Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Gregory Allison, CFA from Orion Custom Indexing discuss the innovative strategy of custom indexing. They explore how this ap

Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of My Mothers Money. They discuss the challenges of caregiving, t

Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Felipe Toews, CEO of Toews Asset Management and author of The Behavioral Portfolio. They discuss the importance of underst

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

Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the critical aspects of wealth management, particularly for retirees. He emphasizes that the question of how to invest shoul

Summary: In this episode of Wealth on the Move, host Will Hoffman and director of financial planning Niko Rosso discuss the value that financial advisors bring to their clients, referencing a signific

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 oppor

Summary: In this episode of Wealth on the Move, host Will Hoffman discusses the challenges of funding college education with expert Dave Peterson. They explore the vast opportunities available through

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,

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