Wealth Wisdom: Building Wealth, Building Legacy

Fox Hill Wealth Management

Welcome to ”Wealth Wisdom,” where hosts Bill Ryan, Eric Benz, and Justin Obey dive into wealth management and financial planning. Each episode unpacks key topics like market trends, investment strategies, and personal financial planning to guide both new and seasoned investors towards financial security. Join us for expert insights and actionable advice to enhance your financial literacy and success. Tune in to build and preserve your financial future with Wealth Wisdom. 👉 Free Resources like Investment Growth Calculators, Home Affordability Calculators and more: https://www.foxhillwealth.com/ 👉 More information and insights on building wealth: https://www.foxhillwealth.com/blog 👉 Upcoming Events: https://www.foxhillwealth.com/event-list

  1. 1D AGO · VIDEO

    Living a Life of Intention: Financial Lessons from "Die with Zero" | Ep 40

    Whenever you're ready, we can help you in one of the following ways: Take our free financial health assessment: --> Click here. Download our financial white paper --> Click here. Join us in our free Wealth Wisdom Skool Community --> https://www.skool.com/wealth-wisdom-collective Schedule a free consultation and see if it makes sense to work with us. --> Click here. In this episode of Wealth Wisdom, we dive into Bill Perkins’ book Die With Zero and unpack what it really means for financial planning, wealth management, and living life intentionally. Should you spend your money while you can, or save for later? The team explores this thought-provoking question while connecting it to real client stories and everyday financial decisions. We also cover the latest market trends—from interest rate cuts and mortgage rates, to Nvidia’s earnings, Cracker Barrel’s logo fiasco, and how brands like American Eagle are leveraging celebrity partnerships. And as always, we spotlight one of our portfolio holdings—this time, BJ’s Wholesale Club. We dive into: 📉 Why the Fed may be preparing for two rate cuts before year-end—and what it means for borrowers and investors 💻 Nvidia’s dominance in AI and why investors are both excited and cautious 🍽 The Cracker Barrel logo backlash and what it teaches us about branding and stock reactions 💍 Taylor Swift & Travis Kelce’s engagement news—and the surprising ripple effects on brand value and stocks 📘 Key takeaways from Die With Zero—how to align spending, saving, and experiences for a more fulfilling life 🏪 Why BJ’s Wholesale made it into the portfolio (and how it compares to Costco in today’s market) Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 00:54 Market Update: Fed, Mortgage Rates & Jobs Report 04:15 Nvidia’s Earnings & AI Outlook 08:10 S&P Hits Record High & Student Loan Repayments Resume 09:00 Cracker Barrel Logo Fiasco 11:45 Taylor Swift, Travis Kelce & Brand Value 15:00 Die With Zero – Core Ideas & Key Takeaways 21:00 Client Stories: Spending vs. Saving Mindsets 27:00 Redefining “Zero” – Legacy, Charity & Family Support 33:00 Teaching Kids About Money & Investing 39:00 Portfolio Spotlight: BJ’s Wholesale Club 45:00 Closing Thoughts & Summer Wrap-Up #WealthWisdom #DieWithZero #FinancialPlanning #Investing #Nvidia #BJWholesale #FoxHillWealthManagement

    50 min

  2. AUG 22 · VIDEO

    Is College Still Worth the Cost? | Episode 39

    Whenever you're ready, we can help you in one of the following ways: Take our free financial health assessment: --> Click here. Download our financial white paper --> Click here. Join us in our free Wealth Wisdom Skool Community --> https://www.skool.com/wealth-wisdom-collective Schedule a free consultation and see if it makes sense to work with us. --> Click here. College costs are soaring, student debt is piling up, and a new generation is asking: is a four-year degree still worth it? In this episode of Wealth Wisdom, we're diving deep into the ROI of a college education and exploring why a new generation is reconsidering the traditional path. We kick things off with this week’s headlines: Is AI in a bubble? We discuss a recent 15% drop in Palantir’s stock and whether it signals a tech bubble burst. Bill points out that with a price-to-earnings (P/E) ratio in the seven hundreds, Palantir's valuation is "insane". Inflation & The Fed: We talk about the latest CPI and PPI reports, discussing why inflation remains a concern even with a potential 25 basis-point rate cut from the Fed. Retail Rivalry: We highlight Walmart's strong performance, especially in groceries, contrasting it with Target’s recent struggles and a CEO change. The ROI of College: Is It Still Worth It? 🎓 With an average of $39,000 in federal student loan debt per borrower, we break down the financial reality of higher education. Financial Benefits: Only 52% of Americans who attended college say the financial benefits outweighed the cost. The Alternative Path: A surprising 70% of teens report their parents are open to them exploring alternatives to college. The Trade School Advantage: We argue that while a four-year degree can lead to a higher average starting salary, trade schools offer a much higher earning floor with less debt. A self-employed plumber, for example, can charge upwards of $300 an hour in some areas. We shine a spotlight on one of our portfolio companies: Uber.  We dive into the company's bold move to partner with major players like Waymo and Lucid to launch a fleet of 20,000 robo-taxis within the next six years. Profitability & Growth: The company is now profitable, boasts a healthy $7 billion in annual cash flow, and recently announced a share buyback. The Driverless Future: We discuss the potential for this move to revolutionize the ride-sharing industry. Early data shows no drop in demand for regular rides in cities where robo-taxis have launched, a promising sign that the technology will complement, not cannibalize, the existing business. As always, if you got value from the episode, be a friend and share it with one. We'll see you next Friday! Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 0:14 Back-to-School Madness 02:08 Moving to a New House 03:13 Quick News: AI Bubble and Market Trends 04:12 Palantir's Valuation and Market Reactions 09:41 Fed's Upcoming Speech and Market Expectations 16:09 College ROI: Is It Still Worth It? 26:17 Trade School vs. College: Financial Pros and Cons 26:59 Job Market Realities for College Graduates 30:29 Saving for College: Strategies and Flexibility 35:02 Uber's Big Bet on Robo Taxis 38:36 The Future of Driverless Cars: Uber vs. Tesla 46:38 Final Thoughts and Weekend Plans #WealthWisdom #AI #Palantir #CollegeROI #StudentDebt #TradeSchool #FinancialLiteracy #Uber #RoboTaxis #Inflation

    48 min

  3. AUG 15 · VIDEO

    Building a Wire Sculpture Business - Interview with Ryan Kelley | 38

    Whenever you're ready, we can help you in one of the following ways: Take our free financial health assessment: --> Click here. Download our financial white paper --> Click here. Join us in our free Wealth Wisdom Skool Community --> https://www.skool.com/wealth-wisdom-collective Schedule a free consultation and see if it makes sense to work with us. --> Click here. In this episode of Wealth Wisdom, we sit down with Ryan Kelley, founder of Wire by Ryan, to talk about how he built a thriving art business creating one-of-a-kind wire, metal, wood, and stone sculptures—and what it really takes to make a living as an artist. We dive into: 🎨 How Ryan went from making pieces in high school for brownies and pizza… to selling large-scale works for thousands of dollars 🌳 The incredible story behind his 13-foot welded steel tree installation in New Hampshire 🏛 The wildest (and most expensive) project he’s done—a 66-piece steel word wall for a luxury spa in Las Vegas 💡 How he defines “wealth” and the mindset shifts that helped him embrace his role as an artist and business owner 🏗 His boldest move yet: building Split Rock Studios, a two-family artist residence and creative space on a horse farm 🤝 Why community, networking, and showing up for others have been key to his success A huge thank you to Ryan for sharing his journey, humor, and hard-earned wisdom. Stories like his are a reminder that turning your passion into a career is possible—with the right mindset, persistence, and a little creativity. Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 00:54 Ryan Kelly's Artistic Journey 01:52 Family Influence and Artistic Background 03:18 Exploring Ryan's Sculptures 04:15 Large-Scale Projects and Installations 09:23 Business Side of Art 11:25 Community and Collaboration 13:45 Balancing Multiple Ventures 16:36 Embracing the Artist Identity 18:50 The Beginnings of a Creative Journey 19:57 Embracing the Mindset Shift 21:07 Defining Wealth and Success 23:20 The Importance of Community and Learning 25:22 Formalizing the Art Business 29:01 Building Split Rock Studios 32:26 Rapid Fire Question   #WireSculpture #ArtBusiness #Artist #CreativeEntrepreneur #WealthWisdom #FoxHillWealthManagement

    38 min

  4. AUG 8 · VIDEO

    From Caregiver to Business Owner - Interview with Shari Flight | 37

    Whenever you're ready, we can help you in one of the following ways: Take our free financial health assessment: --> Click here. Download our financial white paper --> Click here. Join us in our free Wealth Wisdom Skool Community --> https://www.skool.com/wealth-wisdom-collective Schedule a free consultation and see if it makes sense to work with us. --> Click here. Dementia isn’t just a “memory problem”—and if you’ve got aging parents, a spouse, or even want to protect your own brain health down the road, you’re going to want to listen up. In this episode of Wealth Wisdom, we sit down with Shari Flight, co-founder of Ember Holistic Care, to talk about what really happens after a dementia diagnosis—and how to plan, prepare, and protect both your loved one and yourself. We dig into: 🧠 Dementia vs. Alzheimer’s—why they’re not the same thing (and why most people get this wrong) 🏥 How to choose the right assisted living or memory care facility—and the sneaky questions you have to ask 💸 The real cost of care (spoiler: $10K–$20K/month isn’t unusual) and how to avoid financial burnout 💪 Prevention tips that actually help—think diet, exercise, learning new skills, and even red light therapy 👨‍👩‍👧 How to mediate family disagreements before they blow up into full-on battles A huge thank you to Shari for joining us and sharing her experience, heart, and expertise. Conversations like this remind us why we do what we do—and why there’s so much to learn from incredible people in our communities. This is just the beginning: we’ll be bringing you more episodes with amazing guests, each with their own story, insights, and wisdom to share. Stay tuned—you won’t want to miss what’s coming next. Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 01:00 Sherry's Journey into Dementia Care 02:51 Starting Ember Holistic Care 04:38 Services and Support Offered by Ember Holistic Care 08:40 Challenges and Learnings in the Business 12:13 Financial Planning for Dementia Care 18:33 Navigating Dementia Care Options 23:00 Choosing the Right Room for Dementia Care 24:12 Holistic Approaches to Dementia Prevention 26:29 Defining Wealth Beyond Finances 28:22 The Importance of Enjoying Retirement 33:24 The Challenges and Rewards of Starting a Business 36:32 Evolving Business Strategies in Dementia Care 41:27 Rapid Fire Round: Personal Insights     #DementiaCare #AlzheimersAwareness #CaregiverSupport #HealthyAging #FinancialPlanning #WealthWisdom #FoxHillWealthManagement

    44 min

  5. AUG 1 · VIDEO

    How will Trump’s ‘Big Beautiful Bill’ Affect You? | Episode 36

    Whenever you're ready, we can help you in one of the following ways: Take our free financial health assessment: --> Click here. Download our financial white paper --> Click here. Join us in our free Wealth Wisdom Skool Community --> Click here. Schedule a free consultation and see if it makes sense to work with us. --> Click here. Tax law just got a glow-up, and if you’re a business owner, investor, or anyone who files a return (so, yeah, basically everyone), you’re going to want to pay attention. In this episode of Wealth Wisdom, we break down what everyone’s calling the “One Big Beautiful Bill”—Trump’s latest tax reform that’s packed with changes affecting your deductions, depreciation, and dollars. We dig into: 💸 The return of 100% bonus depreciation, what it means and how to actually use it 🏡 Opportunity Zones 2.0: why this could be huge for real estate investors 🧾 SALT deduction cap jumps from $10K to $40K (yup, four times bigger) 👶 The new “Trump Accounts” for kids are they a smart savings tool or just a political flash? 🚙 The truth about writing off that SUV (spoiler: it’s not as easy as Instagram says) Before we dive into the bill, we hit this week’s headlines: 📈 The Fed holds steady (again), but inflation isn’t done yet 🇪🇺 Trump signs a trade deal with the EU—plus rebate check rumors?? 📉 Amazon stock drops post-earnings while Meta and Microsoft crush it 💰 Bezos sells $5.7B in shares—smart tax move or prepping for Mars? And to wrap it all up, we spotlight one of our portfolio names: TJX Companies (aka TJ Maxx, Marshalls, HomeGoods). We’re up nearly 90% on it, and there’s a reason why. From “the treasure hunt” shopping model to weathering online retail and inflation, TJX continues to prove it's more than just a bargain bin play. Let us know what you want to hear next week, polls are up on Spotify, and our inbox is always open. And as always, if you got value from the episode, be a friend and share it with one. Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart.   DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 00:00 Introduction and Casual Banter 01:53 Big Beautiful Bill: A Deeper Dive 02:44 Rapid Fire News: Trade Deals and Tariffs 04:30 Stock Market Highlights: Earnings and Investments 07:10 Federal Reserve and Economic Insights 09:41 Housing Market and Home Prices 11:44 Amazon and Big Tech Earnings 19:51 Reconciliation Bill: Tax Changes and Business Impacts 26:33 Common Misconceptions About Vehicle Deductions 27:04 IRS Requirements for Business Vehicle Use 27:38 Audit Red Flags and Deductible Expenses 29:16 Bonus Depreciation and Real Estate Incentives 30:59 New Tax Incentives for Energy Production 31:59 Trump Accounts for Kids 34:34 Pass-Through Business Income Deductions 38:02 Qualified Opportunity Zones and Real Estate 40:13 Clean Energy and Tax Incentives 44:46 Stock Analysis: TJX Companies 51:21 Closing Remarks and Upcoming Topics #SALTdeduction #TrumpAccountForKids #BonusDepreciation #OpportunityZones #RealEstateTax #AmazonStock #Bezos #TJXCompanies #InterestRates #TaxReform2025 #WealthWisdom #FoxHillWealthManagement

    53 min

  6. JUL 26 · VIDEO

    Dreamlining: Saving Money for the Life You Want | Episode 35

    Most people try to build wealth without knowing what it’s really for—but in a world where markets shift fast and AI is changing everything, having a clear financial vision matters more than ever. In this episode of Wealth Wisdom, we unpack Dreamlining, a bold, practical approach to financial planning that starts with your dream life and works backward to fund it. We break down: 🌟 What Dreamlining really is—and why it’s more than just vision boards and wishful thinking 📅 How to map out your dreams over 6-month, 2-year, and long-term timelines 💸 How to calculate the real cost of your dream life—and make it financially possible 🚐 Real-world examples: from RV life across America to culinary sabbaticals in France 🏡 Why creative planning (renting, downsizing, geo-arbitrage) can help you live better now, not just “someday” Before we dive in, we kick things off with this week’s market breakdown: 📈 S&P 500 hits new highs—AI momentum and policy tailwinds keep driving growth 🤖 Google beats earnings, rolls out Gemini AI across all search, despite fears of falling behind 🚗 Japan–U.S. trade deal shakes up automakers, Toyota jumps on tariff shift 🏠 Real estate update: home prices hit records, but market shows signs of cooling 📉 Mortgage rates still hovering around 6.9%, what it means for buyers and sellers Then we turn the spotlight to Arista Networks, one of the lesser-known names powering the AI infrastructure behind the scenes. With almost half its revenue tied to big cloud and AI players, it’s a company the team believes is worth watching closely. Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement TIMESTAMPS: 01:19 Rapid Fire News 01:36 AI and Market Insights 04:43 Google's Earnings and Market Reactions 09:36 Real Estate Market Trends 13:52 Deep Dive into Dreamlining 22:33 Calculating Specific Costs 23:17 Creative Goal Setting 24:20 Breaking Down Expenses 25:08 Affordable Alternatives 27:26 Geographic Arbitrage 28:56 Funding Your Dreams 31:51 Living Life Now 33:58 Stock Deep Dive: Arista Networks 42:44 Conclusion and Resources   #Dreamlining #FinancialPlanning #RetirementPlanning #AIInvesting #GeminiAI #WealthStrategy #DesignYourLife #SmartMoneyMoves #MarketInsights #PurposeDrivenFinance #FoxHillWealthManagement #WealthWisdomPodcast

    44 min

  7. JUL 18 · VIDEO

    How to Make Your Retirement Money Last 30+ Years (Asset Allocation Guide) | Episode 34

    Most people still plan for retirement like it’s the 1990s, but retirement today lasts longer, costs more, and demands a smarter strategy.   In this episode of Wealth Wisdom, we reveal why the old 4% rule no longer works and what you actually need to retire with confidence, flexibility, and real freedom.   We break down: 🧓 The 3 phases of modern retirement—and how each one affects your spending 📉 Why being too conservative in retirement can be just as risky as being too aggressive 💰 How to set up “buckets” of money for security, growth, and long-term needs ⚖️ The truth about Roth conversions—and when they really make sense 📊 How tax efficiency, healthcare costs, and portfolio design work together in retirement planning   And before we dive in, we kick off with this week’s market insights: 💸 Gen Z drops $14 billion on Prime Day—what that says about consumer habits 💥 Nvidia breaks $4 trillion—plus their new chip deal with China 🏡 Is the housing market broken… or just stuck? 🏛️ Trump, rate cuts, and jobless claims—how politics are (or aren’t) shaping markets 📺 Netflix’s monster year, ad-supported growth, and their plan for sports & live events   Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement   Timestamps: 01:10 Market News Highlights 06:15 Retirement Planning Insights 06:22 Nvidia's Milestone and Tech Talk 14:59 Retirement Phases Explained 19:14 Modern Retirement Strategies 24:14 Balancing High Growth Stocks in Retirement 24:57 The Importance of a Safety Net in Market Downturns 27:04 Understanding Roth Conversions 34:29 Common Retirement Mistakes to Avoid 40:08 Analyzing Netflix's Performance and Future Prospects 44:40 Eaton Corporation: A Strong Industrial Play 50:00 Final Thoughts and Sign-Off   #RetirementPlanning #4PercentRule #RothIRA #RothConversion #NvidiaStock #MarketUpdate #TaxStrategy #NetflixStock #FoxHillWealthManagement #FinancialStrategy

    52 min

  8. JUL 11 · VIDEO

    The 7 Levels of Wealth | Episode 33

    Most people think you’re either rich or poor—but real wealth has 7 levels, and knowing where you stand can change your financial life. In this episode of the Wealth Wisdom Podcast, we break down the 7 Levels of Wealth, a practical roadmap that shows how to go from living paycheck to paycheck… to living with freedom, security, and real financial independence. We dig into: 📊 Why over 50% of Americans are stuck at Level 2—and how to break out 💸 What it actually means to have “breathing room” in your finances 🏦 How to build stability (even if saving 6 months of expenses feels impossible) 📈 The difference between financial independence and abundant wealth 🧠 Why mindset, not income, is the biggest driver of financial progress And before we dive into the 7 levels, we kick off with this week’s economic update: 💥 S&P 500 hits all-time highs—what's driving the rally? 🤖 Nvidia crosses $4 trillion—how AI and Bitcoin mining are connected 📉 Will interest rate cuts really come in 2025? 🌍 Trump’s new tariffs on Brazil and Canada—and how markets are reacting 🪙 Bitcoin’s surge, CoreWeave’s GPU empire, and what it means for investors Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd32948733ea4735bd928a6433b4210f DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions. ________________________________________________________________________ Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement Timestamps: 00:37 Exploring the Seven Levels of Wealth 02:35 Rapid News Economic Market Segment 09:12 Understanding the Seven Levels of Wealth 09:56 Level One: Clarity 13:44 Level Two: Self-Sufficiency 16:10 Level Three: Breathing Room 16:43 Level Four: Stability 17:20 Building an Emergency Fund 17:43 Setting Financial Goals 18:46 Slow and Steady Approach 19:39 Achieving Financial Flexibility 22:03 Understanding Financial Independence 24:23 Reaching Abundant Wealth 25:34 Strategies for Financial Progress 30:30 Action Steps and Final Thoughts    #Tariffs #Bitcoin #Nvidia #Inflation #Recession #RateCuts #BRICS #Markets

    34 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to ”Wealth Wisdom,” where hosts Bill Ryan, Eric Benz, and Justin Obey dive into wealth management and financial planning. Each episode unpacks key topics like market trends, investment strategies, and personal financial planning to guide both new and seasoned investors towards financial security. Join us for expert insights and actionable advice to enhance your financial literacy and success. Tune in to build and preserve your financial future with Wealth Wisdom. 👉 Free Resources like Investment Growth Calculators, Home Affordability Calculators and more: https://www.foxhillwealth.com/ 👉 More information and insights on building wealth: https://www.foxhillwealth.com/blog 👉 Upcoming Events: https://www.foxhillwealth.com/event-list

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