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You’re 11 months from retirement. The plan is solid, you know your numbers, and you know where your income is coming from—yet you still can't sleep through the night. <br /><br />Why? <br /><br />Because there’s a massive gap between knowing a plan will work on paper and knowing what it actually feels like to live on it. <br /><br />In this episode of Pre-Retirement Navigated, Will Hoffman breaks down the Retirement Dry Run—a 60 to 90 day test drive of your projected retirement income while you’re still working. <br /><br />Discover how testing your numbers before you retire can eliminate anxiety, surface hidden spending traps, and give you complete confidence in Year 1. <br /><br />In this episode, we cover:<br />0:00 – The gap between knowing your plan and feeling ready <br />0:45 – What a Retirement Dry Run actually is (and what it isn't) <br />1:30 – The 44% vs. 31% retiree statistic: Why year one surprises happen <br />2:15 – 4 steps to execute your 60-to-90-day spending test <br />3:40 – The 3 critical things a dry run reveals about your lifestyle <br />5:10 – What to do if your numbers don't work 11 months out <br /><br /><br />📌 Get Your Free Pre-Retirement Checklist: https://hoffmanwealth.com/download-your-free-pre-retirement-checklist/ <br />📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall <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 11:08 How to Test Your Retirement Budget

How to Test Your Retirement Budget

Hoffman Wealth Management, LLC 0 views September 22, 2026 9:00 am

In this episode of Pre-Retirement Navigated, host Will Hoffman, founder and president of Hoffman Wealth Management, addresses the critical Social Security claiming decisions couples must make in the years leading up to retirement. <br /><br />He emphasizes that Social Security decisions should not be made in individual silos; rather, couples must account for joint longevity and the long-term impact on survivor benefits. <br /><br />Highlighting significant benefit differences between claiming early at age 62 versus waiting until age 70, Hoffman urges pre-retirees to coordinate their claiming strategy to maximize financial security for the surviving spouse.<br /><br />Takeaways:<br />-Social Security claiming decisions should be made jointly by couples, not individually.<br />-There is an 84% chance one spouse reaches age 85, making survivor benefits critical.<br />-Delaying benefits from age 62 to 70 increases monthly payouts from $2,969 to $5,181.<br />-Over a 20-year survivor period, delaying can yield an extra $530,000.<br />-Married primary earners gain the most from delaying Social Security.<br />-Benefits increase by 8% per year between full retirement age and age 70.<br />-Less than 10% of retirees wait until age 70 to claim benefits.<br />-Modeling spousal survival scenarios helps avoid suboptimal income choices.<br />-Pre-retirees should review actual benefit statements via SSA.gov at least three years before retiring<br /><br /><br />YOUTUBE SHOW NOTE RESOURCES:<br />📌 Get Your Free Pre-Retirement Checklist: https://hoffmanwealth.com/download-your-free-pre-retirement-checklist/ <br />📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall <br />📺 Watch the Companion YouTube Video Series: https://www.youtube.com/playlist?list=PLZhbmf5NWbIo<br /><br />Watch Will's video on $1.65 Trillion Left Behind: https://youtu.be/BW0nfDv8Y9w<br /><br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 21:17 What Happens to Your Social Security If Your Spouse Dies Tomorrow?

What Happens to Your Social Security If Your Spouse Dies Tomorrow?

Hoffman Wealth Management, LLC 98 views September 16, 2026 9:00 am

If your spouse passed away tomorrow, what would your monthly Social Security income actually look like?<br /><br />Most couples model their retirement based on both spouses collecting benefits simultaneously. However, statistically, there is an 84% probability that at least one spouse in a 60-year-old couple will live to age 85—meaning one partner may spend a decade or more relying on a single Social Security check.<br /><br />In Year 3 of our pre-retirement planning framework, founder and president Will Hoffman walks through the survivor scenario and explains why Social Security claiming is a single household decision, not two independent choices.<br /><br />In this episode, we cover:<br />-The Survivor Scenario: What happens when the household loses one check entirely and drops to the higher benefit.<br />-The High-Earner Advantage: Why the higher earner delaying benefits to age 70 permanently raises the lifetime survivor benefit.<br />-The Longevity & Claiming Stats: Why filing at 62 permanently reduces benefits by up to 30%, and how delaying to 70 increases monthly income by up to 76%.<br />-The Bridge Strategy: How to use portfolio withdrawals and tax-efficient Roth conversions to fund the gap while waiting to claim higher benefits.<br />-5 Concrete Action Steps: Exactly what steps to take 3 years out to stress-test your Social Security plan as a couple.<br /><br />📌 Get Your Free Pre-Retirement Checklist: https://hoffmanwealth.com/download-your-free-pre-retirement-checklist/ <br />📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall <br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 14:44 What Happens to Your Social Security If Your Spouse Dies?

What Happens to Your Social Security If Your Spouse Dies?

Hoffman Wealth Management, LLC 108 views September 15, 2026 9:30 am

When you retire, where does each dollar of your income actually come from? Which account do you tap first, on what date, and what is the strategy for Year 2, Year 5, and Year 12? <br /><br />In this episode of Pre-Retirement Navigated, Will Hoffman breaks down how to build a tactical Retirement Income Timeline four years before you step away. According to study data from TIAA and Nuveen, while most people rely heavily on their retirement savings, nearly half fail basic questions about how retirement withdrawals work. Will outlines the 7 key steps to map out your withdrawals, bridge the gap to Social Security, manage RMDs, and minimize your lifetime tax bill. <br /><br />What You’ll Learn in This Episode:<br />The 3 main tax buckets and how withdrawal order changes everything<br /><br />Why Social Security is a baseline, not a supplement, for most retirees <br /><br />Step-by-step breakdown of building a 7-stage income timeline <br /><br />The $56,000/year RMD tax cliff on traditional IRA balances <br /><br />How to spot your "low-income window" for strategic Roth conversions <br /><br />📌 Get Your Free Pre-Retirement Checklist: https://hoffmanwealth.com/download-your-free-pre-retirement-checklist/<br /> <br />📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall <br /><br />📺 Watch the Companion YouTube Video Series: https://www.youtube.com/playlist?list=PLZhbmf5NWbIo<br /><br /><br /><br />💬 Question for You:<br />What questions or worries do you have about drawing down your accounts in retirement? Let us know in the comments below!<br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 15:06 How to Avoid Paying Too Much Tax in Retirement

How to Avoid Paying Too Much Tax in Retirement

Hoffman Wealth Management, LLC 127 views September 10, 2026 9:00 am

Transitioning from receiving a steady paycheck to spending your hard-earned savings can feel terrifying. How do you replace your salary once you step away from work? In this video, we break down the exact strategy to turn your 401(k), IRA, and pensions into a predictable monthly income stream so you can retire with confidence.<br /><br />📌 What you'll learn in this video:<br /><br />- How to structure account withdrawals to mimic a regular paycheck<br />-The biggest income planning mistakes pre-retirees make<br />-Simple strategies to protect your principal while generating cash flow<br /><br />🔔 Subscribe for practical, straightforward retirement and wealth management advice tailored for pre-retirees.<br /><br />💬 Question for you: What is your biggest concern about turning your savings into monthly income? Let us know in the comments below!<br /><br />📌 Get Your Free Pre-Retirement Checklist: https://hoffmanwealth.com/download-your-free-pre-retirement-checklist/ <br /><br />📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall <br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 16:11 Do I Have Enough Saved to Retire?

Do I Have Enough Saved to Retire?

Hoffman Wealth Management, LLC 73 views September 9, 2026 12:30 pm

Who says accountability can’t be empowering? 🛡️🔥<br /><br />The BRAVE MAN System is built on living by a clear code:<br />• Bond (Marriage & Leadership)<br />• Raise (Kids & Legacy)<br />• Amplify (Business & Wealth)<br />• Vitality (Body, Mind & Energy)<br />• Enjoy (Joy & Smart Goals)<br />• M.A.N. (Movement, Action, Network)<br /><br />Accountability isn't a burden—it's the framework for building a life you actually enjoy.<br /><br />👇 Which area of the code resonates most with you right now?<br /><br />🔗 Full episode: https://youtu.be/xn4J9C1Q0w8<br /><br />#BraveMan #Accountability #MenWhoLead #MindsetShift #ReelsInstagram 0:53 The Code Most Men Are Missing 🛡️

The Code Most Men Are Missing 🛡️

Hoffman Wealth Management, LLC 3 views September 6, 2026 8:00 pm

Teaching your kids the value of entrepreneurship early sets them up for a lifetime of independence and critical thinking 📈💡<br /><br />Instead of just encouraging them to find a job, giving them a taste of running their own project helps them see opportunity everywhere.<br /><br />👇 How are you instilling an entrepreneurial mindset in your family? Drop your thoughts below!<br /><br />🔗 Full episode link: https://youtu.be/xn4J9C1Q0w8<br /><br />#Entrepreneurship #ParentingTips #Mindset #BusinessOwner #ReelsInstagram 0:37 Teaching Your Kids Entrepreneurship 💡

Teaching Your Kids Entrepreneurship 💡

Hoffman Wealth Management, LLC 46 views September 5, 2026 5:15 am

In this episode of Wealth on the Move, host Will Hoffman engages in a profound conversation with Larry Hagner, founder of The Dad Edge. They explore the intersection of fatherhood and wealth, discussing how personal experiences shape parenting styles and the importance of creating a nurturing environment for children. Larry shares his journey from a challenging childhood to becoming a dedicated father, emphasizing the significance of leadership, communication, and prioritizing marriage in family dynamics. The conversation also touches on the challenges of reconnecting with estranged family members and the power of personal growth. In this conversation, Larry Hagner discusses the importance of financial security in parenting, the need for financial literacy among children, and the entrepreneurial spirit that can be fostered in young minds. He emphasizes the significance of marriage as a financial institution and shares insights on how to navigate financial discussions within relationships. Larry also introduces the Brave Man system, a framework designed to help men lead fulfilling lives, and provides an overview of his book, 'The Pursuit of Legendary Fatherhood,' which offers practical advice for fathers.<br /><br />Takeaways:<br />- Financial security was a huge motivation for me as a father.<br />- Teaching kids about money starts with the concept of earning.<br />- It's important to have financial conversations with children early on.<br />- Encouraging entrepreneurship in kids can lead to valuable life lessons.<br />- Marriage can often be viewed as a financial institution.<br />- Many divorces are financially related, highlighting the need for communication.<br />- Identifying core values can help in making financial decisions as a couple.<br />- Investing in experiences over material possessions can create lasting memories.<br />- The Brave Man system focuses on bonding, raising children, amplifying wealth, and enjoying life.<br />- The Pursuit of Legendary Fatherhood offers practical skills for fathers.<br /><br />Resources:<br />- Dad Edge Business Brotherhood (Boardroom)<br />https://thedadedge.com/mastermind/boardroom/<br />- Link to Get “The Pursuit of Legendary Fatherhood” & FREE Courses<br />https://thedadedge.com/legendary-fatherhood-book/<br />- The Dad Edge Podcast<br />https://thedadedge.com/podcast/<br />- Visit The Dad Edge Website<br />https://thedadedge.com/<br />- Follow The Dad Edge on Instagram<br />https://www.instagram.com/thedadedge/?hl=en<br />- Follow The Dad Edge on Facebook<br />https://www.facebook.com/TheDadEdge<br /><br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 1:7:20 How Busy Men Can Become the Dad Their Family Actually Needs | Larry Hagner

How Busy Men Can Become the Dad Their Family Actually Needs | Larry Hagner

Hoffman Wealth Management, LLC 238 views September 4, 2026 2:05 pm

In this episode of Wealth on the Move, host Will Hoffman engages in a profound conversation with Larry Hagner, founder of The Dad Edge. They explore the intersection of fatherhood and wealth, discussing how personal experiences shape parenting styles and the importance of creating a nurturing environment for children. Larry shares his journey from a challenging childhood to becoming a dedicated father, emphasizing the significance of leadership, communication, and prioritizing marriage in family dynamics. The conversation also touches on the challenges of reconnecting with estranged family members and the power of personal growth. In this conversation, Larry Hagner discusses the importance of financial security in parenting, the need for financial literacy among children, and the entrepreneurial spirit that can be fostered in young minds. He emphasizes the significance of marriage as a financial institution and shares insights on how to navigate financial discussions within relationships. Larry also introduces the Brave Man system, a framework designed to help men lead fulfilling lives, and provides an overview of his book, 'The Pursuit of Legendary Fatherhood,' which offers practical advice for fathers.<br /><br />Takeaways:<br />- Financial security was a huge motivation for me as a father.<br />- Teaching kids about money starts with the concept of earning.<br />- It's important to have financial conversations with children early on.<br />- Encouraging entrepreneurship in kids can lead to valuable life lessons.<br />- Marriage can often be viewed as a financial institution.<br />- Many divorces are financially related, highlighting the need for communication.<br />- Identifying core values can help in making financial decisions as a couple.<br />- Investing in experiences over material possessions can create lasting memories.<br />- The Brave Man system focuses on bonding, raising children, amplifying wealth, and enjoying life.<br />- The Pursuit of Legendary Fatherhood offers practical skills for fathers.<br /><br />Resources:<br />- Dad Edge Business Brotherhood (Boardroom)<br />https://thedadedge.com/mastermind/boardroom/<br />- Link to Get “The Pursuit of Legendary Fatherhood” & FREE Courses<br />https://thedadedge.com/legendary-fatherhood-book/<br />- The Dad Edge Podcast<br />https://thedadedge.com/podcast/<br />- Visit The Dad Edge Website<br />https://thedadedge.com/<br />- Follow The Dad Edge on Instagram<br />https://www.instagram.com/thedadedge/?hl=en<br />- Follow The Dad Edge on Facebook<br />https://www.facebook.com/TheDadEdge<br /><br /><br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 1:7:20 How Busy Men Can Become the Dad Their Family Actually Needs | Larry Hagner

How Busy Men Can Become the Dad Their Family Actually Needs | Larry Hagner

Hoffman Wealth Management, LLC 66 views September 3, 2026 11:08 am

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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.

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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

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Americans Lose Trillions in Social Security

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

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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

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Private video

Hoffman Wealth Management, LLC 136 views August 25, 2026 11:08 am

In this episode of Wealth on the Move, host Will Hoffman engages with Cary Siegel, author of 'Why Didn't They Teach Me This in School?' They discuss the critical need for financial literacy in education, the importance of teaching children about money management, and practical strategies for parents to fill the gaps in their own financial knowledge. Cary shares insights from his book, emphasizing the value of getting rich slowly, avoiding the pitfalls of comparison, and the necessity of negotiation in everyday life. The conversation highlights the shift from traditional pensions to personal financial responsibility, urging listeners to take charge of their financial futures. In this conversation, Cary Siegel shares invaluable financial wisdom, emphasizing the importance of budgeting, living below one's means, and making informed financial decisions at various life stages. He discusses practical steps for new graduates, young families, and those approaching retirement, while reflecting on his own experiences during the financial crisis. Cary also debunks common money myths and encourages listeners to invest time in understanding personal finance.<br /><br />Resources:<br />Link to Buy Why Didn't They Teach Me This In School?<br />- https://www.amazon.com/Didnt-They-Teach-This-School/dp/1481027565<br />Link to Buy Why Didn't They Teach Me This In School Too?<br />-https://www.amazon.com/dp/0692116532/ref=mes-dp?_encoding=UTF8&pd_rd_w=O5a0O&content-id=amzn1.sym.9986c774-1242-403d-ae9e-f3251eb87773&pf_rd_p=9986c774-1242-403d-ae9e-f3251eb87773&pf_rd_r=RWK10R1XYNM1BAKWR53V&pd_rd_wg=4IHFc&pd_rd_r=f4b9fce7-88a7-4a81-b03f-9907f3f5d085<br /><br />Takeaways:<br />-Financial literacy is lacking in schools.<br />-Carrie Siegel wrote the book for his children.<br />-Money management is crucial for all ages.<br />-Parents should start teaching financial basics early.<br />-Investing in a 401(k) is essential for future security.<br />-Getting rich slowly is a sustainable approach.<br />-Avoid comparing yourself to others financially.<br />-Negotiation can lead to significant savings.<br />-Understanding needs versus wants is vital.<br />-Financial education should be a lifelong pursuit. Always have a budget and follow it.<br />-Living below your means is crucial for financial stability.<br />-Pay off your mortgage as quickly as possible for security.<br />-New graduates should prioritize their IRA and loan repayments.<br />-Enjoy life while making financial trade-offs.<br />-Consider your children's education costs early on.<br />-Invest in the stock market for better returns over time.<br />-Passive income is often not as passive as it seems.<br />-Work hard and smart in your career for better opportunities.<br />-Take time each week to learn about money management.<br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 52:46 Why Schools Don’t Teach Personal Finance (And How to Fix It) | Cary Siegel (Episode 51)

Why Schools Don’t Teach Personal Finance (And How to Fix It) | Cary Siegel (Episode 51)

Hoffman Wealth Management, LLC 93 views June 18, 2026 12:11 pm

Ever wondered how a billionaire dynasty keeps, grows, and protects their wealth across generations? In this episode of Wealth on the Move, host Will Hoffman sits down with Mark Miller, the Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to pull back the curtain on how the "smart money" really invests. Most retail investors are caught in a dangerous loop—chasing short-term returns, paying hidden mutual fund fees, and stressing over quarterly market swings. Meanwhile, true American dynasties focus on playing defense first, minimizing downside risk, and building a financial legacy that survives for decades. Mark shares exclusive insights from his book, Hilton Wealth: How to Invest Like an American Dynasty, and explains how he and his partner, Brad Hilton (grandson of Conrad Hilton), are working to bring these elite, institutional family office strategies down to Main Street investors.<br /><br />Takeaways:<br />-The smart money operates with a long-term mindset.<br />-Investors should focus on safety and security over chasing returns.<br />-Education is crucial for passing wealth to future generations.<br />-The average baby boomer is retiring with insufficient savings.<br />-Wealth building is a personal responsibility.<br />-The Hilton family prioritizes safety in their investment strategies.<br />-Long-term thinking can lead to better investment outcomes.<br />-Investments should be structured to minimize downside risk.<br />-Family education on wealth management is essential.<br />-Time is a key factor in building and preserving wealth.<br /><br />Resources:<br />Link to Buy Hilton Wealth: How To Invest Like An American Dynasty<br />https://www.amazon.com/Hilton-Wealth-Invest-American-Dynasty/dp/B0D7BMZ6YY/ref=pd_bxgy_thbs_d_sccl_1/139-2667093-6644865?pd_rd_w=zwPAF&content-id=amzn1.sym.dcf559c6-d374-405e-a13e-133e852d81e1&pf_rd_p=dcf559c6-d374-405e-a13e-133e852d81e1&pf_rd_r=S5Q8MTEVTY6WXSV388XD&pd_rd_wg=QhoWU&pd_rd_r=2d1958ad-81e9-4d3e-9c77-a3f57005cb1a&pd_rd_i=B0D7BMZ6YY&psc=1<br /><br />Link to Buy The Tax-Free Business Owner<br />https://www.amazon.com/Tax-Free-Business-Owner-Mark-Miller/dp/B09TYTDLF7/ref=pd_bxgy_thbs_d_sccl_1/139-2667093-6644865?pd_rd_w=Tmbfz&content-id=amzn1.sym.dcf559c6-d374-405e-a13e-133e852d81e1&pf_rd_p=dcf559c6-d374-405e-a13e-133e852d81e1&pf_rd_r=RRX55D875X4YWQWPDTSF&pd_rd_wg=OpyBr&pd_rd_r=af9699b7-35bd-46f4-ae48-eca49fb2a578&pd_rd_i=B09TYTDLF7&psc=1<br /><br />Listen to Hilton True Wealth Podcast on YouTube<br />https://www.youtube.com/@UCNv8MfYJTqw3z_0J201gW7w <br /><br />Hilton Wealth Website<br />https://www.hiltonwealth.com/<br /><br />Follow Mark on LinkedIn<br />https://www.linkedin.com/in/markmiller-hiltonfo/<br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 36:35 Why the Rich Get Richer: Inside the Hilton Family Office with Mark Miller (Episode 50)

Why the Rich Get Richer: Inside the Hilton Family Office with Mark Miller (Episode 50)

Hoffman Wealth Management, LLC 106 views June 4, 2026 12:18 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.<br /><br />Resources: <br />Find Risk & Reward on Amazon<br />-https://www.amazon.com/Risk-Reward-handle-volatility-long-term/dp/1804093262<br />A Wealth of Common Sense Website<br />-https://awealthofcommonsense.com/<br />Animal Spirits Podcast<br />-https://awealthofcommonsense.com/podcast/<br /><br />Key  topics:<br />-Long-term investing and buy-and-hold strategy<br />-Lessons from Japan's stock market history<br />-The importance of diversification and avoiding concentration risk<br />-Managing investor psychology and behavioral biases<br />-Insights from Ben Carlson's new book 'Risk and Reward'<br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 45:32 Ben Carlson: Why "Buy and Hold" Still Wins (Even After a 30-Year Market Crash)

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

Hoffman Wealth Management, LLC 1.1K views April 23, 2026 9:58 am

Retirement isn't just a number—it’s a psychological shift. <br /><br />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". <br /><br />They also tackle the complex world of Social Security and why success is never a straight line. <br /><br />Resources: <br />Your Retirement Sketchbook at Barnes & Noble<br />- https://www.barnesandnoble.com/w/your-retirement-sketchbook-jamie-p-hopkins/1147372262<br />Your Retirement Sketchbook on Amazon<br />- https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952<br />Endeavor Retirement Website<br />- https://endeavor-retirement.com/<br />Connect with Bonnie on LinkedIn<br />- https://www.linkedin.com/in/bonnietreichel/<br /><br />Takeaways:<br />• Retirement can feel confusing and overwhelming for many people.<br />• Visualization is a powerful tool in understanding financial concepts.<br />• The concept of 'rewirement' emphasizes a mindset shift for retirement.<br />• Community, purpose, and recreation are essential for a fulfilling retirement.<br />• Retirement planning is not a one-time event but a dynamic process.<br />• Social security decisions can significantly impact retirement finances.<br />• The upcoming Peak 65 wave will see a large number of retirements.<br />• Pets can provide companionship and purpose in retirement.<br />• Planning for your digital footprint is increasingly important.<br />• Engaging in conversations about retirement can enhance understanding and preparedness.<br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 38:59 Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel

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

Hoffman Wealth Management, LLC 68 views April 16, 2026 9:30 am

Are You Over-Saving But Under-Planning?<br /><br />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.<br /><br />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.<br /><br />In this episode, you’ll learn:<br />-The Tax Control Triangle: Why having all your money in pre-tax accounts can lead to a "forced" tax nightmare in your 70s.<br />-The PERMA Model: The 5 pillars of human flourishing and why your job actually provides 4 of them—making retirement a massive psychological shift.<br />-Medicare & Roth Conversions: How a decision at age 63 can spike your premiums at age 65.<br />-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.<br /><br />Connect with Taylor Schulte:<br />Website: https://youstaywealthy.com/<br />LinkedIn: https://www.linkedin.com/in/taylorschulte/<br />Buy "More Than Money" Here: https://www.amazon.com/More-Than-Money-Financial-Planning/dp/0857199900<br />Buy "Even More Than Money" Here: https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243<br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 37:15 How to Optimize Retirement Taxes & Avoid Costly Mistakes & STOP OVERPAYING THE IRS (Ep.46)

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

Hoffman Wealth Management, LLC 104 views April 2, 2026 9:31 am

What if your financial decisions have less to do with the market… and more to do with the stories you tell yourself?<br /><br />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.<br /><br />They discuss:<br /> • How fear and greed drive financial decisions<br /> • Scarcity vs abundance mindset<br /> • Why some investors panic during market downturns<br /> • How early-life experiences influence money habits<br /> • The role of trust in financial advisory relationships<br /> • Whether AI can replace human financial advisors<br /><br />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.<br /><br />🔗 Resources:<br />Buy Narrative Wins on Amazon<br />• https://www.amazon.com/Narrative-Wins-Learn-Person-Reason/dp/B0GCCBVWWP<br />Connect with Joe on LinkedIn<br />• https://www.linkedin.com/in/josephacaruso/<br />Connect with Shawn on LinkedIn<br />• https://www.linkedin.com/in/shawn-mahoney/<br />Connect with Caruso Leadership on LinkedIn<br />• https://www.linkedin.com/company/carusoleadership/<br />Visit Carusoleadership.com<br />• https://carusoleadership.com/about-us/<br />Visit Narrative Wins! Website<br />• https://narrativewins.com/<br /><br /><br />Remember: It’s not just about money. It’s about the story behind it.<br /><br />#MoneyMindset #FinancialPlanning #WealthBuilding #PsychologyOfMoney #Investing<br /><br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 53:45 How Your Money Mindset Is Secretly Controlling Your Financial Success | Episode 45

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

Hoffman Wealth Management, LLC 397 views March 5, 2026 10:30 am

Is “Infinite Banking” really a smart retirement strategy?<br /><br />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?<br /><br />They discuss:<br />• When life insurance makes sense in a financial plan<br />• The risks of using permanent life insurance as a retirement strategy<br />• Why variable life insurance can become dangerous later in life<br />• How policy loans and dividends are treated for tax purposes<br />• The difference between true tax-free growth (like a Roth IRA) and insurance dividends<br />• Why “term and invest the difference” still matters<br /><br />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.<br /><br />If you’ve been pitched “Infinite Banking” or tax-free insurance strategies, this episode will help you understand what questions to ask.<br /><br />Have questions? Visit us at:<br />👉 https://hoffmanwealth.com<br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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<br /><br /><br />Connect with Niko Rosso: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />dominic@hoffman-wealthmanagement.com<br />LinkedIn: Dominic: linkedin.com/in/dominic-rosso-738a0a208<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 20:48 Infinite Banking Explained: Is Life Insurance a Bad Investment?

Infinite Banking Explained: Is Life Insurance a Bad Investment?

Hoffman Wealth Management, LLC 86 views February 24, 2026 10:00 am

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.<br /><br />Resources: <br />-Buy Bitcoin is for Everyone Here<br />https://www.amazon.com/Bitcoin-Everyone-financial-system-solution/dp/1804091138<br /><br />-Follow Natalie on X<br />https://x.com/natbrunell<br /><br />-Follow Natalie on Instagram<br />https://www.instagram.com/nataliebrunell/<br /><br />-Subscribe to Natalie on YouTube<br />https://www.youtube.com/user/nataliebrunell<br /><br />-Natalie's Website<br />https://talkingbitcoin.com/<br /><br />-Listen to Natalie's Podcast<br />https://talkingbitcoin.com/podcast<br /><br />-WTFhappenedin1971.com<br />https://wtfhappenedin1971.com/<br /><br /><br /><br />Takeaways:<br />-Bitcoin is an essential asset for everyone.<br />-Natalie's background informs her perspective on Bitcoin.<br />-The evolution of money has led to systemic issues.<br />-Fiat currency is designed to lose value over time.<br />-Bitcoin offers a decentralized alternative to traditional money.<br />-The current economic system rewards the wealthy disproportionately.<br />-Understanding money is crucial for financial empowerment.<br />-Bitcoin's scarcity and decentralization make it unique.<br />-The shift from gold to fiat has created economic instability.<br />-Bitcoin can help individuals protect their purchasing power. Bitcoin offers property rights to 8 billion people.<br />-It is a neutral technology that can strengthen monetary policy.<br />-Bitcoin mining can utilize renewable energy sources.<br />-Bitcoin's volatility is a result of its small market size.<br />-A little investment in Bitcoin can enhance portfolio returns.<br />-Bitcoin has outperformed traditional investments over time.<br />-Skepticism towards new technologies is natural and historical.<br />-Starting small with Bitcoin is a practical approach.<br />-Bitcoin is divisible, allowing for small investments.<br />-Bitcoin can restore hope and economic empowerment.<br /><br /><br /><br />Connect with Will Hoffman: <br /><br />https://hoffmanwealth.com<br />(724) 522-5411<br />will@hoffman-wealthmanagement.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 51:49 Is Our Money Broken? Bitcoin, Inflation & The Future of Wealth

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

Hoffman Wealth Management, LLC 1.3K views February 19, 2026 10:00 am

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