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Your Money in 20
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).
Podcasting since 2020 • 34 episodes
Your Money in 20
Latest Episodes
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 sca...
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20:14
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Ep. 32: Your Money AT 20 - Getting a Strong Start
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 conversatio...
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22:41
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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 y...
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20:58
Ep. 30 - The Magnificent 7... So What?
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 question of what you sh...
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20:12
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Ep. 29 - Presidential Elections and Markets: Counterprogramming the Media
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 the upcoming Pres...
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19:48
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