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
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
12/2/2025
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Recent Episodes
July 27, 2026
My Dad Says Social Security is in Trouble. Should I Be Worried? (Feat: Mike Kish)
<p>Social Security has become one of the most talked-about topics in retirement planning, yet it's also one of the most misunderstood. Every election cycle seems to bring new headlines, predictions, and uncertainty, leaving many Americans wondering what it all means for their own financial future.</p><p>In this episode of Money Made Simple, Mike and Nick Lockwood are joined by Oakwood Wealth Partners Financial Planner <strong>Mike Kish</strong> to separate fact from fiction. Together, they explore how Social Security works, why concerns about the program's future continue to dominate the news, and what today's workers and retirees should actually be paying attention to.</p><p>The conversation examines the unique perspectives of different generations, from those approaching retirement to younger investors who question whether Social Security will still exist when it's their turn to collect benefits. The team also discusses claiming strategies, the importance of integrating Social Security into a broader retirement plan, and why building your own financial independence remains one of the smartest long-term decisions you can make.</p><p>Whether retirement is just around the corner or decades away, this episode offers practical guidance to help you make informed decisions without letting fear or headlines dictate your future.</p><p></p><p>Chapters:</p><p><strong>0:00</strong> Welcome Back & Meet Mike Kish</p><p> <strong>1:40</strong> SpaceX Update & Episode Introduction</p><p> <strong>4:10</strong> How Social Security Began</p><p> <strong>8:15</strong> How Social Security Works Today</p><p> <strong>13:20</strong> Is Social Security Really Running Out?</p><p> <strong>19:10</strong> Different Generations, Different Perspectives</p><p> <strong>25:15</strong> When Should You Claim Social Security?</p><p> <strong>32:05</strong> Should You Take Benefits at Age 62?</p><p> <strong>38:15</strong> Social Security, Taxes & Retirement Income Planning</p><p> <strong>43:05</strong> Building a Retirement Plan Beyond Social Security</p><p> <strong>47:15</strong> Key Takeaways & Closing Thoughts</p>
June 23, 2026
Stock Talk: SpaceX, NVIDIA, Micron, Oh My! (Feat: Kevin Campbell)
<p>Everyone loves talking about stocks when they're going up.</p><p>The harder conversation is figuring out what to do after they've gone up.</p><p>In this episode of Money Made Simple, Mike and Nick Lockwood welcome Kevin Campbell to discuss one of the most common challenges facing investors today: managing concentrated stock positions and navigating the complexities of equity compensation.</p><p>Whether you've purchased shares of a company you believe in, accumulated stock through your employer, or watched a single holding become a significant portion of your net worth, success can create a new set of risks. The conversation explores why some investors become overconfident, why selling can be emotionally difficult, and how concentration can quietly reshape a financial plan.</p><p>The discussion also dives into the world of equity compensation, including restricted stock units, employee stock purchase plans, and stock options. While these benefits can create tremendous wealth-building opportunities, they often come with tax considerations, timing decisions, and planning complexities that many employees do not fully understand.</p><p>Through real-world stories and practical examples, Mike, Nick, and Kevin explain why stock ownership should be viewed within the context of an overall financial plan, not as a standalone decision. If you've ever wondered when to sell, how much risk is too much, or whether your company's stock has become too large a part of your financial future, this episode is for you.</p><p></p><p>Chapters:</p><p><strong>0:00</strong> Introduction & Meet Kevin Campbell</p><p><strong>2:00</strong> Why Stocks Are Back in the Spotlight</p><p><strong>6:50</strong> The Risks of Concentrated Stock Positions</p><p><strong>11:10</strong> SpaceX, NVIDIA, and the Appeal of Individual Stocks</p><p><strong>16:15</strong> Managing Risk While Chasing Opportunity</p><p><strong>19:50</strong> What Is Equity Compensation?</p><p><strong>26:00</strong> RSUs, ESPPs, ISOs & NQSOs Explained</p><p><strong>30:35</strong> Real Client Stories: When Stock Success Creates New Risks</p><p><strong>34:50</strong> The Big Question: When Should You Sell?</p><p><strong>36:40</strong> Taxes, Capital Gains & Planning Opportunities</p><p><strong>38:30</strong> Building a Strategy Around Company Stock</p><p><strong>42:20</strong> Key Takeaways & Final Thoughts</p>
May 27, 2026
Difficult Conversations: Your Future Living Plan (Feat: Celeste Gurule)
<p>There are certain conversations every family knows they should have. Most just don’t know how to start.</p><p>In this episode of Money Made Simple, Mike and Nick Lockwood sit down with Celeste Gurule to unpack one of the most avoided but important topics in life planning. What happens when your parents can no longer make decisions for themselves, and how do you prepare for that moment before it becomes a crisis?</p><p>This conversation goes beyond finances. It explores the emotional realities that keep families stuck. Parents fear losing independence. Children fear overstepping. Both sides avoid the discussion, often for the same reason. They are trying to protect each other. But waiting comes at a cost, especially when the reality is that most families will face some form of long-term care need at some point.</p><p>Celeste introduces the concept of a Future Living Plan, a framework designed to help families think through not just money, but identity, community, health, living arrangements, and the roles each person will play over time. The goal is not perfection. It is progress. It is clarity. And most importantly, it is making sure your wishes are understood before someone else has to guess.</p><p>This episode is not about having all the answers. It is about starting the conversation early, approaching it with care, and recognizing that planning ahead is one of the most meaningful gifts you can give your family.</p><p>For more information surrounding the Future Living Plan and an Inventory of Information Checklist, visit the link below:</p><p>https://drive.google.com/drive/folders/1FB1agwW4ZsnCHMhmNa6zWIl2bD_MTVa3?usp=sharing</p><p></p><p>Chapters:</p><p>0:00 - Introduction</p><p>1:37 - Celeste's background and career</p><p>4:18 - Personal experiences with future living plans</p><p>7:32 - Dealing with cognitive decline</p><p>11:45 - The 7 areas to address for future living</p><p>17:40 - Starting these conversations early</p><p>27:37 - Why these conversations are so hard</p><p>34:48 - Key takeaways</p><p>39:50 - Don't let perfect be the enemy of good</p><p>41:40 - Closing remarks</p>
9 total episodes available
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- What is Money Made Simple with Oakwood Wealth Partners?
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This podcast updates daily.
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