many identity theft and financial fraud schemes out there, especially in times of crisis such as the last few months. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. Useful Sites Mentioned:- Click here for more information on freezing your credit- Click here for information on the do not call registry- Click here for information on OptOutPrescreen- Click here to go to the FBI COVID-19 scammer information referenced- Here's the Woodward Financial Advisors Blog post on password managers
In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it!Bonus: We finally have a name! Jim and Victor talk about our new name, and the reasons we chose it. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
This is the third of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that ROTH Conversions work, and why market corrections might be an especially beneficial time to convert from traditional tax-deferred retirement accounts to ROTH retirement accounts. We hope you enjoy it!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your tax and investment situation, and some reasons why it might not be for you. We hope you enjoy it!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period. The next three episodes in the mini-series will cover:Tax-loss harvesting ROTH conversions Re-evaluating your financial planIf you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
In this episode, Ben and Victor try to simplify and explain the most relevant parts of the very long and comprehensive Coronavirus Aid, Relief, and Economic Security Act (CARES Act for short) for our listeners. Resources referenced in the episode: https://home.treasury.gov/policy-issues/careshttps://studentaid.gov/announcements-events/coronavirushttps://www.irs.gov/coronavirus-tax-relief-and-economic-impact-paymentshttps://www.irs.gov/coronavirus/economic-impact-paymentsIf you have suggestions for episode topics, or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message!
This episode describes the who, what, where, when and why of our new podcast. We're glad you could join us!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
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