EPISODES
Helping You Jump Start Your Finances in 2023
On this week’s show, Woody looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. How is inflation affecting the holiday season? We’ll take a look with a fun and...
How to Maximize Your Savings and Stop the Bleeding in Your Accounts
On this week’s show, Woody talks about what to do if you are disappointed in your 401(k) or other retirement plan’s performance this year. Did you know in certain circumstances you can access your retirement funds without penalty? Woody explains how it’s done. He also...
How to Take Control of Your Money in 2023
On this week’s show, Woody presents some New Year’s Resolutions that he can help you keep! He also talks about how to pay off your mortgage so you can save more for retirement. We also discuss the importance of life insurance as a part of your retirement plan. Is your...
Get Back to the Basics with Your Retirement Plan
Woody explains how you can shift your mindset from spending to saving, and why you should always pay yourself first. Then, we play “Right or Wrong” and talk about why cryptocurrency has been in the news this month. Is your money safe and protected? Are your retirement...
What is the Decumulation Phase?
When you’re planning for retirement, a lot of time and effort goes into saving and investing for your golden years. But do you know what happens when you call it quits at work? That’s when the “decumulation phase” kicks in. This week, Woody talks about the importance...
How to Handle Inflation, Interest Rates and Market Volatility
On this week’s show, Woody asks the question “how much more are you willing to lose?” He takes a look at how rising interest rates and market volatility are affecting retirement plans. He also explains how he recently helped one couple go from being good savers to...
Planning for Financial Success in 2023
Halloween has arrived, but don’t let that scare you into putting-off your financial planning for 2023. This week, Woody discusses some strategies to eliminate your income gap, looks at the new IRS tax brackets and much more! Is your money safe and protected? Are your...
Medicare’s Annual Enrollment Period is Here!
It’s an important time of year for people 65 and older. The Annual Enrollment Period for Medicare is upon us, so this week, Woody walks listeners through all the best options and explains the different parts of Medicare to help you make smarter decisions. Are your...