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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? 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. What You’ll Learn in This Episode: The 3 main tax buckets and how withdrawal order changes everything Why Social Security is a baseline, not a supplement, for most retirees Step-by-step breakdown of building a 7-stage income timeline The $56,000/year RMD tax cliff on traditional IRA balances How to spot your "low-income window" for strategic Roth conversions 📌 Get Your Free Pre-Retirement Checklist: https://www.hoffman-wealthmanagement.com/download-your-free-pre-retirement-checklist/ 📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall 📺 Watch the Companion YouTube Video Series: https://www.youtube.com/playlist?list=PLZhbmf5NWbIo 💬 Question for You: What questions or worries do you have about drawing down your accounts in retirement? Let us know in the comments below! 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 15:06 How to Avoid Paying Too Much Tax in Retirement

How to Avoid Paying Too Much Tax in Retirement

Hoffman Wealth Management, LLC 0 views 79 minutes ago

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. 📌 What you'll learn in this video: - How to structure account withdrawals to mimic a regular paycheck -The biggest income planning mistakes pre-retirees make -Simple strategies to protect your principal while generating cash flow 🔔 Subscribe for practical, straightforward retirement and wealth management advice tailored for pre-retirees. 💬 Question for you: What is your biggest concern about turning your savings into monthly income? Let us know in the comments below! 📌 Get Your Free Pre-Retirement Checklist: https://www.hoffman-wealthmanagement.com/download-your-free-pre-retirement-checklist/ 📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/discoverycall 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 16:11 Do I Have Enough Saved to Retire?

Do I Have Enough Saved to Retire?

Hoffman Wealth Management, LLC 18 views 22 hours ago

Who says accountability can’t be empowering? 🛡️🔥 The BRAVE MAN System is built on living by a clear code: • Bond (Marriage & Leadership) • Raise (Kids & Legacy) • Amplify (Business & Wealth) • Vitality (Body, Mind & Energy) • Enjoy (Joy & Smart Goals) • M.A.N. (Movement, Action, Network) Accountability isn't a burden—it's the framework for building a life you actually enjoy. 👇 Which area of the code resonates most with you right now? 🔗 Full episode: https://youtu.be/xn4J9C1Q0w8 #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 📈💡 Instead of just encouraging them to find a job, giving them a taste of running their own project helps them see opportunity everywhere. 👇 How are you instilling an entrepreneurial mindset in your family? Drop your thoughts below! 🔗 Full episode link: https://youtu.be/xn4J9C1Q0w8 #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. Takeaways: - Financial security was a huge motivation for me as a father. - Teaching kids about money starts with the concept of earning. - It's important to have financial conversations with children early on. - Encouraging entrepreneurship in kids can lead to valuable life lessons. - Marriage can often be viewed as a financial institution. - Many divorces are financially related, highlighting the need for communication. - Identifying core values can help in making financial decisions as a couple. - Investing in experiences over material possessions can create lasting memories. - The Brave Man system focuses on bonding, raising children, amplifying wealth, and enjoying life. - The Pursuit of Legendary Fatherhood offers practical skills for fathers. Resources: - Dad Edge Business Brotherhood (Boardroom) https://thedadedge.com/mastermind/boardroom/ - Link to Get “The Pursuit of Legendary Fatherhood” & FREE Courses https://thedadedge.com/legendary-fatherhood-book/ - The Dad Edge Podcast https://thedadedge.com/podcast/ - Visit The Dad Edge Website https://thedadedge.com/ - Follow The Dad Edge on Instagram https://www.instagram.com/thedadedge/?hl=en - Follow The Dad Edge on Facebook https://www.facebook.com/TheDadEdge 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 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 163 views September 4, 2026 2:05 pm

There is one single decision that sits under every financial plan: When exactly are you going to retire? In this episode of Pre-Retirement Navigated, host Will Hoffman (founder of Hoffman Wealth Management) explains why relying on vague timelines like "around 63" or "when it feels right" puts your financial security at risk. With 58% of Americans retiring earlier than anticipated—and 79% of those pushed out due to health, family, or corporate restructuring—setting a concrete target date is the linchpin that gives you total control. Will breaks down the high stakes of timing, including how claiming Social Security at age 62 versus age 70 creates a $530,000 difference over a 20-year retirement. Learn how to bridge your income gap, insulate against market downturns, and build a proactive 5-year runway. Key Topics Covered: -Why 58% of retirees stop working sooner than planned -The $530,000 gap between age 62 and age 70 -Social Security timing -How to eliminate ambiguity and take control away from corporate downsizings -Protecting your cash buffer against sequence of returns risk 📌 Get Your Free Pre-Retirement Checklist: https://www.hoffman-wealthmanagement.... 📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/di... 📺 Watch the Companion YouTube Video Series: https://www.youtube.com/playlist?list=PLAom0qkY5TPs 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 16:13 When Should I Retire and How Do I know if the Time Is Right?

When Should I Retire and How Do I know if the Time Is Right?

Hoffman Wealth Management, LLC 33 views September 2, 2026 8:00 am

Most people never actually pick an exact retirement date. They stay vague with "somewhere around 63" or "when it feels right." But that vagueness comes with a real, calculable cost. In this episode of Pre-Retirement Navigated, Will Hoffman breaks down why setting a specific month and year is the foundational choice for your entire 5-year retirement plan. We cover: The hidden financial cost of vague retirement timeline ranges. Why 58% of Americans retire earlier than planned—and how to stress-test your date for unexpected shifts. The $2,212/month gap in Social Security benefits depending on when you claim. How your exact target date dictates Roth conversions, tax strategies, and your retirement cash buffer. Resources & Next Steps: 📅 Book a Complimentary Discovery Call: Ready to discuss your specific Year 0 strategy? Schedule a talk with our team: https://app.greminders.com/c/will3/discoverycall 📋 Download the Free Pre-Retirement Checklist: Map out your 5-year runway and Year 0 transition plan step-by-step: https://www.hoffman-wealthmanagement.com/download-your-free-pre-retirement-checklist 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 9:29 When Can I Retire?

When Can I Retire?

Hoffman Wealth Management, LLC 363 views September 1, 2026 9:45 am

Can franchising build wealth faster than traditional real estate? In this episode of Wealth on the Move, host Will Hoffman sits down with seasoned franchise consultant Bob Bernotas, who brings over 40 years of industry experience. Discover how semi-passive franchise ownership allows W-2 professionals to build equity, create an off-ramp from corporate life, and establish high-growth wealth streams. Bob breaks down funding strategies like SBA loans and 401(k) rollover programs, explains how to evaluate brand exit strategies, and highlights why health and wellness categories are booming. Key takeaways from the discussion: -Semi-Passive Ownership: How to manage managers and track KPIs without stepping away from your current executive role immediately. -Capital Strategies: Utilizing SBA loans, portfolio options, and 401(k) / IRA rollovers (ROBS) tax-free to fund your business. -Exit Planning: Why timing and building an exit strategy are vital for long-term equity returns. -Emerging Sectors: The rapid growth of health, wellness, and trades within private equity. Resources: Visit Bob’s Website: https://franchisewithbob.com/ Connect with Bob via email: bob@franchisewithbob.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 45:23 Build Wealth Faster Than Real Estate: Semi-Passive Franchising with Bob Bernotas

Build Wealth Faster Than Real Estate: Semi-Passive Franchising with Bob Bernotas

Hoffman Wealth Management, LLC 93 views August 27, 2026 9:00 am

Retired... now what? The first year of retirement ("Year Zero") is often the most expensive and emotional stretch of your entire financial journey. In this episode, Will Hoffman explains why headlines hit harder once you start living off your portfolio, how to handle early retirement spending spikes, and why market volatility doesn't mean your plan is broken. In this episode, we cover: -Why "Year Zero" is the most expensive year of retirement -The psychological shift from saving money to withdrawing it -J.P. Morgan data on first-year retirement spending habits -How to tune out media noise and trust your financial plan 📌 Get Your Free Pre-Retirement Checklist: https://www.hoffman-wealthmanagement.... 📞 Schedule a 30-Minute Free Consultation: https://app.greminders.com/c/will3/di... 📺 Watch the Companion YouTube Video Series: https://www.youtube.com/playlist?list=PLAom0qkY5TPs Have questions about your retirement timeline? Drop them in the comments below! 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 12:53 The First Year of Retirement Is a Trap (Here’s How to Survive "Year Zero")

The First Year of Retirement Is a Trap (Here’s How to Survive "Year Zero")

Hoffman Wealth Management, LLC 262 views August 27, 2026 8:43 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.

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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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Podcasts

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

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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. Takeaways: - Financial security was a huge motivation for me as a father. - Teaching kids about money starts with the concept of earning. - It's important to have financial conversations with children early on. - Encouraging entrepreneurship in kids can lead to valuable life lessons. - Marriage can often be viewed as a financial institution. - Many divorces are financially related, highlighting the need for communication. - Identifying core values can help in making financial decisions as a couple. - Investing in experiences over material possessions can create lasting memories. - The Brave Man system focuses on bonding, raising children, amplifying wealth, and enjoying life. - The Pursuit of Legendary Fatherhood offers practical skills for fathers. Resources: - Dad Edge Business Brotherhood (Boardroom) https://thedadedge.com/mastermind/boardroom/ - Link to Get “The Pursuit of Legendary Fatherhood” & FREE Courses https://thedadedge.com/legendary-fatherhood-book/ - The Dad Edge Podcast https://thedadedge.com/podcast/ - Visit The Dad Edge Website https://thedadedge.com/ - Follow The Dad Edge on Instagram https://www.instagram.com/thedadedge/?hl=en - Follow The Dad Edge on Facebook https://www.facebook.com/TheDadEdge 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 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 163 views September 4, 2026 2:05 pm

Can franchising build wealth faster than traditional real estate? In this episode of Wealth on the Move, host Will Hoffman sits down with seasoned franchise consultant Bob Bernotas, who brings over 40 years of industry experience. Discover how semi-passive franchise ownership allows W-2 professionals to build equity, create an off-ramp from corporate life, and establish high-growth wealth streams. Bob breaks down funding strategies like SBA loans and 401(k) rollover programs, explains how to evaluate brand exit strategies, and highlights why health and wellness categories are booming. Key takeaways from the discussion: -Semi-Passive Ownership: How to manage managers and track KPIs without stepping away from your current executive role immediately. -Capital Strategies: Utilizing SBA loans, portfolio options, and 401(k) / IRA rollovers (ROBS) tax-free to fund your business. -Exit Planning: Why timing and building an exit strategy are vital for long-term equity returns. -Emerging Sectors: The rapid growth of health, wellness, and trades within private equity. Resources: Visit Bob’s Website: https://franchisewithbob.com/ Connect with Bob via email: bob@franchisewithbob.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 45:23 Build Wealth Faster Than Real Estate: Semi-Passive Franchising with Bob Bernotas

Build Wealth Faster Than Real Estate: Semi-Passive Franchising with Bob Bernotas

Hoffman Wealth Management, LLC 93 views August 27, 2026 9:00 am

Are childhood experiences and hidden "money scripts" holding you back from real wealth? In this episode of Wealth on the Move, host Will Hoffman sits down with Yohance Harrison, founder and CEO of Money Script Wealth Management and host of The Only Human Podcast. Yohance shares his journey from childhood financial scarcity to building a specialized wealth practice helping high-burnout emergency room physicians. Together, they explore the behavioral psychology of money, how decision fatigue traps high earners, and actionable steps to rewrite your relationship with money. What You’ll Learn in This Episode: -How childhood "money scripts" and scarcity mindsets dictate adult decisions -Why ER doctors and high earners face extreme decision fatigue and financial traps -The impact of shifting from pensions to self-directed 401(k)s -Practical behavioral exercises: -Aligning a 30-day spending audit with your core values 📌 Resources & Links Mentioned Will Hoffman on The Only Human Podcast: https://onlyhuman.buzzsprout.com/2441684/episodes/19493623-inside-modern-practice-management-with-will-hoffman Get the Book (Even More Than Money): https://www.amazon.com/dp/1804091243?lv=shuf&channelId=500&plpRedirect=mhFallback Connect with Yohance on LinkedIn: https://www.linkedin.com/in/yohanceharrison/ Follow The Money Script on Instagram: https://www.instagram.com/themoneyscript/ Follow The Money Script on X: https://x.com/themoneyscript 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 58:05 How High Earners Fix Money Scripts & Build Real Wealth | Yohance Harrison

How High Earners Fix Money Scripts & Build Real Wealth | Yohance Harrison

Hoffman Wealth Management, LLC 92 views August 13, 2026 3:05 pm

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. Resources: Link to Buy Why Didn't They Teach Me This In School? - https://www.amazon.com/Didnt-They-Teach-This-School/dp/1481027565 Link to Buy Why Didn't They Teach Me This In School Too? -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 Takeaways: -Financial literacy is lacking in schools. -Carrie Siegel wrote the book for his children. -Money management is crucial for all ages. -Parents should start teaching financial basics early. -Investing in a 401(k) is essential for future security. -Getting rich slowly is a sustainable approach. -Avoid comparing yourself to others financially. -Negotiation can lead to significant savings. -Understanding needs versus wants is vital. -Financial education should be a lifelong pursuit. Always have a budget and follow it. -Living below your means is crucial for financial stability. -Pay off your mortgage as quickly as possible for security. -New graduates should prioritize their IRA and loan repayments. -Enjoy life while making financial trade-offs. -Consider your children's education costs early on. -Invest in the stock market for better returns over time. -Passive income is often not as passive as it seems. -Work hard and smart in your career for better opportunities. -Take time each week to learn about money management. 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 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. Takeaways: -The smart money operates with a long-term mindset. -Investors should focus on safety and security over chasing returns. -Education is crucial for passing wealth to future generations. -The average baby boomer is retiring with insufficient savings. -Wealth building is a personal responsibility. -The Hilton family prioritizes safety in their investment strategies. -Long-term thinking can lead to better investment outcomes. -Investments should be structured to minimize downside risk. -Family education on wealth management is essential. -Time is a key factor in building and preserving wealth. Resources: Link to Buy Hilton Wealth: How To Invest Like An American Dynasty 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 Link to Buy The Tax-Free Business Owner 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 Listen to Hilton True Wealth Podcast on YouTube https://www.youtube.com/@UCNv8MfYJTqw3z_0J201gW7w Hilton Wealth Website https://www.hiltonwealth.com/ Follow Mark on LinkedIn https://www.linkedin.com/in/markmiller-hiltonfo/ 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 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 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 45:59 5 Outdated Financial Practices to Leave Behind in 2026

5 Outdated Financial Practices to Leave Behind in 2026

Hoffman Wealth Management, LLC 80 views May 7, 2026 9:11 am

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 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. 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 39:00 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? 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 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