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. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Episodes

Fitness & Finance: How Discipline Builds Wealth and Wellness with Stan Vaccari (Episode 24)

July 24, 2025 • 49 mins
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 fitness and financial wellness. Together, they discuss how both pursuits demand discipline, accountability, and a long-term strategic mindset. Vaccari draws from his experience in health coaching to emphasize the …

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Travel Free, Live Rich: Unlocking the Freedom Lifestyle with the Lockwoods (Episode 23 / Part 2)

July 17, 2025 • 44 mins
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 episode explores how they turned their adventurous lifestyle into a sustainable business model. They share how they monetized their YouTube channel, built income streams through brand partnerships, and revived …

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Nomadic Living with Kids | The Lockwoods’ Journey to Intentional Wealth & Freedom (Episode 22/ Part 1)

July 10, 2025 • 24 mins
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 …

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Navigating Financial Uncertainty with Dr. Naomi Win (Episode 21)

June 19, 2025 • 48 mins
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 decision-making, particularly during periods of uncertainty. They discuss how emotions influence our financial behaviors, the importance of having a solid financial plan, and strategies for coping with market volatility. Dr. …

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Navigating Life Financially: After Graduation (Episode 20)

May 15, 2025 • 35 mins
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 professionals. They cover the importance of understanding one’s financial picture, budgeting effectively using the 50/30/20 rule, and the significance of saving and investing early. The conversation also highlights the necessity …

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Protecting Your Data: Insights from Cybersecurity Expert Philip Coniglio (Episode 19)

May 8, 2025 • 2225 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and cybersecurity expert Philip Coniglio discuss the critical importance of cybersecurity in the financial services industry. They explore the tactics used by cyber criminals, common misconceptions about cybersecurity, and the real-life implications of data breaches. The conversation emphasizes the need for proactive measures …

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Navigating Market Volatility: Insights from Ryan Detrick (Episode 18)

April 9, 2025 • 33 mins
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 factors contributing to recent market movements, investor sentiment, and strategies for navigating uncertainty. They emphasize the importance of long-term investment strategies and the psychological aspects of investing, particularly during …

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Unlocking Financial Freedom: The Side Hustle Revolution with Mike Kavanagh (Episode 17)

March 13, 2025 • 35 mins
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 hustles in achieving it. Mike shares his journey from corporate consulting to coaching, emphasizing the importance of side hustles for individuals feeling stuck in their careers. They explore …

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RSAs vs. RSUs: Understanding Your Equity Options (Episode 16)

March 6, 2025 • 20 mins
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the complexities of achieving financial independence through equity compensation, specifically focusing on Restricted Stock Awards (RSAs) and Restricted Stock Units (RSUs). They discuss the differences between these two forms of equity compensation, their tax implications, and strategies for …

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Achieving Your FIRE Number: Strategies for Success (Episode 15)

February 27, 2025 • 35 mins
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the FIRE (Financial Independence, Retire Early) movement, discussing its principles, the importance of understanding your FIRE number, and the various strategies to achieve financial independence. They explore the 4% rule, hidden costs associated with early retirement, and the …

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Unlocking the Secrets of the FIRE Movement (Episode 14)

February 20, 2025 • 21 mins
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 …

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Hip Hop x Finance with author Drew Boyer (Episode 13)

February 13, 2025 • 53 mins
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 …

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The Soul of Wealth with Author Dr. Daniel Crosby, Ph.D. (Episode 12)

February 6, 2025 • 43 mins
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 …

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Navigating Financial Independence as a H.E.N.R.Y (Episode 11)

January 30, 2025 • 28 mins
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, …

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Money Matters: Before Marriage (Episode 10)

January 23, 2025 • 27 mins
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 …

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Navigating Estate Planning with Ashley Sharek (Episode 9)

January 16, 2025 • 45 mins
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 …

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The Critical Role of Tax Planning in Financial Success (Episode 8)

January 9, 2025 • 27 mins
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 …

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Empowering the Next Generation with Financial Knowledge with Tim Smith from The Financial Dad (Episode 7)

January 2, 2025 • 32 mins
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 …

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Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)

December 19, 2024 • 57 mins
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 …

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Your 2024 Last-Chance Financial Planning Checklist (Episode 5)

December 5, 2024 • 25 mins
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 …

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