25 episodes

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.

Monetary Mixtape Will Hoffman

    • Business
    • 5.0 • 6 Ratings

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.

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

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

    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 … Read More Read More

    • 56 min
    College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)

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

    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 … Read More Read More

    • 37 min
    How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)

    How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)

    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 … Read More Read More

    • 31 min
    Financial Mistakes for Gen X to Avoid (Ep. 21)

    Financial Mistakes for Gen X to Avoid (Ep. 21)

    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 … Read More Read More

    • 42 min
    How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

    How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

    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 … Read More Read More

    • 39 min
    What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

    What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

    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 … Read More Read More

    • 50 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

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