Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
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 to the end, you might just hear Derek's best Halloween-themed cyber fraud joke.
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.
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.
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!
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?
Today, we’re excited to release the 28th episode of the Your Money in 20 Podcast: “2023 Year in Review”. 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!