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Hosted by Woodward Financial Advisors · 🇺🇸 US · EN-US · 44 episodes
Established thought leaders with verified media credentials.
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).
Woodward Financial Advisors hosts Your Money in 20, a business show with 44 episodes published.
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 frau
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 frau
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-w
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 retir
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 thum
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 finan
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, an
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 ri
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
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 hel
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 t
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 increa
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 con
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 weal
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 headlines, and answer the
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 uncertainty in 2024 is
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), explore some unexpect
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 long-term investors in mark
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 birthday... you'll have
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 - if you or someone yo
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Your Money in 20 is hosted by Woodward Financial Advisors. The show is categorised under business (investing) and has published 44 episodes.
Your Money in 20 has published 44 episodes.
Your Money in 20 regularly covers business, investing, education. It sits in the business category, with a investing focus.
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