Your Money in 20

In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss some of the important changes impacting Social Security, Medicare, and Retirement Savings in 2025. You'll walk away with a better understanding of these topics and, most importantly, a sense of whether you should dig deeper into their potential impact on your situation. 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 the link to our recent blog post covering the repeal of Windfall Elimination Provision (WEP) and Government Pension Offset (GPO): https://woodwardadvisors.com/blog/social-security-fairness-act

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 would love to hear from you! Please email us at podcast@woodwardadvisors.com.

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.

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

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. 

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 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. 

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

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.

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.

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.