Happy Anniversary

The Money Pig podcast celebrates Goodwin Investment Advisory’s 20-year anniversary guiding clients to financial peace, independence, and generosity. The host, Reid Trego, welcomes President and Founder of GIA, Tim Goodwin, to discuss the history of Goodwin Investment Advisory and their journey over the past two decades. Tim talks about the early days of starting the company, the process of hiring employees, and growing the client base. Additionally, they highlight some unique aspects of their firm, such as having a leadership team and encouraging clients to give back through donor-advised funds.

The transcript concludes with discussions on investment strategies, technology advancements in the industry, personal development goals for clients at different stages of life (as represented by their trademarked GoodLife Pyramid that coincides with Maslow’s hierarchy of needs), Google reviews from satisfied clients across multiple states, and the company’s dedication to generosity by donating a percentage of revenue to charitable causes.

Something new that Goodwin Investment Advisory is launching March, 20 is Retirement Workshops called Retire by Design. Check out our webpage that shares how we can help guide you through the process of retirement beyond the dollars and cents.

If you want an expert who can give you sound advice and help you navigate how to best invest your wealth and plan for your retirement, reach out to us to schedule a quick call. One of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. The first step in our process is to schedule a free 15-minute intro call with our Goodwin Investment Advisory consultant here.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
By Published On: March 8th, 2024

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