GIA's 2024 Retirement & Tax Planning Quick Sheet
Episode 45DescriptionReid Trego welcomes CERTIFIED FINANCIAL PLANNER™ professional Justin Pitcock to the Money Pig podcast for a discussion about Goodwin Investment Advisory’s “2024 Retirement and Tax...
15 Jan 202423min
Retirement Planning: What are you retiring TO and not FROM?
Episode 44DescriptionReid Trego and Tara Bruce, Content Creator and Creative Brand Manager at Goodwin Investment Advisory, discuss the importance of retiring to something meaningful rather than simpl...
8 Jan 202415min
Goal Setting in 2024 with Tara Bruce
Episode 43 - Goal Setting in 2024 with Tara BruceDescriptionReid Trego, the host of the Money Pig podcast, is joined by Tara Bruce, GIA's Marketing guru. They discuss goal setting in the new year and ...
1 Jan 202415min
How did the stock market perform in 2023?
Episode 42 - How did the stock market perform in 2023?DescriptionThe Money Pig podcast, hosted by Reid Trego, welcomes CERTIFIED FINANCIAL PLANNER™ professional Justin Pitcock to discuss GIA's investm...
25 Dec 202316min
Issues to consider in the case of a divorce
Episode 41 - Issues to consider in the case of a divorceDescriptionReid Trego welcomes certified financial planner Joe Beckford, CFP® professional and Wealth Planner, to discuss Goodwin Investment Adv...
18 Dec 202320min
End of Year Tax Savings!
Episode 40 - End of Year Tax SavingsDescriptionReid Trego welcomes the audience to the Money Pig podcast, joined by Tim Goodwin, for a discussion on end-of-year planning. Tax Tips:No Wash Sale with Cr...
11 Dec 202330min
FREE Second Opinion Retirement Plan Assessment
Episode 39 - FREE Second Opinion Retirement Plan AssessmentDescriptionReid Trego and Tim Goodwin discuss the Free Second Opinion Retirement Plan Assessment (FSORPA), which is a simple assessment desig...
4 Dec 202323min
Parents who worry about their kids' debt
Episode 38 - Parents who worry about their kids' debtDescriptionThe podcast episode is about parents who are concerned about their adult children's credit card debt. The host, Reid Trego, is joined by...
27 Nov 202317min
