Episodes

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 unexpected retirements, overcoming ageism, and the role of relationships in a fulfilling retirement. The conversation emphasizes th...

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 to a close, they encourage listeners to reflect on their financial goals and make necessary adjustme...

Summary: In this episode of Wealth on the Move, host Will Hoffman engages in a deep conversation with Michele Walter, certified professional coach, mindfulness meditation teacher, and owner of Life From the Summit. They explore the intersections of mindfulness, money management, and the unique challenges faced by Generation X. They discuss the importance of emotional awareness in financial decisions, the impact of societal pressures on spending habits, and the significance of navigating life tra...

Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck delve into the concept of money dysphoria, exploring how feelings and perceptions about money can lead to a profound sense of dissatisfaction. They discuss the impact of generational experiences, the role of social media in shaping financial perceptions, and the importance of creating a balanced financial plan. The conversation emphasizes the need for honest discussions about financial goals and the significance of having a plan in p...

Summary In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the concept of lifestyle creep, particularly how increased income can lead to increased spending. They emphasize the importance of financial planning, aligning spending with personal values, and preparing for potential financial setbacks. The conversation also covers strategies to combat lifestyle creep, the significance of insurance, and the necessity of making informed financial decisions. The hosts enc...

In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Will’s previous podcast format to a new focus on wealth management for busy families and active retirees. They emphasize the importance of client-centric financial advice, the evolution of the wealth management industry, and the role of technology in enhancing client interactions. The conversation also touches on personal insights, future aspirations, and a light-hearted rapid-fire q...

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 ...

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 J...

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 a...

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: The importance of setting clear goals and aligning them with your financial plan How to make investment decisions based on long-term goals rather than short-term market fluctuations The significance of implementing a tax planning strategy beyond the current year to minimize future tax burdens Insights into the importa...

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: The “Six Centers of Doubt” that business owners experience How his framework helps individuals successfully transition away from corporate America The importance of focusing on the human element of a profession rather t...

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 abo...

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...

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: The advantages of introducing financial education to children at a young age Opportunities for money discussions in everyday activities How they encourage their own children to tap into ...

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...

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: Why you shouldn’t normalize discomfort and misery at work Options that are available...

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...

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: Expert insights and advice on how families ca...

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: How Jack built a curriculum with resources and tools that takes into account the universal aspects of college planning The most ...

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 ou...

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: Tax changes Gen Xers should ...

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: What Gen Xers spend most of their annual total spending on Highlights from the LP...

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: Popular toys and gifts from the 70’s, 80’s and 90’s Their favorite toys from their childhood Why the shopping mall experience has...

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:...