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Money Unleashed

Hoffman Financial Group

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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 lookin ...
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As CEO of JW Financial Group, Jason Waters takes his 20 years of expertise as a certified financial planner to help you navigate the ways to grow your business. On Cash Flow, Jason sits with CEO's, entrepreneurs, and CFO's to discuss their business, industry trends, and tips for cash flow management.
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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 sched…
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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 …
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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 p…
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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 pl…
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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 discus…
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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.…
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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 p…
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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 …
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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 drawdow…
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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 adv…
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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 po…
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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…
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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 MoneyUnleashed to learn more. See omnystudio.com/listener for privacy information.…
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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,…
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The conversation discusses a documentary called Finding the Money, which aims to challenge our understanding of the national debt. The hosts express confusion and skepticism about the government's borrowing practices and the concept of modern monetary theory. They emphasize the importance of individuals taking control of their own finances and crea…
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The conversation covers the topic of the inverted yield curve and its implications for short-term savers and retirement planning. It also discusses the significance of treasuries, sector rotation, and the impact of Warren Buffett's investment strategies. The conversation provides insights into alternative investment vehicles and the importance of p…
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The conversation delves into the documentary 'Finding the Money' and the confusion surrounding the national debt and government borrowing. It also emphasizes the importance of personal financial management and the role of financial advisors in retirement planning. Visit Unleash Your Money to learn more and sign up to get your 401(k) X-Ray. Call 404…
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Eric Johnson discusses the merging of annuities and 401ks, with BlackRock incorporating annuities into their target date funds. The use of annuities is seen as innovative and a way to create income and protect against market and interest rate risks. The conversation also highlights the improvements in annuities over the years and the importance of …
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Eric Johnson covers various financial topics, including the top financial concerns, inflation, and the Federal Reserve's actions. The Gallup poll shows that 41% of people are concerned about inflation, which is up from 35% last year. The conversation also delves into the importance of actively managing portfolios and the need for financial educatio…
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Eric Johnson discusses the different phases of retirement and the importance of financial planning. They highlight the 'go-go years' of retirement where individuals have more money and can enjoy traveling and other activities. They also discuss the 'slow-go years' where travel decreases and expenses may decrease as well. Finally, they touch on the …
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Chris Hoffman discusses various investment options and strategies. He covers topics such as real estate, bond funds vs. bonds, structured notes, high-yield savings accounts, and municipal bonds. They also touch on the importance of considering tax implications and planning for retirement, including required minimum distributions (RMDs). Overall, th…
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In this conversation, Chris Hoffman discusses the Federal Reserve (Fed) and its impact on the economy. He also introduces the 'Replace My Paycheck Challenge,' which involves creating a financial plan to replace a retiree's income. The conversation then shifts to the topic of investing in precious metals, particularly gold, as a hedge against inflat…
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In this conversation, Chris Hoffman discusses various aspects of 401k retirement savings plans. He addresses misconceptions about 401ks, such as the belief that they are the best place for retirement savings when they may be the only option for some individuals. He also highlights the benefits of Roth 401ks and the importance of considering other i…
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The conversation discusses the concept of sector rotation in investment portfolios and the importance of diversifying beyond popular stocks like Apple and Tesla. It emphasizes the need for active management and rebalancing to maximize returns. The conversation also touches on the benefits of structured notes as a high-interest paying investment too…
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Chris Hoffman discusses the concerning trend of Americans treating their 401ks as cash machines. He emphasizes the importance of budgeting and financial planning, particularly in retirement. Many individuals underestimate their expenses in retirement, leading to potential financial challenges. Hoffman highlights the need for a written financial pla…
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Guest: Cheryl Hodges - Real Estate & Property Management Extraordinaire at Williams and Co International Realty | Mortgage Minute with Jason Waters Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 👉👉👉👉👉👉👉 💻Website: http://bit.ly/2JKZTFi 🔗LinkedIn: http://bit.ly/2ZnyW0 😀📘Facebook: http://bit.ly/2JQ6cYf 😀📘💲Facebook Business: …
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Tamairo Moutry / CEO/Real Estate Broker | Mortgage Minute with Jason Waters Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 years of …
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Jason Waters | Mortgage Minute - Guest: Mechel McKinley-Hoffman - Real Estate Agent at Keller Knapp Real Estate Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group,…
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Jason Waters | Mortgage Minute with Guest: Randy Westfall - Managing Broker at Westfall Real Estate Group LLC Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, J…
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Jason Waters | Mortgage Minute with Guest:Tajuan White - Agent at Devoe Real Estate Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 y…
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Jason Waters | Mortgage Minute with Guest: Kyle Keesee Real Estate Agent at Fathom Realty Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes hi…
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Jason Waters | Mortgage Minute with Guest: Maggie Haradon - CEO of MCH Realty Solutions Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his …
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Mortgage Minute with Jason Waters | Guest: David Pfotzer and Demond Tate of Pfotzer Properties Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters tak…
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Mortgage Minute with Jason Waters | Guest: Rick Hale - CEEO and Realter/Broker at Keller Williams Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters …
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Mortgage Minute with Jason Waters | Guest: James Kynes - Commercial and Tenant Real Estate Broker Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters …
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Mortgage Minute with Jason Waters | Guest: Noelle Banks of Atlanta Communities Real Estate Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFiLinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes hi…
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Mortgage Minute with Jason Waters | Guest Greg Kurzner - Real Estate Investment Specialist at Resideum Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 ​ Website: http://bit.ly/2JKZTFi ​ LinkedIn: http://bit.ly/2ZnyW0 ​Facebook: http://bit.ly/2JQ6cYf ​ Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, J…
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Mortgage Minute with Jason Waters | Guest: Didi Rasmussen - Real Estate Agent and Marketing Specialist Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 ​ Website: http://bit.ly/2JKZTFi ​LinkedIn: http://bit.ly/2ZnyW0 ​Facebook: http://bit.ly/2JQ6cYf ​Facebook Business: http://bit.ly/2JNYMou ​ As CEO of JW Financial Group, J…
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Mortgage Minute with Jason Waters | Guest Deanna Gonzalez - Broker with Centric Real Estate Group - Learn something every day! Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFiLinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Fi…
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Mortgage Minute with Jason Waters | Tiffany McCall Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 years of expertise as a certified …
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Mortgage Minute with Jason Waters | Martina Negron - Realtor at Harry Norman Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 years of…
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Mortgage Minute with Jason Waters | Lindsey Ramsey - Associate Broker and Senior Marketing Consultant. Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Wa…
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Mortgage Minute with Jason Waters | Ariel and Cindi Blackwood Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 years of expertise as a…
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Mortgage Minute with Jason Waters | Guest: Cindy Bunch of LifeStone Realty Group Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou Cindy Bunch Social: https://www.linkedin.com/in/cindybunch/ …
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Mortgage Minute with Jason Waters | David McGee - Realtor at Century 21 Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 years of expe…
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Mortgage Minute with Jason Waters | Johnny Sinclair of Ansley Atlanta Real Estate Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou As CEO of JW Financial Group, Jason Waters takes his 20 yea…
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Mortgage Minute with Jason Waters | Guest Erin Etheredge of Atlanta Communities Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou Erin Etheredge Social: LinkedIn: https://www.linkedin.com/in/…
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Cash Flow with Jason Waters | Guest - Dwaine Canova CEO of Zynity.com Subscribe for more finance and small business tips: http://bit.ly/2JS88j1 Website: http://bit.ly/2JKZTFi LinkedIn: http://bit.ly/2ZnyW0 Facebook: http://bit.ly/2JQ6cYf Facebook Business: http://bit.ly/2JNYMou Dwaine Canova Social: Website: Zynity.com LinkedIn: linkedin.com/in/dwa…
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