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.
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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.
Ep. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween
Your Money in 20
20 minutes
1 year ago
Ep. 33: Spooky Scams - How NOT to Get Tricked by Scammers this Halloween
In this episode, Derek Ellison and Vic Colella, CFP® discuss the top fraudulent phishing scams we've been hearing about this year, and how to avoid being victimized. You'll walk away with strategies to avoid these increasingly sophisticated scams, and with a plan of action if they get past your defenses. If you listen all the way to the end, you might just hear Derek's best Halloween themed cyber fraud joke. If you have suggestions for episode topics or would like to give us feedback, ...
Your Money in 20
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.