AI – Wealth on the Move

Narrative Wins: How Personal Stories Shape Financial Decisions w/ Joe Caruso & Shawn Mahoney, PhD | Episode 45

By Wealth on the Move | March 5, 2026

Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Joe Caruso and Dr. Shawn Mahoney, co-authors of the book ‘Narrative Wins!’. They explore the profound impact of personal narratives on financial success and decision-making. The conversation delves into how the stories we tell ourselves shape our behaviors, particularly in the context of money, and emphasizes the importance of understanding and re-contextualizing these narratives to foster better financial outcomes. The discussion also highlights the role of fear and greed in financial decisions and the significance of client relationships in wealth management. In this conversation, the speakers delve into the intricate relationship between trust, personal narratives, and financial decision-making. They explore how trust is built and the impact of scarcity versus abundance mindsets on financial behaviors. The discussion highlights the psychological ties between love and money, the importance of understanding personal narratives, and the role of AI in enhancing financial advisory services. The speakers emphasize the need for self-awareness and the ability to shift narratives to foster better financial outcomes.

Resources:

Takeaways:

The personal narrative is foundational to our identity.
Successful individuals often have healthier narratives than those who struggle.
Curiosity and awareness are crucial in understanding our narratives.
Fear and greed are the two primary emotions influencing financial decisions.
Contextualizing financial fears can lead to better decision-making.
Personal narratives can evolve over time based on experiences.
Client conversations should focus on understanding their narratives.
The stories we tell ourselves can either empower or hinder us.
Awareness of our narratives is the first step to change.
It’s essential to remember that financial management is about people, not just money. Trust is fundamental in relationships and must be earned.
Scarcity mindset can lead to neurotic behaviors and poor financial decisions.
Understanding personal narratives is crucial for self-awareness.
Rationality in financial decisions is often clouded by fear and emotions.
AI can enhance financial advisory but cannot replace human connection.
Generational perspectives shape our views on money and wealth.
Narratives influence how we perceive wealth and success.
Shifting one’s narrative can lead to better financial outcomes.
Identifying disruptive narratives is key to improving financial habits.
Listening and understanding clients’ narratives is essential for advisors.

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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.

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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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