Tag: FinancialAdvisor

Navigating Money and Mindfulness with Michele Walter (Episode 4)

Navigating Money and Mindfulness with Michele Walter (Episode 4)

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Summary: In this episode of Wealth on the Move, host Will Hoffman engages in a deep conversation with Michele Walter, certified professional coach, mindfulness meditation teacher, and owner of Life From the Summit. They explore the intersections of mindfulness, money management, and the unique challenges faced by Generation X. They discuss the importance of emotional awareness in financial decisions, the impact of societal pressures on spending habits, and the significance of navigating life transitions with consciousness. Michelle shares her personal journey from law to coaching, emphasizing the need for individuals to connect with their feelings and values to make wise financial choices. The conversation highlights the concept of ‘not enoughness’ and how it can drive both ambition and irrational spending, ultimately encouraging listeners to embrace their full human experience.

Resources:

Connect with Will Hoffman: 

Connect with Michele Walter:

Takeaways:

  • Mindfulness is crucial in understanding our relationship with money.
  • Emotions play a significant role in financial decision-making.
  • Not enoughness is a common human experience that can drive behavior.
  • It’s important to validate feelings of inadequacy instead of dismissing them.
  • Financial decisions should honor personal values, not societal expectations.
  • Toxic positivity can hinder genuine emotional processing.
  • Life transitions often require a reevaluation of financial goals.
  • Envy can serve as a teacher, revealing what we truly desire.
  • Wise responses to financial stress can lead to better outcomes.
  • Understanding the root of our spending habits can help us make more conscious choices.

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Welcome to the Monetary Mixtape With Will Hoffman – A Podcast about Wealth Management for Gen Xers (Ep. 1)

Welcome to the Monetary Mixtape With Will Hoffman – A Podcast about Wealth Management for Gen Xers (Ep. 1)

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Do you remember when pizza on a Friday night was a treat, and blasting music through your boombox rocked your world? If you’re a proud member of Generation X, then this podcast is for you! 

Set to the vibes of Generation X this is not your everyday podcast about financial advice. This podcast gives a voice to a forgotten generation of people who can benefit from monetary help that will affect their lifestyle and future.

In this episode, Will Hoffman talks about the vision he has for this podcast, as well as his 20-year journey to become a financial advisor who can relate to Gen Xers and their unique position in the financial landscape.

Listen in as Will discusses:

  • Why he decided to become an independent financial advisor 
  • How he plans to help Gen Xers gain financial independence
  • What he finds fascinating about marathons 
  • Why he thinks it’s important to share his knowledge with school-aged children
  • And more

Resources:

Connect with Will Hoffman: 

About the host:  

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally. He works with a variety of clients from Millennials to retirees in Greensburg, Irwin, Murrysville, Monroeville and Pittsburgh, PA. as well as a variety of areas across the country.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.



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