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 Move
What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)
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…
- Wealth on the Move
Understanding Behavioral Finance with Alice Heath (Ep. 18)
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…
- Wealth on the Move
Raising Money-Smart Kids with Justin Chung (Ep. 17)
Financially unaware children often become financially unaware adults. To help you raise money-smart kids, our guest, Justin Chung, host of the MoneyDad…
- Wealth on the Move
Taking Charge of Your 401k (Ep. 16)
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…
- Wealth on the Move
Kay Kirkman, Your Gen X Dream Job Mentor (Ep. 15)
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…
- Wealth on the Move
Education Planning Series: How You Can Save for College (Ep. 14)
To complete our Education Planning Series, Will Hoffman discusses how you can ensure your child has access to quality education by explaining the various…
- Wealth on the Move
Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)
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…
- Wealth on the Move
Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
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…
- Wealth on the Move
Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
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…
- Wealth on the Move
Tips on Planning Your Taxes with Josh Jones (Ep. 10)
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…
- Wealth on the Move
Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9)
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…
- Wealth on the Move
Unwrapping Gen X Toys with Jon Reddick (Ep. 8)
With the holiday season upon us, Will invites Jon Reddick from GenXGrownUp to reminisce about some of the most memorable toys that were unwrapped on Christmas…
- Wealth on the Move
Year End Financial Moves for Gen Xers (Ep. 7)
December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared? In this episode, Will…
- Wealth on the Move
Figure It Out with Cam Marston: Part 2 (Ep. 6)
From the stock market crash of 1987, to the death of Princess Diana just a decade later, these are just some of the crystallizing moments experienced by…
- Wealth on the Move
Figure It Out with Cam Marston: Part 1 (Ep. 5)
Today we have tweens, the period after adolescence, and before the teenage years. But back in the late 80’s and early 90’s, we referred to this cohort as…
- Wealth on the Move
Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)
Halloween is right around the corner and it’s the time of year where everything gets a little spookier, including the markets. One way of ensuring clients feel…
- Wealth on the Move
8 Timeless Principles When It Comes To Investing (Ep. 3)
Music from any generation is timeless, but what sets Gen X apart is that we birthed hip hop and transformed rock and roll into heavy metal. Some of the most…
- Wealth on the Move
The MTV Generation and Retirement (Ep. 2)
When it comes to pop culture, Gen Xers changed everything. We are the kids of the ‘MTV generation’ that watched music morph from radio to video. Now that we’re…
- Wealth on the Move
Welcome to the Monetary Mixtape With Will Hoffman – A Podcast about Wealth Management for Gen Xers (Ep. 1)
Do you remember when pizza on a Friday night was a treat, and blasting music through your boombox rocked your world? If you're a proud member of Generation X…