Wealth on the Move

Will Hoffman
  • 5.0 (10)
  • Investing
  • Updated Semiweekly

Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

  1. 2d ago

    Why the Rich Get Richer: Inside the Hilton Family Office with Mark Hilton

    In this episode of Wealth on the Move, host Will Hoffman speaks with Mark Miller, managing director of the Hilton Family Office, about the strategies and mindsets that have allowed the Hilton family to build and preserve their wealth across generations. They discuss the differences between retail and smart money investing, the importance of a long-term mindset, and the shift from traditional pension plans to 401(k)s. Mark shares insights on legacy planning, the significance of education for future generations, and how to structure investments for safety and growth. The conversation emphasizes the need for individuals to take responsibility for their financial futures and the value of understanding wealth management principles.

    37 min

  2. May 7

    5 Outdated Financial Practices to Leave Behind in 2026

    Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that need to be left behind. They explore the ineffectiveness of dinner seminars, the rise of financial influencers, the misconceptions surrounding life insurance as an investment, and the importance of integrated financial advice. The conversation emphasizes the need for a client-centered approach and the dangers of siloed advice in financial planning. In this conversation, Will and Brynn discuss the importance of collaboration among financial professionals, the challenges of founder limitations in firms, and the need for a client-centric approach in the financial profession. They emphasize the significance of integrating various professional insights to provide comprehensive financial advice and the necessity of building firms that can thrive beyond their founders. Resources:  Wealth on the Move Episode with Ben Carlson Takeaways: The wealth management industry needs to evolve and leave behind outdated practices. Dinner seminars often create a forced quid pro quo that doesn’t serve clients’ best interests. Financial influencers can provide valuable content, but their advice should be vetted for credibility. Life insurance is a tool for protection, not primarily an investment vehicle. Siloed advice from different financial professionals can lead to misaligned strategies and poor outcomes. Education-based seminars are preferable to high-pressure sales tactics. Clients should seek validation from licensed professionals before acting on financial advice. Integrated financial planning requires collaboration among advisors, accountants, and attorneys. Relying on social media for financial decisions can be risky without proper validation. A comprehensive financial plan should include multiple strategies and tools, not just one product. It’s important to move accountants into advisory roles. Collaboration among professionals leads to better client outcomes. Financial advisors need to consider lifetime tax implications. Siloed advice can harm clients’ financial plans. Building relationships with other professionals is crucial. Firms should focus on values to ensure growth. A founder’s limitations can bottleneck a firm’s potential. Legacy building is essential for sustainable business. Client-centric approaches improve overall service. Professionals should strive to be agents of change. Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management

  3. Apr 23

    Ben Carlson: Why "Buy and Hold" Still Wins (Even After a 30-Year Market Crash)

    Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new book ‘Risk and Reward’. He shares lessons from Japan’s stock market history, debunks common investing myths, and emphasizes the value of simplicity and discipline in wealth management. Resources:  Find Risk & Reward on Amazon A Wealth of Common Sense Website Animal Spirits Podcast Key  topics: Long-term investing and buy-and-hold strategy Lessons from Japan’s stock market history The importance of diversification and avoiding concentration risk Managing investor psychology and behavioral biases Insights from Ben Carlson’s new book ‘Risk and Reward’ Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management   Disclosure: Ben Carlson and Ritholtz Wealth Management are not affiliated with Hoffman Wealth Management and Private Advisor Group.

  4. Apr 16

    Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It

    Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook. They discuss the complexities of retirement planning, emphasizing the importance of visualization, the psychological shift required for retirement (termed ‘rewirement’), and the need for community and purpose in this new phase of life. The conversation also covers practical aspects like social security, the upcoming wave of retirements (Peak 65), and the often-overlooked topics of pets and digital footprints in retirement planning. The episode encourages proactive discussions about retirement and highlights the dynamic nature of financial planning. Resources:  Your Retirement Sketchbook at Barnes & Noble Your Retirement Sketchbook on Amazon Endeavor Retirement Website Connect with Bonnie on LinkedIn Takeaways: Retirement can feel confusing and overwhelming for many people. Visualization is a powerful tool in understanding financial concepts. The concept of ‘rewirement’ emphasizes a mindset shift for retirement. Community, purpose, and recreation are essential for a fulfilling retirement. Retirement planning is not a one-time event but a dynamic process. Social security decisions can significantly impact retirement finances. The upcoming Peak 65 wave will see a large number of retirements. Pets can provide companionship and purpose in retirement. Planning for your digital footprint is increasingly important. Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management   Disclosure: Bonnie Treichel and Endeavor Law are not affiliated with Hoffman Wealth Management and Private Advisor Group.

  5. Apr 2

    How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte

    Summary: In this episode, Will Hoffman interviews Taylor Schulte, CEO of Define Financial, about the importance of proactive financial planning, tax strategies, behavioral finance, and balancing life and wealth. They explore how high-income families can optimize their wealth, avoid common mistakes, and enjoy their journey to retirement. Resources:  Visit Taylor’s Podcast Website Connect with Taylor on LinkedIn Buy More Than Money Here Buy Even More Than Money Here Key Topics: Proactive tax planning and its long-term benefits The impact of wealth on financial complexity Common mistakes high-income families make before and after retirement The importance of life and relationship planning in retirement Behavioral finance and emotional decision-making in wealth management Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management

    37 min

  6. Mar 5

    Narrative Wins: How Personal Stories Shape Financial Decisions w/ Joe Caruso & Shawn Mahoney, PhD

    Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Joe Caruso and Dr. Shawn Mahoney, co-authors of the book ‘Narrative Wins!’. They explore the profound impact of personal narratives on financial success and decision-making. The conversation delves into how the stories we tell ourselves shape our behaviors, particularly in the context of money, and emphasizes the importance of understanding and re-contextualizing these narratives to foster better financial outcomes. The discussion also highlights the role of fear and greed in financial decisions and the significance of client relationships in wealth management. In this conversation, the speakers delve into the intricate relationship between trust, personal narratives, and financial decision-making. They explore how trust is built and the impact of scarcity versus abundance mindsets on financial behaviors. The discussion highlights the psychological ties between love and money, the importance of understanding personal narratives, and the role of AI in enhancing financial advisory services. The speakers emphasize the need for self-awareness and the ability to shift narratives to foster better financial outcomes. Resources:  Buy Narrative Wins! Here Connect with Shawn on LinkedIn Connect with Joe on LinkedIn Connect with Caruso Leadership on LinkedIn Visit carusoleadership.com Visit Narrative Wins!.com Takeaways: The personal narrative is foundational to our identity. Successful individuals often have healthier narratives than those who struggle. Curiosity and awareness are crucial in understanding our narratives. Fear and greed are the two primary emotions influencing financial decisions. Contextualizing financial fears can lead to better decision-making. Personal narratives can evolve over time based on experiences. Client conversations should focus on understanding their narratives. The stories we tell ourselves can either empower or hinder us. Awareness of our narratives is the first step to change. It’s essential to remember that financial management is about people, not just money. Trust is fundamental in relationships and must be earned. Scarcity mindset can lead to neurotic behaviors and poor financial decisions. Understanding personal narratives is crucial for self-awareness. Rationality in financial decisions is often clouded by fear and emotions. AI can enhance financial advisory but cannot replace human connection. Generational perspectives shape our views on money and wealth. Narratives influence how we perceive wealth and success. Shifting one’s narrative can lead to better financial outcomes. Identifying disruptive narratives is key to improving financial habits. Listening and understanding clients’ narratives is essential for advisors. Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management

    54 min

  7. Feb 19

    Is Our Money Broken? Bitcoin, Inflation & The Future of Currency with Natalie Brunell

    Summary: In this episode of Wealth on the Move, host Will interviews Natalie Brunell, author of ‘Bitcoin is for Everyone’ and a Bitcoin educator. They discuss the significance of Bitcoin in today’s economic landscape, the evolution of money, and the systemic issues with fiat currency. Natalie shares her personal journey to understanding Bitcoin and emphasizes its potential as a solution to the problems of inflation and economic inequality. The conversation also touches on the importance of financial education and the future of Bitcoin in a rapidly changing world. In this conversation, Natalie Brunell discusses the transformative potential of Bitcoin as a freedom technology, its role as an investment opportunity, and addresses common criticisms regarding energy usage and skepticism. She emphasizes the importance of understanding Bitcoin’s value, starting small in ownership, and the societal changes it could bring about, ultimately restoring hope for many individuals. Resources:  Buy Bitcoin is for Everyone Here Follow Natalie on X Follow Natalie on Instagram Subscribe to Natalie on YouTube Listen to Natalie’s Website WTFhappenedin1971.com Takeaways: Bitcoin is an essential asset for everyone. Natalie’s background informs her perspective on Bitcoin. The evolution of money has led to systemic issues. Fiat currency is designed to lose value over time. Bitcoin offers a decentralized alternative to traditional money. The current economic system rewards the wealthy disproportionately. Understanding money is crucial for financial empowerment. Bitcoin’s scarcity and decentralization make it unique. The shift from gold to fiat has created economic instability. Bitcoin can help individuals protect their purchasing power. Bitcoin offers property rights to 8 billion people. It is a neutral technology that can strengthen monetary policy. Bitcoin mining can utilize renewable energy sources. Bitcoin’s volatility is a result of its small market size. A little investment in Bitcoin can enhance portfolio returns. Bitcoin has outperformed traditional investments over time. Skepticism towards new technologies is natural and historical. Starting small with Bitcoin is a practical approach. Bitcoin is divisible, allowing for small investments. Bitcoin can restore hope and economic empowerment. Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management

    52 min

  8. Feb 5

    What Social Media Is Teaching Our Kids About Money

    Summary: In this episode of Wealth on the Move, host Will Hoffman is joined by Hoffman Wealth Management’s Director of Marketing, Brynn Tarbuck, for a candid and timely conversation on what social media is teaching kids about money — and where it’s getting it wrong. From flashy lifestyles and “get rich quick” narratives to misleading investment advice and the glamorization of debt, Will and Brynn break down five key areas where social media can distort young people’s understanding of wealth. Drawing from Will’s perspective as a father and advisor, and Brynn’s experience growing up alongside social media, the episode highlights the importance of budgeting, skill-building, realistic expectations, and understanding risk. The conversation also explores the dangers of confusing investing with gambling, the myth that financial freedom means quitting your job, and why true wealth is about optionality — not appearances. Ultimately, this episode serves as a guide for parents, young professionals, and anyone looking to build a healthier, more realistic relationship with money in a digital-first world. Resources:  Maya Corbic’s Book  Maya Corbic’s Episode The Lockwood Family Episode (Part 1) The Lockwood Family Episode (Part 2)  Takeaways: Social media often promotes looking rich, not being wealthy. Wealthy individuals are typically intentional and disciplined with their money. Budgeting is about control and clarity — not restriction. Financial freedom means having options, not necessarily quitting work. Being “rich by 25” is a myth; your 20s are for learning, earning, and making mistakes. Expensive things do not equal success — value and price are not the same. The fastest way to stay broke is trying to look wealthy. Your job is not the enemy — skill-building is one of the greatest wealth drivers. Credit cards and points can be tools, but debt is never free money. Investing is not gambling; understanding risk is essential. You don’t need massive risks or overnight wins to build wealth. Diversified income streams require work — “passive” rarely means effortless. Investing in yourself and your skills is the most reliable long-term strategy. Parents should actively audit the financial content their kids are consuming.   Connect with Will Hoffman:  Hoffman Wealth Management (724) 522-5411 will@hoffmanwealth.com LinkedIn: Will Hoffman  Facebook: Hoffman Wealth Management  YouTube: Hoffman Wealth Management

    49 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Information

  • Creator
    Will Hoffman
  • Years Active
    2022 - 2026
  • Episodes
    75
  • Rating
    Clean
  • Copyright
    Copyright © 2024 Wealth on the Move
  • Show Website
    Wealth on the Move

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