Your MRL with Drew Pelton

Dec 06, 2025 Inside Perspective From Experience


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On this episode of Your Money, Your Retirement, Your Life, host Drew Pelton sits down with longtime industry insider and money manager Paul Hoffman. Together, they pull back the curtain on how mutual funds really work, the hidden challenges managers face, and why understanding fees, flows, and fixed-income strategies can make all the difference in your retirement. It’s real insight, real experience, and all aimed at helping you make smarter decisions with your money.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Drew Pelton Retirement Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Proverbi Capital Advisors, LLC,  an Investment Advisor in the States of Louisiana and Florida. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Louisiana and Florida or where otherwise legally permitted.
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Your MRL with Drew PeltonBy Drew Pelton