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
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that need to be left behind. They explore the ineffectiveness of dinner seminars, the rise of financial influencers, the misconceptions surrounding life insurance as an investment, and the importance of integrated financial advice. The conversation emphasizes the need for a client-ce...
Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new book ‘Risk and Reward’. He shares lessons from Japan’s stock market history, debunks common investing myths, and emphasizes the value of simplicity and discipline in wealth management.
Resources:
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 complexities of retirement planning, emphasizing the importance of visualization, the psychological shift required for retirement (termed ‘rewirement’), and the need for community and purpose in this new phase of life. The conversation also covers practical aspec...
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:
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 explore the profound impact of personal narratives on financial success and decision-making. The conversation delves into how the stories we tell ourselves shape our behaviors, particularly in the context of money, and emphasizes the importance of understanding a...
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 the significance of Bitcoin in today’s economic landscape, the evolution of money, and the systemic issues with fiat currency. Natalie shares her personal journey to understanding Bitcoin and emphasizes its potential as a solution to the problems of inflatio...
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 and timely conversation on what social media is teaching kids about money — and where it’s getting it wrong. From flashy lifestyles and “get rich quick” narratives to misleading investment advice and the glamorization of debt, Will and Brynn break...
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 background in financial advisory, the challenges of portfolio management, and the importance of creating a personalized investment strategy. Cullen emphasizes the pitfalls of performance chasing, the significance of diversification, and the behavioral aspects of inve...
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Dr. Dominique Padurano, founder of Crimson Coaching, about strategies for securing scholarships and navigating the college admissions process. They discuss the importance of education in changing financial trajectories, the role of standardized tests, and how to find the right college fit. Dr. P shares her personal journey, insights on mental health in co...
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 Ladder. They discuss the misconceptions surrounding wealth building, emphasizing the importance of income over spending habits. The conversation explores the different levels of the wealth ladder, focusing on the early stages of financial safety and skill development, transitioning...
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 children. They explore Maya’s journey as a first-generation immigrant and CPA, her insights on how to engage kids in financial conversations, and practical tips for parents to instill money management skills in their children. The conversation also addresses common myths abo...
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 annual outlook for 2026. They reflect on the unpredictable nature of market predictions, the impact of political policies on the economy, and the importance of understanding market concentration, particularly in technology. The conversation also covers the Federal Reserve&rs...
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 throughout his career. He emphasizes the importance of having a solid financial plan, understanding cash flow, and recognizing the emotional aspects of financial decision-making. Hoffman also discusses the significance of teamwork in financial planning and how money can be a ...
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 custom indexing. They explore how this approach allows investors to manage concentrated stock positions, utilize tax loss harvesting, and enhance after-tax returns. The conversation delves into the technology behind custom indexing, its applications for real estate investors,...
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.’ They discuss the challenges of caregiving, the complexities of financial responsibilities, and the importance of having essential documents in place. Beth shares her personal journey of navigating her mother’s illness and the financial decisions that aros...
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 Portfolio. They discuss the importance of understanding investor behavior, the impact of market history on investment strategies, and the need for proactive communication in managing portfolios. Toews emphasizes the significance of constructing resilient portfolios that can wit...
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 volatility, market recovery, and the impact of government shutdowns. They explore the dynamics of the gold market, interest rates, and the Federal Reserve’s outlook, as well as trends in the crypto market. The conversation also delves into behavioral finance and market psycho...
Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the critical aspects of wealth management, particularly for retirees. He emphasizes that the question of how to invest should not be the primary concern; instead, understanding the need for liquidity and planning for both short-term and long-term financial goals is essential. Hoffman outlines strategies for securing income during retirement, the importance ...
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 to their clients, referencing a significant study by Vanguard. They explore various aspects of financial planning, including investment selection, asset location, tax efficiency, and the importance of behavioral coaching. The conversation emphasizes the evolving role of inde...
Popular Podcasts
Joy is essential. And it's also elusive. You can't order it, borrow it, or simply hope it into life. But now, there's a new and exciting way to start your journey toward a more joyful existence: The Joy 101 Podcast with Hoda! Best known for her Emmy-winning work and co-anchoring Today, Hoda Kotb infuses her authenticity, curiosity, and warmth into conversations with the world’s most fascinating people. Entertainment legends, sport icons, wellness experts, and everyday folks will share how they find, allow, and experience joy. Hoda will offer her own tips and takes on seeking a more balanced, harmonious life. If you're craving inspiration, support, and useful tools to maximize your joy, tune in to these candid, uplifting, and moving on-air chats. Joy after a breakup, joy as an empty-nester, joy after loss, joy as a caretaker — Hoda's new podcast will speak to you. Joy 101 with Hoda Kotb, an iHeartPodcast.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.