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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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 [email protected].

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].