Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Maya Corbic discuss the critical importance of teaching financial literacy to children. They explore Maya’s journey as a first-generation immigrant and CPA, her insights on how to engage kids in financial conversations, and practical tips for parents to instill money management skills in their children. The conversation also addresses common myths about kids and money, the role of technology in financial education, and the importance of creating financially confident adults for future generations.

Resources:

• Maya’s Book: From Piggy Banks to Stocks
• Money Chat Calendar
• Money Club Link
• Instagram: Teach Kids Money
• TikTok: Teach Kids Money
• Facebook: Teach Kids Money

Takeaways:

• Teaching kids about money is essential for their future.
• Parents often know more than they think and can teach their kids.
• Financial literacy should start as early as age four or five.
• Kids can understand the difference between needs and wants.
• Engaging kids with relatable examples makes learning fun.
• Allowance should be viewed as a tool for teaching money management.
• Mistakes made with money should happen when stakes are low.
• Generational wealth can be changed through education.
• Schools often lack the resources to teach financial literacy effectively.
• Financial confidence comes from understanding and practice.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, discuss the annual outlook for 2026. They reflect on the unpredictable nature of market predictions, the impact of political policies on the economy, and the importance of understanding market concentration, particularly in technology. The conversation also covers the Federal Reserve’s role in managing interest rates and employment, the challenges facing middle America, and strategies for investors to prepare their portfolios for economic changes. Additionally, they explore geopolitical considerations and the need for Europe to reset its economic policies. In this conversation, Bill Mann and Will Hoffman explore various economic themes, including surprising GDP statistics from unexpected states, the potential of emerging markets, and the ongoing revolution in AI. They discuss the implications of infrastructure challenges on market dynamics, identify promising sectors for investment, and anticipate potential black swan events that could impact the economy in 2026. The conversation concludes with strategic advice for investors and recommendations for influential voices in finance.

Resources:

• Bill’s Monthly Newsletter
• Bill Mann on X

Takeaways:

• Every firm does an annual outlook, including Hoffman Wealth Management.
• Bill Mann emphasizes the unpredictability of CEO predictions.
• The market doesn’t recognize the calendar; financial planning is year-round.
• Motley Fool Asset Management aims to support individual investors during market stress.
• The name ‘Motley Fool’ reflects a tradition of truth-telling in finance.
• 2025 was marked by significant economic shifts due to political policies.
• Market concentration in technology raises concerns for future stability.
• Interest rates and employment are key focuses for the Federal Reserve.
• The economy is bifurcated, with disparities between financial markets and middle America.
• Investors should consider value-driven and momentum strategies in their portfolios. Germany’s economic performance is surprising compared to smaller US states.
• Emerging markets like Brazil and Korea present unique investment opportunities.
• AI adoption is still in its early stages, akin to the internet boom.
• AI is reshaping job markets, creating new roles while enhancing existing ones.
• Infrastructure development in the US faces significant challenges and delays.
• Investors should focus on high-quality companies with growth potential.
• Japan’s market may outperform others in the coming year.
• Black swan events, like geopolitical tensions, could disrupt markets.
• Investors should reassess their portfolios for quality and alignment with beliefs.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

Summary: In this episode of Wealth on the Move, host Will Hoffman reflects on his 23 years in the wealth management industry, sharing valuable lessons learned throughout his career. He emphasizes the importance of having a solid financial plan, understanding cash flow, and recognizing the emotional aspects of financial decision-making. Hoffman also discusses the significance of teamwork in financial planning and how money can be a tool for happiness when used intentionally.

Takeaways:

• A plan matters more than any single investment.
• Cashflow discipline will beat investment brilliance.
• Time in the market is greater than timing the market.
• Taxes will quietly erode your wealth more than you realize.
• Diversification works even when it feels like it doesn’t.
• Most of the risk in your financial lives is emotional.
• The right portfolio for you is the one you can stick with.
• Big financial mistakes usually happen during big life transitions.
• You don’t need more financial products. You need more clarity.
• Wealth is a team sport.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

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 approach allows investors to manage concentrated stock positions, utilize tax loss harvesting, and enhance after-tax returns. The conversation delves into the technology behind custom indexing, its applications for real estate investors, and the benefits of charitable giving strategies. They also touch on the emergence of custom indexing as a viable option for a broader range of investors, emphasizing the importance of personalized wealth management solutions.

Resources:

• Orion Custom Indexing
• LinkedIn- Orion
• LinkedIn- Gregory Allison
• Episode with Dr. Daniel Crosby
• Episode with Dr. Naomi Win

Takeaways:

• Custom indexing allows for personalized investment strategies.
• Tax loss harvesting can enhance after-tax performance.
• Utilizing losses can offset future capital gains.
• Technology plays a crucial role in executing custom indexing.
• Real estate investors can benefit from custom indexing strategies.
• Charitable giving can be optimized through custom indexing.
• Custom indexing is not suitable for IRA accounts.
• The strategy emerged due to advancements in technology.
• Concentration risk is a concern for long-term investors.
• Longevity impacts investment strategies and tax planning.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of ‘My Mother’s Money.’ They discuss the challenges of caregiving, the complexities of financial responsibilities, and the importance of having essential documents in place. Beth shares her personal journey of navigating her mother’s illness and the financial decisions that arose, emphasizing the need for open conversations about money within families. The episode highlights the emotional and practical aspects of caregiving and offers valuable insights for listeners.

Resources:

• Beth’s LinkedIn
• Link to “My Mother’s Money”
• Beth on MarketWatch

Takeaways:

• Caregiving often intertwines with financial responsibilities.
• Bad financial decisions are common in caregiving situations.
• Having essential documents like power of attorney is crucial.
• Families need to communicate openly about finances.
• Financial planning is not just about investments; it’s about life decisions.
• The sandwich generation faces unique challenges in caregiving.
• Understanding financial structures can prevent future issues.
• Storytelling can facilitate important family discussions.
• Navigating healthcare and financial systems is complex and often frustrating.
• Preparation can alleviate stress during caregiving crises.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

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 understanding investor behavior, the impact of market history on investment strategies, and the need for proactive communication in managing portfolios. Toews emphasizes the significance of constructing resilient portfolios that can withstand market chaos and the risks associated with timing the market. The conversation also explores the bucket strategy in portfolio management and the future of behavioral finance.

Resources:

• Felipe’s LinkedIn
• Amazon Link to The Behavioral Portfolio

Takeaways:

• Investors often rely on outdated portfolio strategies that may not suit their needs.
• Understanding investor behavior is crucial for effective portfolio management.
• Market history shows that downturns can be more severe than recent experiences suggest.
• Constructing portfolios that address both economic realities and investor psychology is essential.
• Proactive communication can help investors navigate market volatility.
• The bucket strategy can mitigate risks associated with market downturns.
• Diversification may not provide the protection investors expect during crises.
• Preparing for market chaos involves having a clear plan of action.
• Timing the market is a risky strategy that often leads to poor outcomes.
• The field of behavioral finance is evolving and offers new insights for investors.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

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 government shutdowns. They explore the dynamics of the gold market, interest rates, and the Federal Reserve’s outlook, as well as trends in the crypto market. The conversation also delves into behavioral finance and market psychology, emphasizing the importance of having a strategic investment plan. Finally, they provide predictions for future market trends and economic outlooks.

Resources:

• Facts vs. Feelings Podcast
• Ryan’s X Account

Takeaways:

• The market has shown resilience despite recent government shutdowns.
• Gold is currently overextended, indicating potential for a pullback.
• The Federal Reserve is expected to cut interest rates soon.
• Historical data suggests that bull markets can last longer than expected.
• Behavioral finance plays a significant role in investment decisions.
• Investors should be cautious with crypto investments due to volatility.
• Market corrections are normal and can present buying opportunities.
• The consumer market remains strong despite economic uncertainties.
• Global investment opportunities are still available for savvy investors.
• Volatility is a necessary aspect of investing that should be embraced.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

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 should not be the primary concern; instead, understanding the need for liquidity and planning for both short-term and long-term financial goals is essential. Hoffman outlines strategies for securing income during retirement, the importance of maintaining a disciplined investment approach, and the need to navigate the distribution phase effectively. He encourages listeners to focus on long-term strategies rather than seeking quick stock tips, highlighting the importance of planning for future expenses and potential market fluctuations.

Takeaways:

• The question of how to invest is often misguided.
• Liquidity is crucial for retirees to enjoy their time.
• Market timing is not a reliable strategy.
• Investing should be based on long-term goals.
• Retirement income should be secured for the short term.
• The distribution phase of retirement is critical and challenging.
• Good investment ideas take time to develop.
• Discipline in investment strategy is essential for peace of mind.
• Planning for inflation is necessary for long-term success.
• Avoid the temptation of chasing hot stock tips.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management
• Instagram: Hoffmanwealthmanagement