Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
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.
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!
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.
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.
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.
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.