Best Hfm Investment Advisors Llc Podcasts (2024)

1
Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind 23:11

1M ago23:11

23:11

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli is joined by Brittany Tedesco from Bratton Law Group to discuss the essential steps and considerations when dealing with the death of a loved one. The conversation covers the importance of having a will, the difference between probate and non-probate assets, and practical advi…

1
From Grief to Relief: Saving on Taxes After Saying Goodbye 28:26

2M ago28:26

28:26

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian exp…

1
Smart Not Spoiled: Raising Financially Savvy Kids 17:46

2M ago17:46

17:46

In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an …

1
The Key To Retiring Earlier May Not Be Saving More 14:43

3M ago14:43

14:43

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spe…

1
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term 17:22

3M ago17:22

17:22

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrielli, a certified financial planner, discusses the current trend of keeping money in cash. With high-yield savings accounts offering around 5%, many investors are unsure whether to invest or leave their money in cash. Jason highlights the importance of understanding historical ret…

1
Unlock the True Potential of Your 401(k) Savings 16:00

4M ago16:00

16:00

Jason Gabrieli and Tyler Reedman, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, dispel common misconceptions about 401(k) contributions. They dissect the difference between matching the employer’s contribution and maxing out a 401(k). They discuss contribution limits and strategies to increase contributions incrementally so you can …

1
Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors 13:30

4M ago13:30

13:30

When you retire, do you want to stay in New Jersey? Jason delves into the common concerns about retiring in New Jersey, such as the state’s reputation for high taxes and living costs. He also covers recent changes and programs like the Senior Tax Freeze and the Stay NJ program that make New Jersey a more appealing retirement destination. Lastly, he…

1
Charge Up Your Savings: Home Improvement and EV Tax Credit Overview 12:58

5M ago12:58

12:58

Home improvements, purchasing electric vehicles, and installing a qualified vehicle refueling and recharging apparatus at your home could entitle you to a tax credit. Jason reviews the different types of credits, their requirements, and the importance of consulting a tax advisor to optimize these opportunities to integrate them into your financial …

1
HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account 8:06

5M ago8:06

8:06

Are you enrolled in a Health Savings Account? (HSA) In addition to being used for immediate medical expenses, it provides tax advantages and can be used as an additional retirement tool. Jason reviews the requirements for an HSA, such as enrolling in a high-deductible health plan and the potential to invest contributions for long-term growth. He al…

1
2024 FAFSA Updates: Navigating Changes in College Funding for Families 12:13

6M ago12:13

12:13

This year, students and their families will notice significant changes to the Free Application for Federal Student Aid (FAFSA) process. We'll review these changes and how they can impact families navigating college funding. Key topics include the reporting of student income, business and farm assets, retirement plan contributions, and the implicati…

1
Bitcoin ETF, Where Does It Fit Into Your Investments? 13:56

7M ago13:56

13:56

Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strat…

1
Navigating the New Normal: A 2023 Economic Overview 13:28

7M ago13:28

13:28

So, how did 2023 end up? According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth i…

1
Should You Invest in AI Stocks? 14:53

8M ago14:53

14:53

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI)stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You wi…

1
Breaking Down Medicare: What You Should Know Before Enrolling 22:50

8M ago22:50

22:50

Jason Gabrieli is joined by recurring guest Bill Webb from Saratoga Medicare Advisors to dive into the topic of Medicare. They recognize that Medicare can be a complex subject and often misunderstood, leading to surprises regarding coverage. Jason and Bill aim to provide valuable insights and dispel misconceptions about Medicare. They start by brea…

1
What To Do With Those Old 401(k)'s 10:01

10M ago10:01

10:01

Whatever happened to that old 401(k) at your first job? Today, learn how to manage old employer retirement plans. Throughout this episode, gain insight into the various paths you can take with accrued retirement balances from past employment ventures. Jason reviews the options available to you, discussing the benefits and drawbacks of each to aid y…

1
Should You Sell Your House for $1? 14:41

10M ago14:41

14:41

Would it ever make sense to sell your house for a few bucks? Jason Gabrielli dives into the world of estate planning, specifically focusing on the ownership of your house. Jason addresses a common misconception about selling your house to your kids for a low price, debunking the idea that it can help avoid taxes. He explains the federal estate tax …

1
How to Invest in A Secure Financial Future for Your Children 12:36

11M ago12:36

12:36

Jason Gabrieli zeroes in on a topic he often discusses with clients: investing for the younger generation in your family. Jason reviews the options available to you as a parent, grandparent, or guardian to begin fostering a secure financial future for them. Jason reviews several options, including accounts available under a custodian's supervision,…

1
Aging with Grace: Ensuring a Burden-Free Future through Life Care Planning 13:41

1y ago13:41

13:41

HFM is shining the spotlight on the crucial topics of elder law planning and life care planning. CERTIFIED FINANCIAL PLANNER Jason Gabrieli is joined by Brittany Tedesco, Esq. from Bratton Law Estate and Elder Attorneys, a seasoned expert in the field, guides listeners through the various aspects and timelines associated with these services. The co…

1
Calculating Your Optimized Social Security Formula 14:33

1y ago14:33

14:33

CERTIFIED FINANCIAL PLANNER and Registered Social Security Analyst Catherine Allen-Carlozo sits with Jack McGee to delve into the world of social security and retirement planning. They emphasize the value of informed decision-making when it comes to social security benefits and retirement age. The discussion centers around exploring various options…

1
Rich vs. Wealthy: What's the Difference? 14:38

1y ago14:38

14:38

Although the two might be used interchangeably, rich and wealthy have two meanings in financial planning. CERTIFIED FINANCIAL PLANNERS Jason Gabrieli and Catherine Allen-Carlozo discuss the importance of saving, building wealth, and aligning spending with financial goals. They emphasize the role of net worth and assets in achieving financial freedo…

1
Gold For The Long Term? 14:19

1y ago14:19

14:19

On this episode of Dollar Wise, Jason Gabrieli and Catherine Allen Carlozo dive into the topic of gold as an investment. Recent events like COVID-19 and stock market fluctuations have made people lose faith in their sources of security, leading to increased demand for gold investment. However, investing in gold should only be done with moderation a…

1
Contingency-Free Real Estate: How Anyone Can Become A Cash Buyer 16:51

1y ago16:51

16:51

The real estate market is as competitive as ever, even for the most qualified buyers. And if you’re like most people and need to place contingencies in your offer, such as needing to sell your home first or getting approved for a mortgage, the seller would incur greater risks with you and so they would likely choose a cash offer instead. Thomas Bic…

1
Making College Count: Calculating the Long-Term ROI of Your Education 22:30

1+ y ago22:30

22:30

Summary College is one of the biggest investments a family might make. But, most families jump in head first without understanding the true cost of college or calculating the potential return on investment. This episode is about how to make wise investment decisions when it comes to your child’s education, the resources available to parents and stu…

1
Finding Opportunities in the Chaos: Why You Should Invest During Market Volatility 13:09

1+ y ago13:09

13:09

2022 was a rough year for investors. And when the market becomes challenged, people begin to feel intimidated and might look to put their money elsewhere. And yes, investing involves risk, but don't stick your head in the sand and think relying on bank interest will be enough to reach your goals because, historically, you will lose to inflation ove…

1
Let’s Talk About Cash 13:42

1+ y ago13:42

13:42

With recent banking collapses and interest rates still at recent highs, understanding the right place for your cash is more important than ever. In this episode, we discuss different options for cash while maximizing its value and protection. We’ll explore alternatives to bank accounts like money market funds and treasury bills. By comparing variou…

1
Why Stock Market Predictions Are Worthless 15:36

1+ y ago15:36

15:36

Summary You’ve probably clicked on an article or watched a video predicting how the stock market will perform - but are they ever right? We examine some predictions from top financial institutions like Goldman Sachs, JP Morgan, and Bank of America for 2022 and how they actually turned out and discuss whether it ever makes sense to make investment d…

1
How Much Are You Ready to Lose from Your Insurance Policy? 14:31

1+ y ago14:31

14:31

It can be quite tempting to pick a fast and inexpensive car or home insurance provider online and call it a day…but, what are the risks? We discuss what your car or home insurance should cover, so it doesn't cost you down the line and end up being an expensive mistake. Shayna Carnevale from Comparion Insurance joins us to shed light on what really …

1
5 Things You Need to Know About Secure Act 2.0 22:17

1+ y ago22:17

22:17

You’re probably not going to read the Secure Act 2.0’s ~100 provisions, so we’re telling you the top 5 things you need to know about it even if you’re not retiring. The act is being phased into implementation from 2023 - 2033, we’ll let you know the key dates you need to keep in mind. Tune into this episode to also learn: How the Secure Act 2.0 wil…

1
The Return of the 3% Interest Savings Account 15:21

1+ y ago15:21

15:21

It’s stressful when interest rates go up - you can afford less and your home and car payments go up. But, there is a way to use high interest rates to grow your cash and net worth. We discuss how to make high interest rates serve you rather than scare you. Tune into this episode to also learn: Should you put money in an online bank? Best way to pro…

1
4 Tips to Better Position Yourself In This Bear Market 16:10

2y ago16:10

16:10

You already know that markets are declining so much that we are in bear market territory. But, what’s the right thing to do? Stop investing? Sell the stock you have? Will the market come back soon? We answer the key questions on your mind about the 2022 market crash and share 4 ways you can make and save money during this market downturn. Tune into…

1
Should You Join A Credit Union Instead of A Bank? With Daniel Sulpizio 12:30

2y ago12:30

12:30

You’ve probably heard about credit unions before. But, do you know what they are and why you’d ever join one instead of a traditional bank? That’s what we discuss with Daniel Sulpizio in this episode. Find out how a credit union can potentially save you a lot of money and make your finances simpler and more streamlined. Daniel Sulpizio is the Execu…

1
How To Start Investing In Real Estate (Realistically) with Frank Anastasi, CPA 18:20

2y ago18:20

18:20

What is real estate investing actually like? How much does it really cost to start? What do you need to know to create a lucrative deal? Learn from a real estate investor and CPA Frank Anastasi, who started investing in properties in 2020 and now has the real estate business down to a science. Get a realistic point of view that you won’t find on go…

1
2022 Has Been a Tough Year for Investors - Overcoming the Physical Toll of Stress 30:31

2y ago30:31

30:31

We have become constantly stressed. We are no longer in fight or flight mode just at the gym, we are in fight or flight mode just before bed. Stress is depleting us and taking away our ability to make the most out of our bodies for the rest of our lives. Mike Blaylock and Jason discuss how you can stay fit and active for the rest of your life by do…

1
How To Claim Social Security Without Losing Money with Martha Shedden 30:54

2y ago30:54

30:54

Social security might be your largest asset in retirement, but how long will it last? And how can you increase the amount of money you receive when you retire? When you don’t know what you’re entitled to, you might be leaving more money on the table than you think. Catherine from HFM Investment Advisors and Martha Shedden, a social security expert …

1
I Bonds Paying 9.62%... What's The Catch? 11:31

2y ago11:31

11:31

Right now, I-bonds present an extremely attractive 9.6% rate of return. So, how come we never hear about I-bonds? Learn why I-bonds are currently popular, how to buy them, and whether your should in this snappy episode of the Dollar Wise Podcast. Tune into this episode to learn: How much money you can make by investing in I-bonds Pros and cons of b…

1
The 5 Things You Need To Survive A Bear Market 23:29

2y ago23:29

23:29

We have officially entered a bear market. In this episode, Jason and Tyler discuss the 5 things you need to do to survive and thrive in any bear market. They discuss how long it will take for the market to recover, what can diminish your returns in a bear market and how to avoid it, what your mind is like in a bear market, and the main thing you ha…

1
Should you buy a home now or wait for prices to drop? 15:53

2+ y ago15:53

15:53

In this episode, Jason Gabrieli and Tyler Reedman discuss whether it’s a good time to buy a home given rising home prices. Most of us have a tendency to overanalyze our homebuying decisions and ultimately treat homebuying as an investment. In the conversation, they explain why you shouldn’t treat homeownership as an investment and they provide bett…

1
How to Save Money When Buying a Car in Today’s Expensive Market 23:37

2+ y ago23:37

23:37

Ex-car dealership owner Tom Reedman joins Jason to discuss the state of the car industry these days. They discuss why car prices are unbelievably high at the moment, the secret to getting a good price for a car even when they’re really expensive, what to make sure to negotiate when you’re closing on a car at the dealership and what isn’t worth nego…

1
Can Someone Really Steal the Title to My House? With John Friedman, Esq of First American Title 12:19

3y ago12:19

12:19

Title professional and attorney John Friedman, joins Jason to discuss if the title to your house can really be stolen. Buying a property can be the biggest investment you make. It is therefore only natural that you would want to make sure that your title to your house is fully protected. John Friedman is a New Jersey State Council at First American…

1
Common Mistakes People Make When Starting Medicare with Bill Webb from Saratoga Medicare Advisors 20:37

3y ago20:37

20:37

Bill Webb returns to the podcast to dig into some basic mistakes people make as well as upcoming deadlines with respect to Medicare and then dive into a question we get all the time from clients getting to Medicare age: what is the difference between Medicare Advantage and Medicare Supplement? Bill and Jason explore some questions to ask yourself w…

1
Smartly Claiming Social Security with Mary Beth Franklin 36:28

3y ago36:28

36:28

When planning for your retirement one of the most important decisions to make is when to claim Social Security benefits. Make the wrong decision and you can lock in a loss for the rest of your life. Make the right decision and you may help secure the lifestyle you desire. Today’s very special guest is Mary Beth Franklin, author of “Maximizing Socia…

1
Navigating this Crazy Real Estate Market with Devin DiNofa from TCS New Jersey 23:28

3y ago23:28

23:28

Jason Gabrieli is joined by Devin DiNofa, a partner at TCS New Jersey with Keller Williams Realty. Devin’s expertise spans both the Philadelphia and South Jersey markets and in this episode we get into navigating today’s real estate market, which has just exploded since the onset of the COVID pandemic. Devin provides some tips for buyers on how to …

1
Are Solar Panels A Wise Financial Decision For Your Home or Business? with Kevin Davis from Spotlight Energy Solutions 19:28

3y ago19:28

19:28

Jason Gabrieli speaks with Kevin Davis from Spotlight Energy Solutions all about the considerations to make when evaluating adding solar to your home or business as well as how the various incentives work and how things have changed over the years. Spotlight has been in business for 34 years and have their roots in providing quality electric work f…

1
Protecting Yourself Financially In Post-COVID World with Tim Guim 18:39

3y ago18:39

18:39

Jason Gabrieli is joined by technology and cybersecurity expert Tim Guim, President and CEO of PCH Technologies. They discuss the new threats that have emerged since the COVID pandemic over the last year and how some of the more prominent scams for the average person may be far more personal than a “hacker” finding your password. Tim will provide s…

1
How Much Cash Should You Hold In Your Bank Account? 16:26

3+ y ago16:26

16:26

Jason Gabrieli and Tyler Reedman get into some of the purposes for your overall financial plan of holding cash, review some concepts on how to set your “cash comfort” level, and discuss some ideas and strategies for what to do with excess cash. This is a question we’ve been getting more and more, especially since many people ended up spending a lot…

1
Will your retirement be a purposeful journey or watching the grass grow? 14:17

3+ y ago14:17

14:17

Many of our clients believe a big part of their identity and purpose is their job or career. When they get closer to retirement, it may be the first time they think about what they want to do versus what they had to do while working. Join Jason Gabrieli and Catherine Allen-Carlozo as we discuss what our clients are doing to prepare and transition f…

1
Current State of Student Loans and Ideas To Consider 11:22

3+ y ago11:22

11:22

Tyler Reedman is joined by Jason Gabrieli on this episode where they dive into the current student loan situation in the US, how COVID policies have affected repayment for borrowers, and some important considerations to make when deciding on your own strategy for paying back your loans. Like what you’ve heard… Learn more about HFM HERE Schedule tim…

1
One Year After Lockdown – Why It Pays to Be An Optimistic Investor 14:31

3+ y ago14:31

14:31

Jason Gabrieli and Tyler Reedman take us back to March 23, 2020. The world seemed to be paralyzed by the spread of the COVID pandemic and stock markets around the world experienced one of the fastest drops in history. No one knew it at the time, but that day would be the “market bottom” and we would see the greatest 12 month period return since the…

1
Taking Control of Your Finances as a Young Adult 14:23

3+ y ago14:23

14:23

Young professionals listen up… Managing your finances (like really having to manage them for the first time) can feel like a juggling act. You may be graduating from college, starting your career, developing a budget, figuring out how to get out from under those student loans, investing in a 401(k), buying your first home… the list goes on and on. …

1
Maximizing Independence and Quality Of Life When Planning For A Loved One’s Care with Casey Price 20:35

3+ y ago20:35

20:35

Attorney Casey Price’s own family knew his grandmother needed help when the “meatballs tasted funny”. In this episode, Casey shares with Jason Gabrieli the role of Elder Law Planning in ensuring loved ones get the level of care they need and protect the assets they spent a lifetime building, while retaining their independence and quality of life as…

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Hfm Investment Advisors Llc Podcasts

Podcasts Worth a Listen

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