『Wealth on the Move』のカバーアート

Wealth on the Move

Wealth on the Move

著者： Will Hoffman
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 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. So, let's get started—because your financial journey doesn't stand still, and neither should your wealth. Welcome to Wealth on the Move!Copyright 2025 Wealth on the Move マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)

    Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)
    2025/11/20

    Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Gregory Allison, CFA from Orion Custom Indexing discuss the innovative strategy of custom indexing. They explore how this approach allows investors to manage concentrated stock positions, utilize tax loss harvesting, and enhance after-tax returns. The conversation delves into the technology behind custom indexing, its applications for real estate investors, and the benefits of charitable giving strategies. They also touch on the emergence of custom indexing as a viable option for a broader range of investors, emphasizing the importance of personalized wealth management solutions.

    Resources:

    • Orion Custom Indexing
    • LinkedIn- Orion
    • LinkedIn- Gregory Allison
    • Episode with Dr. Daniel Crosby
    • Episode with Dr. Naomi Win

    Takeaways:

    • Custom indexing allows for personalized investment strategies.
    • Tax loss harvesting can enhance after-tax performance.
    • Utilizing losses can offset future capital gains.
    • Technology plays a crucial role in executing custom indexing.
    • Real estate investors can benefit from custom indexing strategies.
    • Charitable giving can be optimized through custom indexing.
    • Custom indexing is not suitable for IRA accounts.
    • The strategy emerged due to advancements in technology.
    • Concentration risk is a concern for long-term investors.
    • Longevity impacts investment strategies and tax planning.

    Connect with Will Hoffman:

    • Hoffman Wealth Management
    • (724) 522-5411
    • will@hoffmanwealth.com
    • LinkedIn: Will Hoffman
    • Facebook: Hoffman Wealth Management
    • YouTube: Hoffman Wealth Management
    Disclosures: Gregory Allison Orion Portfolio Solutions are not affiliated with Hoffman Wealth Management and Private Advisor Group. Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio. Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains. This information is general in nature and is not intended as tax advice. You should consult a tax professional as to how this applies to an individual tax situation. Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, or solicitation of any type.
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    35 分
  • Caregiving, Finances, and Family: ‘My Mother’s Money’ and the Hidden Costs of Care w/ Beth Pinsker (Episode 35)

    Caregiving, Finances, and Family: ‘My Mother’s Money’ and the Hidden Costs of Care w/ Beth Pinsker (Episode 35)
    2025/11/13

    Summary: In this episode of Wealth on the Move, host Will Hoffman speaks with Beth Pinsker, a personal finance columnist and author of ‘My Mother’s Money.’ They discuss the challenges of caregiving, the complexities of financial responsibilities, and the importance of having essential documents in place. Beth shares her personal journey of navigating her mother’s illness and the financial decisions that arose, emphasizing the need for open conversations about money within families. The episode highlights the emotional and practical aspects of caregiving and offers valuable insights for listeners.

    Resources:

    • Beth’s LinkedIn
    • Link to “My Mother’s Money”
    • Beth on MarketWatch

    Takeaways:

    • Caregiving often intertwines with financial responsibilities.
    • Bad financial decisions are common in caregiving situations.
    • Having essential documents like power of attorney is crucial.
    • Families need to communicate openly about finances.
    • Financial planning is not just about investments; it’s about life decisions.
    • The sandwich generation faces unique challenges in caregiving.
    • Understanding financial structures can prevent future issues.
    • Storytelling can facilitate important family discussions.
    • Navigating healthcare and financial systems is complex and often frustrating.
    • Preparation can alleviate stress during caregiving crises.

    Connect with Will Hoffman:

    • Hoffman Wealth Management
    • (724) 522-5411
    • will@hoffmanwealth.com
    • LinkedIn: Will Hoffman
    • Facebook: Hoffman Wealth Management
    • YouTube: Hoffman Wealth Management
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    37 分
  • You Can’t Diversify Away Behavior: What Most Investors Get Wrong w/ Felipe Toews (Episode 34)

    You Can’t Diversify Away Behavior: What Most Investors Get Wrong w/ Felipe Toews (Episode 34)
    2025/11/06

    Summary: In this episode of Wealth on the Move, host Will Hoffman interviews Felipe Toews, CEO of Toews Asset Management and author of ‘The Behavioral Portfolio. They discuss the importance of understanding investor behavior, the impact of market history on investment strategies, and the need for proactive communication in managing portfolios. Toews emphasizes the significance of constructing resilient portfolios that can withstand market chaos and the risks associated with timing the market. The conversation also explores the bucket strategy in portfolio management and the future of behavioral finance.

    Resources:

    • Felipe’s LinkedIn
    • Amazon Link to The Behavioral Portfolio

    Takeaways:

    • Investors often rely on outdated portfolio strategies that may not suit their needs.
    • Understanding investor behavior is crucial for effective portfolio management.
    • Market history shows that downturns can be more severe than recent experiences suggest.
    • Constructing portfolios that address both economic realities and investor psychology is essential.
    • Proactive communication can help investors navigate market volatility.
    • The bucket strategy can mitigate risks associated with market downturns.
    • Diversification may not provide the protection investors expect during crises.
    • Preparing for market chaos involves having a clear plan of action.
    • Timing the market is a risky strategy that often leads to poor outcomes.
    • The field of behavioral finance is evolving and offers new insights for investors.

    Connect with Will Hoffman:

    • Hoffman Wealth Management
    • (724) 522-5411
    • will@hoffmanwealth.com
    • LinkedIn: Will Hoffman
    • Facebook: Hoffman Wealth Management
    • YouTube: Hoffman Wealth Management
    Phillip Felipe Toews and Toews Asset Management are not affiliated with Hoffman Wealth Management and Private Advisor Group.
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    43 分
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