
Link to Youtube –
https://youtu.be/dLbhqNxc1Gs
Link to buzz sprout –
https://www.buzzsprout.com/2136084/episodes/17288042
In this heartfelt and light-hearted episode, Tim Goodwin and Joe Beckford (aka “Beckforth”) dive into the question: Why do our clients keep choosing Goodwin Investment Advisory—year after year, decade after decade?
You’ll hear real feedback from real clients, gathered at our annual celebration event, reflecting on what makes the relationship with GIA feel like more than just business. From building trust and delivering results, to showing up with care, communication, and even champagne—this episode unpacks what turns first impressions into lifelong partnerships.
Joe and Tim also talk about what it means to have “the heart of a teacher,” why we prioritize the wow factor in client care, and how our culture of caring more than expected is never accidental—it’s intentional.
If you’re wondering what sets a truly personal financial advisory experience apart, this episode gives you an inside look at the values and stories that shape how we serve our clients and their families for generations.
🔗 Learn more at GoodwinInvestment.com
📝 Read our blog – Why clients stay with Goodwin Investment Advisory: because we care more
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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.
Full Transcript: *Generated by AI
And welcome back to the Money Pick Podcast. Super excited. Our special guest, Beckforth, Joe Beckford. Excited to have you back today in the studio. Excited to be here. Yeah. More excited than usual because a lot of times we give you these tough topics, but we’ve got an exciting one today. I know. Usually it’s like, yeah. Depressing stuff. The D’s. get the D’s. I get the D’s. The death or divorce. The D’s. Yeah. So we’re excited. today my grade is better than D. Absolutely. Yeah. I thought maybe there was a mistake that they had assigned this topic to you. I was like, this is too fun. This is too exciting for Finally. Finally. They heard. Hey, you’re a fun guy. Not in the mushroom sense. You’re a fun guy. me in the dark. I’m excited that you’re here. So we’re going to be talking about why clients keep us. Before we do though, I would love for you to share something that maybe the guests don’t know about you. You ask me this all the time, I keep giving all my secrets away. Okay, so one thing. He likes to be mysterious. Oddly enough, I have never been on a cruise before. Right. And I’m looking to probably do that for the first time this summer. Wow. I feel like people either love or hate cruising. I’ll let you know. Yeah. Yeah, I don’t know. So far running fever, either love it or hate it. do hate that. Hopefully you like cruising much better. Hopefully. I hear the drinks. Yeah. Yeah. So hopefully that will work. Hey, so like with it being, summertime, like pools are opening, like people are really excited about getting in to pools. had a guy knock on my door the other day, asked for a donation for the local swimming pool. I just handed him a glass of water. Tim Goodwin (05:14.382) We gotta get the crickets going on that one. We need the cricket sound effects. I’m glad that I find them funny. Yeah, that’s fine. Was it chlorinated water? Well, I guess not at my house. Just tap water? Yeah, mine’s coming from the well. yeah, Fluoride, fluoride free. All right, let’s move on here. So again, why clients keep us? And I usually like to start with why. Why? Yeah, exactly. There’s really this difference between an attraction factor and an attachment factor. Okay. So yeah, so I will. Thanks. so like the, the attraction factors are reasons why someone’s like initially drawn to something could be initially drawn to a person, a product or a service, but in our line of work, financial advising, generally it’s something about like how clear we communicate with people. maybe they’ve heard about that. Maybe they’re experienced reaching out to us. as a potential client that we’ve clearly communicated. Checking out our credentials, our experience, the CFP, a lot of Google reviews, et cetera, a compelling story, a great first impression, right? The website, the intro calls, coming into the office, having a first meeting, those are like attraction factors. But why people keep us is more about an attachment factor, right? And those are the reasons why somebody stays. And those reasons generally relate to a deeper emotional field. Certainly the functional benefits that develop over time. And in our case for clients, that would be like the trust that we build over time. Shared wins is pretty cool. Hey, we did that strategy and it worked like you save taxes or now that you’re doing this, you’re not as stressed about it as you were before. This one’s really cool because this happened pretty recently, weathering a market downturn together. is isn’t a factor is like an attachment factor out they were with me when I got really worried about my portfolio, my ability to retire. And then feeling that you’re part of their family story. And I think that goes both ways, right? Like, we certainly get to hear about their family, what’s going on in those decisions. But over time, when you spend hours together, they start to learn about you and Mary Ellen and your kids and your grandkids and you’re going on your first cruise, you know, sometimes that a lot of times Tim Goodwin (07:36.384) some of that gets that gets shared. anyway, I think that’s super cool. So we’ve realized this as a marketing team a while ago that we spent a lot of our time talking about folks of the attraction factors. Here’s why you, you know, could hire us or should consider hiring us. But we thought we’d make a shift and start trying to say, well, why, why don’t like we have great retention, we have great loyalty, we have clients that have been with us since I started the firm or since they’ve hired us for decades now. Why are they staying with us? So we had an annual celebration event recently. It was a little warm that day. Tent was warm. But we had some awesome jazz music and incredible chacutery. And during that event, we encouraged the clients that were there, there were some guests as well, but they wouldn’t mind sharing basically why they keep us. So we got a lot of really great feedback. So the question here was, you… You chose to hire our firm based on first impressions, shared values, trust, et cetera, just like we were talking about attraction factors. But now that you’re past the newly dating phase, what keeps you at Goodman Investment Advisory? So we thought we might just share some of those today. You want to get us started there? Yeah, we’re just going to read a few and see how we go from there. So one client says, we are seeing results as our investments are growing. The Fidelity platform. Fidelity is our custodian. For those of you who aren’t clients yet, we’re seeing results as our investments are growing. The Fidelity platform is very easy to use. We also really enjoy working with Justin. I mean, who doesn’t, right? Right? Yeah. The guy’s Fidelity platform’s great. I feel like right now as one of the part of the compliance team here at Goodwin Investment Advisory that I need to kind of add this disclosure that we did not pay. our clients to write these down. We did do a raffle, which was fun little giveaway basket. If they, you know, chose to give us some feedback, but folks, folks were not compensated. And I think if we go through all these, these are all technically clients. I don’t think that was the idea, right? We didn’t have vendors or guests or anybody fill this out because there’s more about why you’ve stayed as a client. Right. So sorry, there’ll be a nice really great disclosure at the end of the episode of every episode that Angela sitting across me will read. Tim Goodwin (09:54.54) I just thought I’d get that in there real quick. So again, what keeps you at Goodwin? Quite honestly, I think some of this will be some handwriting here. How available the entire staff is for our needs, questions and advice. Every time we need assistance, Justin, another shout out for Justin, is always there. Goodwin feels like family and we tend to trust family. So that’s pretty cool. Exactly. We’re touching on lots of themes here, right? So this one’s a little bit of a different theme from that. So far, I feel like we’ve had two themes. We’ve had the whole family thing, and then we’ve had an investment performance. Well, this one too is on, I think, communication too, right? Like, hey, I need something, and so I’ve reached out and you’re available. Maybe Justin is or is not available, but I have access that extends to the team. The team’s here to respond to me in a timely manner. Yeah. So this one talks more… about a different theme. Dave Ramsey always said to choose someone with quote, a heart of a teacher. We’ve always felt this at Goodwin, awesome group. That’s cool. Why is that? Why is that a big deal? We’ve definitely, you know, adopted that motto about a heart of a teacher. We’ll even recommend that our clients are looking for hearts of teachers for, you know, other professional services that they’re hiring. Yeah. I think it’s super important that we meet people where they are at their level of understanding. And you have people who come in and who are very sophisticated investors and people who’ve never been investors in their lives. And you need to adjust, but it is important to me as an advisor for the clients to understand why are you hiring us and what’s the value that we provide for you. And you need at least a rudimentary understanding of the investments so that you can tell your friends, what am I doing for you? And be confident in that. research backs us up when people have a bad experience with a financial advisor or in a first meeting, they’ll often say they talked over my head. I didn’t understand what they were saying. And so we’ve always made that a priority to try to understand like you were saying, where is their level? Where are they coming from? Some folks are hiring us for the first time, they’ve never hired a financial advisor before. And so or some folks are like, I’ve had financial advisors for years, I, you know, just frustrated at this pain point. So I’m looking for a better one. So Tim Goodwin (12:10.252) Yeah, that heart of a teacher that humility to write I think that that teacher would have that comes with it, right? They email it like I don’t know everything. But and and you know, we’re equals here. I’m not superior. But hopefully, you know, maybe there’s a good fit for each other and we can collaborate and end up in the future with a better mutually, you know, beneficial relationship. So another what keeps you a good one. Nothing will top this family of advisors in the industry. Nice. Sorry, this is like major cursive. I do feel a family connection with all of these great folks and can’t wait to meet the next member. So cool. I think this client hopes we’re growing. So far so good. Yeah. I love that it feels like family. think it comes down to something I think you’re going to share more about Joe, but just how we really do care about the individual person and get making them helping them feel known and just Like a number. 100%. yes, that’s true. There’s a baby on the way. So I wasn’t sure that we could say that on the podcast. So a raise baby. Gotcha. Okay. Awesome. All kinds of babies on the way. Exciting. How exciting. So next one that I have says, and the part at the end gets me a little bit and you’ll know why. It says that the people and the trust they have built with us, the ability to keep us grounded during the storms, talked about, and the confidence they give us in reaching our goals. They’re just fun people, especially Tim. Hey, it’s gotta be fun. Did my wife write that? I don’t know. I hope that wasn’t your wife that wrote that. Yeah, definitely not. Try to bring some fun to finance. it can get dry real quick. One of the core values around here. It is one of the core values around here. All right, what keeps you at good win? Solid investment results, ongoing consistent communication, education and information. For example, market trends, great customer care and a personal touch. They did like a bullet point list on this one. bullet point list. Yeah, pretty great. Tim Goodwin (14:28.118) I like this one. It says, I have stayed with GIA because of peace of mind and utmost trust. I know at any time they are available and willing to discuss and help me financially. I know I’m in good hands with Goodwin. But we’re not all state, right? Is that the… Definitely we’re not. In good hands? yeah. No insurance connections here whatsoever. But that’s really cool that she feels that way. Like that confidence feels taken care of. We’re here for her when she… when we need when she needs it. I think that’s that’s super important. We certainly want your money to be there when you need it and to outlive you. But it’s also cool to feel like, hey, like, I don’t know what to do. And I need some help to make decisions, you know, give them the confidence to make those decisions together. Alright, so the next one here, your people are the best in all caps. We have told we have total confidence that Joe, this guy right here is looking out for us to have peace of mind. and wealth to pass on. Look at you, helping them with excess wealth, more than they need, huh? Let’s go. Awesome. This one says, we enjoy Justin’s bright smile every time we talk to him. We love the level of care and interest he takes every time we meet. And you know, I think that’s important because that comes across. I know a lot of Justin’s interactions with clients, just like mine, are over the phone. And one thing that we talked about from day one, when advisors come on that you’ve said, smile when you answer the phone because a smile comes across, even though it’s not a visual, right? It comes across. You can tell a person’s demeanor if they’re smiling or if they’re not. Even like your greeting that you left on your phone, like smile when you say your greeting, can a hundred percent. Yeah. So it’s not by reaching him, leave a message after the tone. All right. Next one here. We’ve been with Goodwin for five years. see, appreciate… Cursive again. Yeah, lots of good cursive here. Appreciate that they meet us where we are comfortable. That’s cool. We can stay mostly hands-off. I like that they said mostly because we really want our We don’t want them to be totally hands-off. Not be totally hands-off. The clients that meet with us, they have better outcomes, have better experiences. But our advisor is always readily available. Tim Goodwin (16:52.662) to answer questions or provide advice. Not too much, not too little, but just right. Goldilocks advice. Goldilocks, yeah. And that’s cool too. We have some clients that will meet with us on a regular basis, like quarterly. We’re totally up for that. Some folks, we’re trying to generally get into at least an annual meeting so we can cover a lot of bases. But that’s cool that this client, isn’t that one that’s coming in quarterly? but knows that we’re available to help. Communication is really important to us. We used to survey this question for our clients for years, which was, we over-communicating or under-communicating or is it just right? So you can certainly over-communicate. You get those emails, you get those texts, you have to hit stop and unsubscribe. We’re trying to do like the just right amount of communication. It’s a fine area to balance in. Go ahead. turn? Yep. So this one, what keeps you at Goodwin? Justin. Is that it? That’s all they wrote? Then it says, LOL. Seriously, this group is top notch and I feel so very well taken care of. man. That’s awesome. That’s awesome. Again, you’re going to reference the aspect of caring in a little bit. Saving my last one. There we go. Yeah. So next one here, we are kind of still in the newly dating phase, which is funny because that’s what we mentioned. I’m looking at the name here. think they had hired us that day or the day before. Very new client. feel like they signed to become a client so they could come to this party the next day. don’t know. The parties are pretty good around here. that can be an incentive. Let’s see. yeah, did. See if I just…Taro told me across the table here, but if I just kept reading, we’re in the newly dating phase one day in. But everyone, and this is pretty amazing that he knows so many of our team’s names being a client for one day. But everyone, Ray, Joanna, Kimberly and Kobe to name a few. I we didn’t get named in here, I’ve been amazing. Maybe we’re not. It already feels like family. There’s a smiley face in here. Cheers to a lifetime together. Love that. Because what do we call our clients around here? So when we’re in the dating phase, and somebody is potentially looking at hiring us as their advisor, do we call them prospects? No. Tim Goodwin (19:08.418) That’s like an ugly word, right? That’s terrible. we call them potential lifetime clients and, we love acronyms around here. We’re talking about that before we call those folks PLCs and we mean that in a loving way, like, know, because we do say like, if this person comes on board, potentially this is a lifetime client through family generations. that’s, that’s our hope. That’s awesome. Yeah. That’s awesome. That he feels that already one day in. So. Excellent. need to take his temperature five years in. Yeah. Let’s see how happy you are. So my next one says great team filled with integrity and knowledge. wouldn’t consider anyone else. Well, that’s great. Cause I’m not, you know, I like that somebody’s mentioning the knowledge aspect too. You know, um, we don’t just want to make people feel great here. Uh, we certainly want them to know that we have expertise and knowledge and experience that’s helping us make better decisions. You know, so. If you just felt great, but you weren’t getting the outcomes that you needed to meet your financial goals. Yeah. Well, they’re really nice advisor, but not going to meet my goals. not making my money. Yeah. Yeah. They’re not helping me. That’s right. That’s right. let’s see. What keeps you at Goodwin shared values and trust continue to keep me at Goodwin. I know that your advisors have our best interests at heart. Your philanthropy also inspires me. think that’s the only one that mentioned that. But we do talk about that in these celebration events a lot, that it is a core value that not only, you know, we encourage our staff, we encourage our clients to be generous, but we give corporately. so there’s, know, item in the budget that we talked about yesterday. You know, what does our giving look like for this year and are we on track and where’s it going? part of our revenue, part of our normal P &L, and then as part of our mission, leading people financial pig, peace, independence, generosity. So that’s pretty cool though, like to think that your financial advisor company is inspiring you to be more generous. Pretty cool. Yeah, pretty cool. that. My next two both touch on a similar theme. GIA cares at the individual level. They know us, our kids, our plans, our passions, our careers, et cetera. They have our best interests at heart. Wow, that’s cool. We definitely want to get to know the kids. Tim Goodwin (21:23.084) You know, parents, grandparents, yeah, the kids, grandkids. mean, people’s families, know, typically one of the main reasons people are here is because I want my family to be taken care of. Family is the most important thing to most people. Yeah, we want to work with, like you mentioned this earlier, for families for generations. So there’s a lifetime for that client, but then there’s hopefully even beyond that because we’re working with the next generations. Yeah. Super cool. Was it my turn? I lost track. your turn. Okay. Here we go. Okay. Let’s see. Integrity and trust. Man, the trust words all over the place. This is pretty cool. Proven time and time again, the company genuinely cares. Care shows up a lot about those it serves. You are open and honest, even in the tough times. We trust and love Joe. They double underlined it with an exclamation point. I like that. Yeah. I was looking for some glitter glue. I feel like they could have. have. We’ll offer that next time. offer Glitter Glue next time. only gave pens, yeah. Awesome. I don’t know if there’s more to say about that we haven’t said it then. I know you’re going to talk about the care part later, but that’s pretty cool. Why don’t you do your last one and let me wrap up then. Excellent. All right. So what keeps you a good one? The people! Exclamation point. I appreciate the excellent service and ease of use you provide. That’s cool. The last part’s the best part. there it is. I see it now. Joe Beckford rocks! Exclamation point. There it He works hard on my behalf. Did your daughter fill this out? She did not. It was definitely not my daughter. Yeah, yeah, you do. You do rock and you do work hard. I think it’s really interesting this, the ease of use you provide, you know, as far as people talk about trust and, you know, communication, but just like that it’s easy to use our services. I like that. Yeah. Like there’s not hurdles. There’s not barriers. That’s one of it. That’s one of our key things is how do we remove hurdles and barriers for people? How do we, how do we make the path of least resistance? Exactly. Yeah. And Ray was sharing that in a previous episode about, one of the ways you’re trying to make it easier is we incentivize you to do the right thing sometimes like for estate planning and things like that, or we, or we do it, or we have instructions for how do you do it, you know, to make it easy. Yeah. Yeah. So my last one. Tim Goodwin (23:45.609) says, I am with GIA because of the people. They truly care and are interested in my desires, even if it will reduce my portfolio. People that care. And I think that speaks to, you know, last year we sent out that book to everybody, Die with Zero. I was like, reduce my portfolio? It’s been a good couple of years. We encourage folks to enjoy and use their money in retirement and not just… record it and pass away and leave a big pile of money for who knows what reason. So I think it to the start with why and make sure that people are generous during their lifetime. So we’re encouraging people to give money away. We’re encouraging people to enjoy their money. We’re encouraging people to be intentional about it. I see the name on here and we weren’t sharing names. But I was like, yeah, how weird was it for you to get a book from your financial advisor with big print on the front that said die with zero? Right. And he’s like, it got my attention, but it was actually a good challenge. So was like, we’ll get, that’s what we were trying to do. So I think this goes to one of the things you alluded to this earlier. Um, one of the things, this stuff doesn’t happen by accident. Yeah. Right. people stay here because there’s a culture here that we have developed and it was not by accident just because you coalesced a team of decent people together. and we happen to be nice people. It’s not that. mean, that’s certainly not just that. Not just that, right? It’s a cornerstone of it, but there is a culture of we care more. Hey, look at that. Hold that close up for the audience. We care more. You can even like zoom in. cheap 3D effects. That’s awesome. I got the same one. Is that from your desk? It is right off my desk. So I’m going to read it and then I’m going to… back here by notorious so you can see it yeah but we have an unfair advantage we care more it’s easy to promise and difficult to do but if you did it it would work more than any other skill or attitude this is what keeps me and people like me coming back and the reason we have this is this is a remembrance that this is a client talking to you notorious BG sure we need to work on his portfolio but Tim Goodwin (25:56.118) Yeah. So, so this is on everybody’s desk to remind us that this is the client, the invisible client that has, that’s not on the phone with you at the moment. The one you’re working on the one you’re thinking about that’s saying the reason I’m here is because you care. you know, we care more. Do we care more than you care about your money? No. Do we care more than your family cares about you? No, that’s not what we’re saying. What we’re saying is we care more than you would expect us to care. Right. And you saw that resonate in those terms of. family, people refer to that as family a lot. And I mean, I take that as a high honor when somebody’s like, Oh yeah, we feel like you’re a family. And when people ask me to your point, people ask me about my personal stuff. That’s super interesting to me that people don’t just walk in and are only concerned about their stuff, which we talk about a lot. relationship, make that connection. It’s relationship and connection. And I think that is ultimately the gel that holds people here is the relationship. I will say that we’re in an industry where the bar is typically set pretty low on terms of the expectation of that client for us to care. You know what I mean? So I mean, you walk into like a church and you hope that they really, really care, right? Expectations pretty high. They got to knock it out of the park to show you. you know, unfortunately for us, but unfortunately as an industry, like walking into a used car lot, the used car salesman, you know, I don’t know how much they’re going to care about me. They care about selling a car and obviously lawyers and politicians don’t have great reputations for trust and for care. the bar is pretty low for us, but we don’t want to just jump over that bar. We want to just super exceed it. And so we’re very intentional about trying to show that we care more. We don’t know if we care more than all of our competitors or the guy or gal across the street, but we just want to show our clients that we care more than they were expecting. there anything that you can share about how we execute that intentionally. I mean, we certainly talk about it. We have it on our desks. Angela, thank you. You can sit across the table. Made that for a lot of us. Are there other ways that we’re intentional about showing clients that we care more? Well, to give Angela a shout out, I mean, we have a whole staff person here. Not a half a staff person. Not a half a staff person. A whole staff person who is not an advisor. Right. You know, who is part of our marketing team. Tim Goodwin (28:19.898) One of her primary goals is to deliver, you know, an acronym or a word, but we call it wow. Right. And what is that? I had this discussion with a potential client this week too. And I said something about wows and she said, what’s that? And I said, we’re supposed to make you say, wow, how do we give you the unexpected? Sometimes a wow is something bad happened in your life. know, unfortunately I’ve had, clients lose loved ones and we try to love on that family. and make them feel seen and heard and know, and know that we are grieving with them and know that we pray with them as well. And I don’t think most advisors probably inherently do that. Yeah. And so we dedicate time and resource to do that. And Angela does a great job coming up, I know to the advisors and reminds us, go through your whole list, go through your head and think, tell me who needs to be loved on. And I think that’s, that’s just. part of the culture around here. That’s awesome to me. Yeah. I’m glad that you touched on the grieving aspect too. You know, there’s a lot between divorce and death and sometimes people just get really sick or they had a big surgery or that a scare. and so I think I’ve shared it before. If you listen to all the podcasts at this point, but if this is the first one, we call it a BOS back to acronyms, a box of sunshine. Yep. the Angela is curated, which is great. We also celebrate with clients. Yeah. It’s not all bad, right? We celebrate the good stuff too. Like, you’re retired. You became a millionaire. You paid off your house. We want to be there with those amazing things too. Justin, last week he was meeting with clients and he realized that their wedding anniversary was coming up really soon. They’d also hit a really substantial personal goal, financial goal. And so he had brought a little bottle of champagne into the meeting ahead of time to celebrate them. They thought that was super duper cool. So even just to kind of know some of these things are coming, one of the ways that we’re intentional about it is we sent out a card on your birthday. So we can put all that in a system. But to get a birthday card every year from your financial advisor, it doesn’t just say happy birthday, thanks for another year, but also says, Hey, we’re in that we want to invest in your growth. Uh, and so we’d love to get you a book and we have a recommended list of books. can get it in different, um, media format, but I know we have a lot of clients. forget what the total number is, but it’s something like 250 to 300 books a year, um, that we are sowing back into mostly our clients, even potential clients sometimes that we’re talking to on the phone. So yeah, it’s a big part of it. Tim Goodwin (30:45.934) Personal growth is big deal around here. Yeah, absolutely. Joe, there anything else? I know we’re getting a good bit over time, but was there anything else as far as why clients stay with us that you wanted to share? Tim Goodwin (31:00.354) I don’t think so. I mean, I think it just came out as we were reading those testimonials. have had potential clients talk to me before. Again, that’s the attraction piece and not so much the stay piece. So what is it that would make you different from other firms and I do the we care more and I talk about those things and I say, That’s easy for me to say, but you have to be here a while. That’s a, you’d have to feel that sort of thing. And I think we just deliver on what we say. Yeah. You’ll see, like if you’re listening to go on our website, you’re not going to see our marketing. should hire us because we care more. This is something we want a client to feel once they’re here, right? And to help us on loyalty and retention and the attachment because there’s a meaningful relationship that we’re all intentional about building. But we just thought this would be a unique angle to take. on a podcast that you can download for free to get to know about us. So just like we realize that why clients keep us is a little bit different than maybe why they chose us in the first place. So, yeah. Well, thanks so much for joining us. I wanted to thank Tara and Angela across the table for us for creating the content, for coming up with this great idea. Angela actually planned the event and then they came up with the idea to ask clients to leave this feedback. So we’re able to share it here on the podcast with any listener. So very, very grateful for that. Certainly, if you’re interested in learning more about the company, check out GoodwinInvestment.com. Highly recommend you subscribe to our blog. It is really, really good. We’ve been sending at least two original blogs a month for many years. A lot of great stuff there in the knowledge base. If you enjoyed this, we would love, we just got a new review recently, but we’d love a new podcast review. We certainly keep up with those on a weekly basis on Spotify and on Apple. Be grateful if you left us a review there. And as we’re signing off, Joe, I always love kind of sharing what we’re grateful for. So I’ll share something that I’m grateful for while you’re thinking about that. And I know this sounds corny and I’ve kept a list of like all of what I’ve mentioned in the past I’m grateful for and I’ve never mentioned this, but I am actually really grateful for podcasting because I am not just a producer. I’m a consumer of podcasting. I love listening to podcasts. I joke a lot about how fast I listen to them, you know, as far as speeding them up. Tim Goodwin (33:21.378) But I just love that I live in a day and age that I can kind of curate my own news. You know, I can pick what podcasts I listen to. I try my best to get, I actually listen to this one that used to be called Unbiased, but trying to find unbiased news, information that I like, which is probably more like on the investing side and on the global stage, the audible, being able listen to books like that, know, getting some financial stuff with Dave and et cetera. So. yeah, I’m just super grateful that podcasting is a thing. I I’ve got a little bit of a drive. I like to run. So I, I just really get to consume podcasting. I’m grateful for that. Yeah. But yeah, one thing I’m grateful I don’t have to run. So that’s, that’s that’s a bye though. Right. So you said sounding corny and we’re talking, we’re talking on a podcast. So I’ll sound corny too, but it’s like legit and from the heart, like getting to work with a talented caring group. humans is amazing. I mean, I’ve worked in the past and haven’t had that, you know, and if you haven’t worked other places where the environment wasn’t as great, then you don’t know what that’s like. But, here, everybody, I feel like is operating pretty much in their unique ability. And we encourage that among people and there’s a of self-respect and there are a lot of divergent opinions and everybody’s opinion is welcome and valued and listened to. And it just creates an environment that makes you want to come to work. And it fosters, I want to do my best for my clients because I also want to do my best for the staff that I work with because they do it for me. Wow. You know, so I’m pretty grateful for that. Trying not to get you choked up here, but a lot of that has to do with you, Joe. You’ve been here a long time. Well, I’ve grown a lot. I’ve grown a lot while I’ve been here too. Haven’t we both? Well, thanks for saying that. That’s awesome. I’ll give you that $20 bill later for putting in that plug. It’s $25. Oh, gosh, inflation. Inflation. Gosh, gee. All right. Well, thank you if you made it this far. We’re grateful for our listeners and we hope you have a great day. Bye. Bye-bye.

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.
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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.