Your Money in 20

by Woodward Financial Advisors

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).

12 Episodes

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Episodes

Showing 6 of 12 episodes

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Ep. 45: Bubble Trouble: The Psychology Behind Market Mania

In this episode, Vic Colella, CFP®, CDFA®, and Courtney Cubin, CFP®, take a look at market bubbles and why they continue to capture investors’ attenti...

21m

•Sep 12, 2026

Ep. 44: Trump Accounts: $1,000 Today, What About Tomorrow?

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 th...

20m

•Aug 23, 2026

Ep. 43: How Scammers Are Stealing Billions

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting indivi...

20m

•Jun 10, 2026

Ep. 42: If you Can't Decide Tomorrow, Who Will?

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...

20m

•Mar 24, 2026

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...

20m

•Feb 19, 2026

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...

20m

•Dec 11, 2025