This week Michele sits down with independent financial advisor, Will Hoffman, to discuss financial issues facing Gen X’ers.  

Will is a Financial Advisor, an AIF® designee, and Founder and President of Hoffman Wealth Management.  As a financial advisor for 20 years, Will develops customized and comprehensive financial planning solutions for his clients, while building strong relationships with them so that he fully understands their goals and objectives.

Will educates his clients and helps them to pursue their financial goals by management of taxable and retirement investments, provides detailed retirement planning services, and helps to ensure proper insurance and estate planning strategies are in place.  He does this all while considering the Hoffman Wealth Management mission:  To provide INDEPENDENT Wealth Strategies revolving around our clients’ needs and becoming their most trusted financial ally.

Will graduated from the University of Pittsburgh at Greensburg with a degree in Business Management. He resides in Harrison City with his wife Jamie and their sons, Liam, Miles, and Nolan.  He is also an avid golfer and runner who has completed the Pittsburgh, Chicago, New York City and Boston Marathons.

Grab a pen and paper for this episode, because you’ll want to take some notes!

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Transcript

CONNECT WITH THE GUEST

⭐️LinkedIn  

⭐️YouTube  

⭐️Facebook  

⭐️Website  

⭐️The Monetary Mix-Tape Podcast

FREE RESOURCES FROM GUEST

💰Working with a Financial Professional E-book  

💰9 Investment Pitfalls 

💰Preparing for a Satisfying Retirement

ADDITIONAL REFERENCES

👉🏻The Monetary Mix-Tape, Ep. 24 with Michele Walter - Mindfulness and Core Values:  Its Impact on Financial Well-Being and Life  

👉🏻 The Defiant Ones docuseries  

👉🏻 The Greatest Night in Pop  

👉🏻 Children’s Tumor Foundation  

👉🏻 The Gen X Nation on LinkedIn

👉🏻 The Gen X Nation Community on Mighty Networks

SUPPORT THE PODCAST

The Gen X Shift is a one-woman show right now! So, your support goes a long way to helping Michele with the tech, equipment, and resources needed to produce this podcast. Please consider donating at https://www.buymeacoffee.com/lifefromthesummit

#thegenxshiftpodcast #thegenxshift #lifefromthesummit

TIMESTAMPS

(00:00) Introduction and Background

(02:38) Influence of Growing Up in the 70s and 80s

(08:11) Messages About Money from Parents and Society

(12:43) Starting a Business and Leadership Roles

(22:58) Financial Concerns of Gen X

(26:58) Addressing the Lack of Retirement Savings

(33:10) Importance of Understanding the 'Why' and 'Who'

(33:38) The Value of Knowing Your Why

(36:06) Creating a Budget for the Future

(41:36) Finding the Right Financial Advisor

(45:36) Overcoming Fear and Judgment

(50:33) The Benefits of Working with a Financial Advisor

(56:46) Advice for Those Already Saving

(01:02:53) Setting Goals for Retirement

(01:04:23) Setting Realistic Goals and Taking Action

(01:06:03) Planning for Caregiving and Aging Parents

(01:09:40) The Importance of Planning for the Future

(01:13:11) Resources for Financial Planning

(01:16:10) Running Marathons for a Cause

(01:21:35) Favorite Gen X Childhood Memory

(01:22:50) Advice for Gen Xers Going Through Transitions

(01:23:34) Gen X Introduction or Walk-On Theme Song

(01:27:32) Favorite Gen X Era Word or Phrase

(01:28:45) Proud of Being Raised in Gen X

💙 SUPPORT THE PODCAST

The Gen X Shift is a Life From The Summit podcast. Join the Life From The Summit weekly emails to support your Gen X Shift! If you resonate with this episode, please remember to take a few seconds to leave a rating and review, and share the podcast with other Gen X’ers.   

Also, the Gen X Shift is a one-woman show right now! So, your support goes a long way to helping Michele with the tech, equipment, and resources needed to produce this podcast. Please consider donating.