In this episode, Alex Richani, CFP® and Vic Colella, CFP®, CDFA®, continue their Woodward vs. the Machine series—where they put questions generated by ChatGPT to the test and use them as springboards for real-world financial conversations.

The episode is a reminder that good financial planning isn’t just about investment. It’s about determining clear goals and managing risks that would derail your progress so that you get the most life out of your money.

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, take a walk down memory lane to detail the changes to the US Social Security system since the 1970s. We share our takeaways, ways to fund the shortfall, and how this should impact your Financial Plan.

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

In this episode, Alex Richani, CFP® and Vic Colella, CFP® kick off a multi-part series where we interact with AI, for your benefit. In this episode, we ask AI what questions you should be asking your financial advisor right now, and then do our best to answer those questions for your benefit. We hope you enjoy our experiment!

We encourage you to read our recent blog post about diversification, referenced in this episode, here: https://woodwardadvisors.com/blog/why-diversification-is-still-our-favorite-strategy

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.