Wealth on the Move

By Will Hoffman

Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and t... more

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FAQs about Wealth on the Move:

How many episodes does Wealth on the Move have?

The podcast currently has 54 episodes available.

Wealth on the Move episodes:

March 02, 2023 Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)
Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education? Don’t panic just yet! In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help …
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40min
February 16, 2023 Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents. In this episode, Jack, a college admissions expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process. Join Will and Jack …
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46min
February 02, 2023 Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education? Welcome to the first in a series of episodes focusing on Education Planning! In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, …
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35min
January 19, 2023 Tips on Planning Your Taxes with Josh Jones (Ep. 10)
After a challenging year for the market, there are bound to be changes regarding tax season. Even though you haven’t filed for 2022, now is a good time to know what’s in store for 2023 so you can make adjustments to your portfolio, or save side hustle expense receipts. In this week’s edition of the …
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32min
January 05, 2023 Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9)
Remember back in high school and how boring Economics class was? As teenagers we just didn’t care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more interest because we are more invested. Join Will and his guest Jeffrey Roach, Ph.D. Chief Economist at …
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36min
December 15, 2022 Unwrapping Gen X Toys with Jon Reddick (Ep. 8)
With the holiday season upon us, Will invites Jon Reddick from GenXGrownUp to reminisce about some of the most memorable toys that were unwrapped on Christmas morning. Jon is a well-credentialed nerd of the 80’s, a classic game fan, and a technology geek who explores and celebrates media, games, tech and toys from his childhood. …
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39min
December 01, 2022 Year End Financial Moves for Gen Xers (Ep. 7)
December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared? In this episode, Will provides 10 financial tips to help you be in a better financial position at the end of the year. Listen in as he touches on important …
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38min
November 17, 2022 Figure It Out with Cam Marston: Part 2 (Ep. 6)
From the stock market crash of 1987, to the death of Princess Diana just a decade later, these are just some of the crystallizing moments experienced by generation X. In part 2 of this series, Will Hoffman and Cam Marston build upon their conversation about generational shifts, and go into more detail about the events …
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31min
November 03, 2022 Figure It Out with Cam Marston: Part 1 (Ep. 5)
Today we have tweens, the period after adolescence, and before the teenage years. But back in the late 80’s and early 90’s, we referred to this cohort as ‘latchkey kids.’ A time when parents left children at home to ‘figure it out’ while they were at work. With the increase of working mothers, and divorced …
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25min
October 20, 2022 Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)
Halloween is right around the corner and it’s the time of year where everything gets a little spookier, including the markets. One way of ensuring clients feel confident about their investments and less eerie of the markets is by providing a tool like Riskalyze. This week we have our very first guest, a fellow Gen …
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34min

FAQs about Wealth on the Move:

How many episodes does Wealth on the Move have?

The podcast currently has 54 episodes available.