Your Money in 20 Woodward Financial Advisors
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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).
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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@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 -
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. -
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. -
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. -
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 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. -
Ep. 23: Stagflation Fixation
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.
Customer Reviews
Helpful information presented clearly.
Enjoyable listening and good examples of concepts discussed.
Excellent and timely content!
Witty banter coupled with practical strategic tools to improve your financial situation. Can’t wait to hear more episodes!
Good Podcast Pilot guys.
👏🏼👏🏼👏🏼