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In this episode, Vic Colella, CFP®, CDFA®, and Courtney Cubin, CFP®, take a look at market bubbles and why they continue to capture investors’ attention. We revisit some memorable examples throughout history, from tulip mania and the dot-com era to the housing market, meme stocks, and crypto, and explore the behaviors and emotions that tend to show up along the way. We also discuss the questions surrounding artificial intelligence today and share how a thoughtful, diversified investment plan can help investors stay disciplined through changing markets. 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 [email protected].

In this episode, Vic Colella, CFP®, CDFA®, and Alex Richani, CFP®, take a closer look at Trump Accounts, a new savings option for children. We walk through how the accounts work, who may be eligible for the free money that's making headlines, and some important considerations to keep in mind before contributing additional dollars. We also discuss how Trump Accounts stack up against 529 plans and UTMA accounts and why your goals should ultimately guide where you save. 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 [email protected].

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today. From impersonation schemes to financial fraud, they break down how these scams work, the warning signs to watch for, and the practical steps you can take to protect yourself and your hard-earned assets. If you have suggestions for future episode topics or would like to share feedback, we'd love to hear from you. Please email us at [email protected].

In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed. 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 [email protected].

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 you’re approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals.  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 [email protected].

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. 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 [email protected].

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. 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 [email protected].

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.   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 [email protected].

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!    We encourage you to read our recent blog post about diversification, referenced in this episode, here: https://woodwardadvisors.com/blog/why-diversification-is-still-our-favorite-strategy 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 [email protected].

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.   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 [email protected].

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.  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 [email protected].

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 understanding of these topics and, most importantly, a sense of whether you should dig deeper into their potential impact on your situation.  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 [email protected]. Here’s the link to our recent blog post covering the repeal of Windfall Elimination Provision (WEP) and Government Pension Offset (GPO): https://woodwardadvisors.com/blog/social-security-fairness-act

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 to avoid these increasingly sophisticated scams, and with a plan of action if they get past your defenses. If you listen all the way to the end, you might just hear Derek's best Halloween themed cyber fraud joke.  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 [email protected].

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 adulthood. They end the conversation with a brief shoutout for a nonprofit organization that Alex volunteers with called Third Decade.  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 [email protected].

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 their experiences as wealth managers. 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 [email protected].  Here's a link to the book