Wealth on the Move

Wealth on the Move

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 techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Episodes

23 Lessons From 23 Years as a Financial Advisor | Wealth, Investing & Retirement Planning (Episode 37)

December 4, 2025 • 33 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman reflects on his 23 years in the wealth management industry, sharing valuable lessons learned throughout his career. He emphasizes the importance of having a solid financial plan, understanding cash flow, and recognizing the emotional aspects of financial decision-making. Hoffman also discusses the significance …

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Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)

November 20, 2025 • 35 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Gregory Allison, CFA from Orion Custom Indexing discuss the innovative strategy of custom indexing. They explore how this approach allows investors to manage concentrated stock positions, utilize tax loss harvesting, and enhance after-tax returns. The conversation delves into the technology behind …

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Caregiving, Finances, and Family: ‘My Mother’s Money’ and the Hidden Costs of Care w/ Beth Pinsker (Episode 35)

November 13, 2025 • 37 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of ‘My Mother’s Money.’ They discuss the challenges of caregiving, the complexities of financial responsibilities, and the importance of having essential documents in place. Beth shares her personal journey of navigating her mother’s …

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You Can’t Diversify Away Behavior: What Most Investors Get Wrong w/ Felipe Toews (Episode 34)

November 6, 2025 • 42 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Felipe Toews, CEO of Toews Asset Management and author of ‘The Behavioral Portfolio. They discuss the importance of understanding investor behavior, the impact of market history on investment strategies, and the need for proactive communication in managing portfolios. Toews emphasizes the significance …

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Volatility, Gold, and Staying the Course: Breakdown of Q4 Market w/ Ryan Detrick (Episode 33)

October 30, 2025 • 46 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Ryan Dietrich discuss the current state of the markets, including insights on volatility, market recovery, and the impact of government shutdowns. They explore the dynamics of the gold market, interest rates, and the Federal Reserve’s outlook, as well as trends in …

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How Should I Be Invested When Retired? (Episode 32)

October 16, 2025 • 15 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the critical aspects of wealth management, particularly for retirees. He emphasizes that the question of how to invest should not be the primary concern; instead, understanding the need for liquidity and planning for both short-term and long-term financial goals is essential. Hoffman …

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Vanguard Proves Why Financial Advisors Matter – And What Most Get Wrong (Episode 31)

September 26, 2025 • 41 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and director of financial planning Niko Rosso discuss the value that financial advisors bring to their clients, referencing a significant study by Vanguard. They explore various aspects of financial planning, including investment selection, asset location, tax efficiency, and the importance of behavioral coaching. …

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Maximizing Financial Aid: The FAFSA Guide with Tina Steele (Episode 30)

September 11, 2025 • 42 mins
Summary: In this episode of Wealth on the Move, Will Hoffman speaks with Tina Steele, the FAFSA guru, about the intricacies of the FAFSA process and how families can maximize their financial aid opportunities. They discuss the importance of understanding FAFSA, the changes that have occurred recently, and strategies for families to navigate the financial …

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How to Win Scholarships & Pay for College Without Student Loans with Dave Peterson (Episode 29)

September 4, 2025 • 40 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the challenges of funding college education with expert Dave Peterson. They explore the vast opportunities available through scholarships, the misconceptions surrounding them, and the importance of starting the scholarship search early. Peterson shares insights on different types of scholarships, the scholarship application …

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Healthy Wealthy Longevity: A New Prospective with Jon Sabes (Episode 28)

August 28, 2025 • 46 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with John Sabes, author of ‘Healthy Wealthy Longevity.’ They discuss the critical importance of longevity as a financial risk, the role of self-care and health in financial planning, and the impact of lifestyle choices on longevity. John shares insights on epigenetics and …

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The NIL Revolution: Transforming College Sports with Kristi Dosh (Episode 27)

August 21, 2025 • 50 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and NIL expert Kristi Dosh delve into the transformative landscape of Name, Image, and Likeness (NIL) in college sports. They discuss the evolution of NIL rules, the financial implications for student-athletes, and the importance of building a personal brand through social media. Kristi …

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All About the One Big Beautiful Bill Act with Tax Wizard Kelly Bender (Episode 26)

August 14, 2025 • 54 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and tax expert Kelly Bender dive deep into the implications of the new OB3 tax law and what it means for both business owners and individual taxpayers. They explore the importance of understanding business entity structures, the impact of payroll tax updates, and …

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Navigating Market Volatility | Insights from Q2 with Andrew Opdyke (Episode 25)

August 7, 2025 • 37 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and Senior Economist Andrew Opdyke discuss the current state of the markets, focusing on the second quarter’s volatility, the Federal Reserve’s stance on interest rates and inflation, the impact of AI on business and investment, and the upcoming midterm elections. They also provide …

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Fitness & Finance: How Discipline Builds Wealth and Wellness with Stan Vaccari (Episode 24)

July 24, 2025 • 49 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman sits down with fitness expert Stan Vaccari to explore the deep parallels between physical fitness and financial wellness. Together, they discuss how both pursuits demand discipline, accountability, and a long-term strategic mindset. Vaccari draws from his experience in health coaching to emphasize the …

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Travel Free, Live Rich: Unlocking the Freedom Lifestyle with the Lockwoods (Episode 23 / Part 2)

July 17, 2025 • 44 mins
Summary: In Part 2 of this inspiring conversation, host Will Hoffman dives deeper with Phil and Erin Lockwood, the power couple behind Always Be Changing. This episode explores how they turned their adventurous lifestyle into a sustainable business model. They share how they monetized their YouTube channel, built income streams through brand partnerships, and revived …

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Nomadic Living with Kids | The Lockwoods’ Journey to Intentional Wealth & Freedom (Episode 22/ Part 1)

July 10, 2025 • 24 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman sits down with Phil and Erin Lockwood—founders of the ‘Always Be Changing’ brand. What began as a shift in educational choices for their children quickly blossomed into a transformational lifestyle change that saw their family exploring all seven continents. The Lockwoods share how …

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Navigating Financial Uncertainty with Dr. Naomi Win (Episode 21)

June 19, 2025 • 48 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and behavioral finance analyst Dr. Naomi Win explore the psychological aspects of financial decision-making, particularly during periods of uncertainty. They discuss how emotions influence our financial behaviors, the importance of having a solid financial plan, and strategies for coping with market volatility. Dr. …

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Navigating Life Financially: After Graduation (Episode 20)

May 15, 2025 • 35 mins
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the essential financial strategies for recent graduates and young professionals. They cover the importance of understanding one’s financial picture, budgeting effectively using the 50/30/20 rule, and the significance of saving and investing early. The conversation also highlights the necessity …

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Protecting Your Data: Insights from Cybersecurity Expert Philip Coniglio (Episode 19)

May 8, 2025 • 2225 mins
Summary: In this episode of Wealth on the Move, host Will Hoffman and cybersecurity expert Philip Coniglio discuss the critical importance of cybersecurity in the financial services industry. They explore the tactics used by cyber criminals, common misconceptions about cybersecurity, and the real-life implications of data breaches. The conversation emphasizes the need for proactive measures …

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Navigating Market Volatility: Insights from Ryan Detrick (Episode 18)

April 9, 2025 • 33 mins
Summary: In this episode of ‘Wealth on the Move’, host Will Hoffman and guest Ryan Detrick discuss the current volatility in the stock market, exploring the factors contributing to recent market movements, investor sentiment, and strategies for navigating uncertainty. They emphasize the importance of long-term investment strategies and the psychological aspects of investing, particularly during …

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