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
Unlocking the Secrets of the FIRE Movement (Episode 14)
2/20/2025
Summary: In this episode, Will Hoffman discusses the FIRE (Financial Independence, Retire Early) movement, exploring its significance and the various strategies individuals can adopt to achieve financial independence. He breaks down the essential pillars of saving, investing, and lifestyle choices, and delves into different types of FIRE, including Lean, Fat, and Barista fire. The conversation … Read More Read More
Duration:00:21:01
Hip Hop x Finance with author Drew Boyer (Episode 13)
2/13/2025
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Drew Boyer, author of ‘Hip Hop X Finance.’ They discuss Drew’s journey from music to finance, the importance of financial education, and how hip-hop culture can influence financial literacy. Drew shares personal financial mistakes and lessons learned, while also addressing cultural misconceptions … Read More Read More
Duration:00:53:19
The Soul of Wealth with Author Dr. Daniel Crosby, Ph.D. (Episode 12)
2/6/2025
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Dr. Daniel Crosby, a behavioral finance expert, to discuss the deeper meanings of wealth beyond mere numbers. They explore the importance of understanding personal values, the impact of behavior on financial decisions, and the connection between health and wealth. Dr. Crosby … Read More Read More
Duration:00:43:17
Navigating Financial Independence as a H.E.N.R.Y (Episode 11)
1/30/2025
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into wealth management strategies specifically tailored for high earners who are not yet financially independent, referred to as ‘Henrys’. They discuss the challenges these individuals face, such as student debt and lifestyle inflation, and provide actionable strategies for budgeting, … Read More Read More
Duration:00:28:11
Money Matters: Before Marriage (Episode 10)
1/23/2025
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the critical financial conversations that couples should have before marriage. They explore the importance of transparency about money, the legal implications of marriage, and the necessity of protecting assets through prenuptial agreements and wills. The episode emphasizes the need … Read More Read More
Duration:00:27:54
Navigating Estate Planning with Ashley Sharek (Episode 9)
1/16/2025
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews estate attorney Ashley Sharek, who discusses her innovative approach to estate planning. Ashley emphasizes the importance of follow-through in legal processes, the significance of comprehensive planning, and the unique challenges faced by families, especially those with minor children. The conversation also covers … Read More Read More
Duration:00:45:49
The Critical Role of Tax Planning in Financial Success (Episode 8)
1/9/2025
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the critical topic of tax planning and its significant impact on wealth management. They discuss the difference between tax planning and tax preparation, emphasizing the importance of proactive strategies to optimize tax situations over time. The conversation highlights … Read More Read More
Duration:00:27:35
Empowering the Next Generation with Financial Knowledge with Tim Smith from The Financial Dad (Episode 7)
1/2/2025
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Tim Smith, the creator of The Financial Dad podcast. They discuss the importance of financial education for young adults, the gaps in current financial literacy, and the motivation behind creating a platform that simplifies complex financial concepts. Tim shares his experiences and … Read More Read More
Duration:00:32:08
Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)
12/19/2024
Summary: In this episode of Wealth On The Move, host Will Hoffman engages with retirement coach Suzanne Campi to explore the evolving concept of retirement. They discuss the importance of coaching through life transitions, the creation of the Retirement Wheel, and the significance of legacy and purpose beyond financial planning. Suzanne shares insights on navigating … Read More Read More
Duration:00:57:27
Your 2024 Last-Chance Financial Planning Checklist (Episode 5)
12/5/2024
Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck discuss essential year-end financial planning strategies. They emphasize the importance of consulting with a CPA, reviewing tax situations, and preparing for the upcoming year. The conversation also touches on investment strategies, insurance reviews, and considerations for young professionals entering the workforce. As the year comes … Read More Read More
Duration:00:24:55
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