.jpg)
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 • 38 episodes
Your Money in 20
Latest Episodes
Ep. 37: Woodward vs. the Machine - AI Series Part 1
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 right now, and then do our...
•
21:29
Ep. 36: Spring Cleaning - Organize Your Money and Plan for the Year Ahead
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 up your financial plann...
•
19:24
.png)
Ep. 35: The Forest and The Trees - The Value of Detachment in Life and Investing
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 help you sleep better at ni...
•
20:14
.png)
Ep. 34: New Year, New Rules - Rule Changes You Need to Know This Year
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 topics and, most importan...
•
13:11
.png)
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...
•
20:14
.png)