Your Money in 20

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 [email protected]. 

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 [email protected]. 

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 [email protected]. 

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 [email protected]. 

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 2.0
• Podcast on the Banking Crisis
• Blog on FDIC Limits and The Banking Crisis
• Blog on the Debt Ceiling
• Blog 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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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 feedback, we would love to hear from you! Please email us at [email protected].