Money Unleashed

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 ...

One of the most important aspects of planning for retirement is making sure your money continues to work for you. Eric Johnson and Kyle Allyn of the Hoffman Financial Group cover the importance of cash in your overall financial plan as well as the need to account for the possibility of long-term care. Visit  UnleashYourMoney.com to get your complimentary Portfolio X-Ray. Call 404-341-6767 to sched...

How confident are you that your 401(k) plan is doing everything it should to fund your retirement? A recent study revealed that many Americans are not even sure exactly how much money they need to save in order to retire successfully. Chris Hoffman shares why there is no single "magic number" to reach or solve for in order to build a full financial plan and how active portfolio management can be a...

Even though the stock market has enjoyed record highs this year, there are many waiting and wondering when the other shoe will drop. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss why timing the market is not as important as time in the market and how the proper financial plan can help provide the patience needed to navigate market fluctuations. Visit  UnleashYourMoney.com  and...

An estimated 10,000 Baby Boomers are exiting the workforce each day, but some are behind on their savings goals. Chris Hoffman unpacks what this retirement wave means both individually and collectively and shares insight on the importance of creating the proper withdrawal strategy to manage your accounts properly in retirement. Visit  UnleashYourMoney.com  and sign up for your complimentary Portfo...

While the stock market has enjoyed an extended bull run and the recent election may have some investors hoping for even more gains, Eric Johnson and Kyle Allyn of the Hoffman Financial Group break down the importance of not allowing emotional decision making to affect your retirement planning goals. They also dive into what the MOVE Index is and what it helps investors measure. Visit  UnleashYourM...

Proper financial planning is ongoing process with plenty of dos and don'ts. Unfortunately, one aspet that many people struggle with is hiring a financial advisor and then building that relationship. Chris Hoffman shares some important insights to help identify and select the right advisor for your particular needs and wants. Visit  UnleashYourMoney.com  and sign up for your complimentary Portfolio...

Once they retire, it is imperitive for people to have a firm grasp of not only how much they spend and for what, but also why they are doing so and where the money comes from. Eric Johnson and Kyle Allyn of the Hoffman Financial Group discuss ways to take control of your finances by creating and implementing a budget that covers both your needs and wants in retirement. Visit  UnleashYourMoney.com...

As we approach the end of the year, it could be a good time to take a closer look at your taxes in order to take advantage of certain opportunities. Chris Hoffman discusses tax loss harvesting and other strategies that could prove beneficial in mitagating the tax hit for 2024. Visit  UnleashYourMoney.com  and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time t...

The presidential election has come and gone, leaving many to wonder what effects, if any, it could have on their financial present and future. Eric Johnson and Kyle Allyn of the Hoffman Financial Group unpack the ramifications of elections, their role in shaping the economy, and provide action steps for investors and retirement savers to create a full financial plan. Visit  UnleashYourMoney.com  a...

It's the fourth quarter, which means a new year is on the horizon. Are you doing everything you can to close out 2024 on the right note financially? On this edition of Money Unleashed, Chris Hoffman discusses some things that could help retirement savers finish the year strong and head into 2025 with their financial affairs in order. Visit  UnleashYourMoney.com and hit "Replace My Paycheck" challe...