Welcome to our brand new podcast called, The Money PIG Podcast!
The Money PIG Podcast is hosted by Reid Trego, Registered Financial Advisor, and brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity, hence the name PIG. Plus, when you think of money the image of a piggy bank might come to mind. We nicknamed our mascot, the Notorious P.I.G. just to have some fun with it!
Each episode features practical insights from our team of Wealth Planners, and Registered Financial Advisors. The first 10 episodes with brief descriptions along with a link to listen to each podcast can be found below covering topics from career transitions, investing, retirement, Social Security, and pensions. Who doesn’t want some financial perspectives from our wealth management advisors?
Introduction to Goodwin Investment Advisory
Listen to the podcast
Goodwin Investment Advisory founder and president Tim Goodwin, joins the Money PIG Podcast to talk about why, when, and how GIA was founded.
Tim shares a little bit about the following topics:
What is compound interest?
When was Goodwin Investment Advisory founded?
What is the goodLIFE pyramid™?
What is Maslow’s Hierarchy of Needs?
What do financial advisors do?
Listen to the podcast
Justin Pitcock is a CFP® professional and he joins The Money PIG podcast to discuss the questions:
What do Registered Investment Advisors actually do?
Do I really need a financial advisor?
How are Registered Investment Advisors regulated to keep your money safe?
The difference between a Roth and a Traditional IRA
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Rory Glatt is a CFP® professional and he joins The Money Pig Podcast to discuss the difference between a Roth and a Traditional IRA – IRAs made simple!
Individual Retirement Accounts (IRAs) provide tax advantages for retirement savings and growth. You can contribute each year up to the maximum amount allowed by the Internal Revenue Service according to your income.
Rory shares about tax advantaged growth and how both the Traditional IRA and Roth work for you as if you can contribute and if so how much you can contribute to a Roth IRA annually.
Retirement Savings and planning ahead for your retirement years.
What is a fiduciary and why does that matter?
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Joe Beckford is a CFP® professional and he joins The Money Pig Podcast to discuss the question: What is a fiduciary and why does that matter?
What does it mean to be a fiduciary? And, why should you make sure your advisor is one?
To us at Goodwin Investment Advisory, a fiduciary means the client is put first and foremost. The advisor has an integral obligation to make financial decisions and recommendations that are in the client’s best interest. Typically in terms of financial advisors and investors, a fiduciary prudently takes care of money or other assets for another person. But to Goodwin Investment Advisory, it goes beyond this – to act on your behalf, putting your interests ahead of our own, with a duty to preserve good faith and trust. We believe being a fiduciary thus requires us as your advisor, being bound both legally and ethically, to act in your best interest.
What is suitability vs. fiduciary?
The suitability standard requires brokers and investment advisors to recommend investments that are suitable for the client. The difference is that if you follow the suitability standard you are not required to act in the best interests of your client. A fiduciary is required to place the clients’ best interests ahead of their own.
Will Social Security be there when you need it?
Listen to the podcast
Joe Beckford is a CFP® professional and he joins The Money Pig Podcast to discuss Social Security’s role in Financial Planning.
Will Social Security be there when you need it?
Check out SSA.gov to find your expected benefits!
What happens in the year 2034?
Can you live on Social Security alone in retirement? Joe shares his views on how to plan for retirement and include Social Security as part of your retirement plan.
Additional information on Social Security from Goodwin Investment Advisory:
Freelance and Social Security
If you have $100,000 to invest, what should you do with it?
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Rory Glatt is a CFP® professional and he joins The Money Pig Podcast to discuss the question: If you have $100,000 to invest, what should you do with it?
Should you pay off debt?
Should you save in an IRA for retirement?
Should you invest in a business?
Should you buy a home?
Should you buy rental real estate?
Should you go back to school?
If you are in the process of getting out of debt and growing your wealth you might want to download our Investor’s guide to your first $100,000 in investable assets.
Pensions – Why are they so complicated?
Listen to the podcast
Justin Pitcock, is a CFP® professional and he joins The Money Pig Podcast to discuss the question: “Pensions – Why are they so complicated?”
Should you take a lump sum payout or the annuitized payments?
What are your options for your pension?
How can you leave a financial legacy for your heirs?
Do you need someone to help you decide how to navigate whether to take a lump sum payout or monthly payments for your pension?
How to make a career transition?
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Ray Brown, Wealth Planner, joins The Money Pig Podcast to discuss how to make a career transition.
How do I make a career transition?
Can I afford to change jobs?
What is the Donkey Kong ladder jump?
Do you need someone to help you decide if you are in a position to make a career transition?
When do people need to hire a financial advisor?
Listen to the podcast
Tim Goodwin is a CFP® professional and GIA’s Founder and he joins the Money PIG Podcast to talk about when people need to hire a Financial Advisor.
Learn about SINKs, DINKs and HENRYs
Are you wondering, “When can I retire?” Will I have enough money to retire comfortably? How do I determine the best time to retire? Is there anything else I should know or be doing to better prepare myself and my family for retirement?
Are you frustrated with your current advisor? Do you feel your current financial advisor actively listens to your goals and helps you attain them? Do you trust your advisor to put your best interests first? Do you have security and confidence when it comes to your financial plan and wealth management?
Is managing your investments becoming too stressful and feel like a part-time job?
Are you experiencing a significant life transition such as changing jobs, getting married, getting a promotion, moving, retiring, having a baby, going through a divorce or recently widowed?
If you are looking to hire a financial advisor or someone to manage your wealth and help you plan your retirement and legacy, please reach out and tell us your story by scheduling an intro call with our Goodwin Investment Advisory consultant here.
Download our Investor’s guide to your right-fit advisor, or download Tim Goodwin’s, free book, Exponential Wealth.
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About the Author: Tara Bruce
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