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

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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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. 
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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. 
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December 5, 2024 43 mins
It's been a big week for the Stock Market and Bitcoin. Hosts John and Giuseppe tell us why Crypto currency has zoomed to the Moon. Hnt - It has to do with incoming administration. Then we look at Investment valuations, the headwinds and tailwinds around Team Trump, and a discussion from John's book, Buy Low, Sell High, Stupid. The Wise Money Guys. 
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November 27, 2024 45 mins
There is a lot of talk about Tariffs being installed by both President-elect Donald Trump and other rival nations. What is a Tariff and does it work? Hosts John and Giuseppe give us the good and bad about Tariffs and how they could be used to improve our US economy. Plus, the latest news, using data to your advantage, and Happy Thanksgiving! The Wise Money Guys. 
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November 27, 2024 45 mins
The Federal Reserve has too much power. That's the opinion of hosts John and Giuseppe who say their policies hurt the US with bias decisions. Plus, One Source Wealth Management's best investment examples, custom portfolios, and market uncertainty. The Wise Money Guys. 
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November 15, 2024 43 mins
The votes are in and we now have a diffinitive direction as a mandate. How will the election affect US Debt and Corporate Assets? Hosts John and Giuseppe unwind the news of the week. Plus, What is a CPM? Energy review. Jerome Powell. The Wise Money Guys. 
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October 31, 2024 43 mins
The Election is approaching while a lot of economic news being released at the same time. Hosts John and Giuseppe help us inderstand the new consumer spending numbers. Plus Interest rates are moving, Alternative Investments, Investment returns, and a golden nugget. The Wise Money Guys 
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October 31, 2024 44 mins
The end of the 3rd quarter brings the release of Big Earnings Reports. Hosts John and Giuseppe give us a preview of what they are seeing from Wall Street. Then, the Feds are at it again with economic numbers and new fed policy. And a Congressional Budget report card. The Wise Money Guys. 
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October 17, 2024 44 mins
Once you build you nestegg it's important to lock it up and protect your assets from the government at death. Hosts John and Giuseppe agree. This week we talk with Alessandro Chesser with Dynasty Trusts.about securing your home and investments from California and Nevada probate. getdynasty.com. Then, investing in an Election year, and a Golden Nugget. The Wise Money Guys. 
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October 11, 2024 45 mins
The Feds took took their shot at adjusting the Federal Intersest Rates but we wonder if it was too steep, and too soon? Host Guiseppe tells us why it may be, or maybe not. Then, inflation numbers have been released, and the importance of long term planning. The Wise Money Guys. 
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With the US Government spending $$ like crazy, there is bound to be debt accumulation and inflation. Hosts John and Giuseppe tell us why that is bad for your investments. Plus, the new retail spending numbers, your decreased buy power, and the importance of planning. The Wise Money Guys.
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September 30, 2024 44 mins
What does the data say? We use the data to analyses the past markets and forecast the future markets. Host John and Giuseppe share how they work the numbers. Plus, Government refinancing, the Importance of Planning, and our Retirement Workshop this week in Rocklin. Tune in for details. The Wise Money Guys. 
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September 19, 2024 45 mins
Government spending, borrowed money, and high interest rates are all reasons the United States owe trillions in debt payments. Hosts John and Giuseppe tell us what that means for your investments. Plus, the Fed Rate cuts and a history of how the market has reacted to past cuts, possible relief in the mortgage market, a golden nugget, and our workshop on October 2nd. The Wise Money Guys. 
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September 5, 2024 42 mins
It's finally happened. We see clear signs of a changing investing environment on Wall Street. Hosts John and Giuseppe chart the path from the recent Bulls to its inevitable end. Also, the upcoming fed meeting, buyback strategies, and more on our next investor workshop on October 2nd. The Wise Money Guys.
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September 5, 2024 43 mins
The race is heating up, but the markets are cooling down. And, what about Nvidia's reporting? These are interesting times. Hosts John and Giuseppe take a look at what the Fed is up to as we share a new client strategy. Plus, we announce a new Workshop. October 2nd. The Wise Money Guys. 
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September 5, 2024 46 mins
The United States is adding debt at a remarkable rate. We need predictions for the rest of 2024. Hosts John and Giuseppe share what your new scenario will look like, how to use bonds as an investment, and creating custom mutual funds. The Wise Money Guys. 
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September 5, 2024 44 mins
The markets are becoming more and more voilitile every week. Inflation, rates, and pricing are having an impact on your portfolio. Hosts John and Giuseppe give us the latest on interest rates, the Fed, and investing strategies to protect yourself. The Wise Money Guys. 
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September 5, 2024 43 mins
That's what we preach. Hosts John and Giuseppe have told us that Inflation will take its tole. So, now is the time for education and experience. This weekend we look at Treasury Bonds, US Debt, and a couple Golden Nuggets. The Wise Money Guys. 
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We've heard the Fed speak, and the earnings season report. The Marketing is weakening, and frankly we told you so. Host John and Giuseppe have the latest on the financial markets, news that affects your money, and three solid recommendations for a secure retirement. The Wise Money Guys. 
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