19 episodes

The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!

Dollar Wise Podcast HFM Investment Advisors, LLC

    • Business
    • 5.0 • 6 Ratings

The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!

    How Much Cash Should You Hold In Your Bank Account

    How Much Cash Should You Hold In Your Bank Account

    Jason Gabrieli and Tyler Reedman get into some of the purposes for your overall financial plan of holding cash, review some concepts on how to set your “cash comfort” level, and discuss some ideas and strategies for what to do with excess cash. This is a question we’ve been getting more and more, especially since many people ended up spending a lot less than normal over the last year or so staying home, as well as paying down some debt, or maybe even selling a property or a business. It’s important to understand how to determine the “right” amount of cash for your personal situation and when it might make sense to look to invest cash in pursuit of your mid and longer term goals.

    • 16 min
    Will your retirement be a purposeful journey or watching the grass grow?

    Will your retirement be a purposeful journey or watching the grass grow?

    Many of our clients believe a big part of their identity and purpose is their job or career. When they get closer to retirement, it may be the first time they think about what they want to do versus what they had to do while working.
    Join Jason Gabrieli and Catherine Allen-Carlozo as we discuss what our clients are doing to prepare and transition for the next chapter of their lives aside from the financial aspect and exploring new ideas to enjoy freedom of their time without the guilt.
    Like what you’ve heard…
    Learn more about HFM https://hfmadvisors.com/working-with-hfm (HERE)
    Schedule time to speak with us https://calendly.com/hfminquirycall/360 (HERE)
    Open an HFM Ignite account https://hfmadvisors.com/ignite (HERE)

    • 14 min
    Current State of Student Loans and Ideas To Consider

    Current State of Student Loans and Ideas To Consider

    Tyler Reedman is joined by Jason Gabrieli on this episode where they dive into the current student loan situation in the US, how COVID policies have affected repayment for borrowers, and some important considerations to make when deciding on your own strategy for paying back your loans.
    Like what you’ve heard…
    Learn more about HFM https://hfmadvisors.com/working-with-hfm (HERE)
    Schedule time to speak with us https://calendly.com/hfminquirycall/360 (HERE)
    Open an HFM Ignite account https://hfmadvisors.com/ignite (HERE)

    • 11 min
    One Year After Lockdown – Why It Pays to Be An Optimistic Investor

    One Year After Lockdown – Why It Pays to Be An Optimistic Investor

    Jason Gabrieli and Tyler Reedman take us back to March 23, 2020. The world seemed to be paralyzed by the spread of the COVID pandemic and stock markets around the world experienced one of the fastest drops in history. No one knew it at the time, but that day would be the “market bottom” and we would see the greatest 12 month period return since the Great Depression recovery. They discuss the prevalence of pessimism in the financial world and how optimism about the future can be the most powerful element of your investment philosophy.
    Like what you’ve heard…
    Learn more about HFM https://hfmadvisors.com/working-with-hfm (HERE)
    Schedule time to speak with us https://calendly.com/hfminquirycall/360 (HERE)
    Open an HFM Ignite account https://hfmadvisors.com/ignite (HERE)

    • 14 min
    Taking Control of Your Finances as a Young Adult

    Taking Control of Your Finances as a Young Adult

    Young professionals listen up… Managing your finances (like really having to manage them for the first time) can feel like a juggling act. You may be graduating from college, starting your career, developing a budget, figuring out how to get out from under those student loans, investing in a 401(k), buying your first home… the list goes on and on. If you’re curious about any of these topics, in this episode Jason Gabrieli and Tyler Reedman explore personal finance, specifically as it relates to young adults or anyone wanting to start out on the right foot.
    Like what you’ve heard…
    Learn more about HFM https://hfmadvisors.com/working-with-hfm (HERE)
    Schedule time to speak with us https://calendly.com/hfminquirycall/360 (HERE)
    Open an HFM Ignite account https://hfmadvisors.com/ignite (HERE)

    • 14 min
    Maximizing Independence and Quality Of Life When Planning For A Loved One’s Care with Casey Price

    Maximizing Independence and Quality Of Life When Planning For A Loved One’s Care with Casey Price

    Attorney Casey Price’s own family knew his grandmother needed help when the “meatballs tasted funny”. In this episode, Casey shares with Jason Gabrieli the role of Elder Law Planning in ensuring loved ones get the level of care they need and protect the assets they spent a lifetime building, while retaining their independence and quality of life as long as possible. Whether you’re planning far in advance or sitting in the hospital discharge waiting for your loved one to be moved to a care facility – all is not lost and there is almost always something that can be done. Casey’s firm, Price and Price (http://www.pricelawpractice.com/ (www.pricelawpractice.com)), specializes is helping families with Elder Law and Estate Planning and Administration.
    Like what you’ve heard…
    Learn more about HFM https://hfmadvisors.com/working-with-hfm (HERE)
    Schedule time to speak with us https://calendly.com/hfminquirycall/360 (HERE)
    Open an HFM Ignite account https://hfmadvisors.com/ignite (HERE)

    • 20 min

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