Wealth on the Move
Business & Economics Podcasts
Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve.
Location:
United States
Description:
Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve.
Language:
English
Episodes
Navigating Money and Mindfulness with Michele Walter (Episode 4)
11/21/2024
Summary: In this episode of Wealth on the Move, host Will Hoffman engages in a deep conversation with Michele Walter, certified professional coach, mindfulness meditation teacher, and owner of Life From the Summit. They explore the intersections of mindfulness, money management, and the unique challenges faced by Generation X. They discuss the importance of emotional … Read More Read More
Duration:01:02:01
Money Dysmorphia: When Wealth Perception Doesn’t Match Reality (Episode 3)
11/7/2024
Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck delve into the concept of money dysphoria, exploring how feelings and perceptions about money can lead to a profound sense of dissatisfaction. They discuss the impact of generational experiences, the role of social media in shaping financial perceptions, and the importance of creating a balanced … Read More Read More
Duration:00:38:50
Understanding Lifestyle Creep: How to Keep Your Spending in Check and Build Wealth (Episode 2)
10/24/2024
Summary In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the concept of lifestyle creep, particularly how increased income can lead to increased spending. They emphasize the importance of financial planning, aligning spending with personal values, and preparing for potential financial setbacks. The conversation also covers strategies to combat … Read More Read More
Duration:00:34:29
Welcome to Wealth on the Move- A Podcast with Will Hoffman on Keeping Your Wealth In Motion: Meet the Hosts
10/10/2024
In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Will’s previous podcast format to a new focus on wealth management for busy families and active retirees. They emphasize the importance of client-centric financial advice, the evolution of the wealth management industry, and the role … Read More Read More
Duration:00:43:43
Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24)
8/17/2023
With constant changes and external pressures, finding our true purpose in life, establishing inner peace, and maintaining financial alignment can seem like an overwhelming task. What changes can Gen X’ers make to find true balance? In this episode of the Monetary Mixtape podcast, Will Hoffman chats with Michele L. Walter, certified professional coach, mindfulness meditation … Read More Read More
Duration:00:56:12
College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)
8/3/2023
In the landscape of college sports, the concept of Name, Image, and Likeness (NIL) has emerged as a game-changer for student-athletes and represents a profound shift in how collegiate athletes can engage with their personal brands and seize opportunities beyond the playing field. In this episode of the Monetary Mixtape podcast, Will Hoffman sits down … Read More Read More
Duration:00:37:16
How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)
7/20/2023
Wondering what role Roth IRAs and Roth Conversations play in your retirement plan? In this episode of the Monetary Mixtape podcast, Will Hoffman discusses the importance of understanding Roth IRAs and Roth IRA conversions for retirement planning. He explains the benefits of Roth IRAs, contribution limits, and the five-year waiting period as it pertains to … Read More Read More
Duration:00:31:59
Financial Mistakes for Gen X to Avoid (Ep. 21)
7/6/2023
Join Will Hoffman, AIF as he details eight financial blunders that many Gen Xers encounter and provides valuable guidance on how to steer clear of them. Listen as Will touches on: The importance of setting clear goals and aligning them with your financial plan How to make investment decisions based on long-term goals rather than … Read More Read More
Duration:00:42:25
How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)
6/22/2023
Are you a business owner contemplating an exit? In this episode, Jerome Myers, PE, MBA, PMP, and business exit coach shares his journey from corporate America to specializing in helping business owners face the challenges associated with exiting their business. Jerome discusses: The “Six Centers of Doubt” that business owners experience How his framework helps … Read More Read More
Duration:00:39:02
What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)
6/8/2023
No one knows the pain and suffering of losing a parent until it happens to them. In today’s episode, Eve Simon, founder and co-host of the GenX Stories Podcast joins Will to not only share her love of being a member of the best generation there is but also what it’s like to lose a … Read More Read More
Duration:00:50:33
Understanding Behavioral Finance with Alice Heath (Ep. 18)
5/18/2023
Let’s dive into the psychology of behavioral finance! Join Will Hoffman as he speaks with Alice Heath, a national accounts manager at Horizon Investments and a BFA® (behavioral financial advisor), who shares her knowledge of how psychology and emotions impact financial decisions. Alice explains how behavioral finance differs from classical finance, and why it’s become … Read More Read More
Duration:00:39:16
Raising Money-Smart Kids with Justin Chung (Ep. 17)
5/4/2023
Financially unaware children often become financially unaware adults. To help you raise money-smart kids, our guest, Justin Chung, host of the MoneyDad podcast, emphasizes the importance of incorporating money into your everyday routines and conversations with your children. As fathers, Will and Justin discuss: The advantages of introducing financial education to children at a young … Read More Read More
Duration:00:49:30
Taking Charge of Your 401k (Ep. 16)
4/20/2023
Generation X was born between 1965 and 1980, which means the oldest of the bunch are approaching their “retirement years.” In this episode, Will Hoffman breaks down the differences between traditional and Roth 401ks and helps you determine which plan fits your goals and financial needs. You’ll also learn about managing assets, matching contributions, and … Read More Read More
Duration:00:31:52
Kay Kirkman, Your Gen X Dream Job Mentor (Ep. 15)
4/6/2023
If you’re looking for guidance on how to turn your passion into a career, then this episode is for you! Get ready to be inspired by this week’s guest, Kay Kirkman, Career Clarity Coach and host of The GenX Career Show. Listen in as Kay shares her four-step process for discovering your ideal career, and … Read More Read More
Duration:00:41:04
Education Planning Series: How You Can Save for College (Ep. 14)
3/16/2023
To complete our Education Planning Series, Will Hoffman discusses how you can ensure your child has access to quality education by explaining the various saving plans available. In this episode, Will explores three popular options: the 529 plan, the Uniform Gift to Minors Act (UGMA), the Uniform Transfers to Minor Act (UPMA), and the Coverdell … Read More Read More
Duration:00:31:11
Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)
3/2/2023
Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education? Don’t panic just yet! In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help … Read More Read More
Duration:00:39:10
Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
2/16/2023
With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents. In this episode, Jack, a college admissions expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process. Join Will and Jack … Read More Read More
Duration:00:45:40
Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
2/2/2023
Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education? Welcome to the first in a series of episodes focusing on Education Planning! In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, … Read More Read More
Duration:00:34:17
Tips on Planning Your Taxes with Josh Jones (Ep. 10)
1/19/2023
After a challenging year for the market, there are bound to be changes regarding tax season. Even though you haven’t filed for 2022, now is a good time to know what’s in store for 2023 so you can make adjustments to your portfolio, or save side hustle expense receipts. In this week’s edition of the … Read More Read More
Duration:00:31:52
Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9)
1/5/2023
Remember back in high school and how boring Economics class was? As teenagers we just didn’t care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more interest because we are more invested. Join Will and his guest Jeffrey Roach, Ph.D. Chief Economist at … Read More Read More
Duration:00:35:05