The Money Pig Podcast

Episode 20 - WHY you need a budget. How to get started.  Alysia Dicks, certified YNAB coach and budgeting expert, joins the Money PIG Podcast to discuss the topic of budgeting. They explain what YNAB is and how it helps manage finances. YNAB is the budgeting app of choice and the one Goodwin Investment Advisory staff members use as well as recommend to clients. Alysia shares her personal journey w...

Episode 19 - How much is TOO much to pay for Taylor Swift tickets? The Money Pig podcast discusses, “How much is too much to spend on Taylor Swift tickets,” with Wealth Advisor Ray Brown. Reid Trego and Ray explore the topic of spending money on recreational activities and hobbies, such as concerts and travel, and when it's responsible to do so. The conversation covers budgeting for fun while also...

Episode 17 AI meeting summary: Reid Trego hosts the Money Pig podcast with CFP Justin Pitcock discussing tax strategies. Tax deductions are categorized as above the line and below the line, with above-the-line deductions including pre-tax 401k, HSA contributions, and employee component of health insurance that lower AGI. Below-the-line deductions include charity, mortgage interest, state and local...

Episode 16 At the Goodwin Investment Advisory Client Appreciation Event, retirees Fred and Jill Goodwin share their experiences. They emphasize how having financial peace allows them to focus on enjoying retirement, supporting ministries and traveling. They also mention the importance of investing in grandchildren and finding a pace that works for you. The podcast is hosted by Reid Trego from Good...

Episode 15 AI meeting summary: The Money Pig Podcast is broadcasting from the 2023 client appreciation event at Rocky's Lake Estate in Georgia. They discuss After Pay, a line of credit that allows consumers to pay for products over time with 0% interest, but caution against committing to purchases they wouldn't have made otherwise. Merchants pay After Pay, and the cost is factored into pricing. Th...

Episode 14: Title -  BONUS! Client Appreciation Event 2023, IRAs and the Boston Bruins *Sorry for any grammatical errors as this description was generated using AI In this episode of the Money Pig podcast, host Reid Trego is joined by Financial Advisor Rory Glatt at a client appreciation event. They take questions from attendees about investments, including traditional vs Roth accounts and investi...

Episode 13 - Title -  The SECURE 2.0 Act of 2022 made simple *Sorry for any grammatical errors as this description was generated using AI In this episode of the Money PIG podcast, host Reid Trego and Rory Glatt, CFP® professional, discuss the Secure Act 2.0, a $1.7 trillion omnibus bill that includes changes to retirement accounts and contributions. They specifically focus on changes to Required M...

Episode 12 -  Title - What are alternative investment options including Interval Funds? *Sorry for any grammatical errors as this description was generated using AI Reid Trego hosts a discussion with Justin Pitcock, CFP® professional and wealth management advisor at Goodwin Investment Advisory about alternative investment options. They explore ways to diversify portfolios beyond traditional stocks...

This transcript is from the Money Pig Podcast hosted by Reid Trego, sponsored by Goodwin Investment Advisory. The podcast focuses on financial peace, independence and generosity. In this episode, Tim Goodwin joins as a guest to discuss PPIs (Purpose Performance Indicators) and KPIs (Key Performance Indicators). They break down their BHAGs (Big Hairy Audacious Goals) which center around clients, te...

The Money Pig Podcast, sponsored by Goodwin Investment Advisory, discusses what to do with cash in April 2023. Host Reid Trego interviews Justin Pitcock, a Certified Financial Planner™ PROFESSIONAL .  The podcast covers the economics of interest rates and inflation from 2022-early 2023 that caused banks to take too much risk when investing depositors' money. Options for cash include checking accou...

AI meeting summary: Reid Trego hosts the Money Pig podcast and is joined by Ray Brown, an associate wealth advisor, to discuss ways to buy a car. They explore paying cash versus financing or leasing. Ray recommends paying cash as it's cheaper and encourages individuals to build up their savings over time. However, for those who can't save enough money upfront, they suggest putting 20% down and not...

Episode 9 GIA Founder Tim Goodwin, CFP®,  joins the Money PIG Podcast to talk about when people need to hire a Financial Advisor?  Learn about SINKs, DINKs and HENRYs  Are you wondering, “When can I retire?” Will I have enough money to retire comfortably? How do I determine the best time to retire? Is there anything else I should know or be doing to better prepare myself and my family for retireme...

Episode 8 GIA Certified Financial Planner candidate Ray Brown joins The Money Pig Podcast to discuss how to make a career transition. How do I make a career transition? Can I afford to change jobs? What is the Donkey Kong ladder jump? Do you need someone to help you decide if you are in a position to make a career transition?  If you would like to connect with an advisor on our wealth management t...

Episode 7 Goodwin Investment Advisory Certified Financial Planner™ PROFESSIONAL, Justin Pitcock, joins The Money Pig Podcast to discuss Pensions - “Why are they so complicated?” Should you take a lump sum payout or the annuitized payments? What are your options for your pension? How can you leave a financial legacy for your heirs? Do you need someone to help you decide how to navigate whether to t...

Episode 6 Goodwin Investment Advisory’s Certified Financial Planner™ PROFESSIONAL, Rory Glatt, joins The Money Pig Podcast to answer the question: If you have $100,000 to invest, what should you do with it? Should you pay off debt? Should you save in an IRA for retirement? Should you invest in a business? Should you buy a home? Should you buy rental real estate? Should you go back to school? If yo...

Episode 5 GIA Certified Financial Planner™ PROFESSIONAL, Joe Beckford joins The Money Pig Podcast to discuss Social Security’s role in Financial Planning. Will Social Security be there when you need it? Will Social Security still be available for you when you retire?  Check out SSA.gov to find your expected benefits! What happens in the year 2034? Can you live on Social Security alone in retiremen...

Episode 4 Certified Financial Planner™ PROFESSIONAL, Joe Beckford,  joins The Money Pig Podcast to answer the question: What is a fiduciary and why does that matter? What does it mean to be a fiduciary ?.  What is a fiduciary? And, why should you make sure your advisor is one? To us at Goodwin Investment Advisory, a fiduciary means you as the client are put first and foremost. The advisor has an i...

Episode 3 Rory Glatt, CFP®, joins The Money Pig Podcast to discuss the difference between a Roth and a Traditional IRA - IRAs made simple!  Individual Retirement Accounts (IRAs) provide tax advantages for retirement savings and growth. You can contribute each year up to the maximum amount allowed by the Internal Revenue Service according to your income.   Rory shares about tax advantaged growth an...

Episode 2 Goodwin Investment Advisory’s Certified Financial Planner™ PROFESSIONAL, Justin Pitcock joins The Money PIG podcast to answer the question "What exactly do Financial Advisors do?"  What do Registered Investment Advisors do? Do I really need a financial advisor ?  How are Registered Investment Advisors regulated to keep your money safe?  If you are looking for a Registered Investment Advi...

Episode 1 Goodwin Investment Advisory founder and President,  Tim Goodwin, CFP® joins the Money PIG Podcast to talk about why, when, and how GIA was founded. What is compound interest? When was Goodwin Investment Advisory founded? What is the Goodlife Pyramid? What is Maslow’s Hierarchy of Needs? Download our Investor’s guide to your right-fit advisor , or download Tim’s free book, Exponential Wea...