Media

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Financial decisions are easier when you have the right tools and information at your fingertips. Our resource center is designed to give you practical insights, helpful tools, and timely updates so you can make more informed decisions about your financial future.

Videos

We believe financial guidance should be easy to understand and accessible.

Our video library covers key topics like retirement planning, tax strategies, and market insights in a clear and straightforward way.

We took our cameras to the Senior Etiquette Dinner at DeNunzio’s to see what our local leaders and sponsors learned! 🎓✨<br /><br />In partnership with the Jeannette Educational Foundation, DeNunzio's Italian Restaurant and AHN, we’re helping the next generation master the small details that make a big impact in the professional world.<br /><br />#businessetiquette #ProfessionalDevelopment #JeannettePA #SuccessTips #CareerReady

We took our cameras to the Senior Etiquette Dinner at DeNunzio’s to see what our local leaders and sponsors learned! 🎓✨

In partnership with the Jeannette Educational Foundation, DeNunzio's Italian Restaurant and AHN, we’re helping the next generation master the small details that make a big impact in the professional world.

#businessetiquette #ProfessionalDevelopment #JeannettePA #SuccessTips #CareerReady

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LjZocHV3TFRQWllv

3 Dining Etiquette Mistakes You Didn't Know You Were Making

Hoffman Wealth Management, LLC views May 13, 2026 5:12 pm

In the financial services industry, some firms build their entire business model around selling life insurance as an investment. But is that what’s best for the client?<br /><br />As Will Hoffman discusses in this clip, life insurance is an essential foundation—it protects your loved ones from debt and loss of income. However, it’s a tool for protection first. Using it as a catch-all investment strategy before other "boxes" are checked can lead to unnecessary risk.<br /><br />How are you balancing protection versus growth in your own plan?<br /><br />#RiskManagement #FinancialAdvisory #Insurance #WealthStrategy #ProfessionalStandards

In the financial services industry, some firms build their entire business model around selling life insurance as an investment. But is that what’s best for the client?

As Will Hoffman discusses in this clip, life insurance is an essential foundation—it protects your loved ones from debt and loss of income. However, it’s a tool for protection first. Using it as a catch-all investment strategy before other "boxes" are checked can lead to unnecessary risk.

How are you balancing protection versus growth in your own plan?

#RiskManagement #FinancialAdvisory #Insurance #WealthStrategy #ProfessionalStandards

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LmVsNXpaRHNjMUpz

Is Life Insurance Actually a Good Investment?

Hoffman Wealth Management, LLC views May 13, 2026 11:00 am

Is that "free" steak dinner actually costing you your financial future? 🥩 <br /><br />Will Hoffman breaks down the "forced quid pro quo" of financial seminars and why they often attract the wrong fit for long-term planning.<br /><br />Key takeaway: High-pressure sales tactics are usually fear-based, not plan-based. If an advisor is looking for a short-term transaction instead of a long-term relationship, it might be time to walk away.<br /><br />#Shorts #FinancialAdvice #WealthManagement #Investing #MoneyTips #FinancialPlanning

Is that "free" steak dinner actually costing you your financial future? 🥩

Will Hoffman breaks down the "forced quid pro quo" of financial seminars and why they often attract the wrong fit for long-term planning.

Key takeaway: High-pressure sales tactics are usually fear-based, not plan-based. If an advisor is looking for a short-term transaction instead of a long-term relationship, it might be time to walk away.

#Shorts #FinancialAdvice #WealthManagement #Investing #MoneyTips #FinancialPlanning

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LlF2Vm1WUEt6ZjIw

The Truth About "Free" Steak Dinner Seminars

Hoffman Wealth Management, LLC views May 13, 2026 2:00 am

Is your life insurance policy actually working against your long-term goals? Will Hoffman (President of Hoffman Wealth Management) and Brynn Tarbuck discuss why "over-engineering" life insurance as an investment can be a dangerous move. <br /><br />Make sure your tools match your plan. Watch the full episode to see how to properly integrate insurance into your wealth strategy. <br /><br />#LifeInsurance #FinancialPlanning #InfiniteBanking #WealthOnTheMove #MoneyManagement

Is your life insurance policy actually working against your long-term goals? Will Hoffman (President of Hoffman Wealth Management) and Brynn Tarbuck discuss why "over-engineering" life insurance as an investment can be a dangerous move.

Make sure your tools match your plan. Watch the full episode to see how to properly integrate insurance into your wealth strategy.

#LifeInsurance #FinancialPlanning #InfiniteBanking #WealthOnTheMove #MoneyManagement

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LmFVak5YNF9obHNn

The Truth About Life Insurance as an Investment

Hoffman Wealth Management, LLC views May 11, 2026 6:45 pm

Does your favorite financial influencer actually have a license to lose? <br /><br />Will Hoffman explains why a "hot stock tip" from an unaccredited creator is a major red flag. <br /><br />Key takeaway: Licensed professionals like the team at Hoffman Wealth Management undergo rigorous testing and compliance to validate everything they say. If an influencer doesn't have a license, they don't have the same accountability to protect your future. <br /><br />#Shorts #FinancialAdvice #InvestingTips #WealthManagement #FinTok

Does your favorite financial influencer actually have a license to lose?

Will Hoffman explains why a "hot stock tip" from an unaccredited creator is a major red flag.

Key takeaway: Licensed professionals like the team at Hoffman Wealth Management undergo rigorous testing and compliance to validate everything they say. If an influencer doesn't have a license, they don't have the same accountability to protect your future.

#Shorts #FinancialAdvice #InvestingTips #WealthManagement #FinTok

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LnFWZU5Bb2xLbHJz

The Hidden Danger of Financial Influencers

Hoffman Wealth Management, LLC views May 9, 2026 10:30 am

"Everything else can be learned or taught or acquired. Values come first."<br /> <br />In this clip from Wealth on the Move, Will Hoffman explains why technical knowledge in finance, marketing, or operations wasn't the primary driver when building the Hoffman Wealth Management team. Instead, it all came down to a foundation of shared values and radical trust. <br /><br />#HiringStrategy #CompanyCulture #LeadershipTips #TeamBuilding #WealthManagement

"Everything else can be learned or taught or acquired. Values come first."

In this clip from Wealth on the Move, Will Hoffman explains why technical knowledge in finance, marketing, or operations wasn't the primary driver when building the Hoffman Wealth Management team. Instead, it all came down to a foundation of shared values and radical trust.

#HiringStrategy #CompanyCulture #LeadershipTips #TeamBuilding #WealthManagement

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LjQ0eThWUVh6MzE4

Why Hoffman Wealth Management Hires for Values Over Skills in Wealth Management

Hoffman Wealth Management, LLC views May 8, 2026 12:00 pm

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.<br /><br />Takeaways:<br />• The wealth management industry needs to evolve and leave behind outdated practices.<br />• Dinner seminars often create a forced quid pro quo that doesn't serve clients' best interests.<br />• Financial influencers can provide valuable content, but their advice should be vetted for credibility.<br />• Life insurance is a tool for protection, not primarily an investment vehicle.<br />• Siloed advice from different financial professionals can lead to misaligned strategies and poor outcomes.<br />• Education-based seminars are preferable to high-pressure sales tactics.<br />• Clients should seek validation from licensed professionals before acting on financial advice.<br />• Integrated financial planning requires collaboration among advisors, accountants, and attorneys.<br />• Relying on social media for financial decisions can be risky without proper validation.<br />• A comprehensive financial plan should include multiple strategies and tools, not just one product. It's important to move accountants into advisory roles.<br />• Collaboration among professionals leads to better client outcomes.<br />• Financial advisors need to consider lifetime tax implications.<br />• Siloed advice can harm clients' financial plans.<br />• Building relationships with other professionals is crucial.<br />• Firms should focus on values to ensure growth.<br />• A founder's limitations can bottleneck a firm's potential.<br />• Legacy building is essential for sustainable business.<br />• Client-centric approaches improve overall service.<br />• Professionals should strive to be agents of change.<br /><br /><br />Resources:<br />Ben Carlson's Episode of Wealth on the Move- https://youtu.be/2cABlaOQf6A<br /><br /><br /><br />Connect with Will Hoffman: <br /><br />http://www.hoffmanwealth.com<br />(724) 522-5411<br />will@hoffmanwealth.com<br />LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/<br />Facebook: Hoffman Wealth Management:<br />https://www.facebook.com/Hoffman-Wealth-Management-101186562746291<br />YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

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.

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.

Resources:
Ben Carlson's Episode of Wealth on the Move- https://youtu.be/2cABlaOQf6A

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LnFxNE1GZUJDYlRB

5 Outdated Financial Practices to Leave Behind in 2026

Hoffman Wealth Management, LLC 38 views May 7, 2026 1:11 pm

Community and education go hand-in-hand! 🤝 <br /><br />Hoffman Wealth Management was proud to partner with AHN Hempfield Neighborhood Hospital, DeNunzio's Italian Restaurants and Specialty Foods and the Jeannette Educational Foundation to host a business etiquette lunch for our local seniors. <br /><br />Liz Aquino with Good Manners Group dropped some incredible knowledge on how to navigate a professional meal with confidence. From the proper way to sit to the etiquette of clearing the table, these students are now one step closer to being "career-ready". <br /><br />Huge thanks to Liz for sharing her expertise and helping us invest in the next generation! 🎓✨ <br /><br />#JeannetteStrong #CommunityFirst #EtiquetteDinner #ClassOf2026<br /><br /><br />Connect with Will Hoffman: <br /><br />http://www.hoffmanwealth.com<br />(724) 522-5411<br />will@hoffmanwealth.com<br />LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/<br />Facebook: Hoffman Wealth Management:<br />https://www.facebook.com/Hoffman-Wealth-Management-101186562746291<br />YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Community and education go hand-in-hand! 🤝

Hoffman Wealth Management was proud to partner with AHN Hempfield Neighborhood Hospital, DeNunzio's Italian Restaurants and Specialty Foods and the Jeannette Educational Foundation to host a business etiquette lunch for our local seniors.

Liz Aquino with Good Manners Group dropped some incredible knowledge on how to navigate a professional meal with confidence. From the proper way to sit to the etiquette of clearing the table, these students are now one step closer to being "career-ready".

Huge thanks to Liz for sharing her expertise and helping us invest in the next generation! 🎓✨

#JeannetteStrong #CommunityFirst #EtiquetteDinner #ClassOf2026

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LjZtcUR4QlZKVWRr

How to Master a Business Lunch: Tips from an Etiquette Expert

Hoffman Wealth Management, LLC views May 6, 2026 7:18 pm

What happens when a financial firm prioritizes impact over sales goals? In this clip, Will Hoffman, Founder and President of Hoffman Wealth Management, discusses the critical need for transparency and the removal of commissions in the financial industry.<br /><br />Drawing on a lifelong lesson about the importance of client care, Will explains why an independent RIA structure is essential for truly serving a client's best interests.<br /><br />#Finance #Investing #Fiduciary #WealthManagement #MoneyTips

What happens when a financial firm prioritizes impact over sales goals? In this clip, Will Hoffman, Founder and President of Hoffman Wealth Management, discusses the critical need for transparency and the removal of commissions in the financial industry.

Drawing on a lifelong lesson about the importance of client care, Will explains why an independent RIA structure is essential for truly serving a client's best interests.

#Finance #Investing #Fiduciary #WealthManagement #MoneyTips

YouTube Video VVUxemJmLUl4VkRzT0d4UHlrUHlSejh3LmxCTGdHaV9NUGpj

Why We Ditched Sales Goals for Client Impact: A Fiduciary Perspective

Hoffman Wealth Management, LLC views April 29, 2026 1:30 am

Blogs

Welcome to Revolve Wealth Blog, where financial strategies revolve around you.

Explore expert insights, practical guidance, and personalized perspectives to help you make informed decisions at every stage of life—from managing today’s priorities to planning for the future. Our goal is to make wealth management more approachable, empowering you with knowledge to pursue your financial goals with confidence.

5 Questions to Ask Yourself 5 Years Before You Retire

Retirement planning is crucial as you approach your exit from the workforce. By evaluating several

Americans Lose Trillions in Social Security

According to a recent study, retirees will collectively lose $3.4 trillion in potential income that

Should You Buy or Lease Your Next Car? Pros and Cons Explained

Buying vs. Leasing a Car: What’s the Smarter Move? When it comes to getting behind

Podcasts

Insights Worth Listening To

Tune in for thoughtful conversations on retirement planning, market trends, financial strategies, and the topics shaping your financial future. Listen anytime, from anywhere.

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.

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.

Resources:
Ben Carlson's Episode of Wealth on the Move- https://youtu.be/2cABlaOQf6A

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

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.

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.

Resources:
Ben Carlson's Episode of Wealth on the Move- https://youtu.be/2cABlaOQf6A

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC43NERCMDIzQzFBMERCMEE3

5 Outdated Financial Practices to Leave Behind in 2026

Hoffman Wealth Management, LLC 38 views May 7, 2026 1:11 pm

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
-https://www.amazon.com/Risk-Reward-handle-volatility-long-term/dp/1804093262
A Wealth of Common Sense Website
-https://awealthofcommonsense.com/
Animal Spirits Podcast
-https://awealthofcommonsense.com/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:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

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
-https://www.amazon.com/Risk-Reward-handle-volatility-long-term/dp/1804093262
A Wealth of Common Sense Website
-https://awealthofcommonsense.com/
Animal Spirits Podcast
-https://awealthofcommonsense.com/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:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC41NTZEOThBNThFOUVGQkVB

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

Hoffman Wealth Management, LLC 197 views April 23, 2026 1:58 pm

Retirement isn't just a number—it’s a psychological shift.

In this episode of Wealth on the Move, Will Hoffman sits down with Bonnie Treichel, co-author of "The Retirement Sketchbook," to discuss why traditional financial planning often fails the human element of retiring.Bonnie explains the concept of "Rewirement," the importance of the "CPR" (Community, Purpose, Recreation) model, and why we are entering a unique era known as "Peak 65".

They also tackle the complex world of Social Security and why success is never a straight line.

Resources:
Your Retirement Sketchbook at Barnes & Noble
- https://www.barnesandnoble.com/w/your-retirement-sketchbook-jamie-p-hopkins/1147372262
Your Retirement Sketchbook on Amazon
- https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952
Endeavor Retirement Website
- https://endeavor-retirement.com/
Connect with Bonnie on LinkedIn
- https://www.linkedin.com/in/bonnietreichel/

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.
• Engaging in conversations about retirement can enhance understanding and preparedness.

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Retirement isn't just a number—it’s a psychological shift.

In this episode of Wealth on the Move, Will Hoffman sits down with Bonnie Treichel, co-author of "The Retirement Sketchbook," to discuss why traditional financial planning often fails the human element of retiring.Bonnie explains the concept of "Rewirement," the importance of the "CPR" (Community, Purpose, Recreation) model, and why we are entering a unique era known as "Peak 65".

They also tackle the complex world of Social Security and why success is never a straight line.

Resources:
Your Retirement Sketchbook at Barnes & Noble
- https://www.barnesandnoble.com/w/your-retirement-sketchbook-jamie-p-hopkins/1147372262
Your Retirement Sketchbook on Amazon
- https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952
Endeavor Retirement Website
- https://endeavor-retirement.com/
Connect with Bonnie on LinkedIn
- https://www.linkedin.com/in/bonnietreichel/

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.
• Engaging in conversations about retirement can enhance understanding and preparedness.

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC42Qzk5MkEzQjVFQjYwRDA4

Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel

Hoffman Wealth Management, LLC 56 views April 16, 2026 1:30 pm

Are You Over-Saving But Under-Planning?

In this episode of Wealth on the Move, Will Hoffman sits down with Taylor Schulte, CEO of Define Financial and host of the Stay Wealthy Retirement Podcast, to discuss why more wealth often leads to more complexity.

Most high-income earners are excellent at the "accumulation" phase, but they often hit a wall when transitioning to distribution. Taylor breaks down how to move past "autopilot" savings and start building true tax diversity.

In this episode, you’ll learn:
-The Tax Control Triangle: Why having all your money in pre-tax accounts can lead to a "forced" tax nightmare in your 70s.
-The PERMA Model: The 5 pillars of human flourishing and why your job actually provides 4 of them—making retirement a massive psychological shift.
-Medicare & Roth Conversions: How a decision at age 63 can spike your premiums at age 65.
-The "First Class" Metaphor: Why the goal isn't just to die with millions, but to give yourself permission to enjoy what you’ve built.

Connect with Taylor Schulte:
Website: https://youstaywealthy.com/
LinkedIn: https://www.linkedin.com/in/taylorschulte/
Buy "More Than Money" Here: https://www.amazon.com/More-Than-Money-Financial-Planning/dp/0857199900
Buy "Even More Than Money" Here: https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Are You Over-Saving But Under-Planning?

In this episode of Wealth on the Move, Will Hoffman sits down with Taylor Schulte, CEO of Define Financial and host of the Stay Wealthy Retirement Podcast, to discuss why more wealth often leads to more complexity.

Most high-income earners are excellent at the "accumulation" phase, but they often hit a wall when transitioning to distribution. Taylor breaks down how to move past "autopilot" savings and start building true tax diversity.

In this episode, you’ll learn:
-The Tax Control Triangle: Why having all your money in pre-tax accounts can lead to a "forced" tax nightmare in your 70s.
-The PERMA Model: The 5 pillars of human flourishing and why your job actually provides 4 of them—making retirement a massive psychological shift.
-Medicare & Roth Conversions: How a decision at age 63 can spike your premiums at age 65.
-The "First Class" Metaphor: Why the goal isn't just to die with millions, but to give yourself permission to enjoy what you’ve built.

Connect with Taylor Schulte:
Website: https://youstaywealthy.com/
LinkedIn: https://www.linkedin.com/in/taylorschulte/
Buy "More Than Money" Here: https://www.amazon.com/More-Than-Money-Financial-Planning/dp/0857199900
Buy "Even More Than Money" Here: https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC4zMEQ1MEIyRTFGNzhDQzFB

How to Optimize Retirement Taxes & Avoid Costly Mistakes & STOP OVERPAYING THE IRS (Ep.46)

Hoffman Wealth Management, LLC 93 views April 2, 2026 1:31 pm

What if your financial decisions have less to do with the market… and more to do with the stories you tell yourself?

In this episode of Wealth on the Move, Will Hoffman sits down with Joe Caruso and Dr. Shawn Mahoney, co-authors of Narrative Wins, to explore how personal narratives shape our relationship with money.

They discuss:
• How fear and greed drive financial decisions
• Scarcity vs abundance mindset
• Why some investors panic during market downturns
• How early-life experiences influence money habits
• The role of trust in financial advisory relationships
• Whether AI can replace human financial advisors

If you’ve ever wondered why you react emotionally to market volatility, or why certain money patterns keep repeating, this episode will challenge how you think about wealth.

🔗 Resources:
Buy Narrative Wins on Amazon
• https://www.amazon.com/Narrative-Wins-Learn-Person-Reason/dp/B0GCCBVWWP
Connect with Joe on LinkedIn
• https://www.linkedin.com/in/josephacaruso/
Connect with Shawn on LinkedIn
• https://www.linkedin.com/in/shawn-mahoney/
Connect with Caruso Leadership on LinkedIn
• https://www.linkedin.com/company/carusoleadership/
Visit Carusoleadership.com
• https://carusoleadership.com/about-us/
Visit Narrative Wins! Website
• https://narrativewins.com/

Remember: It’s not just about money. It’s about the story behind it.

#MoneyMindset #FinancialPlanning #WealthBuilding #PsychologyOfMoney #Investing

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

What if your financial decisions have less to do with the market… and more to do with the stories you tell yourself?

In this episode of Wealth on the Move, Will Hoffman sits down with Joe Caruso and Dr. Shawn Mahoney, co-authors of Narrative Wins, to explore how personal narratives shape our relationship with money.

They discuss:
• How fear and greed drive financial decisions
• Scarcity vs abundance mindset
• Why some investors panic during market downturns
• How early-life experiences influence money habits
• The role of trust in financial advisory relationships
• Whether AI can replace human financial advisors

If you’ve ever wondered why you react emotionally to market volatility, or why certain money patterns keep repeating, this episode will challenge how you think about wealth.

🔗 Resources:
Buy Narrative Wins on Amazon
• https://www.amazon.com/Narrative-Wins-Learn-Person-Reason/dp/B0GCCBVWWP
Connect with Joe on LinkedIn
• https://www.linkedin.com/in/josephacaruso/
Connect with Shawn on LinkedIn
• https://www.linkedin.com/in/shawn-mahoney/
Connect with Caruso Leadership on LinkedIn
• https://www.linkedin.com/company/carusoleadership/
Visit Carusoleadership.com
• https://carusoleadership.com/about-us/
Visit Narrative Wins! Website
• https://narrativewins.com/

Remember: It’s not just about money. It’s about the story behind it.

#MoneyMindset #FinancialPlanning #WealthBuilding #PsychologyOfMoney #Investing

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC44QzVGQUU2QjE2NDgxM0M4

How Your Money Mindset Is Secretly Controlling Your Financial Success | Episode 45

Hoffman Wealth Management, LLC 356 views March 5, 2026 2:30 pm

Is “Infinite Banking” really a smart retirement strategy?

In this episode of Debating Your Dollars, Will and Niko break down the growing trend of using whole life insurance, permanent life insurance, and variable life insurance as an investment strategy. You’ve likely heard phrases like “tax-free retirement,” “infinite banking,” and “cash value investing” — but how do these policies actually work?

They discuss:
• When life insurance makes sense in a financial plan
• The risks of using permanent life insurance as a retirement strategy
• Why variable life insurance can become dangerous later in life
• How policy loans and dividends are treated for tax purposes
• The difference between true tax-free growth (like a Roth IRA) and insurance dividends
• Why “term and invest the difference” still matters

Life insurance is a powerful tool for income protection, estate liquidity, and legacy planning. But using it primarily as an investment vehicle requires careful evaluation — and may not be appropriate for most people.

If you’ve been pitched “Infinite Banking” or tax-free insurance strategies, this episode will help you understand what questions to ask.

Have questions? Visit us at:
👉 https://hoffmanwealth.com

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Connect with Niko Rosso:

http://www.hoffmanwealth.com
(724) 522-5411
dominic@hoffmanwealth.com
LinkedIn: Dominic: linkedin.com/in/dominic-rosso-738a0a208
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Is “Infinite Banking” really a smart retirement strategy?

In this episode of Debating Your Dollars, Will and Niko break down the growing trend of using whole life insurance, permanent life insurance, and variable life insurance as an investment strategy. You’ve likely heard phrases like “tax-free retirement,” “infinite banking,” and “cash value investing” — but how do these policies actually work?

They discuss:
• When life insurance makes sense in a financial plan
• The risks of using permanent life insurance as a retirement strategy
• Why variable life insurance can become dangerous later in life
• How policy loans and dividends are treated for tax purposes
• The difference between true tax-free growth (like a Roth IRA) and insurance dividends
• Why “term and invest the difference” still matters

Life insurance is a powerful tool for income protection, estate liquidity, and legacy planning. But using it primarily as an investment vehicle requires careful evaluation — and may not be appropriate for most people.

If you’ve been pitched “Infinite Banking” or tax-free insurance strategies, this episode will help you understand what questions to ask.

Have questions? Visit us at:
👉 https://hoffmanwealth.com

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Connect with Niko Rosso:

http://www.hoffmanwealth.com
(724) 522-5411
dominic@hoffmanwealth.com
LinkedIn: Dominic: linkedin.com/in/dominic-rosso-738a0a208
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC4xMzgwMzBERjQ4NjEzNUE5

Infinite Banking Explained: Is Life Insurance a Bad Investment?

Hoffman Wealth Management, LLC 85 views February 24, 2026 2:00 pm

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
https://www.amazon.com/Bitcoin-Everyone-financial-system-solution/dp/1804091138

-Follow Natalie on X
https://x.com/natbrunell

-Follow Natalie on Instagram
https://www.instagram.com/nataliebrunell/

-Subscribe to Natalie on YouTube
https://www.youtube.com/user/nataliebrunell

-Natalie's Website
https://talkingbitcoin.com/

-Listen to Natalie's Podcast
https://talkingbitcoin.com/podcast

-WTFhappenedin1971.com
https://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:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

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
https://www.amazon.com/Bitcoin-Everyone-financial-system-solution/dp/1804091138

-Follow Natalie on X
https://x.com/natbrunell

-Follow Natalie on Instagram
https://www.instagram.com/nataliebrunell/

-Subscribe to Natalie on YouTube
https://www.youtube.com/user/nataliebrunell

-Natalie's Website
https://talkingbitcoin.com/

-Listen to Natalie's Podcast
https://talkingbitcoin.com/podcast

-WTFhappenedin1971.com
https://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:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC5ENjI1QUI0MDI5NEQzODFE

Is Our Money Broken? Bitcoin, Inflation & The Future of Wealth

Hoffman Wealth Management, LLC 975 views February 19, 2026 2:00 pm

What is social media really teaching our kids about money?

In this episode of Wealth on the Move, Will Hoffman is joined by Hoffman Wealth Management’s Director of Marketing, Brynn Tarbuck, to discuss how social media influences kids’ and young adults’ views on wealth, budgeting, debt, investing, and financial freedom.

They break down the biggest money myths promoted online, from “get rich quick” culture to the glamorization of debt, and share how parents and families can help create healthier, more realistic financial habits.

📌 Topics covered:
• Looking rich vs. being wealthy
• Why budgeting still matters
• The danger of confusing investing with gambling
• Why skill-building is the real wealth driver
• How parents can guide better money conversations

🔔 Subscribe for more conversations on money, mindset, and building wealth with intention.

🌐 Learn more at: https://www.hoffmanwealth.com

Resouces:
-From Piggy Banks to Stocks – Maya Corbic
https://www.amazon.com/dp/1738963209?ref=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&ref_=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&social_share=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&peakEvent=2&dealEvent=0&skipTwisterOG=1&bestFormat=true

-Maya Corbic's Episode
https://www.wealthonthemove.com/2026/01/08/how-to-teach-kids-about-money-financial-literacy-allowance-investing-for-children-with-maya-corbic-cpa-episode-39/

-Lockwood Episode Part 1
https://www.wealthonthemove.com/2025/07/10/nomadic-living-with-kids-the-lockwoods-journey-to-intentional-wealth-freedom-episode-22-part-1/

-Lockwood Episode Part 2
https://www.wealthonthemove.com/2025/07/17/travel-free-live-rich-unlocking-the-freedom-lifestyle-with-the-lockwoods-episode-23-part-2/

#WealthOnTheMove #FinancialEducation #MoneyMindset #Parenting #WealthBuilding

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

What is social media really teaching our kids about money?

In this episode of Wealth on the Move, Will Hoffman is joined by Hoffman Wealth Management’s Director of Marketing, Brynn Tarbuck, to discuss how social media influences kids’ and young adults’ views on wealth, budgeting, debt, investing, and financial freedom.

They break down the biggest money myths promoted online, from “get rich quick” culture to the glamorization of debt, and share how parents and families can help create healthier, more realistic financial habits.

📌 Topics covered:
• Looking rich vs. being wealthy
• Why budgeting still matters
• The danger of confusing investing with gambling
• Why skill-building is the real wealth driver
• How parents can guide better money conversations

🔔 Subscribe for more conversations on money, mindset, and building wealth with intention.

🌐 Learn more at: https://www.hoffmanwealth.com

Resouces:
-From Piggy Banks to Stocks – Maya Corbic
https://www.amazon.com/dp/1738963209?ref=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&ref_=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&social_share=cm_sw_r_ffobk_cp_ud_dp_C6WVC5XZ3Q1TZDXV6CEW&peakEvent=2&dealEvent=0&skipTwisterOG=1&bestFormat=true

-Maya Corbic's Episode
https://www.wealthonthemove.com/2026/01/08/how-to-teach-kids-about-money-financial-literacy-allowance-investing-for-children-with-maya-corbic-cpa-episode-39/

-Lockwood Episode Part 1
https://www.wealthonthemove.com/2025/07/10/nomadic-living-with-kids-the-lockwoods-journey-to-intentional-wealth-freedom-episode-22-part-1/

-Lockwood Episode Part 2
https://www.wealthonthemove.com/2025/07/17/travel-free-live-rich-unlocking-the-freedom-lifestyle-with-the-lockwoods-episode-23-part-2/

#WealthOnTheMove #FinancialEducation #MoneyMindset #Parenting #WealthBuilding

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC41RTNBREYwMkI5QzU3RkY2

What Social Media Is Teaching Our Kids About Money (Episode 43)

Hoffman Wealth Management, LLC 54 views February 5, 2026 6:51 pm

Is there really such a thing as the perfect investment portfolio? In this episode of Wealth on the Move, Will Hoffman sits down with Cullen Roche, author of Your Perfect Portfolio, to explain why chasing performance often leads investors in the wrong direction.

Resources
Your Perfect Portfolio on Amazon
o https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928?adgrpid=180038482722&hvpone=&hvptwo=&hvadid=748008426882&hvpos=&hvnetw=g&hvrand=17206888599178502246&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9052380&hvtargid=dsa-2414841787086&hydadcr=&mcid=&hvocijid=17206888599178502246--&hvexpln=m-dsad&tag=googhydr-20&hvsb=Money_d&hvcampaign=dsadesk
Follow Cullen on X
o https://x.com/cullenroche

Takeaways:
-Cullen Roche emphasizes the importance of a personalized portfolio.
-Performance chasing can lead to poor investment decisions.
-Diversification is crucial for managing risk in portfolios.
-Investing should be viewed as a methodical planning process.
-Understanding the difference between saving and investing is key.
-Setting realistic expectations is vital for investors.
-The challenge of beating the market is significant.
-Behavioral finance plays a critical role in investment success.
-A sound financial plan should guide investment strategies.
-Good diversification means not all parts of the portfolio perform well at the same time. Your perfect portfolio is about navigating towards your goals.
-There is no single recipe for financial success.
-Money changes over time, and so should your strategy.
-Your financial needs will evolve as life circumstances change.
-Children introduce new financial considerations and time horizons.
-Long-term planning requires adaptability and foresight.
-Understanding risk is crucial for effective financial planning.
-Market losses trigger emotional responses tied to future consumption.
-Financial media often amplifies fear and uncertainty.
-A structured approach to asset allocation can provide peace of mind.

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

Is there really such a thing as the perfect investment portfolio? In this episode of Wealth on the Move, Will Hoffman sits down with Cullen Roche, author of Your Perfect Portfolio, to explain why chasing performance often leads investors in the wrong direction.

Resources
Your Perfect Portfolio on Amazon
o https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928?adgrpid=180038482722&hvpone=&hvptwo=&hvadid=748008426882&hvpos=&hvnetw=g&hvrand=17206888599178502246&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9052380&hvtargid=dsa-2414841787086&hydadcr=&mcid=&hvocijid=17206888599178502246--&hvexpln=m-dsad&tag=googhydr-20&hvsb=Money_d&hvcampaign=dsadesk
Follow Cullen on X
o https://x.com/cullenroche

Takeaways:
-Cullen Roche emphasizes the importance of a personalized portfolio.
-Performance chasing can lead to poor investment decisions.
-Diversification is crucial for managing risk in portfolios.
-Investing should be viewed as a methodical planning process.
-Understanding the difference between saving and investing is key.
-Setting realistic expectations is vital for investors.
-The challenge of beating the market is significant.
-Behavioral finance plays a critical role in investment success.
-A sound financial plan should guide investment strategies.
-Good diversification means not all parts of the portfolio perform well at the same time. Your perfect portfolio is about navigating towards your goals.
-There is no single recipe for financial success.
-Money changes over time, and so should your strategy.
-Your financial needs will evolve as life circumstances change.
-Children introduce new financial considerations and time horizons.
-Long-term planning requires adaptability and foresight.
-Understanding risk is crucial for effective financial planning.
-Market losses trigger emotional responses tied to future consumption.
-Financial media often amplifies fear and uncertainty.
-A structured approach to asset allocation can provide peace of mind.

Connect with Will Hoffman:

http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
LinkedIn: Will Hoffman: https://www.linkedin.com/in/willhoffmanhwm/
Facebook: Hoffman Wealth Management:
https://www.facebook.com/Hoffman-Wealth-Management-101186562746291
YouTube: Hoffman Wealth Management: https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop

YouTube Video UExXZUJPTFJ6Nk9iY3dINXlzTWptNG5vQWw0eVNLempXaC40QzRDOEU0QUYwNUIxN0M1

Why There Is No Such Thing as the “Perfect” Portfolio | Cullen Roche (Episode 42)

Hoffman Wealth Management, LLC 82 views January 29, 2026 2:30 pm