Goodwin Investment Advisory's Services and Benefits

Goodwin Investment Advisory's Services and Benefits

Episode 66 - Goodwin Investment Advisory's Services and Benefits

Description

Joe Beckford joins this episode of The Money PIG to discuss the importance of financial peace, independence, and generosity, with a focus on personal financial planning for retirement. Key points included guidance on investment strategies, Social Security options, donor-advised funds, tax-advantaged strategies, and community involvement. Action items included reminding clients about services, educating on early financial planning, providing guidance on retirement contributions, advising on Social Security and legacy planning, promoting HSAs, assisting with life transitions, and offering tax-advantaged strategies.

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Jaksot(120)

Financial Freedom Reimagined- Happy 250th USA

Financial Freedom Reimagined- Happy 250th USA

In this special Fourth of July edition of The Money Pig Podcast, hosts Tim Goodwin and Joe Beckford tackle one of the biggest questions in personal finance: what does financial freedom actually mean—a...

4 Heinä 25min

What's the Point of Money if you Never Enjoy it?

What's the Point of Money if you Never Enjoy it?

In episode #118, “What’s the Point of Money If You Never Enjoy It?”, Tim and Joe explore a question many diligent savers and high earners eventually face: what is the point of building wealth if you n...

23 Kesä 29min

Why Am I So Burned Out Even Though I’m Successful?

Why Am I So Burned Out Even Though I’m Successful?

In episode #117, “Why Am I So Burned Out Even Though I’m Successful?”, Tim Goodwin and Joe Beckford unpack a question many high achievers quietly ask themselves: why do I feel exhausted when my career...

9 Kesä 23min

The Cost of Always Being the Responsible One

The Cost of Always Being the Responsible One

In “The Cost of Always Being the Responsible One,” Tim Goodwin and Joe Beckford talk about what it means to be the person everyone depends on. Whether you are the one managing money, planning family e...

26 Touko 23min

Is Your Financial Advisor Saving You Enough in Taxes?

Is Your Financial Advisor Saving You Enough in Taxes?

Maximize Your Tax Savings with Strategies You Need to KnowUnderstanding how to manage taxes efficiently is crucial to growing wealth—whether you're investing, planning for retirement, or managing dist...

19 Touko 26min

You Don’t Need More Advice — You Need This

You Don’t Need More Advice — You Need This

Why Human Behavior and Accountability Drive Lasting ChangeIn this episode of the Money PIG podcast, co-hosts Tim Goodwin and Joe Beckford explore why information alone is insufficient for driving chan...

19 Touko 22min

Why AI isn't Your Life Coach

Why AI isn't Your Life Coach

In this episode, we explore the limitations of AI as a life coach and highlight the irreplaceable value of human mentorship. While AI tools like ChatGPT can assist with decision-making and emotional r...

19 Touko 17min

You’re Not Behind — You’re Just Playing the Wrong Financial Game

You’re Not Behind — You’re Just Playing the Wrong Financial Game

In Episode 112 of the Money PIG Podcast presented by Goodwin Investment Advisory, Tim Goodwin is joined by his newly promoted co-host Joe Beckford. This episode blends practical wisdom with a friendly...

19 Touko 24min

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