Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24)

Mindfulness and Core Values: Its Impact on Financial Well-Being and Life with Michele Walter (Ep. 24)

With constant changes and external pressures, finding our true purpose in life, establishing inner peace, and maintaining financial alignment can seem like an overwhelming task. What changes can Gen X’ers make to find true balance? In this episode of the Monetary Mixtape podcast, Will Hoffman chats with Michele L. Walter,  certified professional coach, mindfulness meditation …

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College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)

College Planning for Athletes with Justin King from L.I.G. Sports Group (Ep. 23)

In the landscape of college sports, the concept of Name, Image, and Likeness (NIL) has emerged as a game-changer for student-athletes and represents a profound shift in how collegiate athletes can engage with their personal brands and seize opportunities beyond the playing field. In this episode of the Monetary Mixtape podcast, Will Hoffman sits down …

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How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)

How to Maximize Your Retirement Savings and Minimize Taxes Using Roth IRAs and Conversions (Ep.22)

Wondering what role Roth IRAs and Roth Conversations play in your retirement plan?  In this episode of the Monetary Mixtape podcast, Will Hoffman discusses the importance of understanding Roth IRAs and Roth IRA conversions for retirement planning. He explains the benefits of Roth IRAs, contribution limits, and the five-year waiting period as it pertains to …

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Financial Mistakes for Gen X to Avoid (Ep. 21)

Financial Mistakes for Gen X to Avoid (Ep. 21)

Join Will Hoffman, AIF as he details eight financial blunders that many Gen Xers encounter and provides valuable guidance on how to steer clear of them. Listen as Will touches on:  The importance of setting clear goals and aligning them with your financial plan How to make investment decisions based on long-term goals rather than …

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How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

Are you a business owner contemplating an exit? In this episode, Jerome Myers, PE, MBA, PMP, and business exit coach shares his journey from corporate America to specializing in helping business owners face the challenges associated with exiting their business. Jerome discusses:  The “Six Centers of Doubt” that business owners experience How his framework helps …

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What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

No one knows the pain and suffering of losing a parent until it happens to them. In today’s episode, Eve Simon, founder and co-host of the GenX Stories Podcast joins Will to not only share her love of being a member of the best generation there is but also what it’s like to lose a …

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Understanding Behavioral Finance with Alice Heath (Ep. 18)

Understanding Behavioral Finance with Alice Heath (Ep. 18)

Let’s dive into the psychology of behavioral finance! Join Will Hoffman as he speaks with Alice Heath, a national accounts manager at Horizon Investments and a BFA® (behavioral financial advisor), who shares her knowledge of how psychology and emotions impact financial decisions.  Alice explains how behavioral finance differs from classical finance, and why it’s become …

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Raising Money-Smart Kids with Justin Chung (Ep. 17)

Raising Money-Smart Kids with Justin Chung (Ep. 17)

Financially unaware children often become financially unaware adults. To help you raise money-smart kids, our guest, Justin Chung, host of the MoneyDad podcast, emphasizes the importance of incorporating money into your everyday routines and conversations with your children. As fathers, Will and Justin discuss: The advantages of introducing financial education to children at a young …

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Taking Charge of Your 401k (Ep. 16)

Taking Charge of Your 401k (Ep. 16)

Generation X was born between 1965 and 1980, which means the oldest of the bunch are approaching their “retirement years.” In this episode, Will Hoffman breaks down the differences between traditional and Roth 401ks and helps you determine which plan fits your goals and financial needs. You’ll also learn about managing assets, matching contributions, and …

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