In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed.

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.

In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If you’re approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals.

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.

In this episode, Laura Neal, CFP® and Vic Colella, CFP®, CDFA®, have a discussion all about how we think about the decision to refinance your mortgage. They share the history of mortgage rates to date, some rules of thumb, and how to think about the math behind evaluating your mortgage. This timely discussion gives you everything you need to know to decide if a refinance might be right for you now or in the future.

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.