Off The Wall

Off The Wall

By Monument Wealth ManagementBusinessNewsInvestingBusiness News
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Off The Wall episodes

  • Psychology of Money | Why Your Behavior (Not Smarts) Matters

    "The Psychology of Money" by Morgan Housel is an endlessly quotable book. Dave, Jessica and Ro Punyani share our favorite quotes from the book and why they resonated with us. We talk about why you should keep cash, volatility and uncertainty, the difference between getting wealthy and staying wealthy, and why you should plan for your plan to not go to plan.

    Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

    Important Disclosures:

    https://monumentwealthmanagement.com/disclosures

    38 min
  • Dividend Growth | Have Your Cake and Eat It Too

    Dividend-growth stocks are not the same as dividend stocks...they're better. Ro Punyani, a member of Monument's portfolio management team, joins our "Off the Wall" podcast with hosts Jessica Gibbs and David Armstrong to explain dividend-growth stocks, their role in a portfolio, and how you can even improve on them by also incorporating momentum.

    Mentioned Resources:

    Dividend Growth Machine: How to Supercharge Your Investment Returns with Dividend Stocks by Nathan Winklepleck

    https://www.followingthetrend.com/2015/11/true-alpha-how-the-clenow-portfolio-makes-a-fool-out-of-the-sp-500/

    Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

    Important Disclosures: https://monumentwealthmanagement.com/disclosures

    44 min
  • Life Insurance | What to Know Before You Buy
    Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?

    The thing is, life insurance can be very beneficial when done right... so let's get down to it.

    In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management's "Off the Wall" Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:

    - What are the top things you need to ask or be aware of before buying a life insurance policy?

    - What should you being doing with a policy you already own?

    - How would a change in estate tax law impact life insurance strategies?

    Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

    Important Disclosures: https://monumentwealthmanagement.com/disclosures

    41 min
  • Think Like a Breadwinner | A Wealth-Building Manifesto for Women
    Let's take a look at the evolution of the relationship between women and finances...and how women can make sure they're thinking "like a breadwinner".

    In episode 7 of Monument Wealth Management's "Off the Wall" Podcast, Jessica and Dave talk with Jennifer Barrett, Head of Content at Fidelity and author of "Think Like a Breadwinner: A wealth-building manifesto for women who want to earn more (and worry less)."

    Think Like a Breadwinner:

    https://www.penguinrandomhouse.com/books/653657/think-like-a-breadwinner-by-jennifer-barrett/

    Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

    Important Disclosures: https://monumentwealthmanagement.com/disclosures

    37 min
  • Bonds | Why Are They Worth Owning?

    Bonds aren't boring!

    In episode 6 of Monument Wealth Management's "Off the Wall" Podcast, Monument's Portfolio Manager Erin M. Hay, CFA, is back to explain what bonds are and how they are affected by changes in interest rates and inflation.

    Listen to the end to hear Erin and Dave's thoughts on the role of bonds in portfolio strategy and their favorite bond resource: Jared Dillian's bond master class (@dailydirtnap on Twitter).

    Learn more about Monument Wealth Management at www.monumentwealthmanagement.com Important Disclosures: https://monumentwealthmanagement.com/disclosures

    47 min
  • Estate Administration Pitfalls | What Happens After You Die?
    We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?

    Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones.

    Check out www.trustate.com for more info, as well as Trustate's booklet on what to do when someone dies.

    Learn more about Monument Wealth Management at www.monumentwealthmanagement.com Important Disclosures: https://monumentwealthmanagement.com/disclosures

    41 min
  • Thinking in Bets | Improving Your Decision Making Process

    Did you know there are 20 decisions a poker player needs to make per hand? That's a lot of decisions! So there's definitely a thing or two (or more) that we can learn from world-class professional poker player Annie Duke.

    In episode 3 of Monument Wealth Management's "Off the Wall" Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) talk with our co-founder Dean J. Catino, CFP® about lessons learned from Annie Duke's book, "Thinking in Bets".

    The takeaways on investment risk and improving your decision making behavior through a carefully designed process can be applied to all areas of your life, including your wealth.

    Learn more about Monument Wealth Management at www.monumentwealthmanagement.com Important Disclosures: https://monumentwealthmanagement.com/disclosures

    37 min
  • The Wall of Worry | What Does This Term Mean for Investors?

    What is the "Wall of Worry" that you hear of on the news, and what does it have to do with your wealth and investments?

    In episode 2 of Monument Wealth Management's "Off the Wall" Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) discuss this topic with our Portfolio Manager, Erin M. Hay, CFA and share our thoughts on finding a purpose for your wealth.

    Learn more about Monument Wealth Management at www.monumentwealthmanagement.com Important Disclosures: https://monumentwealthmanagement.com/disclosures

    39 min
  • Introducing "Off the Wall" | What's The Purpose of Your Wealth?
    Get to know our hosts! In this first episode, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) introduce themselves and the purpose behind Monument Wealth Management's "Off the Wall" podcast - which is answering the questions, "What is the point of my wealth and what steps can I take to make that vision a reality?"

    Learn more about Monument Wealth Management at www.monumentwealthmanagement.com Important Disclosures: https://monumentwealthmanagement.com/disclosures

    13 min

About Off The Wall

From the publisher's feed

Markets are noisy. Your time is limited. OFF THE WALL cuts through the clutter. Hosts David B. Armstrong, CFA and Nate Tonsager, CFA, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.