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

June 7, 2024 43 mins
We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys.  
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From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys. 
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Both Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys. 
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Planning. Planning, planning. We emphasize the importance of planning for your retirement. Hosts John and Guiseppe tell us what we can plan for in the 2nd half of 2024. Plus, a fixed-income update, the stock market run-up, and details about our workshop! Join us May 29th for our Retirement Workshop at the Spagetti Factory in Roseville. Yum. Learn more at Wise Money Guys dot com.
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Half way through Q2, and we ask, "Are new fed policies being revealed with this fiscal future?" Hosts John and Guiseppe discect that, the Fed Committee's rate inaction, and the Inflation that Gov. $pending is causing. Plus, the Biden Tax Plan and Canada's housing tilllltt. Join us May 29th for our Retirement Workshop. Learn more at Wise Money Guys dot com.
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It's the reason we are different. Host John and Giuseppe say diversification is the name of the game, with active investment managment to minimize your risk. Plus, new Federal financial numbers have been released, and the gift of high rates. The Wise Money Guys. 
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Volitility is one way to make money in the market but with volitility comes risk. Hosts John and Giuseppe talk about risk today and the difference in Active Management vs Day Trading. Plus the benefits of the One Source Wealth Management fee structure and an update on the Energy sector. The Wise Money Guys. 
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The government is doing it's best to make it hard for investors and retirees to grow our wealth. But, hosts John and Guiseppe say there are still great chances to buy the dip and thrive. Plus more on the Inflation numbers, and Energy Strategies. The Wise Money Guys 
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The headlines keep rolling out. that show Washington's debt and spending is affecting the market. Hosts John and Visceppe bring you the latest news. Plus continuing great rates, buying the dip, and our free structure. The Wise Money Guys. 
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It's best to Plan and use Experienced foresight to guide your investments in retirement. Hosts John and Guiseppe take us through how to do this with Active Investing. Plus, an analysis of Crypto and a Golden Nugget. The Wise Money guys. 
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Your future is coming. Are you in the best position to take advantage of life's advantages? Host John and Guiseppe guide you through the steps. This week we tackle Fixed Income, Inflation concerns, and the outlook for Community Banking. The Wise Money Guys. 
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The Financial markets are hot Hot HOT. What should we know about our surging accounts? Hosts John and Guiseppe are your financial guides. Plus, Inflation factors, Bank stability, and our March retirement workshop. The Wise Money Guys.
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New Inflation numbers are out and, yes, they will impact your savings. Hosts John and Giuseppe tell us how to battle this federal money suck. Then questions from listeners about Crypto Bitcoin, and fixed-rate investments. The Wise Money Guys.
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February 22, 2024 43 mins
Boom goes Envidia and the markets take off. Look at The Magnificent Seven. Hosts John and Giuseppe explain. Plus diversified portfolios, the death of Bank Term Funding, and our March Retirement Workshop. The Wise Money Guys.
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February 15, 2024 41 mins
Years of experience; Being battle tested; Riding the waves of Up and Down markets. Hosts John and Giuseppe share their skills to guide you to financial security. Plus, Deficit Spending, Custom portfolios, and our March Retirement Workshop. The Wise Money Guys.
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February 9, 2024 42 mins
Washington DC is making its influence known through fiscal policy. From federal interest rates to everyday inflation, these actions will affect you in retirement. Host John and Giuseppe guide you through it all. During this episode, we explain the S&P500, touch on 401K planning, and tell you more about our March Retirement Workshop. Learn more at wisemoneyguys.com
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Learn about our Investment Workshop at The Old Spaghetti Factory on March 13th. Yum!!! We also help set yourself up for a successful retirement in this extra program. The Wise Money Guys.
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Jobs are plentiful with these rising job numbers. Individuals and companies can benefit from solid Investment plans that mitigate risk while maximizing returns in retirement. Hosts John and Geuseppie share their 401K best practices, Inflation, and the Fed rates. The Wise Money Guys.
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Planning is the most important part of your financial strategy. It's your roadmap to a successful retirement. Hosts Scambray and Visconti share their secrets. We also guide you through the Cosumner Price Index numbers that just came out, plus Fixed rates and where they are headed. Join us for our Retirement Workshop March 13th. The Wise Money Guys.
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Back again to co-host our entertaining and informative Radio Show. Of course, we're keeping an eye on short-term volatility in the markets by focusing on goals and planning, the best values, and projected success using our experience. Hosts Scambray and Visconti.
Sign up for our Retirement Workshop on March 13th at the Old Spaghetti Factory in Roseville. The Wise Money Guys.
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