Your Money in 20

Woodward Financial Advisors
  • 4.8 (13)
  • INVESTING
  • UPDATED MONTHLY

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. 42: If you Can't Decide Tomorrow, Who Will?

    MAR 24

    Ep. 42: If you Can't Decide Tomorrow, Who Will?

    In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed. 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
  2. Ep. 41: 3 Retirement Mistakes to Avoid

    FEB 19

    Ep. 41: 3 Retirement Mistakes to Avoid

    In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If you’re approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals.  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
  3. Ep. 40: Refinancing - Is Now the Time?

    12/11/2025

    Ep. 40: Refinancing - Is Now the Time?

    In this episode, Laura Neal, CFP® and Vic Colella, CFP®, CDFA®, have a discussion all about how we think about the decision to refinance your mortgage. They share the history of mortgage rates to date, some rules of thumb, and how to think about the math behind evaluating your mortgage. This timely discussion gives you everything you need to know to decide if a refinance might be right for you now or in the future. 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
  4. Ep. 39: Woodward vs. the Machine - AI Series Part 2

    12/01/2025

    Ep. 39: Woodward vs. the Machine - AI Series Part 2

    In this episode, Alex Richani, CFP® and Vic Colella, CFP®, CDFA®, continue their Woodward vs. the Machine series—where they put questions generated by ChatGPT to the test and use them as springboards for real-world financial conversations. The episode is a reminder that good financial planning isn’t just about investment. It’s about determining clear goals and managing risks that would derail your progress so that you get the most life out of your money. 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.

    19 min
  5. Ep. 38: Social Security - Is it Still Secure?

    08/14/2025

    Ep. 38: Social Security - Is it Still Secure?

    In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, take a walk down memory lane to detail the changes to the US Social Security system since the 1970s.  We share our takeaways, ways to fund the shortfall, and how this should impact 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.

    21 min
  6. Ep. 37: Woodward vs. the Machine - AI Series Part 1

    07/01/2025

    Ep. 37: Woodward vs. the Machine - AI Series Part 1

    In this episode, Alex Richani, CFP® and Vic Colella, CFP® kick off a multi-part series where we interact with AI, for your benefit. In this episode, we ask AI what questions you should be asking your financial advisor right now, and then do our best to answer those questions for your benefit. We hope you enjoy our experiment!    We encourage you to read our recent blog post about diversification, referenced in this episode, here: https://woodwardadvisors.com/blog/why-diversification-is-still-our-favorite-strategy 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
  7. Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead

    05/20/2025

    Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead

    In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss a few specific ways that "spring cleaning" has been materializing with our clients. You'll walk away with some ideas, and perhaps some inspiration to tidy up your financial planning this Spring.   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.

    19 min
  8. Ep. 35: The Forest and The Trees - The Value of Detachment in Life and Investing

    03/27/2025

    Ep. 35: The Forest and The Trees - The Value of Detachment in Life and Investing

    In this episode, Laura Neal, CFP® and Vic Colella, CFP® zoom out and reflect on the value of detachment, both in life and applied to financial planning and investing. You'll walk away with some perspective that might help you sleep better at night and make better decisions when it matters most.  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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4.8
out of 5
13 Ratings

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 - 2026
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © 2026 Your Money in 20
  • Show Website
    Your Money in 20