Ep. 32: Your Money AT 20 - Getting a Strong Start

10/02/24 • 22 min

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].

Previous Episode

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 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

Next Episode

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 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].