The Money Pig Podcast

Episode 45 Description Reid Trego welcomes CERTIFIED FINANCIAL PLANNER™ professional Justin Pitcock to the Money Pig podcast for a discussion about Goodwin Investment Advisory’s “ 2024 Retirement and Tax Planning Quick Sheet .” The guide is designed to simplify tax planning, which can be complicated due to inflation and legislation changes. Listeners are encouraged to visit the website to download...

Episode 44 Description Reid Trego and Tara Bruce, Content Creator and  Creative Brand Manager at Goodwin Investment Advisory, discuss the importance of retiring to something meaningful rather than simply running away from work. They emphasize the need for purpose and intentionality in retirement, beyond just financial considerations. They also touch on questions about how to manage your  time, mai...

Episode 43 - Goal Setting in 2024 with Tara Bruce Description Reid Trego, the host of the Money Pig podcast, is joined by Tara Bruce , GIA's Marketing guru. They discuss goal setting in the new year and emphasize the importance of setting financial goals. They recommend reflecting on the previous year's goals and determining whether they were accomplished. Tara shares that writing down your  goals...

Episode 42 - How did the stock market perform in 2023? Description The Money Pig podcast, hosted by Reid Trego, welcomes CERTIFIED FINANCIAL PLANNER™ professional Justin Pitcock to discuss GIA's investment portfolio performance in 2023. They emphasize that past performance does not guarantee future results and that each investor's experience may vary based on timing and market conditions. The S&am...

Episode 41 - Issues to consider in the case of a divorce Description Reid Trego welcomes certified financial planner Joe Beckford , CFP® professional and Wealth Planner, to discuss Goodwin Investment Advisory's guide titled, “ 2024 Divorce Financial Planning Checklist ” In recognizing the sensitivity of this matter and wanting to honor and respect your privacy; Goodwin Investment Advisory does not...

Episode 40 - End of Year Tax Savings Description Reid Trego welcomes the audience to the Money Pig podcast, joined by Tim Goodwin, for a discussion on end-of-year planning.  Tax Tips: No Wash Sale with Cryptocurrency - If you have a crypto account and unrealized losses... you could save on taxes this year. There’s an extra benefit that cryptocurrency has over stocks and other conventional assets w...

Episode 39 - FREE Second Opinion Retirement Plan Assessment Description Reid Trego and Tim Goodwin discuss the Free Second Opinion Retirement Plan Assessment (FSORPA), which is a simple assessment designed for people who are seriously thinking about retiring or have recently retired. Goodwin Investment Advisory is offering a Free Second Opinion Retirement Assessment to anyone with a growing portfo...

Episode 38 - Parents who worry about their kids' debt Description The podcast episode is about parents who are concerned about their adult children's credit card debt. The host, Reid Trego, is joined by the founder of Goodwin Investment Advisory, Tim Goodwin . They discuss the increase in credit card debt during the pandemic and share statistics on consumer debt. They talk about possible reasons f...

Episode 37 - The End of 2023 Planning Guide Description Reid Trego and CFP Justin Pitcock discuss Goodwin Investment Advisory's end-of-year planning guide on the Money PIG podcast. They highlight the importance of tax planning, maximizing employee benefits, understanding capital gains distributions, utilizing donor advised funds for charitable giving, and managing medical expenses. They also menti...

Episode 36 - Meet Financial Advisor Ray Brown Description Reid Trego welcomes Ray Brown , a financial advisor at Goodwin Investment Advisory, to the Money Pig podcast. They discuss Ray's background and how he connected with GIA. Ray shares that he joined GIA about a year ago after paying off his student loan debt and wanting to put his good income to work. He reached out to local financial advisor...

Episode 35 - How to Start a New Business on Good Financial Footing https://moneypig.buzzsprout.com/2136084/13912828-how-to-start-a-new-business-on-good-financial-footing The Money Pig Podcast by Goodwin Investment Advisory , is joined by CPA Krista Dempsey to discuss starting a small business on good financial footing.  The top five things to consider are: Entity selection Setting up a bank accoun...

Episode 34 - Meet Financial Advisor Justin Pitcock Reid Trego welcomes Justin Pitcock , a wealth advisor GIA, to discuss his background and role as an advisor. Justin shares how he transitioned from being an auditor to becoming a financial advisor and highlights his expertise in tax strategy for business owners and retirement planning. He also mentions his hobbies, such as outdoor activities and c...

Episode 33 - Pantana CPA founder Krista Dempsey Reid Trego introduces Krista Dempsey, the newest member of Goodwin Investment Advisory’s Investment Committee and founder of Pantana CPA. They discuss her experience as a CPA and her background in accounting. Krista talks about starting her own accounting firm in Woodstock, Georgia , and shares some details about the services they provide to small to...

Episode 32 - Meet Financial Advisor Joe Beckford Description Reid Trego welcomes Joe Beckford , a Senior Wealth Advisor at Goodwin Investment Advisory, for a discussion about his background and role. Joe joined GIA in 2008 as a client before becoming an advisor in 2012. He previously worked at Delta Airlines for almost 20 years. As an advisor, Joe's strength lies in meeting clients where they are...

Episode 31 - Book Recommendations and Life Advice with Dale Alexander (part 2) Reid Trego welcomes Dale Alexander, businessman and motivational speaker, to the Money Pig Podcast. They discuss various books in different categories including personal finance (such as "Talk About Money" and "The Wealthy Barber"), business ("Excellence Wins" by Horst Schultze), family ("Most Important Place on Earth"...

Episode 30 - "The Talk" (about Money) with Dale Alexander Reid Trego welcomes Dale Alexander, a CERTIFIED FINANCIAL PLANNER™ Professional and the newest member of the Goodwin Investment Advisory Investment Committee, to the Money PIG podcast. Dale is known for his passion project called "The Talk" about Money, aimed at helping young people start their financial lives on solid footing. He authored...

Episode 29 - Handling Financial Anxiety with Nate Mirabella Reid Trego, Tim Goodwin , and Nate Mirabella discuss financial anxiety on the Money Pig Podcast. They explore the different causes of financial anxiety , including feeling out of control with money as well as societal pressures. They also discuss how uncertainty and market fluctuations contribute to anxiety . They emphasize the importance...

Episode 28 - What to do if you receive an Inheritance with Joe Beckford Reid Trego, host of the Money Pig Podcast, is joined by financial advisor Joe Beckford to discuss what to do when receiving an inheritance or windfall. They emphasize the importance of stewarding the money responsibly and recommend prioritizing needs first, such as creating an emergency fund and funding education goals. After...

Episode 27 - Social Security for Freelance Workers The Money PIG host Reid Trego is joined by Financial Advisor Ray Brown to discuss Social Security for freelance workers. They talk about the impact of being self-employed on retirement and Social Security savings. They explain how taxes work for W-2 employees and highlight that 7.65% of their income goes towards Social Security and Medicare. When...

Episode 26 The dream of Retiring in an RV.  What could go wrong? Tim Goodwin and GIA's marketing manager Tara Bruce join the Money Pig podcast to discuss retiring in an RV. Tim shares his experiences of renting an RV for trips, with mixed results. Tara talks about her parents who sold their dream house to buy an RV but eventually settled in Gulf Shores and bought a house there. Tim also shares his...

Episode 25 Reid Trego, the host of the Money Pig Podcast, is joined by Tim Goodwin, founder of GIA. They discuss investing basics and how to buy stocks. They explain why stocks exist and why some companies decide to go public. They also talk about the risks associated with individual stocks and recommend investing in mutual funds instead. Mutual funds are explained as a pool of money from multiple...

Episode 24 Reid Trego, the host of the Money PIG podcast, is joined by Ray Brown, a financial advisor at Goodwin Investment Advisory. They discuss automobiles and the misconception that cars are investments. They also address listener questions about buying electric vehicles (EVs) and whether it's better to lease or get a car loan in light of rising interest rates. The discussion highlights the av...

Episode 23 - The Sandwich Generation Reid Trego hosts the Money Pig podcast and is joined by Joe Beckford, a certified financial planner. They discuss the Sandwich Generation, which refers to individuals who are taking care of both their children and aging parents. This group faces various challenges such as living options for their parents, healthcare decisions, and the need for important documen...

Episode 22 - Combining finances for newly marrieds Reid Trego welcomes financial advisor Ray Brown to discuss combining finances as a newly married couple. They both believe that it's better to combine finances, especially for young couples in their first marriage. They reference a bank rate study that shows only 43% of married couples have combined their money. Another Cornell research study supp...

Episode 21 - How a small business can start a retirement plan The Money Pig podcast, sponsored by Goodwin Investment Advisory, discusses starting a retirement plan for small business owners and their employees. Wealth Advisor Justin Pitcock explains the benefits of offering retirement plans to attract and retain talent while also providing tax advantages for business owners. He explores different...