Money Made Simple with Oakwood Wealth Partners

Everyone loves talking about stocks when they're going up. The harder conversation is figuring out what to do after they've gone up. In this episode of Money Made Simple , Mike and Nick Lockwood welcome Kevin Campbell to discuss one of the most common challenges facing investors today: managing concentrated stock positions and navigating the complexities of equity compensation. Whether you've purc...

There are certain conversations every family knows they should have. Most just don’t know how to start. In this episode of Money Made Simple , Mike and Nick Lockwood sit down with Celeste Gurule to unpack one of the most avoided but important topics in life planning. What happens when your parents can no longer make decisions for themselves, and how do you prepare for that moment before it becomes...

Some of the most important financial conversations are also the hardest ones to have. In this episode of Money Made Simple , Mike and Nick Lockwood step into a reality many families face but few feel prepared for. What happens when a spouse passes away or a marriage ends, and one person is suddenly left to navigate a financial life they were never fully involved in? Drawing from personal experienc...

The economic story right now can feel confusing. One month the headlines warn about a recession. The next month strong job numbers suggest the opposite. At the same time, interest rates remain elevated, the U.S. dollar has begun to weaken, and investors are trying to figure out how emerging technologies like artificial intelligence might shape the future. In this episode of Money Made Simple , Mik...

Everyone has heard of a ROTH IRA. Most people have been told they should have one. Very few people truly understand how it fits into their financial life. In this episode of Money Made Simple , Nick and Mike unpack the bigger picture behind ROTH strategies and why they have become such a central part of retirement conversations. This is not just about checking a box or following generic advice. It...

In this episode of Money Made Simple , Mike and Nick Lockwood explore a reality they see every day while working with employer groups. While retirement plans are often the starting point, the financial questions employees bring to the table go far beyond plan enrollment and contribution limits. From the employer perspective, Mike shares what consistently shows up in conversations with leadership t...

In this episode of Money Made Simple , Mike and Nick Lockwood tackle one of the most common—and most damaging—challenges people face with their finances: confusion. When there’s no clear direction or understanding, progress stalls. Confusion leads to inaction, inaction leads to messy outcomes, and before long, people lose focus on what truly matters for their families and their future. The convers...

In the premiere episode of Money Made Simple with Oakwood Wealth Partners , Mike Lockwood, CFP®, CRPC® takes listeners back to where it all began. Before Oakwood Wealth Partners became a trusted name in financial planning, it started with a personal journey shaped by early experiences, unexpected lessons, and a growing passion for helping people find clarity in their financial lives. Mike shares t...