Woodward Financial Advisors
Your Money in 20Episodes
Episodes of Your Money in 20
Mark All
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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
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 suggest
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 mo
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
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 ba
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 you
In this episode, Alex and Vic put our current bear market into context and discuss some of the things in your control that can help you to make the best of any market downturn. If you have suggestions for episode topics or would like to give us
In this episode, Roni, Jess and Vic talk through the 3 main questions on our clients' minds around the real estate market today. They bring relevant data, perspectives, and stories we've heard from clients and realtors we work with (and even so
In this episode, Joe and Vic talk through 8 different investment biases or psychological tendencies we all have as humans, and that may be working against us as investors. They break down each bias in the hopes of arming you to recognize them i
In this episode, Alex and Vic talk through some practical tips on being more secure with your data online. They cover everything from email best practices to credit freezes in an effort to make sure your personal information, and finances, rema
In this episode, Jim and Vic talk about all-time highs and what they might mean for you. They do it by answering three common questions that we hear related to this topic: (1) Given recent all-time highs, is now the right time to enter the mark
In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. They cover everything from scholarships to tax credits, and give you a high level overview of the b
In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients when they're thinking about the daunting task of saving for this often-substantial expense. T
In this episode, Victor and Joe talk about inflation: a timely topic given recent news coverage over increases in prices for consumers and businesses. They define inflation, discuss some historical context around the measure, and leave you with
In this episode, Victor and Ben talk about diversification in the context of the recent high profile swings in some stocks such as GameStop and AMC. They talk about some of the research behind diversification, and how they think about the happe
In this episode, Victor and Ben talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read thes
In this episode, Austin and Megan talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read th
In this episode, Roni and Joe talk about their favorite books on investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one
In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing. If you have suggestions for episode topics or would like to
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estate plans. If you have suggestions for episode topics or would like to give us feedback, we woul
In this episode, Ben and Victor give some useful tips to help you avoid being on the wrong end of the many identity theft and financial fraud schemes out there, especially in times of crisis such as the last few months. If you have suggestions
In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same. If you have suggestions for episode topics or would like to give us feedback, we wo
This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make s
This is the third of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Ben and Victor talk about the way that ROTH Conversions work, and why market corrections might
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