Wealth on the Move

Wealth on the Move


Latest Episodes

The Soul of Wealth with Author Dr. Daniel Crosby, Ph.D. (Episode 12)
February 06, 2025

Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Dr. Daniel Crosby, a behavioral finance expert, to discuss the deeper meanings of wealth beyond mere numbers. They explor

Navigating Financial Independence as a H.E.N.R.Y (Episode 11)
January 30, 2025

Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into wealth management strategies specifically tailored for high earners who are not yet financially independ

Money Matters: Before Marriage (Episode 10)
January 23, 2025

Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the critical financial conversations that couples should have before marriage. They explore the importance

Navigating Estate Planning with Ashley Sharek (Episode 9)
January 16, 2025

Summary: In this episode of Wealth on the Move, host Will Hoffman interviews estate attorney Ashley Sharek, who discusses her innovative approach to estate planning. Ashley emphasizes the importance o

The Critical Role of Tax Planning in Financial Success (Episode 8)
January 09, 2025

Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck delve into the critical topic of tax planning and its significant impact on wealth management. They discuss the dif

Empowering the Next Generation with Financial Knowledge with Tim Smith from The Financial Dad (Episode 7)
January 02, 2025

Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Tim Smith, the creator of The Financial Dad podcast. They discuss the importance of financial education for young adults, t

Redefining Retirement and Embracing Change with Suzanne Campi (Episode 6)
December 19, 2024

Summary: In this episode of Wealth On The Move, host Will Hoffman engages with retirement coach Suzanne Campi to explore the evolving concept of retirement. They discuss the importance of coaching thr

Your 2024 Last-Chance Financial Planning Checklist (Episode 5)
December 05, 2024

Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck discuss essential year-end financial planning strategies. They emphasize the importance of consulting with a CPA, reviewing tax situation

Navigating Money and Mindfulness with Michele Walter (Episode 4)
November 21, 2024

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 Fr

Money Dysmorphia: When Wealth Perception Doesn’t Match Reality (Episode 3)
November 07, 2024

Summary: In this episode, hosts Will Hoffman and Brynn Tarbuck delve into the concept of money dysphoria, exploring how feelings and perceptions about money can lead to a profound sense of dissatisfac