Wealth on the Move

Wealth on the Move


Latest Episodes

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

Understanding Lifestyle Creep: How to Keep Your Spending in Check and Build Wealth (Episode 2)
October 24, 2024

Summary In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the concept of lifestyle creep, particularly how increased income can lead to increased spending. They empha

Welcome to Wealth on the Move- A Podcast with Will Hoffman on Keeping Your Wealth In Motion: Meet the Hosts
October 10, 2024

In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Wills previous podcast format to a new focus on wealth management for busy families a

Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24)
August 17, 2023

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

College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)
August 03, 2023

In the landscape of college sports, the concept of Name, Image, and Likeness (NIL) has emerged as a game-changer for student-athletes and represents a profound shift in how collegiate athletes can eng