Wealth on the Move

Summary: In this episode of Wealth on the Move, host Will interviews Natalie Brunell, author of ‘Bitcoin is for Everyone’ and a Bitcoin educator. They discuss the significance of Bitcoin in today’s economic landscape, the evolution of money, and the systemic issues with fiat currency. Natalie shares her personal journey to understanding Bitcoin and emphasizes its potential as a solution to the problems of inflation and economic inequality. The conversation also touches on the importance of financial education and the future of Bitcoin in a rapidly changing world. In this conversation, Natalie Brunell discusses the transformative potential of Bitcoin as a freedom technology, its role as an investment opportunity, and addresses common criticisms regarding energy usage and skepticism. She emphasizes the importance of understanding Bitcoin’s value, starting small in ownership, and the societal changes it could bring about, ultimately restoring hope for many individuals.

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Summary: In this episode of Wealth on the Move, host Will Hoffman is joined by Hoffman Wealth Management’s Director of Marketing, Brynn Tarbuck, for a candid and timely conversation on what social media is teaching kids about money — and where it’s getting it wrong. From flashy lifestyles and “get rich quick” narratives to misleading investment advice and the glamorization of debt, Will and Brynn break down five key areas where social media can distort young people’s understanding of wealth. Drawing from Will’s perspective as a father and advisor, and Brynn’s experience growing up alongside social media, the episode highlights the importance of budgeting, skill-building, realistic expectations, and understanding risk. The conversation also explores the dangers of confusing investing with gambling, the myth that financial freedom means quitting your job, and why true wealth is about optionality — not appearances. Ultimately, this episode serves as a guide for parents, young professionals, and anyone looking to build a healthier, more realistic relationship with money in a digital-first world.

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Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Cullen Roche, author of ‘Your Perfect Portfolio.’ They discuss Cullen’s background in financial advisory, the challenges of portfolio management, and the importance of creating a personalized investment strategy. Cullen emphasizes the pitfalls of performance chasing, the significance of diversification, and the behavioral aspects of investing. The conversation also touches on the difference between saving and investing, the need for realistic expectations, and the difficulties of consistently beating the market. Ultimately, they advocate for a sound financial plan tailored to individual needs rather than a one-size-fits-all approach. In this conversation, Cullen Roche discusses the complexities of financial planning, emphasizing that there is no one-size-fits-all approach to creating a perfect portfolio. He highlights the importance of adapting investment strategies over time, particularly as personal circumstances change, such as having children. The discussion also delves into the psychological aspects of investing, particularly how market losses can trigger emotional responses and the role of financial media in shaping investor behavior. Roche introduces the concept of time horizons in financial planning, advocating for a structured approach to asset allocation that considers both short-term and long-term needs.

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Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Dr. Dominique Padurano, founder of Crimson Coaching, about strategies for securing scholarships and navigating the college admissions process. They discuss the importance of education in changing financial trajectories, the role of standardized tests, and how to find the right college fit. Dr. P shares her personal journey, insights on mental health in college, and the services offered by Crimson Coaching to help students achieve their academic goals and reduce college costs.

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Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Nick Maggiulli, COO of Ritholtz Wealth Management and author of The Wealth Ladder. They discuss the misconceptions surrounding wealth building, emphasizing the importance of income over spending habits. The conversation explores the different levels of the wealth ladder, focusing on the early stages of financial safety and skill development, transitioning to investing, and understanding risk tolerance. They also touch on personal spending choices and the significance of aligning financial goals with lifestyle decisions. In this conversation, Will Hoffman and Nick Maggiulli explore the multifaceted nature of wealth, discussing how high net worth individuals perceive money differently, the emotional challenges associated with wealth, and the common myths that can hinder financial success. They emphasize the importance of adaptability in financial strategies and the need for personalized advice at different stages of wealth accumulation.

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Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Maya Corbic discuss the critical importance of teaching financial literacy to children. They explore Maya’s journey as a first-generation immigrant and CPA, her insights on how to engage kids in financial conversations, and practical tips for parents to instill money management skills in their children. The conversation also addresses common myths about kids and money, the role of technology in financial education, and the importance of creating financially confident adults for future generations.

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Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, discuss the annual outlook for 2026. They reflect on the unpredictable nature of market predictions, the impact of political policies on the economy, and the importance of understanding market concentration, particularly in technology. The conversation also covers the Federal Reserve’s role in managing interest rates and employment, the challenges facing middle America, and strategies for investors to prepare their portfolios for economic changes. Additionally, they explore geopolitical considerations and the need for Europe to reset its economic policies. In this conversation, Bill Mann and Will Hoffman explore various economic themes, including surprising GDP statistics from unexpected states, the potential of emerging markets, and the ongoing revolution in AI. They discuss the implications of infrastructure challenges on market dynamics, identify promising sectors for investment, and anticipate potential black swan events that could impact the economy in 2026. The conversation concludes with strategic advice for investors and recommendations for influential voices in finance.

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Summary: In this episode of Wealth on the Move, host Will Hoffman reflects on his 23 years in the wealth management industry, sharing valuable lessons learned throughout his career. He emphasizes the importance of having a solid financial plan, understanding cash flow, and recognizing the emotional aspects of financial decision-making. Hoffman also discusses the significance of teamwork in financial planning and how money can be a tool for happiness when used intentionally.

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Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Gregory Allison, CFA from Orion Custom Indexing discuss the innovative strategy of custom indexing. They explore how this approach allows investors to manage concentrated stock positions, utilize tax loss harvesting, and enhance after-tax returns. The conversation delves into the technology behind custom indexing, its applications for real estate investors, and the benefits of charitable giving strategies. They also touch on the emergence of custom indexing as a viable option for a broader range of investors, emphasizing the importance of personalized wealth management solutions.

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Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of ‘My Mother’s Money.’ They discuss the challenges of caregiving, the complexities of financial responsibilities, and the importance of having essential documents in place. Beth shares her personal journey of navigating her mother’s illness and the financial decisions that arose, emphasizing the need for open conversations about money within families. The episode highlights the emotional and practical aspects of caregiving and offers valuable insights for listeners.

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