The Money Pig Podcast

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The Money/Financial PIG Podcast brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity.  https://www.goodwininvestment.com

  1. Oct 26

    Investment Buckets Explained: Where Should Your Money Go at Every Stage of Life?

    Investment Buckets Explained: Where Should Your Money Go at Every Stage of Life?“Investment buckets” may sound simple, but the term can mean very different things. Are the buckets based on risk, when you will need the money, what the money is for, or how it will be taxed? In this episode, Money Pig co-hosts Tim Goodwin and Joe Beckford bring clarity to this often-confusing strategy. They explain how emergency savings, investment risk, time horizons, and tax-free, tax-deferred, and taxable accounts can work together as part of one personalized financial plan. You’ll also learn why the location of your investments matters and how thoughtfully sequencing withdrawals in retirement may help reduce your lifetime tax burden. 🎧 Listen now to discover whether your money is in the right “buckets” for your life today, your future retirement, and even the legacy you hope to leave behind. Want help creating a strategy for your different accounts? Schedule a complimentary introductory call with our team. Additional Resources https://www.goodwininvestment.com/what-do-i-do-with-my-401k-when-i-leave-my-job/  https://www.goodwininvestment.com/navigating-the-new-trump-accounts/ For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Marietta, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

  2. Oct 13

    7 Secrets of Happy Millionaires

    What is the difference between simply having wealth and experiencing a genuinely happy, meaningful life? In this episode, co-hosts Joe Beckford and Tim Goodwin explore the ideas behind Tim’s new book, The Seven Secrets of Happy Millionaires, and share what years of working with successful families have taught them about building wealth with greater purpose and joy. Listen or watch to discover: Why intentionality may be the key to becoming a happier millionaireHow generosity can create greater fulfillmentWhy retirement is about more than reaching a numberHow to prepare for what you are retiring to, not just what you are retiring fromWhy hobbies, relationships, purpose, and meaningful goals matterHow a thoughtful financial plan can replace retirement anxiety with confidenceThe seven principles that can help you enjoy your hard-earned wealth while you still can You will also hear the inspiring story of a client in his 80s who refuses to leave his “go-go years” behind and continues to fill his life with activity, travel, friendship, purpose, and adventure. Can money make you happy? Maybe that is not quite the right question. Tune in to discover how intentional choices can help you build a life that is both financially secure and deeply fulfilling. Additional resources https://www.goodwininvestment.com/7secrets/ Enjoy the episode? Subscribe, share it, and leave us a review on Apple or  Spotify! Like, subscribe, and leave us a review on YouTube if this resonated with you! For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

  3. Sep 29

    The Tax-Wise Wealth Blueprint

    In this episode of The Money Pig Podcast, Tim Goodwin sits down with financial planner and author Justin Pitcock to unpack the powerful strategies behind his new book, The Tax Wise Wealth Blueprint, a practical guide designed to help families, business owners, retirees, and investors legally keep more of what they earn. Justin explains why tax planning should never be separated from investing, revealing how smart decisions around Roth conversions, capital gains, donor advised funds, and retirement withdrawals can potentially save people tens or even hundreds of thousands of dollars over their lifetime. If you have ever wondered why wealthy families seem to “play by different rules,” this episode explains the strategies hiding in plain sight. The conversation dives deep into the hidden tax traps that quietly destroy long term wealth, including the infamous Social Security tax torpedo, ACA subsidy cliffs, poorly timed retirement withdrawals, and missed opportunities during low income years. Justin shares how most people unknowingly overpay taxes simply because they lack a coordinated strategy between their CPA, investments, and financial plan. He also breaks down advanced concepts like tax loss harvesting, gain harvesting, and building wealth across the three major tax buckets: taxable, tax deferred, and tax free. Perhaps the biggest takeaway from the episode is that retirement tax planning is not one size fits all. Justin challenges common “radio advice” and generic financial rules by showing why personalized planning matters far more than cookie cutter strategies. Whether you are preparing for retirement, building a business, investing in real estate, or simply trying to stop giving the IRS more than necessary, The Tax Wise Wealth Blueprint offers actionable strategies that can immediately improve your financial future. This episode is a must listen for anyone serious about lowering taxes, increasing investment efficiency, and creating lasting wealth for future generations. Additional Resources: https://www.goodwininvestment.com/the-tax-wise-wealth-blueprint/ For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia .

  4. Sep 15

    The Gift Your Family Will Never Forget

    In this episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford dive into one of the most meaningful financial conversations families can have: how to create a legacy your loved ones will never forget. But this episode is not just about wills, trusts, and money. It is about passing down values, wisdom, stories, and character long before financial assets ever change hands. Tim and Joe unpack the powerful concept of a “Legacy Will,” explaining why the greatest inheritance you leave behind may not be money at all, but the lessons, relationships, and memories that shape future generations. The hosts share deeply personal examples of how they are intentionally building legacy within their own families. From documenting family stories and favorite quotes to hosting weekly family meetings and preserving life lessons learned the hard way, they reveal practical ways parents and grandparents can become more intentional about what they pass on. Tim explains how his evolving digital “Legacy Will” includes everything from grandfather sayings and family recipes to values, movie recommendations, and life advice for his children. The episode challenges listeners to stop assuming their family automatically knows their story and instead begin sharing it now while they still can. Perhaps the most impactful takeaway is the reminder that legacy is not measured by buildings, statues, or account balances. It is measured by how others are changed because you existed. Whether through mentoring, scholarships, charitable giving, raising children, or simply sharing hard earned wisdom, Tim and Joe encourage listeners to think beyond financial inheritance and focus on creating a life that continues influencing others for generations. If you have ever wondered how to leave a deeper impact on your family or create purpose beyond wealth accumulation, this episode delivers an emotional and practical roadmap for building a lasting legacy. Additional Resources: Legacy Will:   https://www.goodwininvestment.com/goodwin-guides/legacy-will-planning-guide/  https://www.goodwininvestment.com/legacy-will/ https://www.goodwininvestment.com/legacy-vs-inheritance/ Enjoy the episode? Subscribe, share it, and leave us a review on Apple or  Spotify! Like, subscribe, and leave us a review on YouTube if this resonated with you! For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia .

  5. Sep 1

    Will Your Wealth Help or Hurt Your Kids

    In this powerful episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford tackle one of the biggest questions wealthy families face: will your money become a blessing or a burden for your children? The hosts unpack the harsh reality that most generational wealth disappears within just two generations, not because families lacked money, but because they failed to pass down the mindset, discipline, and values required to manage it wisely. Drawing from books like The Millionaire Next Door, they explain why simply handing wealth to heirs without preparation can unintentionally create entitlement, reduced ambition, and financial dysfunction. Throughout the conversation, Tim and Joe share practical ways parents can raise grounded kids even while living with financial success. They discuss teaching delayed gratification, rewarding stewardship instead of entitlement, and helping children understand how wealth is actually built. From using apps like Greenlight to teach saving and investing, to creating intentional family conversations around money, generosity, and responsibility, the episode offers real world strategies families can begin using immediately. One of the strongest themes is that kids are always watching. Parents who model discipline, stewardship, and wise decision making are far more likely to pass down lasting wealth than parents who only pass down money. The emotional centerpiece of the episode is the story of “Vanessa,” a woman who unexpectedly inherited significant wealth from parents who never discussed money openly. Rather than squander it, she transformed her inheritance into a multigenerational family mission built around stewardship, intentional giving, and family education. Her annual “State of the Trust” family meetings now teach future generations how to manage wealth wisely while preserving the values that created it in the first place. This episode is packed with practical financial wisdom, parenting insight, and legacy building advice for anyone who wants their wealth to strengthen future generations instead of quietly destroying them. Additional Resources: https://www.goodwininvestment.com/how-to-teach-your-kids-to-be-generous-with-money/ https://www.goodwininvestment.com/financial-life-hacks-for-college-students/ https://www.goodwininvestment.com/category/kids/ Enjoy the episode? Subscribe, share it, and leave us a review on Apple or  Spotify!  Like, subscribe, and leave us a review on YouTube if this resonated with you!

  6. Aug 18

    Empty Nest, Full Life

    In this heartfelt episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford dive into one of life’s biggest emotional transitions: becoming empty nesters. Titled Empty Nest, Full Life, the episode explores how parents can rediscover joy, purpose, and connection after their children leave home. Joe shares his personal experience navigating the emotional shift from full time parenting to a quieter household, revealing that the transition was far less painful than he originally feared. Instead of loneliness, he discovered more freedom, spontaneity, deeper connection with his wife, and the opportunity to intentionally embrace a new season of life. The conversation goes far beyond parenting and touches on identity, marriage, retirement, and personal growth. The hosts discuss how many people unintentionally build their entire identity around their children or careers, only to feel lost when those roles change. They emphasize the importance of nurturing your marriage throughout parenthood, maintaining hobbies and passions, continuing to learn, and building a strong sense of purpose outside of raising kids. Joe and Tim also unpack the emotional reality children experience when leaving home, from excitement and independence to homesickness and anxiety, while encouraging parents to foster relationships that make adult children actually want to come back home and stay connected. Packed with humor, wisdom, and practical advice, this episode offers encouragement for anyone approaching the empty nest stage or wondering how to prepare emotionally and financially for the next chapter. The hosts explain why intentional communication, strong faith, shared experiences, and continued generosity with your time and talents can transform an empty nest into one of the most meaningful seasons of life. Whether you are years away from this transition or actively living through it now, this episode provides valuable insight into building a fuller life after the kids move out. Additional resources: https://www.goodwininvestment.com/becoming-an-empty-nester-with-joe-beckford/ https://www.goodwininvestment.com/navigating-transitions/  Enjoy the episode? Subscribe, share it, and leave us a review on Apple or  Spotify!  Like, subscribe, and leave us a review on YouTube if this resonated with you!

  7. Aug 4

    Serving on Non-profit Boards with Buster Wright

    In this inspiring episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford welcome special guest Buster Wright to unpack the real value of serving on nonprofit boards—and why it might be one of the most meaningful ways to give back. Drawing from decades of leadership and volunteer experience, Buster explains how board service is about far more than meetings and donations. It is about using your time, talent, and treasure to support causes you care about, build stronger communities, and stay connected to something bigger than yourself. For anyone wondering how to make a difference beyond writing a check, this episode is packed with practical and powerful insight. The conversation also reveals what people often misunderstand about nonprofit board service. Tim, Joe, and Buster discuss how to evaluate whether a board is the right fit, what questions to ask before joining, and why vision, values, and expectations matter so much. From financial giving requirements to personality dynamics in the boardroom, they offer a candid look at what happens behind the scenes—and why the best boards stay anchored to a clear mission. The episode makes a compelling case that board service can deliver an incredible personal return, including wisdom, deeper relationships, leadership growth, and exposure to how strong organizations make decisions. Perhaps the biggest takeaway is how nonprofit board service can become a powerful answer to one of retirement’s biggest challenges: finding purpose after your career ends. Buster shares why people should start volunteering before retirement, not after, so they already have meaningful outlets, relationships, and rhythms in place when work life changes. If you have ever asked yourself how to stay engaged, useful, and fulfilled in the next chapter of life, this episode offers a roadmap. It is a must-listen for professionals, retirees, community leaders, and anyone curious about how serving on a nonprofit board can transform both the organization and the volunteer. https://www.goodwininvestment.com/community-partners/  https://www.goodwininvestment.com/ethos-of-generosity/  https://www.goodwininvestment.com/portfolio-greater-good/  For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

  8. Jul 21

    Navigating the New Trump Accounts

    In this episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford break down the brand-new Trump Accounts (also called 530A “Invest in America” accounts)—a potentially game-changing opportunity that could give children a $1,000 government-funded head start on retirement. Created under the One Big Beautiful Bill Act of 2025, these accounts are designed to help families build long-term wealth earlier than ever before. The hosts explain who qualifies, how to claim the free seed money through your tax return, and why parents should act quickly before missing out on one of the biggest new financial planning tools for kids in decades. Tim and Joe also explore how corporations—and even billionaires like Michael Dell—are already committing billions of dollars to help fund these accounts for eligible children. With contribution limits up to $5,000 per year from families and tax-free employer contributions up to $2,500 annually, Trump Accounts could become a powerful alternative (or complement) to traditional college savings plans like 529s. The hosts highlight how these accounts function similarly to traditional IRAs, potentially supporting first-home purchases, education expenses, and long-term retirement growth through low-cost index investments. Most importantly, the episode explains why Trump Accounts could reshape how Americans think about investing by giving millions of children early ownership in the stock market. Instead of waiting until adulthood to learn about retirement planning, future generations may grow up already invested—literally—in their financial future. If you’re a parent, grandparent, or employer wondering whether these accounts are worth opening, this episode outlines exactly how they work and why they could become one of the most important wealth-building tools for families in the coming years.  Subscribe, share it, and leave us a review on Apple,  Spotify  Like, subscribe, and leave us a review on YouTube if this resonated with you! For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

4.9
out of 5
27 Ratings

About

The Money/Financial PIG Podcast brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity.  https://www.goodwininvestment.com