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Your Money in 20

Author: Woodward Financial Advisors

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We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).
13 Episodes
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In this episode, Austin and Megan talk about their favorite books on 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. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. During the episode, we reference the following books:Austin's Book: Simple Wealth, Inevitable WealthMegan's Book: The Millionaire Next Door
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 the major themes of the books, their favorite takeaways, and why you might want to read these books for yourselves. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com. During the episode, we reference the following books:Joe's Book: New Retirementality Roni's Book: Happy Money: The Science of Happier Spending
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.  If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.During the episode, we reference the following accessible pieces of content: Woodward Financial Advisors Elections and Markets Blog PostYour Money in 20 Podcast, Episode 9: Entering the Market in Uncertain Times Your Money in 20 Podcast, Episode 6: Reviewing Tax Returns
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. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish and explain 4 critically important documents for most estate plans. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message.
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 out there, especially in times of crisis such as the last few months. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. Useful Sites Mentioned:- Click here for more information on freezing your credit- Click here for information on the do not call registry- Click here for information on OptOutPrescreen- Click here to go to the FBI COVID-19 scammer information referenced- Here's the Woodward Financial Advisors Blog post on password managers
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. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it!Bonus: We finally have a name! Jim and Victor talk about our new name, and the reasons we chose it. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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, Ben and Victor talk about the way that ROTH Conversions work, and why market corrections might be an especially beneficial time to convert from traditional tax-deferred retirement accounts to ROTH retirement accounts. We hope you enjoy it!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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, Ben and Victor talk about the way that tax-loss harvesting works, how it might benefit your tax and investment situation, and some reasons why it might not be for you. We hope you enjoy it!If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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 go down. In this first discussion of the series, they talk about rebalancing and 3 reasons why it might make sense for you in a down market period. The next three episodes in the mini-series will cover:Tax-loss harvesting ROTH conversions Re-evaluating your financial planIf you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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 Economic Security Act (CARES Act for short) for our listeners. Resources referenced in the episode: https://home.treasury.gov/policy-issues/careshttps://studentaid.gov/announcements-events/coronavirushttps://www.irs.gov/coronavirus-tax-relief-and-economic-impact-paymentshttps://www.irs.gov/coronavirus/economic-impact-paymentsIf you have suggestions for episode topics, or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message!
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 topics or would like to give us feedback, we would love to hear from you! Please follow this link to send us a message. Please put "Podcast" somewhere in the message. 
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