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 w

Recent Episodes

College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)

Posted August 3, 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...

How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)

Posted July 20, 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...

Financial Mistakes for Gen X to Avoid (Ep. 21)

Posted July 6, 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...

How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

Posted June 22, 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...

What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

Posted June 8, 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...