Monetary Mixtape: Recent Episodes
Will Hoffman
The Monetary Mixtape podcast with Will Hoffman of Hoffman Wealth Management is for the generation that feels invisible; Generation X. If you grew up listening to 80’s rock or 90’s R&B, grunge or even some of that bubble gum pop, then this podcast is for you! Listen in as Will discusses financial issues that are affecting the adults that were once kids that played outside until the lights came on. Join us for this ride down memory lane, all while looking toward the future.
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’ers make to find true balance? In this episode of the Monetary Mixtape podcast, Will Hoffman chats with Michele L. Walter, certified professional coach, mindfulness meditation … Continue reading Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24) →
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 engage with their personal brands and seize opportunities beyond the playing field. In this episode of the Monetary Mixtape podcast, Will Hoffman sits down … Continue reading College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23) →
Wondering what role Roth IRAs and Roth Conversations play in your retirement plan? In this episode of the Monetary Mixtape podcast, Will Hoffman discusses the importance of understanding Roth IRAs and Roth IRA conversions for retirement planning. He explains the benefits of Roth IRAs, contribution limits, and the five-year waiting period as it pertains to … Continue reading How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22) →
Join Will Hoffman, AIF as he details eight financial blunders that many Gen Xers encounter and provides valuable guidance on how to steer clear of them. Listen as Will touches on: The importance of setting clear goals and aligning them with your financial plan How to make investment decisions based on long-term goals rather than … Continue reading Financial Mistakes for Gen X to Avoid (Ep. 21) →
Are you a business owner contemplating an exit? In this episode, Jerome Myers, PE, MBA, PMP, and business exit coach shares his journey from corporate America to specializing in helping business owners face the challenges associated with exiting their business. Jerome discusses: The “Six Centers of Doubt” that business owners experience How his framework helps … Continue reading How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20) →
No one knows the pain and suffering of losing a parent until it happens to them. In today’s episode, Eve Simon, founder and co-host of the GenX Stories Podcast joins Will to not only share her love of being a member of the best generation there is but also what it’s like to lose a … Continue reading What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19) →
Let’s 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 shares her knowledge of how psychology and emotions impact financial decisions.
Alice explains how behavioral finance differs from classical finance, and why it’s become increasingly popular. She also talks about how bad investor behavior can negatively affect long-term performance and why taking a hands-off approach and trusting the process is important.
Listen and learn about:
- The psychology behind investing and spending
- How you can pass good financial behavior habits on to others
- The importance of taking a hands-off approach and trusting the process
- How Gen Xers can benefit from a self-reliant and results-oriented mindset
- And more!
Resources:
- Raising Money-Smart Kids with Justin Chung (Ep. 17)
- Choices, Values, and Frames by Daniel Kahneman & Amos Tversky
- Figure It Out with Cam Marston: Part 1 (Ep. 5)
- Figure It Out with Cam Marston: Part 2 (Ep. 6)
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
Connect with Alice Heath:
- Horizon Investments
- LinkedIn: Alice Heath National Accounts Manager, BFA®
About Our Guest:
During her tenure in the financial services industry, Alice Heath has held several positions with varying responsibilities and titles, including associate, specialist, manager, and director. However, she takes the most pride in her unofficial titles as a friend, mentor, and leader. As a leader, Alice adopts a hands-on approach and believes that actions speak louder than words. Alice is passionate about helping and serving others, and this passion drives their performance. She finds fulfillment in meaningful relationships and achieving something greater than themselves. She enjoys working with teams and adapting their leadership style to the needs of the group to ensure overall success.
Alice Heath and Horizon Investments are not affiliated with or endorsed by LPL Financial or Hoffman Wealth Management.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 incorporating money into your everyday routines and conversations with your children.
As fathers, Will and Justin discuss:
- The advantages of introducing financial education to children at a young age
- Opportunities for money discussions in everyday activities
- How they encourage their own children to tap into their entrepreneurial mindset
- Examples of how parents and children can benefit from learning financial concepts
- And more
Resources:
- Make Finance Fun and Easy Peasy for your kids with 13-year-old Rishi Vamdatt, Episode 36
- Grow Your Kid’s Wealth Through Fun Stories with Will Rainey, Episode 07
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
Connect with Justin Chung:
- Money Dad Podcast
- Instagram Money Dad Podcast
About Our Guest:
Justin Chung is a successful real estate investor, podcast host, husband, and father of two boys. He became interested in real estate investing in 2007 after purchasing a student rental property in Waterloo, Ontario with his father’s help. He continued to acquire more properties and built a multi-million dollar real estate portfolio through joint ventures while working a full-time job. In 2012. His mother passed away, which served as a catalyst for him to pursue his real estate investing goals and help family and friends build long-term wealth. He has received awards from the Real Estate Investment Network and Canadian Real Estate Wealth Magazine for his success in real estate investing.
Becoming a father in 2014 further inspired him to teach his children about money and wealth building. He believes in the importance of raising money-smart kids and has made it his goal to inspire other parents to have meaningful conversations with their children about money. He curates actionable and practical knowledge on strategies, tactics, and mindset secrets to help parents teach their kids about money and build wealth.
Justin Chung and MoneyDad podcast are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 and Roth 401ks and helps you determine which plan fits your goals and financial needs. You’ll also learn about managing assets, matching contributions, and the impact of taxes on your retirement plan. Plus, get insights into the history and evolution of the 401k and the importance of planning ahead to master your financial future.
Gain insight into:
- The history and evolution of the 401k retirement plan
- Differences between traditional and Roth 401ks
- How taxes can impact your retirement plan
- The importance of planning ahead so you can become a master of your financial future
- And more!
Resources:
- Kay Kirkman, Your Gen X Dream Job Mentor (Ep. 15)
- Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)
- Employee Retirement Income Security Act (ERISA)
- Wall Street (1987 starring Charlie Sheen and Michael Douglas)
- Take Charge of Your 401k (PDF)
Education Planning Series:
- Your Guide to Navigating the FAFSA (Ep. 11)
- Applying to College with Jack Delehey (Ep. 12)
- Collegiate Funding Solutions with Roger Lorelle (Ep. 13)
- How You Can Save For College (Ep. 14)
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Contributions to a traditional 401(k) may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth 401(k) offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
If you’re 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 week’s guest, Kay Kirkman, Career Clarity Coach and host of The GenX Career Show.
Listen in as Kay shares her four-step process for discovering your ideal career, and how you can break free from the mundane and explore new possibilities.
Join the conversation as Kay discusses:
- Why you shouldn’t normalize discomfort and misery at work
- Options that are available for you to find your passion
- Her four-step process for discovering clarity and pursuing a dream job
- And more!
Resources:
- FREE DREAM JOB DISCOVERY LIST
- The Defiant Ones (TV Mini-series)
- Official Music Video – Mo Money Mo Problems – The Notorious B.I.G
Connect with Kay Kirkman:
- Your Gen X Career
- The GenX Career Show
- LinkedIn: Kay Kirkman
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Meet Kay Kirkman, a career expert and motivational speaker dedicated to helping GenX professionals discover their career passion and achieve fulfillment in their work. As the host of The GenX Career Show, Kay brings valuable insights and inspiring stories to help her listeners create a vision of their ideal career, get out of their heads and into action, and gain clarity and inspiration from successful guests.
With a wealth of experience in facilitating training sessions for companies, speaking at conferences and associations, and coaching individuals in career transition, Kay is passionate about helping people thrive in the workplace. Her approach is focused on helping clients get crystal clear on their goals and aspirations, and creating a practical plan to achieve them. She achieves this through a range of methods including career coaching, speaking engagements, training sessions, online courses, and live workshops.
Kay firmly believes that everyone deserves to find joy and fulfillment in their work, and is dedicated to reawakening possibility, redefining work, and reigniting dreams. By helping individuals find work they love, she aims to boost employee productivity, retention, and overall job satisfaction, and to reduce stress levels and strengthen relationships.
As a specialist in career coaching, personal branding, emotional intelligence, leadership development, and management skills, Kay has the expertise and skills to help individuals and teams achieve their full potential. Join her in her mission to change the world’s staggering statistics of unfulfillment and frustration in the workplace, one job seeker at a time.
Kay Kirkman and The GenX Career Show are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 explores three popular options: the 529 plan, the Uniform Gift to Minors Act (UGMA), the Uniform Transfers to Minor Act (UPMA), and the Coverdell Education Savings Account (ESA).
Plus, he shares why it’s crucial to start saving early, and recaps key points from previous episodes in this series.
Take note as Will explains:
- Why the 529 plan is an excellent tool for tax-free distributions for educational expenses
- How the Coverdell ESA functions as a tax-free withdrawal option for qualified education
- What a UGMA or UTMA is, and why it’s important to know your state’s law pertaining to gifts and transfers
- And more
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Resources:
- Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
- Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
- Education Planning Series: Collegiate Funding Solutions with Roger Lorelle (Ep.13)
- Estimating the Cost of College
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Are you concerned about the rising cost of college tuition, and how you will afford to send your child for post-secondary education?
Don’t panic just yet!
In this podcast episode, we chat with Roger Lorelle, President of Collegiate Funding Solutions, about how this state-of-the-art college-planning software combined with support from your financial advisor can help you pay for tuition and continue to save for your retirement.
Listen as Roger shares:
- Expert insights and advice on how families can better plan and pay for college
- How advisors can leverage the technology of Collegiate Funding Solutions to simplify college planning and maximize savings for their clients
- Strategic ways to shop for colleges that offer good financial aid packages
- And more
Resources:
- Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)
- Education Planning Series: Applying to College with Jack Delehey (Ep. 12)
- Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)
- Hoffman Wealth Management: College Funding Solutions
- Sending Your Child to College for Less Than Advertised Price
Connect with Roger Lorelle:
- Collegiate Funding Solutions
- LinkedIn: Roger Lorelle
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Roger founded Collegiate Funding Solutions in 1998 with the mission of helping families save ON and not just for the cost of a college education. CFS launched the first web-based college planning software for financial advisors in 2005, so that advisors could deliver significantly more value to their clients with college-bound children,
helping them to send their children to college without wiping out their retirement savings or incurring suffocating student loan debt.
For over 20 years, CFS has partnered with financial advisors and organizations. CFS provides them with the capability, expertise, education and support necessary to help families save ON, not just for the cost of college and send their children to the right college, for the right reasons and at the right price.
In addition, Roger and his team of subject-matter experts at CFS deliver educational workshops to parents of college-bound children on a variety of college planning, admissions, financial aid and college funding topics.
Roger Lorelle and Collegiate Funding Solutions are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 expert, discusses his passion for helping high schoolers and their parents plan a stress-free and successful college application process.
Join Will and Jack as they discuss:
- How Jack built a curriculum with resources and tools that takes into account the universal aspects of college planning
- The most common mistakes students and parents make when applying
- How he credits his entrepreneurial drive for owning two businesses, and writing a book
- And more
Resources:
- Lessons For Our Younger Brothers by Jack Delehey and Joseph Grisko
- PayPal honey (helps you find coupons)
Connect with Jack Delehey:
- CollegeConsulting.us
- Subscribe to the CollegeConsulting.us Newsletter
- jack@collegeconsulting.us
- YouTube: Jack Delehey
- LinkedIn: Jack Delehey
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Jack Delehey is a college admissions expert and author (Lessons for Our Younger Brothers, 2018) originally from Concord, MA. He has worked with high school students and parents throughout the United States for the last decade.
Jack’s students are some of the most hardworking and passionate students in the country. Combined with Jack’s structure & motivation, they have experienced tremendous college admission success over the years…and their parents have experienced peace of mind knowing their child is on a calculated, organized, successful path to college admissions success.
It is Jack’s goal to pass on his college admission knowledge, strategies, and unique perspective to high school students in a young, fun, relatable, older-brother type manner. In this way, he is able to get the best out of his students…and they seem to actually enjoy working with him!
Jack Delehey and College Consulting are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education?
Welcome to the first in a series of episodes focusing on Education Planning!
In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, and securing your child’s best financial assistance package. She also shares ways to avoid the common mistakes that could cost you thousands, and guides listeners on the ins and outs of the process to ensure you’re getting the most financial aid possible.
Join the conversation as Tina discusses:
- The importance of filling out the FAFSA form every year
- How to avoid common mistakes when filling out the application
- What additional documents are required by some colleges for eligibility
- Options surrounding scholarships and government grants
- And more
Resources:
- Financial Aid 101 Record Webinar for parents of HS Students
- Federal Student Aid: Parent Plus Loan
- Federal Student Aid: FAFSA Application Form
- Hoffman Wealth Management: College Cost Calculator
Connect with Tina Steele:
- The FAFSA Guru
- Tina@thefafsaguru.com
- FAFSA Guru: Schedule A Consult
- LinkedIn: Tina Steele
- Join my private FB group: Financial Aid 101
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Tina began her career in higher education just out of high school when she landed her first “real job” working in a financial aid office. She quickly realized that she loved helping students navigate the college planning and financial aid process and achieve their dreams. It also inspired her to get her own Bachelor’s and Master’s degrees.
Over the last thirty years she has worked directly in the financial aid office at several public and private colleges and she also spent 10 years facilitating college planning and financial aid workshops across the state of Maine for a federally funded grant program aimed at helping disadvantaged students aspire to and pursue college.
Now as the owner and Founder of The FAFSA Guru Tina guides families through the overwhelming financial aid process. She has a number of programs and services she offers in addition to zoom and phone consultations. She created this business to offer help to families at an affordable price as working with Educational Consultants can cost thousands of dollars. You can learn more by visiting her website at thefafsaguru.com.
Tina Steele and The FAFSA Guru are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
After a challenging year for the market, there are bound to be changes regarding tax season.
Even though you haven’t filed for 2022, now is a good time to know what’s in store for 2023 so you can make adjustments to your portfolio, or save side hustle expense receipts.
In this week’s edition of the Monetary Mixtape podcast, Josh Jones, President of CompFinO Tax & Accounting Services, joins Will Hoffman to discuss taxes, savings, and sports.
Listen as Josh discusses:
- Tax changes Gen Xers should be aware of
- What to claim if you have a side hustle
- Why you should ask your employer to include a Roth in your 401K
- And more!
Connect with Josh Jones:
- LinkedIn: Josh Jones
- CompFinO Accounting and Tax Services
- josh@compfino.com
- Facebook: CompFinO
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Josh:
Joshua Jones, CPA is the owner of CompFinO (formally BeanCounters Tax and Accounting Services). CompFinO is a licensed CPA firm and a full-service payroll provider, specializing in tax preparation for small business and individuals. They provide customized solutions for all your accounting needs, such as tax preparation, bookkeeping, bill pay, tax planning, and payroll. Josh, together with his team, have served small businesses and individuals for the past 10 years, and their office is located in Southpointe. Josh received his undergraduate degree from Duquesne University, and has served on the board of the Washington County Habitat for Humanity for the last 6 years, three of those years as Treasurer.
Joshua Jones and CompFinO are not affiliated with or endorsed by LPL Financial, Hoffman Wealth Management, or Private Advisor Group.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Remember back in high school and how boring Economics class was? As teenagers we just didn’t care about the ups and downs, or twists and turns of the economy. But now, as a Gen Xer, we have more interest because we are more invested.
Join Will and his guest Jeffrey Roach, Ph.D. Chief Economist at LPL Financial to discuss the economic landscape in 2022, and what is on the horizon for 2023.
Listen as Jeff discusses:
- What Gen Xers spend most of their annual total spending on
- Highlights from the LPL Financial Outlook
- How the Feds are preparing for the recession, and what you can do
- And more
Resources:
- LPL Financial
- LinkedIn: Mark Zabicki, CFA
- LPL Research Outlook 2023: YouTube
- LPL Research Outlook 2023: PDF
- LPL Research Inflation Chart
- LPL Newsroom: Weekly Commentary
Connect with Jeffrey Roach:
- LinkedIn: Jeffrey Roach
- Twitter: Jeffrey Roach
- YouTube: LPL Financial
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
- YouTube: Hoffman Wealth Management
About Our Guest:
Jeffrey Roach is a financial economist with a background in capital markets, global macroeconomic research and portfolio management. Jeff started out in the Bank of America trading floor where he advised traders on what was happening in the markets and why, to an asset management firm where he helps shape investing decisions by evaluating and forecasting market trends, consumer behavior, and global risk. Jeff enjoys speaking about economics to a wide range of audiences. Jeffrey is currently the chief economist at LPL Financial.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
With the holiday season upon us, Will invites Jon Reddick from GenXGrownUp to reminisce about some of the most memorable toys that were unwrapped on Christmas morning.
Jon is a well-credentialed nerd of the 80’s, a classic game fan, and a technology geek who explores and celebrates media, games, tech and toys from his childhood.
In this episode, Will and Jon discuss:
- Popular toys and gifts from the 70’s, 80’s and 90’s
- Their favorite toys from their childhood
- Why the shopping mall experience has changed over the years
- How toy manufacturers would market to Gen X kids
- And More!
Resources:
- The True Cost of the 12 Days of Christmas
- National Christmas Tree Association
- Netflix: The Toys That Made Us
Connect with Jon Reddick:
- GenXGrownUp
- YouTube: GenXGrownUp
- LinkedIn: Jon Reddick
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
About Our Guest:
Jon Reddick is a well-credentialed nerd of the 80s, classic game fan, and technology geek. He merged those interests into the creation of GenXGrownUp: a weekly podcast and YouTube channel which explores and celebrates media, games, tech, toys, comics, and pop culture of yesterday and today through the eyes of Generation X’ers.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Jon Reddick and GenXGrownUp are not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
December 31st is the last day for you to make decisions that will impact your taxes, and your financial plans for 2023. Are you prepared?
In this episode, Will provides 10 financial tips to help you be in a better financial position at the end of the year. Listen in as he touches on important moves like investing, tax deductions, and emergency funds.
And in the spirit of the holidays, Will lists his top 5 holiday movies; the Gen X edition.
Join in, and prepare for the new year as Will discusses:
- Why you should review your cash flow due to the 2022 inflation
- The areas of your estate planning you should update before the end of the year
- Why you should revisit your investment goals, and how to rebalance your portfolio
- And more!
Resources:
- Emmet Otter’s Jug-Band Christmas (Available on Amazon Prime)
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
From the stock market crash of 1987, to the death of Princess Diana just a decade later, these are just some of the crystallizing moments experienced by generation X.
In part 2 of this series, Will Hoffman and Cam Marston build upon their conversation about generational shifts, and go into more detail about the events that shaped Gen X behaviors and their outlook on the world.
Listen as Will and Cam discuss:
- Why this generation tends to be more independent and skeptical
- What notable events impacted Gen Xer behaviors and outlook
- How the parenting movement of building self esteem shaped Gen Xers growing up
- Why this is the most influential time of their lives, and how that reflects in the workplace
- And more
Resources:
- Figure It Out with Cam Marston: Part 1 (Ep. 5)
- The Gen Savvy Financial Advisor
- Dr. Spock’s 10th Edition Baby And Child Care
Connect with Cam Marston:
- Cam Marston
- LinkedIn: Cam Marston
- Facebook: Cam Marston
- Instagram: Cam Marston
Connect with Will Hoffman:
- Hoffman Wealth Management
- (724) 522-5411
- will@hoffmanwealth.com
- LinkedIn: Will Hoffman
- Facebook: Hoffman Wealth Management
About Our Guest:
Cam Marston is an author, advisor, radio talk show host, and top-rated keynote speaker on the trends shaping the workplace and marketplace. His presentations are informative, engaging, humorous, and full of concrete research that is tailored to his audience. Cam enlivens the data with anecdotes, tales from the real business world, attention-grabbing visuals, and quips that make the messages and actionable strategies memorable.
About Our Host:
Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Cam Marston is not affiliated with or endorsed by LPL Financial, Private Advisor Group, or Hoffman Wealth Management.
Today we have tweens, the period after adolescence, and before the teenage years. But back in the late 80’s and early 90’s, we referred to this cohort as ‘latchkey kids.’ A time when parents left children at home to ‘figure it out’ while they were at work. With the increase of working mothers, and divorced … Continue reading Figure It Out with Cam Marston: Part 1 (Ep. 5) →
Halloween is right around the corner and it’s the time of year where everything gets a little spookier, including the markets. One way of ensuring clients feel confident about their investments and less eerie of the markets is by providing a tool like Riskalyze. This week we have our very first guest, a fellow Gen … Continue reading Empowering Investors with Riskalyze with Chris Quandt (Ep. 4) →
Music from any generation is timeless, but what sets Gen X apart is that we birthed hip hop and transformed rock and roll into heavy metal. Some of the most timeless albums were produced during our coming of age. This episode echoes the timelessness of music; investing principles that will never go out of style. … Continue reading 8 Timeless Principles When It Comes To Investing (Ep. 3) →
When it comes to pop culture, Gen Xers changed everything. We are the kids of the ‘MTV generation’ that watched music morph from radio to video. Now that we’re a little older, transitioning into retirement is the next big change. In this episode, Will Hoffman addresses questions about planning for retirement, and concerns about the … Continue reading The MTV Generation and Retirement (Ep. 2) →
Do you remember when pizza on a Friday night was a treat, and blasting music through your boombox rocked your world? If you’re a proud member of Generation X, then this podcast is for you! Set to the vibes of Generation X this is not your everyday podcast about financial advice. This podcast gives a … Continue reading Welcome to the Monetary Mixtape With Will Hoffman – A Podcast about Wealth Management for Gen Xers (Ep. 1) →