Episodes

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: Why this generation tends to be more independent and skeptical What notable events impa...

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 s...

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 in...

Music from any generation is timeless, but what sets Gen X apart is that we birthed hip hop and transformed rock and roll into heavy metal. Some of the most timeless albums were produced during our coming of age. This episode echoes the timelessness of music; investing principles that will never go out of style. Join Will as he details: Why you should never try to time the markets How ‘shiny object syndrome’ can work against you Why it’s important to delegate the details of your investment port...

When it comes to pop culture, Gen Xers changed everything. We are the kids of the ‘MTV generation’ that watched music morph from radio to video. Now that we’re a little older, transitioning into retirement is the next big change. In this episode, Will Hoffman addresses questions about planning for retirement, and concerns about the volatile market. He also dishes on the early days of MTV, his favorite VJ, and why he still listens to Dr. Dre and Snoop Dog. Will discusses: Why retirement will loo...

Do you remember when pizza on a Friday night was a treat, and blasting music through your boombox rocked your world? If you’re a proud member of Generation X, then this podcast is for you! Set to the vibes of Generation X this is not your everyday podcast about financial advice. This podcast gives a voice to a forgotten generation of people who can benefit from monetary help that will affect their lifestyle and future. In this episode, Will Hoffman talks about the vision he has for this podcast,...