Wealth on the Move

Wealth on the Move


Latest Episodes

Understanding Behavioral Finance with Alice Heath (Ep. 18)
May 18, 2023

Lets dive into the psychology of behavioral finance! Join Will Hoffman as he speaks with Alice Heath, a national accounts manager at Horizon Investments and a BFA (behavioral financial advisor), who

Raising Money-Smart Kids with Justin Chung (Ep. 17)
May 04, 2023

Financially unaware children often become financially unaware adults. To help you raise money-smart kids, our guest, Justin Chung, host of the MoneyDad podcast, emphasizes the importance of incorporat

Taking Charge of Your 401k (Ep. 16)
April 20, 2023

Generation X was born between 1965 and 1980, which means the oldest of the bunch are approaching their retirement years. In this episode, Will Hoffman breaks down the differences between traditional

Kay Kirkman, Your Gen X Dream Job Mentor (Ep. 15)
April 06, 2023

If youre looking for guidance on how to turn your passion into a career, then this episode is for you! Get ready to be inspired by this weeks guest, Kay Kirkman, Career Clarity Coach and host of The

Education Planning Series: How You Can Save for College (Ep. 14)
March 16, 2023

To complete our Education Planning Series, Will Hoffman discusses how you can ensure your child has access to quality education by explaining the various saving plans available. In this episode, Will

Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)
March 02, 2023

Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education? Dont panic just yet! In this podcast episode, we chat with Roger

Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
February 16, 2023

With over 13 years of experience in college coaching, Jack Delehey has honed his methodology to ensure the best results for students, and their parents. In this episode, Jack, a college admissions ex

Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
February 02, 2023

Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your childs college education? Welcome to the first in a series of episodes focusing on Education Pla

Tips on Planning Your Taxes with Josh Jones (Ep. 10)
January 19, 2023

After a challenging year for the market, there are bound to be changes regarding tax season. Even though you havent filed for 2022, now is a good time to know whats in store for 2023 so you can make

Stepping into 2023 with Jeffery Roach from LPL Financial (Ep. 9)
January 05, 2023

Remember back in high school and how boring Economics class was? As teenagers we just didnt care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more inter