A person’s finanial and physical health can affect one another in a multitude of ways, but working with an advisor is a great way to have a plan in place for both. Chris Hoffman discusses the steps to take charge of your finances, mitigate stress, and the enjoy positifve effects of proper planning. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Dec 16, 2024•15 min
There are a multitude of financial vehicles and options when building a portfolio, but one that can come with more questions than answers for the average investor is Bitcoin. Eric Johnson and Kyle Allyn of the Hoffman Financial Group shed some light on cryptocurrency and its potential fit in a portfolio. Visit UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Dec 13, 2024•15 min
Of the many things to consider when you are planning for retirement, making sure to factor longevity into your strategy is a must. Chris Hoffman discusses the importance of creating a plan that is built to stand the test of time. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
Dec 09, 2024•13 min
One of the most important aspects of planning for retirement is making sure your money continues to work for you. Eric Johnson and Kyle Allyn of the Hoffman Financial Group cover the importance of cash in your overall financial plan as well as the need to account for the possibility of long-term care. Visit UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Dec 06, 2024•15 min
How confident are you that your 401(k) plan is doing everything it should to fund your retirement? A recent study revealed that many Americans are not even sure exactly how much money they need to save in order to retire successfully. Chris Hoffman shares why there is no single "magic number" to reach or solve for in order to build a full financial plan and how active portfolio management can be a game changer. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 4...
Dec 02, 2024•14 min
Even though the stock market has enjoyed record highs this year, there are many waiting and wondering when the other shoe will drop. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss why timing the market is not as important as time in the market and how the proper financial plan can help provide the patience needed to navigate market fluctuations. Visit UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoff...
Nov 29, 2024•14 min
An estimated 10,000 Baby Boomers are exiting the workforce each day, but some are behind on their savings goals. Chris Hoffman unpacks what this retirement wave means both individually and collectively and shares insight on the importance of creating the proper withdrawal strategy to manage your accounts properly in retirement. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Nov 25, 2024•17 min
While the stock market has enjoyed an extended bull run and the recent election may have some investors hoping for even more gains, Eric Johnson and Kyle Allyn of the Hoffman Financial Group break down the importance of not allowing emotional decision making to affect your retirement planning goals. They also dive into what the MOVE Index is and what it helps investors measure. Visit UnleashYourMoney.com to get your complimentary 401(k) X-Ray. Call 404-341-6767 to schedule your time to speak wit...
Nov 22, 2024•15 min
Proper financial planning is ongoing process with plenty of dos and don'ts. Unfortunately, one aspet that many people struggle with is hiring a financial advisor and then building that relationship. Chris Hoffman shares some important insights to help identify and select the right advisor for your particular needs and wants. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Nov 18, 2024•15 min
Once they retire, it is imperitive for people to have a firm grasp of not only how much they spend and for what, but also why they are doing so and where the money comes from. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss ways to take control of your finances by creating and implementing a budget that covers both your needs and wants in retirement. Visit UnleashYourMoney.com to take the Replace My Paycheck challenge. Call 404-341-6767 to schedule your time to speak with the ...
Nov 15, 2024•15 min
As we approach the end of the year, it could be a good time to take a closer look at your taxes in order to take advantage of certain opportunities. Chris Hoffman discusses tax loss harvesting and other strategies that could prove beneficial in mitagating the tax hit for 2024. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Nov 11, 2024•15 min
The presidential election has come and gone, leaving many to wonder what effects, if any, it could have on their financial present and future. Eric Johnson and Kyle Allyn of the Hoffman Financial Group unpack the ramifications of elections, their role in shaping the economy, and provide action steps for investors and retirement savers to create a full financial plan. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak wi...
Nov 08, 2024•14 min
It's the fourth quarter, which means a new year is on the horizon. Are you doing everything you can to close out 2024 on the right note financially? On this edition of Money Unleashed, Chris Hoffman discusses some things that could help retirement savers finish the year strong and head into 2025 with their financial affairs in order. Visit UnleashYourMoney.com and hit "Replace My Paycheck" challenge box, or call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Nov 04, 2024•15 min
The current bull market has been running for quite some time, but would you believe that some financial professional can't agree on when exactly it began? Eric Johnson and Kyle Allyn of the Hoffman Financial Group break down various market factors and discuss the importance of proper financial planning to navigate the highs and lows investors face. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Fina...
Nov 01, 2024•12 min
A recent study of investors and financial professionals revealed some communication gaps which could prove harmful to retirement planning if left unchecked. On the latest episode of Money Unleashed, Chris Hoffman offers insights on the importance of clear and concise language between advisors and their clients as well as ways to avoid mixed messaging that could leave cracks in the financial plan itself. Visit UnleashYourMoney.com and hit "Replace My Paycheck" challenge box, or call 404-341-6767 ...
Oct 28, 2024•15 min
You may have heard the phrase “cash is trash” thrown around, but how can we balance a consertative approach to retirement saving against the fear of missing out on market growth? Eric Johnson and Kyle Allyn of the Hoffman Financial Group cut through the mixed messaging. They also discuss choosing the right long-term care strategy and the importance of weighing all the options. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time t...
Oct 25, 2024•15 min
With the rise of the 401(k) and pensions no longer prevalent, it leaves many if not most Americans to chart a different course in order to fund retirement. It also leaves workers open to a considerable tax burden. On the latest episode of Money Unleashed, Chris Hoffman discusses the strategies to mitigate taxes and create dependable income streams in order to replace that paycheck from your working years. Visit UnleashYourMoney.com and hit "Replace My Paycheck" challenge box, or call 404-341-676...
Oct 21, 2024•14 min
On this episiode of Money Unleashed, Eric Johnson and Kyle Allyn introduce you to H.E.N.R.Y., which stands for High Earner Not Rich Yet. Many Americans have discovered that even in your highest earning years, managing your money can present a multitude of challenges. Finding the right advisory team can help you navigate those financial challenges. The key, as always, is putting together a comprehensive plan. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-...
Oct 18, 2024•15 min
The Bull Market has been going strong for two years, but should we throw a party and celebrate that growth or focus on protecting what we've built during that time? Chris Hoffman discusses the importance of realizing those gains and some strategies that could help ward off the effects of market volatility in the future. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Oct 14, 2024•13 min
Could what you don't know about taxes be taking a larger than necessary bite out of your budget and negatively impacting your retirement savings? Eric Johnson and Kyle Allyn discuss the many implications of taxes in our financial lives and why it is so important to have a strategy in place as part of a full financial plan. Visit UnleashYourMoney.com to take get your full financial plan started or take what you've done to the next level! Call 404-341-6767 to schedule your time to speak with the H...
Oct 11, 2024•13 min
Recent research indicated that a large number of Americans still in the working world remain uncertain about how to properly fund their retirement, with many wondering where the paycheck will come from once they clock out for the final time. Chris Hoffman lays out the reasons why it does not have to be this way with the proper financial plan. Visit UnleashYourMoney.com to take the "Replace My Paycheck" challenge! Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group....
Oct 07, 2024•13 min
With the Federal Reserve announced a long-anticipated interest rate cut, Chris Hoffman discusses the factors that led to their decision, the major takeaways and effects of it, where inflation fits into the puzzle, and action points moving forward. Visit UnleashYourMoney.com 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.
Sep 30, 2024•13 min
When it comes to building your financial plan, growth and protection go hand in hand. A recent survey from MetLife found that a majority of retirement plan sponsors are concerned about the ablity of retirees and those closing in on retirement to handle market volatility. Chris Hoffman discusses the importance of creating a strategy to protect your financial assets in less than favorable conditions. Visit UnleashYourMoney.com and sign up for your complimentary 401(k) X-Ray. Call 404-341-6767 to s...
Sep 23, 2024•15 min
Planning for retirement has many important factors and decisions. When you leave the workforce is just one of those. But what if you don't really see yourself retiring in the traditional sense? Chris Hoffman shares how to take control of a job situation and find career fulfillment for those who may still have the desire to continue pursuing their passions later in life. Plus, you'll hear a message that Warren Buffett shared about investing in 1985 that still rings true today. Chris will delve in...
Sep 16, 2024•15 min
For sports teams, a "Magic Number" helps indicate when they've done enough winning to advance to the next stage. In retirement, it’s that number you want to hit so you can step away from the working world and get to all those things you’d like to be doing. Chris Hoffman discusses the rising costs of retirement and the importance a full financial plan in order to cover both the wants and needs. Plus, Chris delves into the benefits of Roth accounts when saving for retirement in order to help mitig...
Sep 09, 2024•14 min
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. Chris also discusses the effects of inflation in the present and future an...
Sep 02, 2024•15 min
