In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Will’s previous podcast format to a new focus on wealth management for busy families and active retirees. They emphasize the importance of client-centric financial advice, the evolution of the wealth management industry, and the role of technology in enhancing client interactions. The conversation also touches on personal insights, future aspirations, and a light-hearted rapid-fire question segment that reveals more about the hosts’ personalities.
Takeaways
Wealth on the Move focuses on busy families and active retirees.
Client-centric wealth management is crucial for success.
The evolution of the wealth management industry has improved client outcomes.
Technology allows for more flexible client interactions.
Personal experiences shape the approach to wealth management.
Building relationships with clients is key to effective financial advice.
The podcast aims to simplify financial concepts for listeners.
Understanding clients’ goals is essential for effective planning.
The hosts share personal anecdotes to connect with the audience.
Continuous learning and adaptation are vital in the financial industry.
With constant changes and external pressures, finding our true purpose in life, establishing inner peace, and maintaining financial alignment can seem like an overwhelming task.
What changes can Gen X’ers make to find true balance?
In this episode of the Monetary Mixtape podcast, Will Hoffman chats with Michele L. Walter, certified professional coach, mindfulness meditation teacher, and owner of Life From the Summit.
Michele shares her personal journey from being a lawyer to a mindfulness coach and how mindfulness meditation transformed her life. Michele explores the power of mindfulness meditation, finding gratitude in challenging situations, and how to align financial decisions with personal values.
Michele discusses:
Her journey to mindfulness and coaching
The concept of mindfulness and the importance of awareness and compassion
Her personal experience as a Gen X’er and how reaching the age of 40s and 50s often leads to existential questions about our purpose in life
Where expectations come from and the difference between personal desires and societal pressures
The importance of core values and purpose
The value of making small steps in various aspects of life
Michele L. Walter is the founder of Life From the Summit. She is an Associate Certified Coach (ICF), Certified Professional Coach (iPEC), Certified Mindful Meditation Teacher (SoundsTrue), Certified NUSHU Facilitator, seasoned litigator, 3-time Ironman, runner, mountaineer, and dog mom living in the beautiful Colorado mountains.
About Our 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.
Michele Walter and Life From the Summit are not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management.
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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