Your Money in 20

Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan

May 08, 2020 Woodward Financial Advisors
Your Money in 20
Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan
Chapters
Your Money in 20
Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan
May 08, 2020
Woodward Financial Advisors

This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it!

Bonus: We finally have a name! Jim and Victor talk about our new name, and the reasons we chose it.

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. 

Show Notes

This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it!

Bonus: We finally have a name! Jim and Victor talk about our new name, and the reasons we chose it.

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.