The Wise Money Guys

The Wise Money Guys

The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078

Episodes

May 5, 2025 43 mins
The GDP numbers are out for Q1. Their results are mixed, depending on the category we isolate and evaluate. Host John and Giuseppe tell us which way these numbers could tip the economy. Then, signs of hardy spending, bonds and fixed income, and looking ahead to Q2. The Wise Money Guys.
Mark as Played
The money markets have been undulating with the Big changing news, but it's ok. Hosts John and Giuseppe are familiar with volatile markets. They've seen this before. We look at the data and adjust our portfolios appropriately. Plus, RMDs, Negative Income, and don't get us started on Annuities. The Wise Money Guys.
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April 17, 2025 42 mins
The U.S. financial markets are wobbling right now with influences we've never seen before. It's a turn of the World Trade balance. Hosts John and Giuseppe help us calm the tilt with an explaination of the Tariffs and China, AI spending, and a translation of Fed Chair Powell. Plus, new news on our institutional future, and support for Dividends & Asset Allocation. The Wise Money Guys. 
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The big news of Tariffs this week surely effects your money. So what are you going to do about it? Hosts John and Giueseppe walk us through the latest updates, China's tariff play, and eyes on our neighbors to the north and south. Plus, impouding volatility and the use of historical data when financial planning. The Wise Money Guys!! 
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April 10, 2025 43 mins
Alert. Alert. Tariffs are coming. Hosts John and Giuseppe are watching, but they're not too worried. One Source clients are positioned to reduce risk in extreme volatility. At the same time, we guard for growth. Plus the effects Tariffs have on the US GDP, and alternative investments for you to consider. The Wise Money Guys! 
Mark as Played
April 10, 2025 41 mins
"Tell me about this 'Monte Carlo' simulation you're using for your clients?" Hosts John and Giuseppe break down our strategy that looks at market history using relevant data. Plus, maximizing your tax advantages, and 401K positions for optimum matching. The Wise Money Guys. 
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April 10, 2025 42 mins
What should I do about my investment acounts with all this volatility in the market? Hosts John and Giuseppe have weathered the storm before. This week we have strategies to reduce risk and seek upside. Plus, asset classes, the European market, and alternative investments! The Wise Money Guys! 
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Wow. Watch this bouncing market. One day its up and the next day it's down. Hosts John and Giuseppe will keep us calm with the best tips for retiring investors to avoid mistakes. Plus calming recession fears, the joys of structured investments, and we announce our next investing seminar for April. The Wise Money Guys! 
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March 6, 2025 42 mins
What are you doing to fortify your portfolio in the new era of America? Hosts John and Giuseppe take us through their best tips to survive in 2025. From strategies for income investing, to budgeting, retirement needs, and even eliminating wasteful spending. And don't forget to join us for our Workshop in the East Bay this week. Call. The Wise Money Guys! 
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February 27, 2025 42 mins
Going UP... AI and the services that service AI are hot stocks. Hosts John and Giuseppe tell us what to look for in technology and how to positition yourself to win. $$. Plus, Bitcoin EFT, Covered Calls, and Healthcare. Stay with us, The Wise Money Guys. 
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February 27, 2025 46 mins
Wow, these unemployment numbers. They were higher than anticipated. Hosts John and Giuseppe take a hard look a the numbers, and their history, to tell us what to expect for the rest of the year 2025. Then, possible Interest Rates cuts ?, Bonds, Staggflation, and our March 12th Workship! The Wise Money Guys. 
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February 27, 2025 44 mins
What happens to your investment when the Feds rebalance the interest rates? Hosts John and Giuseppe take us through the process and give us the best advise to weather any storm. Plus, new Inflation numbers, the Oil market, Insurance stocks, and the importance of planning. The Wise Money Guys! 
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It's Tax Season and everything we are talk about to day will help you plan for your inevitable tax return. Host Giuseppe Visconti takes us through IRA contributions for tax benefits, RMDs and risk-free Bonds for planning, then the importance of paying down your debt. The Wise Money guys. 
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January 31, 2025 43 mins
What is this DeepSeek, and should I be concerned? Hosts John and Giuseppe give us the latest on AI. Plus, Interest Rates and Inflation worries, tech earnings, and fixed income. AND we announce a new workshop for March 12th in Concord, Ca. We'll tell you more. The Wise Money Guys. 
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January 24, 2025 44 mins
President Trump has been talking with our counterparts in Davos, Switzerland, and he has one message. Make your products in the USA, or pay the Tariffs. Hosts John and Giuseppe tell us what it all means for you and your portfolio. Then, the market is runnING UP thanks to AI. We talk about technology, and why its important to plan with One Source Wealth Management. The Wise Money Guys. 
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January 24, 2025 44 mins
The Trump Bump is upon us, and the markets are roaring. Will they last? Host Giuseppi Visconti breaks it down for us today. Then, the Prime Rates and Inflation, the Regulations targeted by the Trump administration, and the super importance of planning. Plus, Bond opportunities and the Energy Sector. John is out today but you still have The Wise Money Guys. 
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January 24, 2025 41 mins
It's a New Year, and hosts John and Giuseppe have your best projections for 2025. Plus, the Bond market is coming back strong.We have strategies for Covered Calls and options. Then we address the headwinds and the tailwinds that we expect in the new year. The Wise Money Guys. 
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December 26, 2024 41 mins
This episode hosts John and Giuseppe are looking ahead to 2025 by looking back at Government Efficiency through DOGE. Then, a possible trade war with China, AI, AI investments, and more on Structured notes. The Wise Money Guys. 
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December 26, 2024 43 mins
Digital Trusts and Bitcoin Diversification. Hosts John and Giuseppe tell us why it's important to track the data. Then, some caution with stock market chasing performance. Guest, Alessandro Chesser with Dynasty Trust. And the rate cuts from the Feds. The Wise Money Guys. 
Mark as Played
December 10, 2024 44 mins
The value of Bitcoin has been exploding like we've never seen before. But is it a good inventment? Hosts John and Giuseppe tell us where crypto fits in your portfolio. Then, rebalancing your investments as the year ends, Structured Investements, and dollar cost averaging. Call us for a free consultation. The Wise Money Guys. 
Mark as Played

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