Wealth on the Move

Wealth on the Move with Will Hoffman of Hoffman Wealth Management, the podcast where we explore smart financial strategies for busy families and active retirees. We’ll dive into the tips, tools, and techniques you need to keep your wealth moving forward with your life. Whether you’re managing your family’s finances or planning for a well-deserved retirement, we’re here to help you stay ahead of the curve. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Wealth on the Move is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Wealth on the Move, a general show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #52

  How High Earners Fix Money Scripts & Build Real Wealth | Yohance Harrison

  Aug 13, 2026—S1

  <p>Summary: In this episode of Wealth on the Move, host Will Hoffman welcomes Yohance Harrison, founder and CEO of Money Script Wealth Management and host of the Only Human Podcast. Yohance shares his personal journey from facing childhood financial scarcity to building a specialized wealth management practice focused on high-burnout emergency room physicians. Together, they explore the psychological and behavioral aspects of money management, examining how childhood experiences and ingrained “money scripts” influence financial decision-making into adulthood. Yohance breaks down the unique financial traps facing high earners, the shift from traditional pensions to individual 401(k) responsibility, and the critical gap...

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  Episode #51

  Why Don't Schools Teach Personal Finance? w/ author Cary Siegel

  Jun 18, 202653 minS3

  <p>Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Cary Siegel, author of ‘Why Didn’t They Teach Me This in School?’ They discuss the critical need for financial literacy in education, the importance of teaching children about money management, and practical strategies for parents to fill the gaps in their own financial knowledge. Cary shares insights from his book, emphasizing the value of getting rich slowly, avoiding the pitfalls of comparison, and the necessity of negotiation in everyday life. The conversation highlights the shift from traditional pensions to personal financial responsibility, urging listeners to tak...

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  Episode #50

  Why the Rich Get Richer: Inside the Hilton Family Office with Mark Hilton

  Jun 4, 202637 minS1

  In this episode of Wealth on the Move, host Will Hoffman speaks with Mark Miller, managing director of the Hilton Family Office, about the strategies and mindsets that have allowed the Hilton family to build and preserve their wealth across generations. They discuss the differences between retail and smart money investing, the importance of a long-term mindset, and the shift from traditional pension plans to 401(k)s. Mark shares insights on legacy planning, the significance of education for future generations, and how to structure investments for safety and growth. The conversation emphasizes the need for individuals to take responsibility for...

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  Episode #49

  5 Outdated Financial Practices to Leave Behind in 2026

  May 7, 2026—S1

  <p>Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that need to be left behind. They explore the ineffectiveness of dinner seminars, the rise of financial influencers, the misconceptions surrounding life insurance as an investment, and the importance of integrated financial advice. The conversation emphasizes the need for a client-centered approach and the dangers of siloed advice in financial planning. In this conversation, Will and Brynn discuss the importance of collaboration among financial professionals, the challenges of founder limitations in firms, and the need...

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  Episode #48

  Ben Carlson: Why "Buy and Hold" Still Wins (Even After a 30-Year Market Crash)

  Apr 23, 2026—S1

  <p>Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new book ‘Risk and Reward’. He shares lessons from Japan’s stock market history, debunks common investing myths, and emphasizes the value of simplicity and discipline in wealth management.</p> <p>Resources: </p> Find Risk & Reward on Amazon A Wealth of Common Sense Website Animal Spirits Podcast <p>Key  topics:</p> Long-term investing and buy-and-hold strategy Lessons from Japan’s stock market history The importance of diversification and avoiding concentration risk Managing investor psychology and behavioral biases Insights from Ben Carlson...

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