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Money Unleashed with Chris Hoffman is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris is a wealth management and retirement...
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Money Unleashed with Chris Hoffman is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris is a wealth management and retirement planning expert with over 20 years of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. On each episode of Money Unleashed, Chris covers a wide range of financial topics. Whether you're just starting out on your financial journey or you're looking to refine your existing plan, Money Unleashed has something for everyone.
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Money Unleashed
Money Unleashed
2 SEP 2024 · As people change jobs time and again, they may have previous retirement savings accounts that get left behind, sidelined, or simply forgotten about. Chris Hoffman discusses the need for active portfolio management and why it is critical to take charge of those accounts in order to make sure they continue working as we save for retirement. He discusses some of the available options to handle these accounts and take action.Â
Chris also discusses the effects of inflation in the present and future and how the Hoffman Financial Group factors the inflation rate into their clients' individual plans, as well as the importance of having a distribution plan and tax strategies in your comprehensive financial plan.
Visit https://hoffmancorporation.com/media/ and sign up for your complimentary 401(k) X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
13 AUG 2024 · Chris Hoffman discusses the complexity of retirement planning and the importance of working with a financial advisor. It highlights the limitations of relying on employers for financial planning and emphasizes the need for personalized strategies. The hosts address common hesitations about engaging an advisor, such as cost and perceived complexity. They offer complimentary portfolio x-rays and retirement plans to the next 10 callers to demonstrate the ease of designing a comprehensive retirement plan. Visit https://hoffmancorporation.com/to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
6 AUG 2024 · In this conversation, Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. He explains how the stress test can help identify potential areas of risk and volatility in the portfolio. Chris also highlights the need for a comprehensive financial plan that includes income planning, tax strategies, growth targets, and protection measures. He emphasizes the importance of working with a financial advisor to build a solid foundation for retirement and navigate market fluctuations. Visit https://hoffmancorporation.com/ to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
30 JUL 2024 · Retirement planning is often perceived as more complicated than it needs to be, but working with a financial advisor can help break it down into manageable steps. Many people rely on their employer for retirement planning, but this may not be the best option as employer plans often have limited options and lack comprehensive strategies. Engaging a financial advisor is crucial, especially for individuals with significant assets, as they can provide personalized advice and help navigate complex financial decisions. Cost should not be a deterrent, as advisor fees are typically 1% per year with no additional transactional costs. It is important for individuals to overcome hesitations and seek professional guidance to ensure a secure retirement. Visit https://hoffmancorporation.com/ to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
23 JUL 2024 · Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. He explains how the stress test analyzes individual assets and asset classes to identify potential areas of vulnerability. Chris also highlights the value of understanding the maximum drawdown and how it can impact income generation. Additionally, he emphasizes the need for a comprehensive financial plan that includes growth targets, income planning, tax strategies, and protection measures. Visit https://hoffmancorporation.com/ to learn more. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
16 JUL 2024 · The conversation covers various topics related to retirement planning and financial management. The main themes include the importance of having a strong team, the need to plan for healthcare expenses in retirement, the benefits of health savings accounts (HSAs), the significance of asset allocation, and the qualities to look for in a financial advisor. The conversation provides recommendations and insights on each of these topics. Visit https://hoffmancorporation.com/ to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
9 JUL 2024 · Eric Johnson discusses important considerations for individuals who are five years away from retirement. They emphasize the need for a financial review and creating a comprehensive plan for retirement. They also discuss the importance of replacing your paycheck in retirement and the various strategies to generate income without drawing down your portfolio. The conversation touches on topics such as Medicare, Social Security, required minimum distributions (RMDs), and estate planning. They also highlight the significance of planning for how to spend your time in retirement. Visit https://hoffmancorporation.com/to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
2 JUL 2024 · In this conversation, Eric Johnson discusses the importance of having a retirement plan and preparing for unexpected changes in employment. They emphasize the need to have a comprehensive financial plan in place, especially for those approaching retirement age. Eric explains the benefits of rolling over a 401k to an IRA and the advantages of having a well-designed retirement plan that focuses on generating enough income to sustain a comfortable lifestyle. They also highlight the importance of working with a retirement planner who can help create a customized plan based on individual goals and circumstances. Call 404-341-6767. Visit https://hoffmancorporation.com/See https://omnystudio.com/listener for privacy information.
24 JUN 2024 · The 4% rule. Is it really a rule? Has it outlived its usefulness? This week Eric Johnson breaks it all down in a way that's easy to understand. The takeaway is it depends on the situation whether or not it's right for you. Visit https://hoffmancorporation.com/ to learn more. See https://omnystudio.com/listener for privacy information.
18 JUN 2024 · Eric Johnson, Vice President of Hoffman Financial Group, discusses the importance of retirement planning and asset allocation. He emphasizes the need to change perspective from saving and accumulating wealth to making money work for you in retirement. Eric explains that the right mix of stocks and bonds for a retiree depends on factors such as age, savings, and spending habits. He also discusses the importance of sector rotation and staying informed about market trends. Hoffman's approach is personalized and tailored to each individual's goals and needs. Visit https://hoffmancorporation.com/to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See https://omnystudio.com/listener for privacy information.
Money Unleashed with Chris Hoffman is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris is a wealth management and retirement...
show more
Money Unleashed with Chris Hoffman is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris is a wealth management and retirement planning expert with over 20 years of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. On each episode of Money Unleashed, Chris covers a wide range of financial topics. Whether you're just starting out on your financial journey or you're looking to refine your existing plan, Money Unleashed has something for everyone.
show less
Information
| Author | Hoffman Marketing |
| Organization | Hoffman Marketing |
| Categories | Investing , How To , Business News |
| Website | www.spreaker.com |
| hfgmarketing@brookstonecm.com |
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