Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
In this episode, Roni and Joe talk about their favorite books about investing, financial planning and how we make decisions about money. They break down the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves.
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one of these topics have crossed your mind, if not more.
In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing.
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish, and specifically explain 4 critically important documents for most estate plans.
Fraud and identify theft are as pervasive as ever. The folks at Woodward Financial Advisors have some tips and resources to help protect you.
In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same.