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Money Made Simple with Oakwood Wealth Partners

Money Made Simple with Oakwood Wealth Partners

Auteur(s): Oakwood Wealth Partners
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À propos de cet audio

 Money Made Simple with Oakwood Wealth Partners is a father–son financial planning podcast designed to bring clarity, confidence, and simplicity to the world of personal finance. Hosted by Mike Lockwood, CFP®, CRPC®, Founding Partner of Oakwood Wealth Partners, and his son Nick Lockwood, CRPC®, a Financial Planner with the firm, the show blends decades of real-world experience with a conversational, approachable style that meets listeners exactly where they are in their financial journey. From the very beginning, the vision for the podcast has been to strip away the noise, jargon, and overwhelm that often surround financial decision-making. Instead, Mike and Nick aim to create a resource that feels like sitting down with trusted advisors who understand both the technical and emotional sides of money. Whether listeners are trying to organize a complicated financial life, navigate investment decisions, plan for retirement, balance risk, understand insurance, or work through major life transitions, the show focuses on delivering insight in a way that feels grounded, relatable, and actionable. Moving forward, Money Made Simple will continue to explore the key questions real people face every day—how to build financial literacy, when to seek professional help, how to stress test a financial strategy, how to make sense of taxes and investments, and how to plan for the unexpected. The show will also dive into the emotional and behavioral components of financial decision-making, highlighting the real human experiences behind the numbers.Copyright 2025 Oakwood Wealth Partners
Épisodes
  • The Oakwood Origin Story

    The Oakwood Origin Story
    Dec 2 2025

    In the premiere episode of Money Made Simple with Oakwood Wealth Partners, Mike Lockwood, CFP®, CRPC® takes listeners back to where it all began. Before Oakwood Wealth Partners became a trusted name in financial planning, it started with a personal journey shaped by early experiences, unexpected lessons, and a growing passion for helping people find clarity in their financial lives.

    Mike shares the defining moments that influenced his approach to client service, from his first exposure to the world of financial planning to the values that ultimately guided him toward launching the firm. Joined by his son and co-host, Nick Lockwood, CRPC®, the conversation offers an intimate look at the philosophy and purpose that still drive Oakwood today.

    This episode sets the foundation for the entire series—highlighting why education, organization, and real human connection play such central roles in the work Mike and Nick do every day. If you’ve ever wondered what shaped the firm behind the microphone, or why its advisors are so passionate about simplifying the complex, this origin story provides the perfect starting point.

    Start here, and get to know the heart behind Money Made Simple.

    Chapters:

    0:00 - Introduction

    1:34 - Mike Lockwood's humble beginnings

    8:08 - Pivotal family relationships

    15:09 - The start of Mike's career in 1987

    21:38 - Nick Lockwood joining Oakwood Wealth Partners

    27:06 - Mike's top priorities for his clients and the firm

    31:50 - The financial literacy challenge that exists today

    32:40 - Closing remarks
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    33 min
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