Uncategorized – Wealth on the Move

How to Teach Kids About Money (Financial Literacy, Allowance & Investing for Children) with Maya Corbic, CPA (Episode 39)

By Wealth on the Move | January 8, 2026

Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Maya Corbic discuss the critical importance of teaching financial literacy to children. They explore Maya’s journey as a first-generation immigrant and CPA, her insights on how to engage kids in financial conversations, and practical tips for parents to instill money management skills in their children. The conversation also addresses common myths about kids and money, the role of technology in financial education, and the importance of creating financially confident adults for future generations.

Resources:

Takeaways:

Teaching kids about money is essential for their future.
Parents often know more than they think and can teach their kids.
Financial literacy should start as early as age four or five.
Kids can understand the difference between needs and wants.
Engaging kids with relatable examples makes learning fun.
Allowance should be viewed as a tool for teaching money management.
Mistakes made with money should happen when stakes are low.
Generational wealth can be changed through education.
Schools often lack the resources to teach financial literacy effectively.
Financial confidence comes from understanding and practice.

Connect with Will Hoffman:

Maya Corbic, CPA, CA and Teach Kids Money Club are not affiliated with Hoffman Wealth Management and Private Advisor Group.

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2026 Market Outlook: AI, Interest Rates, Layoffs & What Investors Should Do Now | Bill Mann from Motley Fool (Episode 38)

By Wealth on the Move | January 1, 2026

Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, discuss the annual outlook for 2026. They reflect on the unpredictable nature of market predictions, the impact of political policies on the economy, and the importance of understanding market concentration, particularly in technology. The conversation also covers the Federal Reserve’s role in managing interest rates and employment, the challenges facing middle America, and strategies for investors to prepare their portfolios for economic changes. Additionally, they explore geopolitical considerations and the need for Europe to reset its economic policies. In this conversation, Bill Mann and Will Hoffman explore various economic themes, including surprising GDP statistics from unexpected states, the potential of emerging markets, and the ongoing revolution in AI. They discuss the implications of infrastructure challenges on market dynamics, identify promising sectors for investment, and anticipate potential black swan events that could impact the economy in 2026. The conversation concludes with strategic advice for investors and recommendations for influential voices in finance.

Resources:

Takeaways:

Every firm does an annual outlook, including Hoffman Wealth Management.
Bill Mann emphasizes the unpredictability of CEO predictions.
The market doesn’t recognize the calendar; financial planning is year-round.
Motley Fool Asset Management aims to support individual investors during market stress.
The name ‘Motley Fool’ reflects a tradition of truth-telling in finance.
2025 was marked by significant economic shifts due to political policies.
Market concentration in technology raises concerns for future stability.
Interest rates and employment are key focuses for the Federal Reserve.
The economy is bifurcated, with disparities between financial markets and middle America.
Investors should consider value-driven and momentum strategies in their portfolios. Germany’s economic performance is surprising compared to smaller US states.
Emerging markets like Brazil and Korea present unique investment opportunities.
AI adoption is still in its early stages, akin to the internet boom.
AI is reshaping job markets, creating new roles while enhancing existing ones.
Infrastructure development in the US faces significant challenges and delays.
Investors should focus on high-quality companies with growth potential.
Japan’s market may outperform others in the coming year.
Black swan events, like geopolitical tensions, could disrupt markets.
Investors should reassess their portfolios for quality and alignment with beliefs.

Connect with Will Hoffman:

Bill Mann and Motley Fool Asset Management are not affiliated with Hoffman Wealth Management and Private Advisor Group.

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

By Wealth on the Move | December 4, 2025

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 of teamwork in financial planning and how money can be a tool for happiness when used intentionally.

Takeaways:

A plan matters more than any single investment.
Cashflow discipline will beat investment brilliance.
Time in the market is greater than timing the market.
Taxes will quietly erode your wealth more than you realize.
Diversification works even when it feels like it doesn’t.
Most of the risk in your financial lives is emotional.
The right portfolio for you is the one you can stick with.
Big financial mistakes usually happen during big life transitions.
You don’t need more financial products. You need more clarity.
Wealth is a team sport.

Connect with Will Hoffman:

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

By Wealth on the Move | October 30, 2025

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 the crypto market. The conversation also delves into behavioral finance and market psychology, emphasizing the importance of having a strategic investment plan. Finally, they provide predictions for future market trends and economic outlooks.

Resources:

Takeaways:

The market has shown resilience despite recent government shutdowns.
Gold is currently overextended, indicating potential for a pullback.
The Federal Reserve is expected to cut interest rates soon.
Historical data suggests that bull markets can last longer than expected.
Behavioral finance plays a significant role in investment decisions.
Investors should be cautious with crypto investments due to volatility.
Market corrections are normal and can present buying opportunities.
The consumer market remains strong despite economic uncertainties.
Global investment opportunities are still available for savvy investors.
Volatility is a necessary aspect of investing that should be embraced.

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

By Wealth on the Move | September 11, 2025

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 aid landscape effectively. Tina shares insights on common mistakes families make, the significance of documentation, and the future of FAFSA, including new technologies that will aid in the process. This conversation is essential for parents and students preparing for college funding.

Resources:

Takeaways:

FAFSA is crucial for all students attending college.
Filling out FAFSA is necessary every year for financial aid.
Many families mistakenly believe they won’t qualify for aid.
Child support is now treated as an asset in FAFSA calculations.
Families can report special circumstances to financial aid offices.
It’s important to appeal financial aid offers for potential increases.
NIL income can affect financial aid eligibility for student-athletes.
Common mistakes include misreporting assets and missing deadlines.
Documentation is key for the FAFSA process and potential verification.
The FAFSA process is evolving with new technologies for assistance.

Connect with Will Hoffman:

Tina Steele and The FAFSA Guru not affiliated with Hoffman Wealth Management and Private Advisor Group. This presentation is not intended as specific financial advice for any individual.

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

By Wealth on the Move | August 28, 2025

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 how our lifestyle influences gene expression, emphasizing the need for individuals to invest in their health to ensure a vibrant life as they age. The conversation also touches on the future of health and wealth innovation, and the importance of planning for uncertainty in life expectancy.

Resources:

Takeaways:

Longevity is a significant risk to retirement portfolios.
Self-care and health are crucial for a fulfilling life.
Investing in yourself is the best financial decision.
Lifestyle choices greatly influence longevity and health.
Epigenetics shows that our lifestyle affects gene expression.
Planning for retirement must consider the unpredictability of life expectancy.
The worst outcome in aging is to be alone and poor.
Financial advisors should focus on holistic well-being, not just investments.
Maintaining muscle mass is vital for health span and longevity.
Living with purpose and connection enhances overall longevity.

Connect with Jon Sabes:

Connect with Will Hoffman:

John Sabes and Longevity Financial Partners are not affiliated with Hoffman Wealth Management and Private Advisor Group. This presentation is not intended as specific financial advice for any individual.

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

By Wealth on the Move | August 21, 2025

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 shares insights on navigating contracts, the role of agents, and the tax responsibilities that come with NIL deals. The conversation also highlights the future of NIL, including market inefficiencies and undervalued opportunities for athletes.

Resources:

Kristi’s Website’s
- Kristidosh.com
- Business of College Sports Website
The Athlete’s NIL Playbook Website
LinkedIn: Sportsbizmiss
Facebook: Kristi Dosh
Instagram: Sportsbizmiss
TikTok: Sportsbizmiss
YouTube: Business of College Sports

Takeaways:

NIL has revolutionized the financial landscape for college athletes.
The rules around NIL have changed significantly since July 2021.
Athletes must navigate a complex and evolving NIL environment.
Written contracts are essential for NIL deals to avoid misunderstandings.
Many athletes may not need agents but should consider hiring attorneys.
Tax implications are a crucial aspect of NIL earnings for athletes.
Social media presence is vital for building a personal brand.
Athletes should diversify their content beyond just their sport.
NIL opportunities can extend into coaching and clinics for athletes.
The future of NIL may see more states allowing high school athletes to participate

Connect with Will Hoffman:

Kristi Dosh and Business of College Sports are not affiliated with Hoffman Wealth Management and Private Advisor Group. Hoffman Wealth Management and Private Advisor Group do not provide tax or legal advice. This presentation is not intended as specific financial, tax or legal advice for any individual. Please consult with qualified professionals for these types of advice.

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

By Wealth on the Move | August 14, 2025

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 the necessity of long-term tax strategies. Key topics include changes to income tax brackets, retirement account contributions, child tax credits, and state and local tax (SALT) deductions. They discuss the permanence of the Qualified Business Income (QBI) deduction, updates to depreciation rules, and investment incentives such as Qualified Opportunity Zones and qualified small business stock. Kelly shares insights from her upcoming book aimed at helping new entrepreneurs navigate the complexities of starting a business, while also addressing common tax myths and the importance of proactive planning for future generations. Throughout the conversation, they emphasize how OB3’s changes require individuals and businesses to adapt to an evolving tax landscape in order to maximize benefits and maintain compliance.

Resources:

Takeaways:

Many small business owners don’t fully understand their entity structure.
OB3 introduces significant tax code changes impacting individuals and businesses.
QBI deduction is now permanent for small business owners.
Income tax brackets have been adjusted, but many won’t feel the impact.
Retirement contributions are now tied to inflation.
Child tax credit will increase to $2,200 per child by 2025.
New senior deduction of $6,000 for those over 65.
SALT deduction cap increased to $40,000.
Qualified Opportunity Zones can defer or eliminate taxes on gains.
Qualified small business stock offers significant tax benefits.
Payroll tax compliance is essential under new rules.
Depreciation rules now allow faster write-offs for capital investments.
Proactive, long-term tax planning can save money in the long run.
Common tax myths can lead to poor financial decisions.
Asking questions is vital for entrepreneurs starting out.

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Connect with Kelly Bender:

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

By Wealth on the Move | August 7, 2025

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 insights into portfolio strategies for the third quarter and reflect on historical lessons that can guide future decisions.

Resources:

Takeaways:

It’s time in the market, not timing the market that matters.
Data-driven insights are crucial for accurate forecasting.
Emotions can lead to irrational market reactions.
The second quarter saw significant market swings due to tariffs.
The Federal Reserve is cautious about cutting rates amid uncertainty.
AI is transforming industries and enhancing productivity.
Historical context is essential for understanding current market dynamics.
Investors should maintain a diversified portfolio.
The U.S. remains a strong place for business growth.
Perspective from history can guide future financial decisions.

Connect with Will Hoffman:

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

By Wealth on the Move | July 24, 2025

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 value of online coaching, the importance of tracking progress, and the common hurdles faced when starting new fitness or financial goals. The conversation touches on the underrated power of walking, post-workout nutrition strategies, and the lifelong benefits of investing in oneself. Reflecting on personal choices and growth, Will and Stan also delve into how historical perspectives shape current trends — including the evolving role of AI in our lives. Like training for a marathon or building wealth, success is best achieved with patience, consistency, and purpose.

Resources:

SV Coaching Website

Takeaways:

Fitness and finance are interconnected and influence each other.
Online coaching can provide better accountability and results than in-person training.
Discipline in training leads to improvements in other areas of life.
Starting points in fitness and finance are often the most challenging.
Setting clear goals and engineering a plan is crucial for success.
Slow and steady progress is more sustainable than quick fixes.
Accountability is key to maintaining fitness and financial goals.
Boring routines can lead to significant results over time.
Measuring progress is essential in both fitness and finance.
You don’t need expensive gadgets to track your fitness effectively.
Walking is a powerful fitness habit that can significantly reduce health risks.
Post-workout nutrition can be unconventional yet effective.
Investing in personal development is crucial for long-term success.
Life choices, such as education paths, can shape future opportunities.
Understanding and utilizing AI is essential for future success.

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Connect with Stan Vaccari:

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