Your Money in 20
Episodes
Ep. 40: Refinancing - Is Now the Time?
11 Dec 2025
Contributed by Lukas
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 mortg...
Ep. 39: Woodward vs. the Machine - AI Series Part 2
01 Dec 2025
Contributed by Lukas
In this episode, Alex Richani, CFP® and Vic Colella, CFP®, CDFA®, continue their Woodward vs. the Machine series—where they put questions generat...
Ep. 38: Social Security - Is it Still Secure?
14 Aug 2025
Contributed by Lukas
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 syste...
Ep. 37: Woodward vs. the Machine - AI Series Part 1
01 Jul 2025
Contributed by Lukas
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,...
Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead
20 May 2025
Contributed by Lukas
In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss a few specific ways that "spring cleaning" has been materializing with o...
Ep. 35: The Forest and The Trees - The Value of Detachment in Life and Investing
27 Mar 2025
Contributed by Lukas
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 plann...
Ep. 34: New Year, New Rules - Rule Changes You Need to Know This Year
04 Feb 2025
Contributed by Lukas
In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss some of the important changes impacting Social Security, Medicare, and Retirement ...
Ep. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween
04 Nov 2024
Contributed by Lukas
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 av...
Ep. 32: Your Money AT 20 - Getting a Strong Start
02 Oct 2024
Contributed by Lukas
In this episode, Alex and Vic temporarily rename our Woodward Financial Advisors podcast to "Your Money AT 20" as they discuss key prioritie...
Ep. 31 - How to Be the "Millionaire Next Door"
16 Aug 2024
Contributed by Lukas
In this episode, Laura and Vic talk about a popular book called "The Millionaire Next Door: The Surprising Secrets of America's Wealthy"...
Ep. 30 - The Magnificent 7... So What?
20 May 2024
Contributed by Lukas
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 atte...
Ep. 29 - Presidential Elections and Markets: Counterprogramming the Media
21 Mar 2024
Contributed by Lukas
In this episode, Laura and Vic talk: Presidential Elections, Markets, and Counterprogramming the Media. When faced with uncertainty, we understand the...
Ep. 28 - 2023 Year in Review
24 Jan 2024
Contributed by Lukas
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 b...
Ep: 27 - Lottery Learnings: 4 Lessons for Investing
30 Oct 2023
Contributed by Lukas
In this episode, Taylor and Vic daydream about winning the lottery - but in the Woodward Way. In contemplating why so many people play the lottery, th...
Ep: 26 - All About Cash
09 Aug 2023
Contributed by Lukas
In this episode, Laura and Vic tell you everything you might want to know about cash. How much is too much, what to do with it, how to think about it,...
Ep: 25 - We're Having a Baby... Now What? Financial Planning for New Parents
01 Jun 2023
Contributed by Lukas
In this episode, Laura and Vic lay out some of the most important planning you should be doing if you are welcoming a new member to the family. They c...
Ep: 24 - Can You Bank on Banks? The Current Banking "Crisis" Explained
09 May 2023
Contributed by Lukas
In this episode, Alex and Vic talk through the banking issues that have been developing over the past months at banks like Silicone Valley Bank, Signa...
Ep. 23: Stagflation Fixation
16 Aug 2022
Contributed by Lukas
In this episode, Jim and Vic talk about "Stagflation", a frequent headline in recent months. They break down the meaning of the term, briefl...
Ep. 22: Bear Market Blues - Focusing on What You Can Control
19 Jul 2022
Contributed by Lukas
In this episode, Alex and Vic put our current bear market into context and discuss some of the things in your control that can help you to make the be...
Ep. 21: What's Going on with Real Estate? 3 Critical Questions Answered
08 Jun 2022
Contributed by Lukas
In this episode, Roni, Jess and Vic talk through the 3 main questions on our clients' minds around the real estate market today. They bring relev...
Ep. 20: Investment Biases Lightning Round - 8 Ways We're a Psychological Mess as Investors
26 Apr 2022
Contributed by Lukas
In this episode, Joe and Vic talk through 8 different investment biases or psychological tendencies we all have as humans, and that may be working aga...
Ep. 19: Woodward on Security - Practical Tips to Keep your Finances Secure
04 Apr 2022
Contributed by Lukas
In this episode, Alex and Vic talk through some practical tips on being more secure with your data online. They cover everything from email best pract...
Ep. 18: All-time Highs - 3 Common Questions
03 Nov 2021
Contributed by Lukas
In this episode, Jim and Vic talk about all-time highs and what they might mean for you. They do it by answering three common questions that we hear r...
Ep. 17: Back to School (Part 2) - How to Pay the Right Way
14 Oct 2021
Contributed by Lukas
In this episode, Alex and Vic talk about college planning, and some specific items to keep in mind when it's time to start paying tuition bills. ...
Ep. 16: Back to School (Part 1) - College Savings Strategies
10 Sep 2021
Contributed by Lukas
In this episode, Alex and Vic talk about college savings. They discuss three of the most popular and utilized strategies we recommend for our clients ...
Ep. 15: Increasing Inflation - Are you prepared?
22 Jul 2021
Contributed by Lukas
In this episode, Victor and Joe talk about inflation: a timely topic given recent news coverage over increases in prices for consumers and businesses....
Ep. 14: Diversification... It's Coming Back - A Timely Reminder in the Days of GameStop
04 Feb 2021
Contributed by Lukas
In this episode, Victor and Ben talk about diversification in the context of the recent high profile swings in some stocks such as GameStop and AMC. T...
Ep. 13: Woodward Financial Advisors Book Club - The Behavior Gap and The Psychology of Money
04 Jan 2021
Contributed by Lukas
In this episode, Victor and Ben talk about their favorite books on investing, financial planning and how we make decisions about money. They break dow...
Ep. 12: Woodward Financial Advisors Book Club - Simple Wealth, Inevitable Wealth and The Millionaire Next Door
18 Nov 2020
Contributed by Lukas
In this episode, Austin and Megan talk about their favorite books on investing, financial planning and how we make decisions about money. They break d...
Ep. 11: Woodward Financial Advisors Book Club - The New Retirementality and Happy Money: The Science of Happier Spending
26 Oct 2020
Contributed by Lukas
In this episode, Roni and Joe talk about their favorite books on investing, financial planning and how we make decisions about money. They break down ...
Ep. 10: 2020 Lightning Round - This Year's Most Electric Questions
15 Sep 2020
Contributed by Lukas
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitabl...
Ep. 9: Dive Right in, or Dip a Toe? How to Enter the Market in Uncertain Times.
13 Aug 2020
Contributed by Lukas
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...
Ep. 8: The 4 Critical Documents of an Estate Plan
06 Aug 2020
Contributed by Lukas
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estat...
Ep. 7: (Not so) Secret Identity: How to Avoid Being Low Hanging Fruit for Identity Theft and Fraud
20 Jul 2020
Contributed by Lukas
In this episode, Ben and Victor give some useful tips to help you avoid being on the wrong end of the many identity theft and financial fraud schemes ...
Ep. 6: Life In the Tax Lane - Reviewing Tax Returns
01 Jul 2020
Contributed by Lukas
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...
Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan
08 May 2020
Contributed by Lukas
This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode...
Ep 4: Down Markets Mini-Series - Correction Conversions to ROTH Accounts
04 May 2020
Contributed by Lukas
This is the third of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, ...
Ep. 3: Down Markets Mini-Series - Time for Tax-Loss Harvesting
29 Apr 2020
Contributed by Lukas
This is the second of four episodes in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode,...
Ep. 2: Down Markets Mini-Series Kickoff - Ripe for Rebalancing
29 Apr 2020
Contributed by Lukas
In this episode, Ben and Victor kick off a mini-series of 4 shorter episodes discussing what we do, and you may want to consider doing, when markets g...
Ep. 1: What the CARES Act Might Mean for You
16 Apr 2020
Contributed by Lukas
In this episode, Ben and Victor try to simplify and explain the most relevant parts of the very long and comprehensive Coronavirus Aid, Relief, and Ec...
Ep. 0: The Woodward Financial Advisors Podcast Origin Story
16 Apr 2020
Contributed by Lukas
This episode describes the who, what, where, when and why of our new podcast. We're glad you could join us!If you have suggestions for episode to...