Wealth on the Move
Latest Episodes
Understanding Behavioral Finance with Alice Heath (Ep. 18)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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