Month: April 2026

Ben Carlson: Why “Buy and Hold” Still Wins (Even After a 30-Year Market Crash) (Episode 48)

Ben Carlson: Why “Buy and Hold” Still Wins (Even After a 30-Year Market Crash) (Episode 48)

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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: 

Key  topics:

  • Long-term investing and buy-and-hold strategy
  • Lessons from Japan’s stock market history
  • The importance of diversification and avoiding concentration risk
  • Managing investor psychology and behavioral biases
  • Insights from Ben Carlson’s new book ‘Risk and Reward’

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Disclosure: Ben Carlson and Ritholtz Wealth Management are not affiliated with Hoffman Wealth Management and Private Advisor Group.
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Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel (Episode 47)

Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel (Episode 47)

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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. The conversation also covers practical aspects like social security, the upcoming wave of retirements (Peak 65), and the often-overlooked topics of pets and digital footprints in retirement planning. The episode encourages proactive discussions about retirement and highlights the dynamic nature of financial planning.

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Takeaways:

  • Retirement can feel confusing and overwhelming for many people.
  • Visualization is a powerful tool in understanding financial concepts.
  • The concept of ‘rewirement’ emphasizes a mindset shift for retirement.
  • Community, purpose, and recreation are essential for a fulfilling retirement.
  • Retirement planning is not a one-time event but a dynamic process.
  • Social security decisions can significantly impact retirement finances.
  • The upcoming Peak 65 wave will see a large number of retirements.
  • Pets can provide companionship and purpose in retirement.
  • Planning for your digital footprint is increasingly important.

Connect with Will Hoffman: 

 

Disclosure: Bonnie Treichel and Endeavor Law are not affiliated with Hoffman Wealth Management and Private Advisor Group.
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How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte (Episode 46)

How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte (Episode 46)

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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: 

Key Topics:

  • Proactive tax planning and its long-term benefits
  • The impact of wealth on financial complexity
  • Common mistakes high-income families make before and after retirement
  • The importance of life and relationship planning in retirement
  • Behavioral finance and emotional decision-making in wealth management

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