Shows / Wealth on the Move
Wealth on the Move
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. Investment advice offered through Private Advisor Group, a Registered Investment Advisor…
Episodes
Wealth on the MoveThe Psychology of Money: Why Investors Sabotage Themselves with Dr. Daniel Crosby
In this episode of Wealth on the Move, host Will Hoffman welcomes back Dr. Daniel Crosby, a behavioral finance expert and author. They discuss the role of…
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How Busy Men Can Become the Dad Their Family Actually Needs | Larry Hagner (Episode 54)
In this episode of Wealth on the Move, host Will Hoffman engages in a profound conversation with Larry Hagner, founder of The Dad Edge. They explore the…
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Build Wealth Faster Than Real Estate: Semi-Passive Franchising with Bob Bernotas (Episode 53)
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Bob Bernotas, a seasoned franchise consultant with over 40 years of experience in…
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How High Earners Fix Money Scripts & Build Real Wealth | Yohance Harrison (Episode 52)
Summary: In this episode of Wealth on the Move, host Will Hoffman welcomes Yohance Harrison, founder and CEO of Money Script Wealth Management and host of the…
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Why Don’t Schools Teach Personal Finance? w/ author Cary Siegel (Ep. 51)
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Cary Siegel, author of ‘Why Didn’t They Teach Me This in…
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Why the Rich Get Richer: Inside the Hilton Family Office with Mark Hilton (Episode 50)
In this episode of Wealth on the Move, host Will Hoffman speaks with Mark Miller, managing director of the Hilton Family Office, about the strategies and…
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5 Outdated Financial Practices to Leave Behind in 2026 (Episode 49)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that…
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Ben Carlson: Why “Buy and Hold” Still Wins (Even After a 30-Year Market Crash) (Episode 48)
Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new…
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Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel (Episode 47)
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook. They discuss the…
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How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte (Episode 46)
Summary: In this episode, Will Hoffman interviews Taylor Schulte, CEO of Define Financial, about the importance of proactive financial planning, tax…
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Narrative Wins: How Personal Stories Shape Financial Decisions w/ Joe Caruso & Shawn Mahoney, PhD | Episode 45
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Joe Caruso and Dr. Shawn Mahoney, co-authors of the book 'Narrative Wins!'. They…
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Is Our Money Broken? Bitcoin, Inflation & The Future of Currency with Natalie Brunell (Episode 44)
Summary: In this episode of Wealth on the Move, host Will interviews Natalie Brunell, author of 'Bitcoin is for Everyone' and a Bitcoin educator. They discuss…
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What Social Media Is Teaching Our Kids About Money (Episode 43)
Summary: In this episode of Wealth on the Move, host Will Hoffman is joined by Hoffman Wealth Management’s Director of Marketing, Brynn Tarbuck, for a candid…
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Why There Is No Such Thing as the “Perfect” Portfolio with Cullen Roche (Episode 42)
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Cullen Roche, author of 'Your Perfect Portfolio.' They discuss Cullen's…
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How to Pay Less for College with Scholarships & SAT Strategy | Dr. Dominique “Dr. P” Padurano (Episode 41)
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Dr. Dominique Padurano, founder of Crimson Coaching, about strategies for…
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The Wealth Ladder Explained: How to Build Wealth at Every Stage of Life | Nick Maggiulli (Episode 40)
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Nick Maggiulli, COO of Ritholtz Wealth Management and author of The Wealth…
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How to Teach Kids About Money (Financial Literacy, Allowance & Investing for Children) with Maya Corbic, CPA (Episode 39)
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Maya Corbic discuss the critical importance of teaching financial literacy to…
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2026 Market Outlook: AI, Interest Rates, Layoffs & What Investors Should Do Now | Bill Mann from Motley Fool (Episode 38)
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, discuss the…
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23 Lessons From 23 Years as a Financial Advisor | Wealth, Investing & Retirement Planning (Episode 37)
Summary: In this episode of Wealth on the Move, host Will Hoffman reflects on his 23 years in the wealth management industry, sharing valuable lessons learned…
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Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Gregory Allison, CFA from Orion Custom Indexing discuss the innovative strategy of…
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Caregiving, Finances, and Family: ‘My Mother’s Money’ and the Hidden Costs of Care w/ Beth Pinsker (Episode 35)
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of 'My Mother's Money.'…
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You Can’t Diversify Away Behavior: What Most Investors Get Wrong w/ Felipe Toews (Episode 34)
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Felipe Toews, CEO of Toews Asset Management and author of 'The Behavioral…
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Volatility, Gold, and Staying the Course: Breakdown of Q4 Market w/ Ryan Detrick (Episode 33)
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Ryan Detrick discuss the current state of the markets, including insights on…
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How Should I Be Invested When Retired? (Episode 32)
Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the critical aspects of wealth management, particularly for retirees. He emphasizes…
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Vanguard Proves Why Financial Advisors Matter – And What Most Get Wrong (Episode 31)
Summary: In this episode of Wealth on the Move, host Will Hoffman and director of financial planning Niko Rosso discuss the value that financial advisors bring…
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Maximizing Financial Aid: The FAFSA Guide with Tina Steele (Episode 30)
Summary: In this episode of Wealth on the Move, Will Hoffman speaks with Tina Steele, the FAFSA guru, about the intricacies of the FAFSA process and how…
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How to Win Scholarships & Pay for College Without Student Loans with Dave Peterson (Episode 29)
Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the challenges of funding college education with expert Dave Peterson. They explore…
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Healthy Wealthy Longevity: A New Prospective with Jon Sabes (Episode 28)
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with John Sabes, author of 'Healthy Wealthy Longevity.' They discuss the critical…
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The NIL Revolution: Transforming College Sports with Kristi Dosh (Episode 27)
Summary: In this episode of Wealth on the Move, host Will Hoffman and NIL expert Kristi Dosh delve into the transformative landscape of Name, Image, and…
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All About the One Big Beautiful Bill Act with Tax Wizard Kelly Bender (Episode 26)
Summary: In this episode of Wealth on the Move, host Will Hoffman and tax expert Kelly Bender dive deep into the implications of the new OB3 tax law and what…
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Navigating Market Volatility | Insights from Q2 with Andrew Opdyke (Episode 25)
Summary: In this episode of Wealth on the Move, host Will Hoffman and Senior Economist Andrew Opdyke discuss the current state of the markets, focusing on the…
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Fitness & Finance: How Discipline Builds Wealth and Wellness with Stan Vaccari (Episode 24)
Summary: In this episode of Wealth on the Move, host Will Hoffman sits down with fitness expert Stan Vaccari to explore the deep parallels between physical…
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Travel Free, Live Rich: Unlocking the Freedom Lifestyle with the Lockwoods (Episode 23 / Part 2)
Summary: In Part 2 of this inspiring conversation, host Will Hoffman dives deeper with Phil and Erin Lockwood, the power couple behind Always Be Changing. This…
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Nomadic Living with Kids | The Lockwoods’ Journey to Intentional Wealth & Freedom (Episode 22/ Part 1)
Summary: In this episode of Wealth on the Move, host Will Hoffman sits down with Phil and Erin Lockwood—founders of the 'Always Be Changing' brand. What began…
Wealth on the MoveNavigating Financial Uncertainty with Dr. Naomi Win (Episode 21)
Summary: In this episode of Wealth on the Move, host Will Hoffman and behavioral finance analyst Dr. Naomi Win explore the psychological aspects of financial…
Wealth on the MoveNavigating Life Financially: After Graduation (Episode 20)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the essential financial strategies for recent graduates and young…
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Protecting Your Data: Insights from Cybersecurity Expert Philip Coniglio (Episode 19)
Summary: In this episode of Wealth on the Move, host Will Hoffman and cybersecurity expert Philip Coniglio discuss the critical importance of cybersecurity in…
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Navigating Market Volatility: Insights from Ryan Detrick (Episode 18)
Summary: In this episode of 'Wealth on the Move', host Will Hoffman and guest Ryan Detrick discuss the current volatility in the stock market, exploring the…
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Unlocking Financial Freedom: The Side Hustle Revolution with Mike Kavanagh (Episode 17)
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Mike Kavanagh discuss the concept of Financial Independence and the role of side…
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RSAs vs. RSUs: Understanding Your Equity Options (Episode 16)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the complexities of achieving financial independence through…
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Achieving Your FIRE Number: Strategies for Success (Episode 15)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the FIRE (Financial Independence, Retire Early) movement…
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Unlocking the Secrets of the FIRE Movement (Episode 14)
Summary: In this episode, Will Hoffman discusses the FIRE (Financial Independence, Retire Early) movement, exploring its significance and the various…
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Hip Hop x Finance with author Drew Boyer (Episode 13)
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…
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The Soul of Wealth with Author Dr. Daniel Crosby, Ph.D. (Episode 12)
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…
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Navigating Financial Independence as a H.E.N.R.Y (Episode 11)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into wealth management strategies specifically tailored for high…
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Money Matters: Before Marriage (Episode 10)
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the critical financial conversations that couples should have…
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Navigating Estate Planning with Ashley Sharek (Episode 9)
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews estate attorney Ashley Sharek, who discusses her innovative approach to estate…
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The Critical Role of Tax Planning in Financial Success (Episode 8)
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…
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Empowering the Next Generation with Financial Knowledge with Tim Smith from The Financial Dad (Episode 7)
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…
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Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)
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…
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Your 2024 Last-Chance Financial Planning Checklist (Episode 5)
Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck discuss essential year-end financial planning strategies. They emphasize the importance of…
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Navigating Money and Mindfulness with Michele Walter (Episode 4)
Summary: In this episode of Wealth on the Move, host Will Hoffman engages in a deep conversation with Michele Walter, certified professional coach, mindfulness…
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Money Dysmorphia: When Wealth Perception Doesn’t Match Reality (Episode 3)
Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck delve into the concept of money dysphoria, exploring how feelings and perceptions about money…
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Understanding Lifestyle Creep: How to Keep Your Spending in Check and Build Wealth (Episode 2)
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…
Wealth on the MoveWelcome to Wealth on the Move- A Podcast with Will Hoffman on Keeping Your Wealth In Motion: Meet the Hosts
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…
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Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24)
With constant changes and external pressures, finding our true purpose in life, establishing inner peace, and maintaining financial alignment can seem like an…
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College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)
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…
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How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)
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…
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Financial Mistakes for Gen X to Avoid (Ep. 21)
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…
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How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)
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…