Explorez tous les épisodes du podcast Wealth on the Move
| Titre | Date | Durée | |
|---|---|---|---|
| How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte (Episode 46) | 02 Apr 2026 | 00:37:15 | |
Summary: In this episode, Will Hoffman interviews Taylor Schulte, CEO of Define Financial, about the importance of proactive financial planning, tax strategies, behavioral finance, and balancing life and wealth. They explore how high-income families can optimize their wealth, avoid common mistakes, and enjoy their journey to retirement. Resources:
Key Topics:
Connect with Will Hoffman: | |||
| Nomadic Living with Kids | The Lockwoods’ Journey to Intentional Wealth & Freedom (Episode 22/ Part 1) | 10 Jul 2025 | 00:24:36 | |
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 as a shift in educational choices for their children quickly blossomed into a transformational lifestyle change that saw their family exploring all seven continents. The Lockwoods share how they built a life that defies traditional templates—embracing asynchronous cyber schooling, running a remote business, and choosing meaning over money. They explain the philosophy behind their brand, how the pandemic shifted their priorities, and why their adventures are rooted in personal freedom and creative fulfillment. This episode offers a bold take on redefining wealth, education, and how we spend our most valuable resource—time. Resources: Takeaways:
Connect with Will Hoffman:
Connect with The Lockwoods:
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| Taking Charge of Your 401k (Ep. 16) | 20 Apr 2023 | 00:31:52 | |
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 the impact of taxes on your retirement plan. Plus, get insights into the history and evolution of the 401k and the importance of planning ahead to master your financial future. Gain insight into:
Resources:
Education Planning Series:
Connect with Will Hoffman:
About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. Contributions to a traditional 401(k) may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth 401(k) offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Kay Kirkman, Your Gen X Dream Job Mentor (Ep. 15) | 06 Apr 2023 | 00:41:04 | |
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 how you can break free from the mundane and explore new possibilities. Join the conversation as Kay discusses:
Resources:
Connect with Kay Kirkman: Connect with Will Hoffman:
About Our Guest: Meet Kay Kirkman, a career expert and motivational speaker dedicated to helping GenX professionals discover their career passion and achieve fulfillment in their work. As the host of The GenX Career Show, Kay brings valuable insights and inspiring stories to help her listeners create a vision of their ideal career, get out of their heads and into action, and gain clarity and inspiration from successful guests. With a wealth of experience in facilitating training sessions for companies, speaking at conferences and associations, and coaching individuals in career transition, Kay is passionate about helping people thrive in the workplace. Her approach is focused on helping clients get crystal clear on their goals and aspirations, and creating a practical plan to achieve them. She achieves this through a range of methods including career coaching, speaking engagements, training sessions, online courses, and live workshops. Kay firmly believes that everyone deserves to find joy and fulfillment in their work, and is dedicated to reawakening possibility, redefining work, and reigniting dreams. By helping individuals find work they love, she aims to boost employee productivity, retention, and overall job satisfaction, and to reduce stress levels and strengthen relationships. As a specialist in career coaching, personal branding, emotional intelligence, leadership development, and management skills, Kay has the expertise and skills to help individuals and teams achieve their full potential. Join her in her mission to change the world’s staggering statistics of unfulfillment and frustration in the workplace, one job seeker at a time. Kay Kirkman and The GenX Career Show are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Education Planning Series: How You Can Save for College (Ep. 14) | 16 Mar 2023 | 00:31:11 | |
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 Education Savings Account (ESA). Plus, he shares why it’s crucial to start saving early, and recaps key points from previous episodes in this series. Take note as Will explains:
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. Resources:
Connect with Will Hoffman:
About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13) | 02 Mar 2023 | 00:39:10 | |
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 you pay for tuition and continue to save for your retirement. Listen as Roger shares:
Resources:
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About Our Guest: Roger founded Collegiate Funding Solutions in 1998 with the mission of helping families save ON and not just for the cost of a college education. CFS launched the first web-based college planning software for financial advisors in 2005, so that advisors could deliver significantly more value to their clients with college-bound children, helping them to send their children to college without wiping out their retirement savings or incurring suffocating student loan debt. For over 20 years, CFS has partnered with financial advisors and organizations. CFS provides them with the capability, expertise, education and support necessary to help families save ON, not just for the cost of college and send their children to the right college, for the right reasons and at the right price. In addition, Roger and his team of subject-matter experts at CFS deliver educational workshops to parents of college-bound children on a variety of college planning, admissions, financial aid and college funding topics. Roger Lorelle and Collegiate Funding Solutions are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| Education Planning Series: Applying to College with Jack Delehey (Ep. 12) | 16 Feb 2023 | 00:45:40 | |
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 as they discuss:
Resources:
Connect with Jack Delehey:
Connect with Will Hoffman:
About Our Guest: Jack Delehey is a college admissions expert and author (Lessons for Our Younger Brothers, 2018) originally from Concord, MA. He has worked with high school students and parents throughout the United States for the last decade. Jack’s students are some of the most hardworking and passionate students in the country. Combined with Jack’s structure & motivation, they have experienced tremendous college admission success over the years…and their parents have experienced peace of mind knowing their child is on a calculated, organized, successful path to college admissions success. It is Jack’s goal to pass on his college admission knowledge, strategies, and unique perspective to high school students in a young, fun, relatable, older-brother type manner. In this way, he is able to get the best out of his students…and they seem to actually enjoy working with him! Jack Delehey and College Consulting are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11) | 02 Feb 2023 | 00:34:17 | |
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, and securing your child’s best financial assistance package. She also shares ways to avoid the common mistakes that could cost you thousands, and guides listeners on the ins and outs of the process to ensure you’re getting the most financial aid possible. Join the conversation as Tina discusses:
Resources:
Connect with Tina Steele:
Connect with Will Hoffman:
About Our Guest: Tina began her career in higher education just out of high school when she landed her first “real job” working in a financial aid office. She quickly realized that she loved helping students navigate the college planning and financial aid process and achieve their dreams. It also inspired her to get her own Bachelor’s and Master’s degrees. Over the last thirty years she has worked directly in the financial aid office at several public and private colleges and she also spent 10 years facilitating college planning and financial aid workshops across the state of Maine for a federally funded grant program aimed at helping disadvantaged students aspire to and pursue college. Now as the owner and Founder of The FAFSA Guru Tina guides families through the overwhelming financial aid process. She has a number of programs and services she offers in addition to zoom and phone consultations. She created this business to offer help to families at an affordable price as working with Educational Consultants can cost thousands of dollars. You can learn more by visiting her website at thefafsaguru.com. Tina Steele and The FAFSA Guru are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Tips on Planning Your Taxes with Josh Jones (Ep. 10) | 19 Jan 2023 | 00:31:52 | |
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 Monetary Mixtape podcast, Josh Jones, President of CompFinO Tax & Accounting Services, joins Will Hoffman to discuss taxes, savings, and sports. Listen as Josh discusses:
Connect with Josh Jones: Connect with Will Hoffman:
About Our Guest: Joshua Jones, CPA is the owner of CompFinO (formally BeanCounters Tax and Accounting Services). CompFinO is a licensed CPA firm and a full-service payroll provider, specializing in tax preparation for small business and individuals. They provide customized solutions for all your accounting needs, such as tax preparation, bookkeeping, bill pay, tax planning, and payroll. Josh, together with his team, have served small businesses and individuals for the past 10 years, and their office is located in Southpointe. Josh received his undergraduate degree from Duquesne University, and has served on the board of the Washington County Habitat for Humanity for the last 6 years, three of those years as Treasurer. Joshua Jones and CompFinO are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9) | 05 Jan 2023 | 00:35:09 | |
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 LPL Financial to discuss the economic landscape in 2022, and what is on the horizon for 2023. Listen as Jeff discusses:
Resources:
Connect with Jeffrey Roach: Connect with Will Hoffman:
About Our Guest: Jeffrey Roach is a financial economist with a background in capital markets, global macroeconomic research and portfolio management. Jeff started out in the Bank of America trading floor where he advised traders on what was happening in the markets and why, to an asset management firm where he helps shape investing decisions by evaluating and forecasting market trends, consumer behavior, and global risk. Jeff enjoys speaking about economics to a wide range of audiences. Jeffrey is currently the chief economist at LPL Financial. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Unwrapping Gen X Toys with Jon Reddick (Ep. 8) | 15 Dec 2022 | 00:38:14 | |
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 morning. Jon is a well-credentialed nerd of the 80’s, a classic game fan, and a technology geek who explores and celebrates media, games, tech and toys from his childhood. In this episode, Will and Jon discuss:
Resources:
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About Our Guest: Jon Reddick is a well-credentialed nerd of the 80s, classic game fan, and technology geek. He merged those interests into the creation of GenXGrownUp: a weekly podcast and YouTube channel which explores and celebrates media, games, tech, toys, comics, and pop culture of yesterday and today through the eyes of Generation X’ers. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Jon Reddick and GenXGrownUp are not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Year End Financial Moves for Gen Xers (Ep. 7) | 01 Dec 2022 | 00:37:33 | |
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 provides 10 financial tips to help you be in a better financial position at the end of the year. Listen in as he touches on important moves like investing, tax deductions, and emergency funds. And in the spirit of the holidays, Will lists his top 5 holiday movies; the Gen X edition. Join in, and prepare for the new year as Will discusses:
Resources: Connect with Will Hoffman:
About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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| Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24) | 17 Aug 2023 | 00:56:12 | |
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 teacher, and owner of Life From the Summit. Michele shares her personal journey from being a lawyer to a mindfulness coach and how mindfulness meditation transformed her life. Michele explores the power of mindfulness meditation, finding gratitude in challenging situations, and how to align financial decisions with personal values. Michele discusses:
Resources:
Connect with Will Hoffman:
Connect with Michele Walter:
About Our Guest: Michele L. Walter is the founder of Life From the Summit. She is an Associate Certified Coach (ICF), Certified Professional Coach (iPEC), Certified Mindful Meditation Teacher (SoundsTrue), Certified NUSHU Facilitator, seasoned litigator, 3-time Ironman, runner, mountaineer, and dog mom living in the beautiful Colorado mountains. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Michele Walter and Life From the Summit are not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| Figure It Out with Cam Marston: Part 2 (Ep. 6) | 17 Nov 2022 | 00:30:08 | |
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 generation X. In part 2 of this series, Will Hoffman and Cam Marston build upon their conversation about generational shifts, and go into more detail about the events that shaped Gen X behaviors and their outlook on the world. Listen as Will and Cam discuss:
Resources:
Connect with Cam Marston: Connect with Will Hoffman:
About Our Guest: Cam Marston is an author, advisor, radio talk show host, and top-rated keynote speaker on the trends shaping the workplace and marketplace. His presentations are informative, engaging, humorous, and full of concrete research that is tailored to his audience. Cam enlivens the data with anecdotes, tales from the real business world, attention-grabbing visuals, and quips that make the messages and actionable strategies memorable. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Cam Marston is not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management. | |||
| Figure It Out with Cam Marston: Part 1 (Ep. 5) | 03 Nov 2022 | 00:24:36 | |
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 ‘latchkey kids.’ A time when parents left children at home to ‘figure it out’ while they were at work. With the increase of working mothers, and divorced parents, kids were propelled into becoming independent at an earlier age. And as generation X grew, that same independence and their ‘figure it out’ mentality helped them climb the ladder of success. However, it also hindered them as they navigated corporate life, and having to work collaboratively as a team. In Part 1 of this 2-part series Will Hoffman talks to our special guest Cam Marston, an author, advisor, radio talk show host, and top-rated keynote speaker on the trends shaping the workplace and marketplace. Listen in as Will and Cam discuss:
Resources: Connect with Will Hoffman:
Connect with Cam Marston: About Our Guest: Cam Marston is an author, advisor, radio talk show host, and top-rated keynote speaker on the trends shaping the workplace and marketplace. His presentations are informative, engaging, humorous and full of concrete research that is tailored to his audience. Cam enlivens the data with anecdotes, tales from the real business world, attention-grabbing visuals and quips that make the messages and actionable strategies memorable. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Cam Marston is not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management. | |||
| Empowering Investors with Riskalyze with Chris Quandt (Ep. 4) | 20 Oct 2022 | 00:33:06 | |
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 confident about their investments and less eerie of the markets is by providing a tool like Riskalyze. This week we have our very first guest, a fellow Gen Xer, Chris Quandt. He is the Success Enablement Manager at Riskalyze, and he joins Will to talk about the risk alignment platform, and why advisors and clients should be using it to invest more efficiently. Chris discusses:
Resources: Connect with Chris Quandt: Connect with Will Hoffman:
About Our Guest: Chris Quandt is the Success Enablement Manager at Riskalyze. He has served on both the Marketing and Advisor Success team. As a success coach, Chris delights in helping advisors understand how Riskalyze can help them grow their business, retain clients, and show best interest. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Chris Quandt and Riskalyze are not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management. | |||
| Coming Soon! | 05 Oct 2022 | 00:00:52 | |
| College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23) | 03 Aug 2023 | 00:37:16 | |
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 with Justin King, Founder of L.I.G. Sports Group to delve into the world of NIL and the opportunities it presents for college athletes. Listen as Justin emphasizes the importance of athletes building an authentic brand so they can earn money through endorsements and social media, and he also debunks the misconception that NIL is solely about quick money. Join the discussion as Will and Justin touch on:
Resources:
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Connect with Justin King:
About Our Guest: Justin’ King’s career in the sports industry began at 9 years old when he was quickly immersed in the game while serving as a ball boy and equipment manager for the Duquesne University Dukes in Pittsburgh, PA. King has a breadth of experience in every aspect of the football industry. In 2014, he joined the Cleveland Browns’ scouting department, where he worked on a college scouting analytical project for the 2014 NFL Draft. After garnering success as a business development manager for ATI Physical Therapy in Dallas, TX, King joined his alma mater, Penn State University, as a Recruiting Coordinator in 2017. During that time, King identified and recruited top talent across the country, securing the highest-ranking recruiting class in PSU history in 2018 and achieving an average commit rating of 92.12 with the 2019 recruiting class (which ranked 3rd in the country). King also earned an M.S. in Sports Administration from the University of Miami (FL). In 2019, King was selected by Commissioner Oliver Luck and SVP Doug Whaley to join the XFL League Office in Stamford, CT as the Manager of Football Operations. There, King oversaw football operations and college personnel and led the integration of the new playing rules and innovative gameplay to ensure continuity, safety, and entertainment value for fans. King is a leader amongst men with a passion for mentoring young professionals in the field. He is regarded by friends, family, and acquaintances as a knowledgeable, no nonsense, dependable resource and ally with a competitive drive for excellence and keen emotional intelligence. He currently resides in Pittsburgh, PA with his wife and daughter. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Justin King and L.I.G. Sports Group are not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. | |||
| How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22) | 20 Jul 2023 | 00:31:59 | |
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 those approaching retirement (Gen X) and those currently enjoying their golden years. He also touches on the possibility of increasing taxes and the advantages of having a tax-free bucket of money! Gain insightful knowledge about:
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About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. | |||
| Financial Mistakes for Gen X to Avoid (Ep. 21) | 06 Jul 2023 | 00:42:25 | |
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:
Resources:
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About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20) | 22 Jun 2023 | 00:39:02 | |
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:
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About Our Guest: Jerome Myers is an award-winning engineer, investor, mentor, and business strategist who helps founders navigate their Exit Paradox through his masterminds and coaching programs. Prior to leaving his corporate leadership position, Jerome built a $20 million, 175-person division of a Fortune 550 company from scratch. He now uses his project management, engineering and business expertise to advise business leaders on key areas such as: leadership strategy, process improvement, sales and data analytics in real estate, financial services, business services, and health care to help his clients double their revenue, time off and charitable giving. Jerome is also a general partner in a multifamily real estate portfolio and serves on the North Carolina Agricultural and Technical State University Entrepreneurship Advisory Board. Jerome has interviewed numerous newly exited operators (NEOs) on his top-ranked Dreamcatchers podcast which provides inspiration, education and direction to his audience of founders who are building companies to sell after they exit the “Matrix”. Jerome Myers is not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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| What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19) | 08 Jun 2023 | 00:50:33 | |
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 parent. Listen as she tells of her close relationship with her father, how his death impacted her role as an only child, and how grateful she is to him for having his finances in order prior to his death. Reminisce about your childhood, while facing truths about your present as Eve discusses:
Resources: Connect with Eve Simon: About Our Guest: A lapsed Philosophy major with an MFA in theatrical lighting design and 26 years of experience in the web design industry, Eve is the executive producer & host of GenX Stories. By day, she is the founder & chief storyteller at Eve Simon Creative but will always be an 80’s Madonna girl at heart and may or may not be obsessed with Ampersands. Eve Simon and GenX Stories Podcast are not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management. Connect with Will Hoffman:
About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Understanding Behavioral Finance with Alice Heath (Ep. 18) | 18 May 2023 | 00:39:16 | |
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 increasingly popular. She also talks about how bad investor behavior can negatively affect long-term performance and why taking a hands-off approach and trusting the process is important. Listen and learn about:
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Connect with Alice Heath: About Our Guest: During her tenure in the financial services industry, Alice Heath has held several positions with varying responsibilities and titles, including associate, specialist, manager, and director. However, she takes the most pride in her unofficial titles as a friend, mentor, and leader. As a leader, Alice adopts a hands-on approach and believes that actions speak louder than words. Alice is passionate about helping and serving others, and this passion drives their performance. She finds fulfillment in meaningful relationships and achieving something greater than themselves. She enjoys working with teams and adapting their leadership style to the needs of the group to ensure overall success. Alice Heath and Horizon Investments are not affiliated with or endorsed by LPL Financial or Hoffman Wealth Management. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||
| Raising Money-Smart Kids with Justin Chung (Ep. 17) | 04 May 2023 | 00:49:30 | |
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:
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Connect with Justin Chung: About Our Guest: Justin Chung is a successful real estate investor, podcast host, husband, and father of two boys. He became interested in real estate investing in 2007 after purchasing a student rental property in Waterloo, Ontario with his father’s help. He continued to acquire more properties and built a multi-million dollar real estate portfolio through joint ventures while working a full-time job. In 2012. His mother passed away, which served as a catalyst for him to pursue his real estate investing goals and help family and friends build long-term wealth. He has received awards from the Real Estate Investment Network and Canadian Real Estate Wealth Magazine for his success in real estate investing. Becoming a father in 2014 further inspired him to teach his children about money and wealth building. He believes in the importance of raising money-smart kids and has made it his goal to inspire other parents to have meaningful conversations with their children about money. He curates actionable and practical knowledge on strategies, tactics, and mindset secrets to help parents teach their kids about money and build wealth. Justin Chung and MoneyDad podcast are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group. About Our Host: Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. | |||