The Money Pig Podcast

You probably know a financial advisor can help with investments… but did you know they might also help you save tens of thousands on taxes , qualify for health insurance subsidies, or optimize your Social Security strategy? In this episode of The Money PIG Podcast , Tim Goodwin and Justin Pitcock dive into the lesser-known ways a financial advisor can serve you —beyond just managing your portfolio...

I n this episode of The Money PIG Podcast , Tim Goodwin sits down with advisor Ray Brown (aka Pop Pop) to tackle one of the most important topics in financial planning— data protection . From cybersecurity protocols and password managers to phishing scams , cognitive decline , and the importance of estate planning, this conversation dives deep into how Goodwin Investment Advisory protects what mat...

In this heartfelt and light-hearted episode, Tim Goodwin and Joe Beckford (aka "Beckforth") dive into the question: Why do our clients keep choosing Goodwin Investment Advisory—year after year, decade after decade? You’ll hear real feedback from real clients, gathered at our annual celebration event, reflecting on what makes the relationship with GIA feel like more than just business. From buildin...

In this episode of The Money PIG Podcast , Tim is joined by the legendary Joe “Beckforth” Beckford to break down one of the biggest retirement questions: Is Social Security running out? They cover: The truth about the 2035 Social Security projections Why Social Security isn’t disappearing—but may be changing How it’s funded and what that means for future benefits Potential government fixes (think:...

In this episode of The Money Pig Podcast , Tim Goodwin sits down with Coby “Sully” Sullivan , GIA’s newest financial advisor, for a conversation full of laughs, leadership lessons, and purpose-driven passion. Coby shares his journey from Army Ranger instructor to financial advisor—including years spent in Alaska, a 100 km/h snowmobile ride, and what it’s like ice fishing on a frozen lake. After se...

On this episode of The Money Pig Podcast , Tim Goodwin sits down with the one and only Ray Brown —aka "Pop-Up"—to unpack The Psychology of Money by Morgan Housel. With humor, heart, and a touch of magician flair (yes, Ray used to perform magic with his dachshund sidekick, Mr. Weenie!), the two dive into why emotions play a bigger role in money decisions than most people realize. They explore how b...

In this episode of the Money Pig Podcast, Tim Goodwin and special guest (and outdoorsman extraordinaire) Justin Pickock — aka Elmer Fudd —finish off a two-part series diving into 10 Pro Tax Planning Tips for Early Retirees . — with a special appearance from the Notorious P.I.G. (Peace, Independence, and Generosity). This episode dives deep into advanced strategies to help early retirees maximize t...

In this episode of the Money Pig Podcast, Tim Goodwin and special guest (and outdoorsman extraordinaire) Justin Pitcock — aka Elmer Fudd — kick off a two-part series diving into 10 Pro Tax Planning Tips for Early Retirees . Whether you're planning your early exit from the 9-to-5 grind or are already retired, this episode is packed with strategic tax-saving wisdom that can help you keep more of wha...

Welcome back to the Money Pig Podcast ! In this episode, we dive into an insightful discussion with Justin Pitcock and John Pratt , one of our valued clients. John shares his journey from growing up on a 500-acre potato farm to working in IBM's service division , and how those experiences shaped his perspective. He mentions how hiring Goodwin Investment Advisory helps him get a good night's sleep,...

In this engaging episode, we welcome Joseph Beckford , who shares his adventurous experience of learning to e-foil at 60—an inspiring reminder that growth and new experiences have no age limit. The core of our discussion revolves around The Legacy Wil l , a valuable tool designed to help individuals capture and preserve their family’s stories, values, and traditions for future generations. We high...

On this episode of The Money Pig Podcast , host Tim Goodwin   welcomes the one and only Joe Beckford   for a thought-provoking discussion on retirement, financial freedom, and making the most of your hard-earned wealth. While many retirees worry about not having enough , Tim and Joe flip the script—what if you planned to live fully and maximize your experiences rather than simply hoarding savings...

Welcome to The Money Pig Podcast! In this episode, Tim Goodwin sits down with Joe Beckford for an engaging conversation filled with financial wisdom, personal stories, and a few dad jokes to keep it fun. Tim dives into his book Exponential Wealth : How to Create Sustainable Income for Life, sharing his inspiration for writing it and practical strategies for building financial independence. From le...

In this heartwarming episode, Tim Goodwin welcomes Tara Bruce, the creative force behind Goodwin Investment Advisory's content, to explore the Danish concept of "hygge" — the art of coziness. The conversation weaves through personal stories, practical tips, and reflections on finding happiness and gratitude in the slower moments of life. You can watch the episode on YouTube as well -  https://yout...

In this podcast episode, host Tim Goodwin and guest Joe Beckford (affectionately called "Beckforth") discuss the role and benefits of fee-only financial advisors , addressing common misconceptions. Joe, a senior advisor at Goodwin Investment Advisory, explains that fee-only advisors are compensated solely by client fees, without commissions from third-party products. They delve into the three prim...

In this episode, Tim Goodwin and Justin Pitcock walk listeners through the Year-End Financial Planning Checklist designed to help you close out the year with a solid financial plan. The conversation covers critical topics like: Estate and Disability Planning Reviewing estate planning documents (wills, trusts, POAs, and healthcare directives). Updating beneficiary designations to ensure alignment w...

In this episode of the Money Pig Podcast, Herman Hugo, a  client turned compliance expert at Goodwin Investment Advisory, shares his journey from Silicon Valley to Georgia and the financial strategies he used during major life transitions. The discussion covers navigating job changes, equity compensation, health insurance planning, Roth conversions, and retirement strategies like the Rule of 55. T...

In part two of this engaging podcast series, we wrap up our discussion on the 10 most common financial mistakes wealthy individuals make in their 50s before retiring. With guest Joe Beckford IV, we tackle the final four mistakes and dive into actionable strategies to avoid them. The episode highlights: 1. Forgoing a Retirement & Financial Plan: Many people excel at wealth accumulation but lack...

In this episode, we explore the first six of ten common mistakes that wealthy individuals often make in their 50s as they approach retirement. We discuss the importance of reassessing investment strategies, the risks of not planning for healthcare costs, and the pitfalls of underestimating longevity. We also delve into the consequences of ignoring tax-efficient strategies, the dangers of overconce...

In this informative episode, Goodwin Investment Advisory dives into healthcare options for those considering early retirement with guest expert Merle Jabr from Potter Risk Advisors. Many clients wonder if they can afford to retire early, but healthcare costs often stand in the way. Merle breaks down essential options for retirees under 65 who aren’t yet eligible for Medicare, including COBRA, reti...

The podcast features a discussion with Merle Jabr, a health insurance expert who has helped many retirees navigate their Medicare options, including group plans for businesses. The host, Tim Goodwin , opens with a light-hearted dad joke but quickly shifts her focus to Medicare, outlining its importance for those nearing age 65 or those with disabilities. Merle explains that while most Americans be...

In this episode, Justin Pitcock, CFP®, shares valuable insights on how to estimate your expenses in retirement. Many individuals find it challenging to figure out how much money they'll need each month after they retire. Justin breaks it down by first reviewing your current cash flow—examining what's coming in each month and subtracting any retirement or non-retirement savings to determine your pr...

In this episode, Ray Brown and the Goodwin Investment Advisory team discuss when and why homeowners should consider refinancing their mortgage. They cover topics such as the importance of interest rates, the difference between principle and interest (P&I) and private mortgage insurance (PMI), how to remove PMI, reasons to consider refinancing (such as reducing monthly payments or improving cre...

In this episode of the Money PIG Podcast, the host, Tim Goodwin, welcomes back Reid Trego for a special discussion. Reid, who is stepping back from regular podcasting due to a new career, shares insights about his intentional approach to life and planning with his wife, Christy. They discuss their "world domination" planning sessions, which cover aspects like finances, fitness, faith, and fun, wit...

What Couples Talk About When They Talk About Money Description Money PIG Host, Reid Trego is joined by Tim and Maureen Goodwin for insights on discussing finances within couples, focusing on security, stress reduction, and emotional considerations. They emphasized the impact of past experiences on present financial attitudes and the importance of open communication to prevent conflicts and foster...

Description Host Reid Trego,  and Financial Planner Joe Beckford discuss a listener question from a woman handling her husband's $28,000 employer-sponsored 401k upon job departure. They stressed not leaving money with an old employer and highlighted options like rolling over your old employer 401k  into a new plan or opening IRAs for pre-tax and Roth contributions. They explained retirement plans...