With the first half of 2025 now in our rearview mirror, it's a great time to assess where you are on your financial journey for the year. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they share a checklist to make sure you're on track to accomplish your financial goals.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

A solid retirement plan is about more that just hitting your savings goal. It’s about protecting what you’ve built by preparing for disruptions that could derail your future financial security. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the steps to create a financial plan that accounts for good times and bad. If you’re close to retirement or already there, this is a conversation you don’t want to miss.

Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Are cuts to Social Security really on the horizon? We’re sorting fact from fear and sharing what retirees -- and future retirees -- should actually focus on.

Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they will cover ways to identify the proper claiming strategy, maximize your Social Security benefits and hedge against potential decreases in the future.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

The Federal Reserve declined to cut interest rates as the month of June comes to a close, opting instead to continue monitoring economic conditions and the potential effects that tarrifs could have among other factors. While those rates affect borrowing, they could also present some other unique opportunities. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he breaks down what interest rates mean for our retirement savings goals.

Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

We work hard for our money, but there is a troubling amount of employer-based retirement savings accounts being left behind and forgotten about. Roughly $1.6 trillion is sitting in over 29 million idle 401(k) accounts that were never moved or merged at the time of a job change. They are referred to as orphan 401(k)'s and they represent a missed opportunity for millions of Americans to grow those savings.

Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they discuss how to take control of those accounts and make sure you don't leave your money on the sidelines when it should be working for you.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

Your investment style can be as important as what you invest in. At the very least, it plays a critical role in your financial planning success. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they discuss the importance of refining your approach to investing, keeping tabs on your accounts, and setting your porfolio up for optimal performance.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

There are different fears for different stages of our lives. When it comes to retirement, none is bigger than the fear of running out of money. Recent research revealed that retirees are more afraid of that reality than they are of death.

Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the importance of mapping out an income plan and how that truly can be the key to eliminating the fear of outliving ones money.

Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Many retirement savers believe they’re diversified simply because they have multiple accounts. What they don’t realize is that these accounts often hold the same types of investments, leaving them exposed to more risk and in danger of underperformance. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll cover the keys to identifying the proper strategy to optimize your 401(k) and pre-tax accounts.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.

Forty years ago this year, Coca-Cola ditched its original recipe for New Coke. It didn’t go well and  turned out the classic formula was right all along. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he shares some lessons we can learn from this marketing misstep as well as the keys to finding and sticking with the appropriate investment formula for your portfolio.

Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Even though we've experienced some volatility in the market this year, one industry leader released a promising forecast for what's. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and discuss the financial storms we've weathered and how to identify opportunities and strike the right balance in your portfolio.

Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group.