Your Money in 20

Woodward Financial Advisors
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Your Money in 20

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. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween

    -6 J

    Ep. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween

    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...

    20 min
  2. Ep. 32: Your Money AT 20 - Getting a Strong Start

    2 OCT.

    Ep. 32: Your Money AT 20 - Getting a Strong Start

    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.

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

    16 AOÛT

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

    20 MAI

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

    21 MARS

    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
  6. Ep. 28 - 2023 Year in Review

    24 JANV.

    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

  7. 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

  8. 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
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À propos

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).

Informations

  • Création
    Woodward Financial Advisors
  • Années d’activité
    2020 - 2024
  • Épisodes
    34
  • Classification
    Tous publics
  • Copyright
    © 2024 Your Money in 20
  • Site web de l’émission
    Your Money in 20

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