Money Unleashed

Retirement is about more than just managing your portfolio, it’s a major life transition. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they dive into the sometimes overlooked mental and emotional preparation that’s just as crucial as saving, investing, and spending. Visit  UnleashYourMoney.com to request your complimentary Portfolio X-ray!...

Thanks to a multitude of economic factors and financial concerns, many Americans are opting to push their retirement date back and stay in the workforce longer than they'd originally planned. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed, he delves into the reasons why the retirement goalposts may be moving and ways to stop them in their tracks and...

Legacy planning is about more than what you leave behind. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they discuss how putting off a legacy plan or simply not communicating about the transfer of wealth can prove costly to future generations. Visit  UnleashYourMoney.com to request your complimentary Portfolio X-ray! Call 404-640-5511 to sc...

What is a retirement wrecking ball? Those costly financial missteps that can hit your nest egg like a demolition crew, wiping out years of hard work thanks to one or more bad decisions or, even in some cases, indecision. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed we break down the moves that can derail your retirement dreams. Whether you’re just...

Financial freedom is a worthy goal, but for a lot of people, it can feel pretty out of reach. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they break down what true financial freedom in retirement looks like and share some of the key steps to help you get there with confidence. Visit  UnleashYourMoney.com to request your complimentary Port...

With the first half of 2025 now in our rearview mirror, it's a great time to assess where you are on your financial journey for the year. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they share a checklist to make sure you're on track to accomplish your financial goals. Visit  UnleashYourMoney.com to request your complimentary Portfolio X-...

A solid retirement plan is about more that just hitting your savings goal. It’s about protecting what you’ve built by preparing for disruptions that could derail your future financial security. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the steps to create a financial plan that accounts for good times and bad. If you’re close to reti...

Are cuts to Social Security really on the horizon? We’re sorting fact from fear and sharing what retirees -- and future retirees -- should actually focus on. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they will cover ways to identify the proper claiming strategy, maximize your Social Security benefits and hedge against potential decrease...

The Federal Reserve declined to cut interest rates as the month of June comes to a close, opting instead to continue monitoring economic conditions and the potential effects that tarrifs could have among other factors. While those rates affect borrowing, they could also present some other unique opportunities. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unl...

We work hard for our money, but there is a troubling amount of employer-based retirement savings accounts being left behind and forgotten about. Roughly $1.6 trillion is sitting in over 29 million idle 401(k) accounts that were never moved or merged at the time of a job change. They are referred to as orphan 401(k)'s and they represent a missed opportunity for millions of Americans to grow those s...

Your investment style can be as important as what you invest in. At the very least, it plays a critical role in your financial planning success. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this episode, they discuss the importance of refining your approach to investing, keeping tabs on your accounts, and setting your porfolio up for optimal performance...

There are different fears for different stages of our lives. When it comes to retirement, none is bigger than the fear of running out of money. Recent research revealed that retirees are more afraid of that reality than they are of death. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the importance of mapping out an income plan and how...

Many retirement savers believe they’re diversified simply because they have multiple accounts. What they don’t realize is that these accounts often hold the same types of investments, leaving them exposed to more risk and in danger of underperformance. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'll cover the keys to identifying the proper strategy to...

Forty years ago this year, Coca-Cola ditched its original recipe for New Coke. It didn’t go well and  turned out the classic formula was right all along. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he shares some lessons we can learn from this marketing misstep as well as the keys to finding and sticking with the appropriate investment formula for...

Even though we've experienced some volatility in the market this year, one industry leader released a promising forecast for what's. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and discuss the financial storms we've weathered and how to identify opportunities and strike the right balance in your portfolio. Visit  UnleashYourMoney.com to request your complimen...

It turns out the creator of one of retirement's most popular rules of thumb now believes it actually isn't enough. The four percent rule has been around for three decades, but it may be selling retirees well short of what they can actually withdraw. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he discusses the importance of building a financial pla...

Not enough cash can be a problem, but too much cash can present an entirely different set of issues. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and they'llshare how we can strike a balance in order to have the appropriate mix of assets in our portfolios, including the role cash can and should play. Visit  UnleashYourMoney.com to request your complimentary Po...

For many, spring cleaning is an annual thing, but there is never a bad time to reevaluate your portfolio to get it looking its best. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he shares some ways to identify outdated or underperforming assets and strategically reallocate to more promising opportunities for improved long-term performance. Visit  U...

When it comes to investing, making emotional decisions can be highly disruptive to your financial plan. That's why timing the market will never be able to match time in the market. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group discuss this tried and true methodology and how the right financial advisory firm can help take the emotions out of investing and put yo...

"Assume nothing; question everything" is a good rule of thumb for life and it is certainly applicable when it comes to creating and managing your financial plan. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed we'll cover some common financial misconceptions that could hamper retirees from meeting their financial goals and successfully funding their r...

Retirement is a journey, not a destination. When you are ready to clock out of work for the last time, you need to know where you are on the map in order to chart the course you want in retirement. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they'll discuss the steps to take in order to be prepared for a successful retir...

When you're in the retirement redzone—those final yards before the goal—and just like in football, strategy makes all the difference. Chris Hoffman is the founder of Hoffman Financial Group and in this episode of Money Unleashed he discusses the importance of having your playbook ready in order to fund a successful retirement. Visit  UnleashYourMoney.com  and sign up for your complimentary Portfol...

Financial confidence is the key to making clear, empowered money decisions—no matter where you are on your financial journey. Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they'll share some ways to improve your financial confidence and empower you to build the retirement plan that is right for you. Visit  UnleashYourMoney...

Preparation is one of the keys to strong financial planning. While we may not know when we'll see market fluctuations, corrections, downturns, or even a recession, having that plan in place allows us to respond appropriately and avoid reacting emotionally to those conditions. Chris Hoffman is the founder of Hoffman Financial Group and in this episode of Money Unleashed he shares some ways to manag...

Heard you need a million bucks to retire? Maybe more? Maybe less? Does the number keep changing? Eric Johnson and Kyle Allyn are the Vice Presidents of the Hoffman Financial Group and on this edition of Money Unleashed they'll talk about what really matters when planning for your future and how income generation is the key to cracking the retirement code. Visit  UnleashYourMoney.com to request you...