Woodson Wealth Management
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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. (referred to as “WWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a p
Never let the fear of the market hold you back from investing.
Time and again, we hear reasons not to invest, but the truth is, avoiding the market can lead to missed opportunities and setbacks in achieving long-term goals.
Remember, never count the market out.
It's been a minute, but so good to be home with family. ❤️
Grew up here, but never came here. I totally missed out.
Shippin' up to
Date night at
There are some people you meet and immediately want to be best friends with them. Al is that person for me.
TMP Episode 122 - Improving Our Relationship with a Money Mindset - True Man Podcast On the True Man Podcast, I speak with Financial Advisor and Certified Divorce Financial Analyst Jamie Lima. We talk about having a money mindset and overcoming the adversity of growing up poor and the effects of divorce on money. We discuss strate...
The Golden Opportunities in Disruptive Innovation These inventions upset the norm & made life better.
I can smell the finish line, and can remember when this was 1900 days.
Where to Live & Love Life as a Retiree Not all places offer you the same life in retirement.
How to Select the Ideal Place to Retire Live better & spend less as a retiree. Here's how.
7 Factors to Find a Better Place to Retire Make a better choice about where to live as a retiree.
Discover How to Make Any Getaway Safer Take the vacation you planned & plan to stay safe.
Where to Live Your BEST Life in Retirement Here are the best places for retirees to live.
Easy, Clever Ways to Avert Vacation Disaster Take the trip of your dreams & stay safe. Here's how.
How to Stay Safe & Have Fun on Your Next Vacation Get ahead of the risk, so you can enjoy your trip more.
Simple, Smart Travel Safety for Today's Traveler Discover clever ways to protect yourself on any trip.
Do you know that every state has an unclaimed property fund?
We normally check to see if any of our clients are missing money as part of our planning process.
You can, too.
Visit unclaimed.org and you can check out any states Treasury for money that might be yours, and you've forgotten about.
I found money owed to me even after several moves in the last 10 years.
So, who wants half a cup of coffee on me? 😂
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If you are in the LGBTQ+ community and feel like your financial situation is "simple," and you don't need the help of a financial advisor, I am here to say you could not be more wrong.
There are so many complexities that we tend to unpack in our conversations with clients who are in the LGBTQ+ community that things tend to be the complete opposite of simple.
Especially when it comes to
My colleague, Jason Lampert, CFP® has been working with this community for years and shares his thoughts on this exact subject below.
Take a peek!
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5 estate planning tips for LGBTQ+ clients From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.
What Parents Pay to Raise & Nurture Kids Kids are expensive, but the returns can be priceless
Why It Costs $233K to Raise a Kid to the Age of 18 Here's where that money goes & why it matters
A Close Look at the High Costs of Raising Kids Here's why it costs more than ever to raise a child
What Parents Pay to Raise Kids Here's a breakdown of what it costs to raise a kid
Thinking of switching jobs? Before you make a move, consider the CHAT framework.
Do you know that every state has an unclaimed property fund?
We normally check to see if any of our clients are missing money as part of our planning process.
You can, too.
Visit unclaimed.org and you can check out any states Treasury for money that might be yours, and you've forgotten about.
I found money owed to me even after several moves in the last 10 years.
So, who wants half a cup of coffee on me? 😂
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National Association of Unclaimed Property Administrators (NAUPA) – The leading, trusted authority in unclaimed property Each state has unclaimed property in the form of uncashed checks, security deposits, overpayments, and more. You never know what you might find!
Why Fear & Panic Are Your Biggest Enemies During Recessions Here's how to control recession-triggered fear, so you can help potentially protect what you have.
There are a thousand ways to build wealth. But what really works?
Is it eating cat food and avoiding the Green Goddess, Starbucks?
Maybe it's driving a car until the wheels fall off.
Or, avoiding dining out. Forever.
In my career, some of the wealthiest people do none of these things.
They balance out their needs and wants, and spend a lot of their time enjoying their lives as well.
Here are 7 things you can do to build wealth, in reality.
Not in some fictitious, TikTok advice world.
https://finance.yahoo.com/news/m-financial-planning-expert-7-110045719.html
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I’m a Financial Planning Expert: Here Are the 7 Best Ways To Build Wealth Building wealth can feel like a mystery. It seems like everyone online knows how to do it, but there is so much conflicting advice out there. From "get-rich-quick" schemes to crypto traders to meme...
Invaluable Strategies to Guide Your Financial Choices in Recessions When recessions trigger fear & panic, here's how to manage your emotions & investments.
Get Through Any Recession with These Essential Strategies What you do in a recession can make ALL the difference in how you get through it.
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Ramona, CA
1672 Main Street, Ste E-155
Ramona, 92065
We help our clients prepare for, navigate, and recover financially from divorce.