EPISODES
Getting to the Guarantees
With so much turmoil on Wall Street – and economic uncertainty on Main Street – Woody suggests some strategies for how you can get to the guarantees when it comes to your finances. He also shares some real-world examples about how everyday folks have put these...
Nine Ways to Live a Comfortable Retirement
This week, Woody explains nine strategies that will help you live comfortably during retirement. It’s important to have your finances reviewed by a professional to ensure you are on track to meet your financial goals – so get in touch with Woody today! Are your...
Five Important Things to Own for a Successful Retirement
This week, Woody reacts to the latest interest rate hike by the Federal Reserve. He also lists five important things to own during retirement, including your schedule! In the Cost Cutter segment, Woody has some advice about replacing the bonds in your portfolio with...
Are You Prepared to Enter Retirement?
On this week’s episode of The Buckeye Advisor, Woody clears up a number of different misconceptions about retirement. Have you heard from your advisor lately? It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your...
The Smart Retirement Plan: Smart Review and Smart Income Streams
We continue the Smart Retirement Plan Series by discussing the importance of tax planning. Woody explains some important rules to keep in mind when planning for retirement and shares news updates about inflation in America today. Are your retirement savings safe and...
The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies
We continue the Smart Retirement Plan Series by discussing the importance of tax planning. Woody explains some important rules to keep in mind when planning for retirement and shares news updates about inflation in America today. Are your retirement savings safe and...
The Smart Retirement Plan: Balancing Risk for Your Financial Well-Being
This week, we continue our series on The Smart Retirement Plan. Woody discusses Smart Safe, Smart Risk and Smart Tax strategies for a successful retirement. Also discussed, the latest news on inflation and another cheesy Dad Joke of the Week! Are your retirement...
The Smart Retirement Plan
Description – Woody and Matt discuss the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart retirement plan series. Are your retirement savings safe and protected from loss? Are fees holding-back your...