Business Snapshot
Partnership Signals
1 recent episode with transcripts
42 episodes for longitudinal research
Content Profile
Content Positioning
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).
Recent Content Cues
Recent Episodes
Ep. 41: 3 Retirement Mistakes to Avoid
In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If…
Ep. 40: Refinancing - Is Now the Time?
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…
Ep. 39: Woodward vs. the Machine - AI Series Part 2
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…
Ep. 38: Social Security - Is it Still Secure?
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…
Ep. 37: Woodward vs. the Machine - AI Series Part 1
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…
Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead
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…
Ep. 35: The Forest and The Trees - The Value of Detachment in Life and Investing
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…
Ep. 34: New Year, New Rules - Rule Changes You Need to Know This Year
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…
Ep. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween
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…
Ep. 32: Your Money AT 20 - Getting a Strong Start
In this episode, Alex and Vic temporarily rename our Woodward Financial Advisors podcast to "Your Money AT 20" as they discuss key priorities when laying a strong financial foundation in young…
Ep. 31 - How to Be the "Millionaire Next Door"
In this episode, Laura and Vic talk about a popular book called "The Millionaire Next Door: The Surprising Secrets of America's Wealthy", and put the tips from the book into perspective based on…
Ep. 30 - The Magnificent 7... So What?
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 attempt to understand the meaning and historical context of the news…
Ep. 29 - Presidential Elections and Markets: Counterprogramming the Media
In this episode, Laura and Vic talk: Presidential Elections, Markets, and Counterprogramming the Media. When faced with uncertainty, we understand the natural human reaction to worry. An example of…
Ep. 28 - 2023 Year in Review
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 beginning of the year (and what actually happened),…
Ep: 27 - Lottery Learnings: 4 Lessons for Investing
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, they look for lessons that can be applied as…
Ep: 26 - All About Cash
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, and more. They also celebrate a very special…
Ep: 25 - We're Having a Baby... Now What? Financial Planning for New Parents
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 cover everything from prenatal care to lawn care -…
Ep: 24 - Can You Bank on Banks? The Current Banking "Crisis" Explained
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, Signature Bank, and most recently First Republic Bank.…
Ep. 23: Stagflation Fixation
In this episode, Jim and Vic talk about "Stagflation", a frequent headline in recent months. They break down the meaning of the term, briefly discuss whether it's a current economic reality, and…
Ep. 22: Bear Market Blues - Focusing on What You Can Control
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 best of any market downturn. If you have…
Publishing Analytics
Ecosystem Signals
Research Links
Similar Podcasts
The Ramsey Show
Ramsey Network
180 episodes
BiggerPockets Real Estate Podcast
BiggerPockets
1,318 episodes
Earn Your Leisure
iHeartPodcasts
1,485 episodes
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
1,190 episodes
How to Money
iHeartPodcasts
1,156 episodes
Money Guy Show
Brian Preston and Bo Hanson
1,299 episodes