Latest Episodes
Episode 12
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August 19, 2022
12. The Smart Retirement Plan: Balancing Risk for Your Financial Well-Being
This week, we continue our series on The Smart Retirement Plan. Woody discusses Smart Safe, Smart Risk and Smart Tax strategies for a successful...
00:52:00
Episode 11
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August 12, 2022
11. The Smart Retirement Plan
Woody and Matt discuss the first three components of a smart retirement plan. Tune-in over the next few weeks to hear the complete smart...
00:52:00
Episode 10
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August 05, 2022
10. A Financial Check-up for a Healthier Retirement
Woody and Sam explain what compound interest is, and how it can work for you or against you. They also discuss the importance of...
00:51:56
Episode 9
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July 29, 2022
9. Smart Investing Strategies for Saving Money on Taxes
Woody Bowling and Matt McClure discuss tax-efficient investing strategies, inflation and how you could be better prepared for your future in retirement. As always,...
00:51:59
Episode 8
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July 22, 2022
8. Bond Alternatives for a More Efficient Portfolio
Woody and Matt discuss strategies for a more fee-efficient, market-efficient and tax-efficient retirement. Consider a second opinion from a fiduciary advisor who sits on...
00:51:58
Episode 7
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July 15, 2022
7. Who Do You Trust with Your Money?
Woody and Matt discuss what it means to be a fiduciary, and how they are legally and ethically obligated to do what is best...
00:52:07