by Sam Davis | Oct 27, 2023 | Episodes
Market turmoil and recent bank failures have many people searching for safety when it comes to where to put their hard-earned money. Bank CDs are one of the most popular types of accounts for that purpose, but there are alternatives that could be better for you. Woody...
by Sam Davis | Oct 20, 2023 | Episodes
When it comes to retirement planning, a little sacrifice now can help you avoid a lot of regret in the future. On this week’s show, we talk about what it takes to do just that. Plus, the Social Security Cost of Living Adjustment has been announced for next year, but...
by Sam Davis | Oct 13, 2023 | Episodes
A new survey reveals what people are concerned about when it comes to finances and the economy. On this week’s show, we talk about getting a plan in place to move past the fear and start living the retirement life you have always dreamed of. Is your money safe and...
by Sam Davis | Sep 15, 2023 | Episodes
They say money can’t buy you happiness, but is that true? On this week’s show, we address how a LACK of money can certainly buy you misery. Woody also explains tactical asset management and how it could be a positive thing for your retirement plan. Plus, we talk about...
by Sam Davis | Sep 8, 2023 | Episodes
Life insurance is crucial to ensuring financial security for you and your family. On this week’s show, Woody talks about the different types of policies and has tips for determining which one may be right for you. Plus, we talk about some big mistakes to avoid when...
by Sam Davis | Sep 1, 2023 | Episodes
Compound interest can work for you, but it can also work against you! Woody explains how on this week’s show. Plus, are you overpaying for your retirement plan? Chances are the answer is yes. We share tips for how to recognize it, slash fees and keep more of your...
