55 episodes

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

The Money Pig Podcast www.goodwininvestment.com

    • Business
    • 4.9 • 34 Ratings

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

    Five common mistakes people make with their finances

    Five common mistakes people make with their finances

    Episode 55 - FIVE COMMON MISTAKES PEOPLE MAKE WITH THEIR FINANCES.

    Description
    This meeting featured Reid Trego hosting financial planner Justin Pitcock, emphasizing budgeting effectively as the first step. Listeners were advised to prioritize financial goals and pay themselves first, stressing early retirement planning regardless of age to debunk the misconception that saving can wait.

    The importance of neglecting emergency savings was highlighted, advising setting aside cash for unforeseen expenses like car repairs or medical bills. Strategies for building an emergency fund based on covering deductibles or maintaining several months' worth of expenses were outlined to avoid falling back into debt traps.

    Insights were shared on avoiding debt traps through responsible management of major purchases like cars and homes within reasonable budget percentages. Practical tips were provided for reducing and eliminating debts, including the snowball method. Overlooking valuable investing opportunities due to fears of market volatility and misconceptions about investing being akin to gambling was identified as a crucial mistake.

    The conversation emphasized how proper investing in securities over time is vital for long-term financial growth. Understanding individual goals and aligning investment strategies accordingly to achieve financial security over different phases of life, including retirement planning considerations, was highlighted amidst market fluctuations induced by media fear tactics.

    • 32 min
    Retire on Purpose!

    Retire on Purpose!

    Episode 54

    Description
    The Retire by Design program aims to address retirement fears and challenges, emphasizing financial security, health care costs, inflation worries, and market volatility. It offers personalized planning with a retirement consultant. Additionally, the program focuses on non-financial issues like social isolation, loss of identity, and finding meaning in retirement.

    Retire by Design participants discussed the importance of intentional pre-retirement preparation to ensure a smooth transition. They shared experiences of early retirements that lacked proper planning, leading to unexpected challenges such as feeling irrelevant or unprepared financially. To combat loneliness and enhance overall well-being, the program highlights the need for activities that bring fulfillment and purpose in retirement years.

    Interested individuals can join the program by following outlined practical steps. These steps include registering for the program and participating in an eight-week workshop covering essential topics for successful retirement planning. Integration with financial advising services is crucial for aligning retirement lifestyle goals effectively with financial means.
    In summary, the Retire by Design program offers a comprehensive approach to retirement planning. By addressing both financial and non-financial aspects, the program aims to help individuals overcome common retirement concerns and make a meaningful transition into this phase of life.

    • 20 min
    What Couples Talk About When They Talk About Money

    What Couples Talk About When They Talk About Money

    Episode 53 - What Couples Talk About When They Talk About Money

    Description
    Money PIG Host, Reid Trego is joined by Tim and Maureen Goodwin for insights on discussing finances within couples, focusing on security, stress reduction, and emotional considerations. They emphasized the impact of past experiences on present financial attitudes and the importance of open communication to prevent conflicts and foster trust. Key points included avoiding consumer debt, maintaining an emergency fund for peace of mind, and regular net worth tracking. Practical budgeting advice involved strategies like using YNAB or spreadsheets.

    Attendees shared personal stories of debt struggles and childhood money-related traumas, highlighting how emotions influence financial decision-making in relationships. Pro tips suggested addressing spending triggers linked to past traumas for a healthier financial approach. The future objectives revolved around financial freedom through responsible budgeting practices and promoting generosity towards others. Participants were encouraged to take concrete steps throughout the year to enhance their financial well-being in alignment with individual goals.

    • 39 min
    Happy Anniversary - 20 Years of Goodwin Investment Advisory

    Happy Anniversary - 20 Years of Goodwin Investment Advisory

    Episode 52
    Happy Anniversary - 20 Years of Goodwin Investment Advisory in Woodstock, GA
    https://moneypig.buzzsprout.com/2136084/14624032-happy-anniversary-20-years-of-goodwin-investment-advisory
    The Money Pig podcast celebrates Goodwin Investment Advisory’s  20-year anniversary guiding clients to financial peace, independence, and generosity. The host, Reid Trego, welcomes President and Founder of GIA,  Tim Goodwin, to discuss the history of Goodwin Investment Advisory and their journey over the past two decades. Tim talks about the early days of starting the company, the process of hiring employees, and growing the client base.  Additionally, they highlight some unique aspects of their firm, such as having a leadership team and encouraging clients to give back through donor-advised funds.
    The transcript concludes with discussions on investment strategies, technology advancements in the industry, personal development goals for clients at different stages of life (as represented by their trademarked GoodLife Pyramid that coincides with  Maslow's hierarchy of needs), Google reviews from satisfied clients across multiple states, and the company's dedication to generosity by donating a percentage of revenue to charitable causes. 
    Something new that Goodwin Investment Advisory is launching March, 20 is Retirement Workshops called Retire by Design.  Check out our webpage that shares how we can help guide you through the process of retirement beyond the dollars and cents.  
    If you want an expert who can give you sound advice and help you navigate how to best invest your wealth and plan for your retirement, reach out to us to schedule a quick call. One of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. The first step in our process is to schedule a free 15-minute intro call with our Goodwin Investment Advisory consultant here. 
    The Money PIG podcast is hosted by Reid Trego.  Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations.  Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast.  The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

    • 40 min
    Reboot! What is a fiduciary and why does it matter?

    Reboot! What is a fiduciary and why does it matter?

    Episode 4
    Certified Financial Planner™ PROFESSIONAL, Joe Beckford,  joins The Money Pig Podcast to answer the question: What is a fiduciary and why does that matter?
    What does it mean to be a fiduciary?. 
    What is a fiduciary? And, why should you make sure your advisor is one?
    To us at Goodwin Investment Advisory, a fiduciary means you as the client are put first and foremost. The advisor has an integral obligation to make financial decisions and recommendations that are in your best interest. Typically in terms of financial advisors and investors, a fiduciary prudently takes care of money or other assets for another person. But to Goodwin Investment Advisory, it goes beyond this – to act on your behalf, putting your interests ahead of our own, with a duty to preserve good faith and trust. We believe being a fiduciary thus requires us as your advisor, being bound both legally and ethically, to act in your best interest.
    What is suitability vs fiduciary? 
    The suitability standard requires brokers and investment advisors to recommend investments that are the most suitable for the client. The difference is that if you follow the suitability standard you are not required to act in the best interests of your client. A fiduciary is required to place their clients' best interests ahead of their own, which is very important. This means a fiduciary is not trying to sell you products. 
    If you are looking for a fiduciary to be your financial guide, please reach out and tell us your story by scheduling an intro call with our Goodwin Investment Advisory consultant here. Download our Investor’s guide to your right-fit advisor, or download Tim Goodwin, Certified Financial Planner™ PROFESSIONAL’s free book, Exponential Wealth. 
    The Money PIG podcast is hosted by Reid Trego.  Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations.  Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast.  The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

    • 6 min
    Reboot! Re-introducing Goodwin Investment Advisory

    Reboot! Re-introducing Goodwin Investment Advisory

    Episode 50 - Reboot - Re-Introducing Goodwin Investment Advisory
    Goodwin Investment Advisory founder and President,  Tim Goodwin, CFP® joins the Money PIG Podcast to talk about why, when, and how GIA was founded.
    What is compound interest?
    When was Goodwin Investment Advisory founded?
    What is the Goodlife Pyramid?
    What is Maslow’s Hierarchy of Needs?
    Download our Investor’s guide to your right-fit advisor, or download Tim’s free book, Exponential Wealth. If you want to schedule an appointment with one of our CFP® Professionals click here. 
    The Money PIG podcast is hosted by Reid Trego.  Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations.  Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast.  The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

    • 22 min

Customer Reviews

4.9 out of 5
34 Ratings

34 Ratings

Pudding lumps ,

Great Podcast!

greasy podcast, would recommend.

MAN THATS pOtinEaL ,

wise

very wise and very helpful to manage money. thease are some very smart people i would LOVE to meet with, oh wait- that’s my dadddd! GO MR REID AND DAD BOSS
can’t wait to listen how to get more money

EVANCED ,

Money Pig!

If you're looking for a podcast that provides sound financial advice in a fun and engaging way, the Money Pig Podcast is the perfect choice. Hosted by the experts at Goodwin Investment Advisory, this podcast covers a wide range of topics, from investing and retirement planning to budgeting and saving tips.

What sets this podcast apart from others is its approachable and relatable style. The hosts use real-life examples and stories to illustrate their points, making it easy to understand and apply the advice to your own financial situation. The episodes are well-structured and packed with useful information, but they never feel overwhelming or dry.

Another great aspect of the Money Pig Podcast is its guests. The hosts bring on experts from various fields to share their insights and expertise on different financial topics. This adds a valuable perspective and keeps the content fresh and interesting.

Overall, the Money Pig Podcast is an excellent resource for anyone looking to improve their financial literacy and take control of their finances. It's informative, entertaining, and easy to listen to. I highly recommend giving it a listen!

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