Insider Guide
May 2026
New Team Photos
We’re excited to welcome Veronica Estrada Dibble, FPQP® (Financial Paraplanner Qualified Professional), lovingly known around the office as Vero (or Vero Nova–her brand new nickname), to the Goodwin Investment Advisory team as our newest Associate Wealth Planner. Vero brings a strong background in private banking, business banking, entrepreneurship, and financial planning, giving her a well-rounded perspective on how individuals, families, and business owners build, preserve, and use wealth with intention. She is deeply aligned with GIA’s mission to lead people to financial peace, independence, and generosity, and she sees financial planning as a meaningful way to combine thoughtful strategy with real human impact. Known for her emotional intelligence, curiosity, drive, and gift for encouraging others, Vero is already a wonderful addition to our team and the clients we serve.
EXCLUSIVE announcement! We are so excited to announce that Justin has published a book, The Tax-Wise Wealth Blueprint, to help individuals and families make more confident wealth stewardship decisions by mitigating taxes throughout their lifetimes.
The book explains how thoughtful planning around income timing, retirement withdrawals, charitable giving, and legacy strategy can help people live a richer life and avoid costly surprises.
His goal is to make complex tax concepts practical and accessible so readers can see the bigger picture and act with clarity. It’s one way Justin lives out his personal mission: to have a positive influence on every person he meets by helping them make wiser financial decisions and use their resources more intentionally.
We Give Back
Generosity is a meaningful part of Goodwin Investment Advisory’s culture and mission. As a firm, we are committed to giving back by donating 2% of our revenue to local and global causes that align with our values. This month, we are honored to highlight The Standard, Atlanta’s premier travel basketball program. The Standard provides full-ride scholarships, elite skill development, mentorship, and national exposure through GE Exposure, helping young athletes grow both on and off the court. We are grateful to support this organization by contributing two full scholarships, making it possible for students from lower-income families to participate in high-level travel basketball opportunities they may not otherwise be able to access.
To learn more click on the donor update, or the website below.
What’s the Point of Money if You Never Enjoy it?
For many diligent savers, the same discipline that helped build wealth can sometimes make it hard to enjoy it. This blog is a thoughtful reminder that retirement planning is not only about protecting the future, but also about making room for meaningful experiences, rest, travel, connection, and joy in the seasons when you have the health and energy to enjoy them. With the right plan and clear guardrails, clients can feel more confident using their resources intentionally today.
You Don’t Need More Advice — You Need This
Why Human Behavior and Accountability Drive Lasting Change:
In this episode of the Money PIG podcast, co-hosts Tim Goodwin and Joe Beckford explore why information alone is insufficient for driving change, especially in finance and personal habits. They delve into the importance of accountability, trust, and behavioral psychology as the true catalysts for sustainable transformation.
Key insights include the understanding that human resistance to change is often due to the path of least resistance and the lure of immediate gratification. Information can be overwhelming and dull, which diminishes motivation to act. However, sharing goals with trusted individuals creates accountability and increases commitment. External expectations, such as those from a spouse or mentor, can make change less painful by applying social pressure.
The episode highlights that humans are more motivated by pain avoidance than pleasure, and accountability taps into this tendency. Thoughtful, slow decision-making fosters better long-term habits, and successful clients often possess a “how” mindset—willing to learn, adapt, and collaborate. Regular financial check-ins with significant others and accountability partners are emphasized as crucial for strengthening results. The hosts also note that the most resilient investment accounts are those left untouched during stormy times, underscoring the power of patience and gradual intentional change. Real change involves a mindset shift from “fire” to “aim,” with deliberate reflection.
Remember: Lasting change is less about acquiring new information and more about cultivating the right behaviors, accountability, and mindset shifts. Start small, involve others, and focus on slow, deliberate progress.
Nourish to Flourish: Don’t Postpone Joy
by Tara Bruce
As we move through a season of planning, saving, caring for others, and thinking ahead, it can be easy to forget that life is not only meant to be prepared for, it is meant to be lived. This month’s reminder is simple: don’t postpone joy. Take the walk. Plan the trip. Invite friends over. Sit outside a little longer. Try the new restaurant. Say yes to the experience that fills your cup. Flourishing is not found only in big milestones or “someday” moments; often, it is built through the small choices that bring presence, connection, rest, and meaning into the life you are already living.
If you are naturally responsible, driven, or future-focused, enjoying the present can sometimes feel like something you have to earn. But joy does not always need to be delayed until the calendar clears, the market settles, the house is finished, the kids are grown, or retirement officially begins. Sometimes the most meaningful memories are created in simple, ordinary moments we choose to fully enter.
This month, consider asking yourself:
- What have I been putting off that would bring me joy, rest, or connection?
- Where am I waiting for “someday” when I could take one small step now?
- What experience would I be grateful I said yes to, when I look back in six months from now?
- Who do I want to spend more intentional time with while I have the chance?
A few simple ways to enjoy the now:
- Plan one small experience this month that is purely for joy, not productivity.
- Schedule time with someone you love before your calendar fills up.
- Choose one thing you usually rush through and do it slowly.
- Take a walk without your phone, or with it tucked away.
- Create a “joy list” of simple things that make you feel alive, peaceful, or connected.
- Use something you have been saving for “the right time,” the candle, the china, the outfit, the recipe, the bottle of wine, the weekend away.
- Say yes to beauty in small ways: fresh flowers, a sunset, music in the kitchen, coffee outside, dinner on the porch.
The goal is not to abandon wisdom or responsibility. It is to remember that a well-planned life should still feel like a lived life. Joy is not the opposite of good stewardship; sometimes, it is one of the reasons we steward well in the first place.
Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. The comments regarding taxes and tax planning, market insights, podcast, blogs, guides, self improvement thoughts, activities and food & drink ideas are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your wellness. Justin Pitcock is an employee of GIA, and while GIA supports the general concepts outlined in the book, we are not responsible for any unintentional typos, errors or omissions. Furthermore, the specific strategies and concepts described in the book are not applicable in every person’s unique situation, and you should consult with your tax and legal professionals and your investment advisor to determine what is applicable in your specific situation. While GIA does not earn any direct compensation from sales of the book, GIA will have financial benefit when readers or other individuals become clients of GIA.
Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation and help you to reach your financial and personal goals.
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