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

Beware the Tech Wreak

August 26, 2026 • 44 mins

The Tech Craze... omgosh. What do we do with all the spending, high-valuatons, future / unrealized revenue, and AI Euphoria? Our heads are spinning. Hosts John and Guiseppe says there's still an opportunity to make $ moves. Plus, gas and energy prices, and bigger financial planning strategies. The Wise Money Guys.

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Have You Been Through a Stress Test?

August 26, 2026 • 45 mins

We are charging through Q3 and International markets are taking center state. Oil, the Feds, and Alternative Investments can infect your portfolio. Hosts John and Guiseppe help you test your investments with their years of experience. We show you how. Plus, REITs in you mix. The Wise Money Guys.

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AI Stocks and Improved Revenues

July 23, 2026 • 44 mins

Capitol Expenditures are piling up in the AI manufacturing industry. But does that translate to increased revenue for investors? Hosts John and Giuseppe share with us the latest numbers. Plus tech bonds, shifting markets and our stance on Annuities. Join us for The Wise Money Guys.

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Everything Begins & Ends with Energy Infrastructure

July 9, 2026 • 45 mins

The Nasdaq and the tech socks are booming this year. Our hosts John and Giuseppe say it's all because of AI Energy. Is your portfolio dialed in to this important commodity? Plus, future stocks and earnings, the World economy, and unemployment & inflation are the fed's only two mandates. The Wise Money Guys.

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Happy 250th America!

July 5, 2026 • 45 mins

First of all, God Bless America. The land that we love. Hosts John and Giuseppe bring us the history of the stock market and reading the market's timing. Plus, investing with options, and annuity & their taxes. The Wise Money Guys.

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Planning When Rate Hikes Are Possible

July 5, 2026 • 44 mins

We all track the rates as the feds control when they go up or down. But, how do we plan in advance for them? Hosts John and Giuseppe give us their best tips. Plus, the role of a financial advisor, gas prices & inflation, and REITs to beat capitol gains. The Wise Money Guys.

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When There's Nowhere to Run or Hide

July 4, 2026 • 44 mins

Volitility. It's real, and it can send your investing mind into a tailspin. Hosts John and Giuseppe alway say, you don't have to go it alone. Lean on our experts who plan with a forward-thinking strategy. Contact us for a portfolio review. Plus, reducing spectulative risk, inflation, and new investibles with structured notes. The Wise Money Guys.

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Taking the Euphoria Out of Investments

July 4, 2026 • 43 mins

We are dedicated to the perfection of investing. That means advisory standards that foster a proper portfolio. Hosts John and Giuseppe insist their team is guided by the positives and negitives of products for you. Plus, strategies, and a market recap of the second quarter. The Wise Money Guys.

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Energy, Infrastructure, and other Renewables

July 4, 2026 • 44 mins

AI euphoria and the AI revolution continues across the market. Is that a good thing? Hosts John and Giuseppe guide us through the good and bad of the tech market. Plus, Energy stocks and renewable energy, the Space X IPO, Unemployement numbers, and Federal interest rates. The Wise Money Guys.

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History Is the Best Predictor of Future Performance

July 4, 2026 • 44 mins

There is an AI Euphoria happening out there. It's entrapping and intoxicating, but is it good for your portfolio? Hosts John and Giuseppe tell us about the tech bubble that could be coming. Plus, California Gas prices affect on our local economy, and the fundementals of financial planning. The Wise Money Guys!

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The Evolution of Your Portfolio

July 4, 2026 • 44 mins

As the markets change, you need to know how to adjust your investments with the changes. This week hosts John and Giuseppe walk us through the new tech revolution going on. We examine the industrial changes happening, and how they affect your portfolio. The Wise MOney Guys.

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Beware the AI Crap dot-com Mirage

July 4, 2026 • 45 mins

What do we all think about the AI stock boom? Are you concerned, or are you just riding the wave? Hosts John and Giuseppe share a tale of caution as it's compared to the "dot com" bubble of years past. Plus, more wonky stocks, earnings reports are out, diversified funds, and the power of structured notes. The Wise Money Guys.

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Meet Our Newest Team Members

July 4, 2026 • 44 mins

We are a local, family-owned, proud fiduciary firm serving the greater Northern Californa area. This week hosts John Scambray and Giuseppe Visconti welcome Madison as our team grows. Plus, a discussion on the war time economy, market supply & demand, the percepion of the economy, and the reality of AI Jobs. The Wise Money Guys.

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Sometimes We Just Wait & See

March 27, 2026 • 45 mins

There are a lot of Financial reactions and Political influences in the investment market as we enter the 3rd week of military action in Iran. Hosts John and Giuseppe see it all and take a step back. It's part of their process of taking advantage in a volatile market. Plus, an overview of the Interest Rates, Structured notes, Energy Investments, and our seminar announced for April 29th in the East Bay. The Wise Money Guys.

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Rebalancing to De-risk Your Portfolio

March 19, 2026 • 44 mins

Politcs are affecting the markets. What does that mean for your retirement and investment portfolio? Hosts John and Giuseppe walk us through the Iran factor. Plus, a study of California's $20 minimum fast food wage, and the 'innovation revolution'. Don't forget to sign up for our April 29th workshop and seminar in the East Bay. The Wise Money Guys.

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Battle Tested and Ready to React

March 19, 2026 • 43 mins

Should I be panicking? Iran, Israel, and the US are in the middle of a dust-up. Where will this take us? Hosts John and Giuseppe re-assure us the US economy will be ok. Plus, Diversified markets, Alternate Investments, and our new April workshop seminar. The Wise Money Guys.

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Avoid Working in Financial Silos

March 19, 2026 • 44 mins

It's important for your financial plan to work for you, not you work for your financial plan. This week, hosts John and Giuseppe lay out a framework to guide our portfolio decisions. Plus, AI and Nvidea reporting, Energy, and Tesla Space X. Also an over view of Structured Notes. The Wise Money Guys.

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Big Picture Financial Planning

February 25, 2026 • 43 mins

It's everything... From Health care to Estate Planning, plus Government debt and spending. Add AI strategies and Structured notes to that. Hosts John and Giuseppe take a wide-angle view of your full portfolio before personaling a plan for you. It's wise investing for you. The Wise Money Guys.

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Speed Bumps & Head Winds; We Have Years of Experience

February 25, 2026 • 44 mins

The stock market has been Up, but some of the other indicies are down, or flat. What does that mean for your portfolio? Hosts John and Giuseppe give us a break-downof today's financial markets. Plus, the importance of Estate Planning, Government Debt, and AI Euphoria. The Wise Money Guys.

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You Only Have One Shot to Financially Plan Right

January 29, 2026 • 43 mins

The government is on course to shut down again. How did it turn out last time? We became stagnet and distracted. This week host John Scambray gives us his projections on what is coming. Plus, the most typical mistakes retirees make in financial planning, rules for investing, and the best, new alternative investments. The Wise Money Guys.

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