Summary: In this episode of Wealth on the Move, host Will Hoffman welcomes back Dr. Daniel Crosby, a behavioral finance expert and author. They discuss the role of behavioral insights in financial advising, the evolution of Dr. Crosby’s book, and the psychological factors that influence investor behavior. Dr. Crosby outlines the four pillars of financial …
Summary: In this episode of Wealth on the Move, host Will Hoffman engages in a profound conversation with Larry Hagner, founder of The Dad Edge. They explore the intersection of fatherhood and wealth, discussing how personal experiences shape parenting styles and the importance of creating a nurturing environment for children. Larry shares his journey from …
Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Bob Bernotas, a seasoned franchise consultant with over 40 years of experience in the franchising industry. They discuss the intricacies of franchising as a wealth-building strategy, the transition from being a franchise owner to a consultant, and the importance of understanding the …
Summary: In this episode of Wealth on the Move, host Will Hoffman welcomes Yohance Harrison, founder and CEO of Money Script Wealth Management and host of the Only Human Podcast. Yohance shares his personal journey from facing childhood financial scarcity to building a specialized wealth management practice focused on high-burnout emergency room physicians. Together, they …
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Cary Siegel, author of ‘Why Didn’t They Teach Me This in School?’ They discuss the critical need for financial literacy in education, the importance of teaching children about money management, and practical strategies for parents to fill the gaps in their …
Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Mark Miller, managing director of the Hilton Family Office, about the strategies and mindsets that have allowed the Hilton family to build and preserve their wealth across generations. They discuss the differences between retail and smart money investing, the importance of …
Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that need to be left behind. They explore the ineffectiveness of dinner seminars, the rise of financial influencers, the misconceptions surrounding life insurance as an investment, and the importance of integrated …
Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new book ‘Risk and Reward’. He shares lessons from Japan’s stock market history, debunks common investing myths, and emphasizes the value of simplicity and discipline in wealth management. Resources: Find Risk & Reward on Amazon A …
Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook. They discuss the complexities of retirement planning, emphasizing the importance of visualization, the psychological shift required for retirement (termed ‘rewirement’), and the need for community and purpose in this new phase of life. …
Summary: In this episode, Will Hoffman interviews Taylor Schulte, CEO of Define Financial, about the importance of proactive financial planning, tax strategies, behavioral finance, and balancing life and wealth. They explore how high-income families can optimize their wealth, avoid common mistakes, and enjoy their journey to retirement. Resources: Visit Taylor’s Podcast Website Connect with Taylor …