Money Unleashed

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 be...

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  Unl...

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.c...

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...

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  UnleashYourM...

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  and sign up for your complimentary...

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 complime...

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 strateg...

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 Port...

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 tak...

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 complimentar...

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 y...

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...

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...

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 t...

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 t...

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 s...

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 s...

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. Visit ...

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. Vis...

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...

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...

A person’s finanial and physical health can affect one another in a multitude of ways, but working with an advisor is a great way to have a plan in place for both. Chris Hoffman discusses the steps to take charge of your finances, mitigate stress, and the enjoy positifve effects of proper planning. Visit  UnleashYourMoney.com  and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 t...

There are a multitude of financial vehicles and options when building a portfolio, but one that can come with more questions than answers for the average investor is Bitcoin. Eric Johnson and Kyle Allyn of the Hoffman Financial Group shed some light on cryptocurrency and its potential fit in a portfolio. Visit  UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to sc...

Of the many things to consider when you are planning for retirement, making sure to factor longevity into your strategy is a must. Chris Hoffman discusses the importance of creating a plan that is built to stand the test of 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. Visit ...