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®, have a discussion all about how we think about the decision to refinance your mortgage. They share the history of mortgage rates to date, some rules of thumb, and how to think about the math behind evaluating your mortgage. This timely discussion gives you everything you need to know to decide if a refinance might be right for you now or in the future.
In this episode, Alex Richani, CFP® and Vic Colella, CFP®, CDFA®, continue their Woodward vs. the Machine series—where they put questions generated by ChatGPT to the test and use them as springboards for real-world financial conversations. The episode is a reminder that good financial planning isn’t just about investment. It’s about determining clear goals and managing risks that would derail your progress so that you get the most life out of your money.
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.