Your Money in 20

Woodward Financial Advisors
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Your Money in 20 Podcast

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).

  1. Ep. 31 - How to Be the "Millionaire Next Door"

    16 AUG

    Ep. 31 - How to Be the "Millionaire Next Door"

    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

    21 min
  2. Ep. 30 - The Magnificent 7... So What?

    20 MAY

    Ep. 30 - The Magnificent 7... So What?

    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.

    20 min
  3. Ep. 29 - Presidential Elections and Markets: Counterprogramming the Media

    21 MAR

    Ep. 29 - Presidential Elections and Markets: Counterprogramming the Media

    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 ...

    20 min
  4. Ep. 28 - 2023 Year in Review

    24 JAN

    Ep. 28 - 2023 Year in Review

    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@woodwardadvisor...

    19 min

  5. 30/10/2023

    Ep: 27 - Lottery Learnings: 4 Lessons for Investing

    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.

    21 min

  6. 09/08/2023

    Ep: 26 - All About Cash

    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.

    20 min

  7. 01/06/2023

    Ep: 25 - We're Having a Baby... Now What? Financial Planning for New Parents

    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.

    21 min

  8. 09/05/2023

    Ep: 24 - Can You Bank on Banks? The Current Banking "Crisis" Explained

    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 sugge...

    19 min
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About

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).

Information

  • Creator
    Woodward Financial Advisors
  • Years Active
    2020 - 2024
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © 2024 Your Money in 20
  • Show Website
    Your Money in 20

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