Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan Artwork

Your Money in 20

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Your Money in 20

Ep 5: Down Markets Mini-Series - Reassessing your Financial Plan

May 08, 2020 • Woodward Financial Advisors

This is the fourth and final episode in a mini-series discussing what we do, and you may want to consider doing, when markets go down. In this episode, Jim and Victor talk about the aspects of a "Big Picture" financial plan that it might make sense to re-assess when markets go down. We hope you enjoy it!

Bonus: We finally have a name! Jim and Victor talk about our new name, and the reasons we chose it.

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