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Money Unleashed

Hoffman Financial Groupwww.spreaker.com
Money Unleashed is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris Hoffman is a wealth management and retirement planning professional with over two decades of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. Powered by Hoffman Financial Group, Money Unleashed covers a wide range of financial topics and includes insights and episodes from vice presidents Eric Johnson and Kyle Allyn. Whether you're just starting out on your financial journey or you're looking to refine your existing plan, Money Unleashed brings something for everyone.
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Episodes

Opportunity costs: The importance of a measured investment strategy in volatile markets

Market volatility can lead some investors to make emotional decisions, ones that could prove costly in the long run. Chris Hoffman is the founder of Hoffman Financial Group and in this episode of Money Unleashed he discusses how fear during market drops can lead to missed investment opportunities as well as the importance of assessing holdings, rebalancing portfolios, and deploying a strategy that can beat the market on an annual basis through solid financial planning with an advisory team. Visi...

Mar 31, 202510 min

Avoiding costly investment mistakes that could haunt you forever

If an ounce of prevention is worth a pound of cure, then just how valuable could that line of thought be in your financial life? Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they discuss how to steer clear of some common investmenet mistakes that could sabotage your financial goals. Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman...

Mar 28, 202515 min

Secure your Golden Years: Tackling the fear of not saving enough

A recent research survey revealed an alarming number of Americans are concerned they will never be able to save enough for a successful retirement. While that fear is very real for many people, the outcome does not have to be. Chris Hoffman is the founder of Hoffman Financial Group and in this episode he discusses the importance of financial planning and the pivotal role it plays in allaying fears and securing a well-funded retirement. Visit UnleashYourMoney.com and sign up for your complimentar...

Mar 24, 202515 min

Why is it so important to have a financial advisor?

Sometimes we all just need a little coaching. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they share the importance of working with a financial advisor who can provide counsel for the highs and lows in the market as well as help you construct a comprehensive plan. Visit UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to schedule your time to speak with the Hoffman Financial Group....

Mar 21, 202512 min

Tapping into the power of income planning for retirement

While running out of money remains the top retirement fear for many if not most Americans, there are ways to mitigate that concern. Chris Hoffman is the founder of Hoffman Financial Group and in this episode he offers some insights on how to eliminate the fear of outliving your money by creating a proper income plan. 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....

Mar 17, 202515 min

Riding out the storm: Strategies to avoid panic selling

The market does not like uncertainty, but volatility, dips and corrections can create emotional responses from even the most seasoned investor. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they discuss effective strategies to keep emotions in check and avoid panic selling during market downturns. Visit UnleashYourMoney.com to reserve a complimentary consultation and create your full financial plan or take what you've do...

Mar 14, 202515 min

Proper planning: How to navigate the financial times at all times

A new year has brought with it a unique set of financial hurdles and challenges for investors and retirement savers to clear. Whether it's inflation, market volatility, or a variety of other factors, navigating the financial waters through proactive planning is critical. Chris Hoffman shares some insights on setting yourself up to weather those storms and stay on track for a successful retirement. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to...

Mar 10, 202513 min

What to make of tariffs: The ongoing search for financial clarity in uncertain times

An eventful week full of headlines that impact our financial outlook may have some investors wondering which way the wind is blowing. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they discuss the uncertainty stemming from tariffs and other economic factors, the effects those could have on our financial lives, and the importance of having a plan in place to weather those storms. Visit UnleashYourMoney.com to reserve a co...

Mar 07, 202514 min

Social Security under the microscope: What the latest scrutiny means for your retirement

The Social Security Act was signed into law in 1935, making it a staple source of income for retirees. Its future, however, remains a hot button topic as highlighted by the efforts of DOGE -- the Department of Government Efficiency -- to live up to its name. Chris Hoffman discusses the recent headlines and the importance of identifying the best Social Security strategy in order to maximize your benefits. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-...

Mar 03, 202515 min

Learning some valuable retirement lessons from federal layoffs

A growing number of federal employees find themselves searching for work due to layoffs in the early stages of new year, but what can we learn from these changing times? Eric Johnson and Kyle Allyn of the Hoffman Financial Group share some insights to help better structure your retirement plan, put you in the driver's seat, and have you ready to step away from work when the time comes. Visit UnleashYourMoney.com to put Hoffman Financial Group to the test with the "Replace My Paycheck" challenge....

Feb 28, 202514 min

Your priorities should guide your financial advisor’s strategy

When it comes to your financial life, you should be the main character in that story. Some financial professional may put themselves and their solutions ahead of your individualized needs. Chris Hoffman discusses the importance of working with an advisory team that prioritizes your specific wishes, wants, and needs in order to build a financial plan that fits your life. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak...

Feb 24, 202514 min

Checking in on your tax planning: Do you know these important deadlines?

Everyone may have April 15th circled on the calendar each year, but that may be the beginning, middle and end of their knowledge when it comes to tax deadlines. Eric Johnson and Kyle Allyn of the Hoffman Financial Group key in on some important timings to know and discuss the critical need to have a comprehensive tax strategy as part of your full financial plan. Visit UnleashYourMoney.com to get started with your tax planning for retirement, put your full financial plan in place or take what you...

Feb 21, 202515 min

The impact that education can make on our financial confidence

The earlier we learn about certain concepts, the sooner we can make decisions that may ultimately prove beneficial in the long run. Unfortunately, for many Americans, financial education is not something they're exposed to early in their working lives. Chris Hoffman details the importance of taking the reins in our financial lives and provides some guideposts to do just that. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to...

Feb 18, 202514 min

Don't let changes in retirement planning catch you off guard

The landscape of retirement planning is constantly shifting. Whether it be rules changes for accounts, taxes, or a variety of other financial factores, it's important not to let the goalposts get moved on you. Eric Johnson and Kyle Allyn cover some important ways the landscape of retirement has changes and touch on areas to reassess. Visit UnleashYourMoney.com to take the "Replace My Paycheck" challenge, get your full financial plan started or take what you've done to the next level! Call 404-34...

Feb 14, 202515 min

Is your 401(k) doing everything it should be for your retirement savings goals?

Nearly 50 years after the 401(k) rose to prominence, it's fair to question if the most popular retirement savings vehicle in the United States meets the needs of the modern workforce. Chris Hoffman covers some best practices to make sure you are getting the most out of workplace accounts and where they fit into an overall financial plan. 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...

Feb 10, 202515 min

What effects could Trump's tariffs have on your taxes?

As the Trump administration continues to put new policies in place, tariffs have been a major talking point and could be utilized for a variety of reasons with a variety of effects. Eric Johnson and Kyle Allyn discuss the impact that tariffs may have on taxes as well as the importance of creating a strategy to manage any changes we may encounter. Visit UnleashYourMoney.com to discuss tax strategies, get your full financial plan started or take what you've done to the next level! Call 404-341-676...

Feb 07, 202513 min

Don't let fear of the financial unknown force you to postpone retirement

According to a recent study, many Americans approaching retirement are worried that they may not actually be able to retire and will instead consider delaying it indefinitely. Chris Hoffman discusses the factors to consider when building a financial plan that mitigate the fear attached to clocking out of work for the last 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....

Feb 03, 202514 min

The importance of having the right tax strategy in your retirement plan

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 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 Hoffma...

Jan 31, 202513 min

How should the Trump administration affect your financial outlook?

As President Donald Trump enters his second term, there’s growing curiosity about how his administration will affect the country’s economy and our personal financial futures. Chris Hoffman discusses the importance of designing a financial plan and retirement strategy built to last for decades and never contingent on election results. 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....

Jan 27, 202515 min

Are you prepared for the unprecedented amount of generational wealth set to change hands?

Over the next 20 years, an estimated $84 trillion in assets is set to change hands. That incredible sum will be passed from Baby Boomers and inherited by Gen-X, Millenials and Gen-Z. Hoffman Financial Group Vice Presidents Eric Johnson and Kyle Allyn dive into the process of making that transfer of wealth as smooth as possible by putting a legacy plan in place. Visit UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman ...

Jan 24, 202514 min

Why alignment with your advisor is critical to successful financial planning

Working with a financial professional is a powerful way to plan for retirement, but gaps in communication and understanding of your goals and objectives can undercut that effectiveness. Chris Hoffman shares ways to get on the same page with your advisor and stay there on this edtiion of Money Unleashed. 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....

Jan 20, 202515 min

How should a home or real estate holdings fit into your financial plan?

For many, owning a home represents financial stability and long-term security, not to mention its potential for appreciation over time as an investment. However, balancing the emotional attachment with financial expectation is key. Hoffman Financial Group Vice Presidents Eric Johnson and Kyle Allyn discuss the importance of not being over-exposed in real estate holdings in the event of unforeseen circumstances or natural disaster. Visit UnleashYourMoney.com to get your complimentary Portfolio X-...

Jan 17, 202514 min

Building an income plan sets you up for financial success in retirement

Running out of money remains the top fear among retirees, but creating an income stream that will last as long as you do can help cast that worry aside. Chris Hoffman discusses the ins and outs of income planning and how to generate reliable income 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.

Jan 13, 202514 min

New year, new you? Plotting your financial course for 2025

Out with the old and in with the new can have many meanings. One of the many things that comes with a brand new year is uncertainty. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they discuss how well known bank views the year ahead and how that can inform our vision. 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....

Jan 10, 202514 min

The importance of having the right withdrawal strategy in retirement

While we all focus on growing those retirement accounts, the order in which we draw money from them is a critical step that should not be overlooked. Chris Hoffman shares insights on designing the right withdrawal strategy to properly fund retirement and preserve principal. 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.

Jan 06, 202515 min

Why is financial confidence so low for many investors despite booming markets?

Despite a lenghty Bull Market run, many investors recently revealed that their financial confidence is lower than expected. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they take a deep dive into some of the factors that may be causing retirement savers to stress. 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....

Jan 03, 202515 min

Some financial resolutions to help you ring in 2025

While 2024 has come and gone, a new year brings new opportunties. Chris Hoffman discusses a few financial resolutions that could help you not only start the new year off right, but set your portfolio up for success 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.

Dec 30, 202414 min

The importance of striking the right balance in your portfolio

There are a multitude of components that come together in order to build a successful portfolio. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss the importance of identifying the right defensive options and maximizing them. 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 27, 202415 min

If you feel like you may never retire, then you may need a new retirement plan

A notable economist recently shared some surprising advice for retirement. That suggestion was to never retire. Many people work longer because they love what they do, but others may feel trapped in their career due to financial pressure or uncertainty. Chris Hoffman shares how proper planning can help create the right exit strategy. 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 23, 202414 min

Knowing the line between chasing gains and gambling on investment opportunities

With the stock market hitting record highs, investors are constantly searching for opportunities and gains, but greed can cloud decision making and lead to riskier plays. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss the importance of a sound investment strategy. 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 20, 202413 min
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