Money Made Simple with Oakwood Wealth Partners is a father–son financial planning podcast designed to bring clarity, confidence, and simplicity to the world of personal finance. Hosted by Mike Lockwood, CFP®, CRPC®, Founding Partner of Oakwood Wealth Partners, and his son Nick Lockwood, CRPC®, a Financial Planner with the firm, the show blends decades of real-world experience with a conversational, approachable style that meets listeners exactly where they are in their financial journey. From the very beginning, the vision for the podcast has been to strip away the noise, jargon, and overwhelm that often surround financial decision-making. Instead, Mike and Nick aim to create a resource that feels like sitting down with trusted advisors who understand both the technical and emotional sides of money. Whether listeners are trying to organize a complicated financial life, navigate investment decisions, plan for retirement, balance risk, understand insurance, or work through major life transitions, the show focuses on delivering insight in a way that feels grounded, relatable, and actionable. Moving forward, Money Made Simple will continue to explore the key questions real people face every day—how to build financial literacy, when to seek professional help, how to stress test a financial strategy, how to make sense of taxes and investments, and how to plan for the unexpected. The show will also dive into the emotional and behavioral components of financial decision-making, highlighting the real human experiences behind the numbers.
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Money Made Simple with Oakwood Wealth Partners is a father–son financial planning podcast designed to bring clarity, confidence, and simplicity to the world of personal finance. Hosted by Mike Lockwood, CFP®, CRPC®, Founding Partner of Oakwood Wealth Partners, and his son Nick Lockwood, CRPC®, a Financial Planner with the firm, the show blends decades of real-world experience with a conversational, approachable style that meets listeners exactly where they are in their financial journey. From the very beginning, the vision for the podcast has been to strip away the noise, jargon, and overwhelm that often surround financial decision-making. Instead, Mike and Nick aim to create a resource that feels like sitting down with trusted advisors who understand both the technical and emotional sides of money. Whether listeners are trying to organize a complicated financial life, navigate investment decisions, plan for retirement, balance risk, understand insurance, or work through major life transitions, the show focuses on delivering insight in a way that feels grounded, relatable, and actionable. Moving forward, Money Made Simple will continue to explore the key questions real people face every day—how to build financial literacy, when to seek professional help, how to stress test a financial strategy, how to make sense of taxes and investments, and how to plan for the unexpected. The show will also dive into the emotional and behavioral components of financial decision-making, highlighting the real human experiences behind the numbers.
Money Made Simple with Oakwood Wealth Partners is a father–son financial planning podcast designed to bring clarity, confidence, and simplicity to the world of personal finance. Hosted by Mike Lockwood, CFP®, CRPC®, Founding Partner of Oakwood Wealth Partners, and his son Nick Lockwood, CRPC®, a Financial Planner with the firm, the show blends decades of real-world experience with a conversational, approachable style that meets listeners exactly where they are in their financial journey. From the very beginning, the vision for the podcast has been to strip away the noise, jargon, and overwhelm that often surround financial decision-making. Instead, Mike and Nick aim to create a resource that feels like sitting down with trusted advisors who understand both the technical and emotional sides of money. Whether listeners are trying to organize a complicated financial life, navigate investment decisions, plan for retirement, balance risk, understand insurance, or work through major life transitions, the show focuses on delivering insight in a way that feels grounded, relatable, and actionable. Moving forward, Money Made Simple will continue to explore the key questions real people face every day—how to build financial literacy, when to seek professional help, how to stress test a financial strategy, how to make sense of taxes and investments, and how to plan for the unexpected. The show will also dive into the emotional and behavioral components of financial decision-making, highlighting the real human experiences behind the numbers.
