Ep. 10: 2020 Lightning Round - This Year's Most Electric Questions
09/15/20 • 19 min
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 Post
- Your 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 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 Post
- Your Money in 20 Podcast, Episode 9: Entering the Market in Uncertain Times
- Your Money in 20 Podcast, Episode 6: Reviewing Tax Returns
Previous Episode
Ep. 9: Dive Right in, or Dip a Toe? How to Enter the Market in Uncertain Times.
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.
Next Episode
Ep. 11: Woodward Financial Advisors Book Club - The New Retirementality and Happy Money: The Science of Happier Spending
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 [email protected].
During the episode, we reference the following books:
- Joe's Book: New Retirementality
- Roni's Book: Happy Money: The Science of Happier Spending
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/your-money-in-20-38762/ep-10-2020-lightning-round-this-years-most-electric-questions-7631793"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to ep. 10: 2020 lightning round - this year's most electric questions on goodpods" style="width: 225px" /> </a>
Copy