John Scambray

The Wise Money Guys

Business EN ↓ 155 episodes

The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and...

Author

John Scambray

Category

Business

Podcast website

www.spreaker.com

Latest episode

Jul 9, 2026

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Episodes

Everything Begins & Ends with Energy Infrastructure 09.07.2026

The Nasdaq and the tech socks are booming this year. Our hosts John and Giuseppe say it's all because of AI Energy. Is your portfolio dialed in to this important commodity? Plus, future stocks and earnings, the World economy, and unemployment & inflation are the fed's only two mandates. The Wise Money Guys. 

Happy 250th America! 05.07.2026

First of all, God Bless America. The land that we love. Hosts John and Giuseppe bring us the history of the stock market and reading the market's timing. Plus, investing with options, and annuity & their taxes. The Wise Money Guys. 

Planning When Rate Hikes Are Possible 05.07.2026

We all track the rates as the feds control when they go up or down. But, how do we plan in advance for them? Hosts John and Giuseppe give us their best tips. Plus, the role of a financial advisor, gas prices & inflation, and REITs to beat capitol gains. The Wise Money Guys. 

When There's Nowhere to Run or Hide 04.07.2026

Volitility. It's real, and it can send your investing mind into a tailspin. Hosts John and Giuseppe alway say, you don't have to go it alone. Lean on our experts who plan with a forward-thinking strategy. Contact us for a portfolio review. Plus, reducing spectulative risk, inflation, and new investibles with structured notes. The Wise Money Guys.

Taking the Euphoria Out of Investments 04.07.2026

We are dedicated to the perfection of investing. That means advisory standards that foster a proper portfolio. Hosts John and Giuseppe insist their team is guided by the positives and negitives of products for you. Plus, strategies, and a market recap of the second quarter. The Wise Money Guys. 

Energy, Infrastructure, and other Renewables 04.07.2026

AI euphoria and the AI revolution continues across the market. Is that a good thing? Hosts John and Giuseppe guide us through the good and bad of the tech market. Plus, Energy stocks and renewable energy, the Space X IPO, Unemployement numbers, and Federal interest rates. The Wise Money Guys.  

History Is the Best Predictor of Future Performance 04.07.2026

There is an AI Euphoria happening out there. It's entrapping and intoxicating, but is it good for your portfolio? Hosts John and Giuseppe tell us about the tech bubble that could be coming. Plus, California Gas prices affect on our local economy, and the fundementals of financial planning. The Wise Money Guys! 

The Evolution of Your Portfolio 04.07.2026

As the markets change, you need to know how to adjust your investments with the changes. This week hosts John and Giuseppe walk us through the new tech revolution going on. We examine the industrial changes happening, and how they affect your portfolio. The Wise MOney Guys. 

Beware the AI Crap dot-com Mirage 04.07.2026

What do we all think about the AI stock boom? Are you concerned, or are you just riding the wave? Hosts John and Giuseppe share a tale of caution as it's compared to the "dot com" bubble of years past. Plus, more wonky stocks, earnings reports are out, diversified funds, and the power of structured notes. The Wise Money Guys. 

Meet Our Newest Team Members 04.07.2026

We are a local, family-owned, proud fiduciary firm serving the greater Northern Californa area. This week hosts John Scambray and Giuseppe Visconti welcome Madison as our team grows. Plus, a discussion on the war time economy, market supply & demand, the percepion of the economy, and the reality of AI Jobs. The Wise Money Guys. 

Sometimes We Just Wait & See 27.03.2026

There are a lot of Financial reactions and Political influences in the investment market as we enter the 3rd week of military action in Iran. Hosts John and Giuseppe see it all and take a step back. It's part of their process of taking advantage in a volatile market. Plus, an overview of the Interest Rates, Structured notes, Energy Investments, and our seminar announced for April 29th in the East...

Rebalancing to De-risk Your Portfolio 19.03.2026

Politcs are affecting the markets. What does that mean for your retirement and investment portfolio? Hosts John and Giuseppe walk us through the Iran factor. Plus, a study of California's $20 minimum fast food wage, and the 'innovation revolution'. Don't forget to sign up for our April 29th workshop and seminar in the East Bay. The Wise Money Guys. 

Battle Tested and Ready to React 19.03.2026

Should I be panicking? Iran, Israel, and the US are in the middle of a dust-up. Where will this take us? Hosts John and Giuseppe re-assure us the US economy will be ok. Plus, Diversified markets, Alternate Investments, and our new April workshop seminar. The Wise Money Guys. 

Avoid Working in Financial Silos 19.03.2026

It's important for your financial plan to work for you, not you work for your financial plan. This week, hosts John and Giuseppe lay out a framework to guide our portfolio decisions. Plus, AI and Nvidea reporting, Energy, and Tesla Space X. Also an over view of Structured Notes. The Wise Money Guys. 

Big Picture Financial Planning 25.02.2026

It's everything... From Health care to Estate Planning, plus Government debt and spending. Add AI strategies and Structured notes to that. Hosts John and Giuseppe take a wide-angle view of your full portfolio before personaling a plan for you. It's wise investing for you. The Wise Money Guys. 

Speed Bumps & Head Winds; We Have Years of Experience 25.02.2026

The stock market has been Up, but some of the other indicies are down, or flat. What does that mean for your portfolio? Hosts John and Giuseppe give us a break-downof today's financial markets. Plus, the importance of Estate Planning, Government Debt, and AI Euphoria. The Wise Money Guys. 

You Only Have One Shot to Financially Plan Right 29.01.2026

The government is on course to shut down again. How did it turn out last time? We became stagnet and distracted. This week host John Scambray gives us his projections on what is coming. Plus, the most typical mistakes retirees make in financial planning, rules for investing, and the best, new alternative investments. The Wise Money Guys. 

We Told You About the Weakening Dollar 29.01.2026

As debt begins to pile up, the balance of the markets are shifting. You might need help with your retirement planning. Hosts John and Giuseppe share their view on the volitle stock market, corporate earnings, and strong economic data ahead. Plus, Reits and alternative investments. The Wise Money Guys! 

Back To The Basics Of Financial Planning 21.01.2026

Diversification, the most basic thing your portfolio needs to survive our epic Stock Market waves. This week, hosts John and Guiseppe give us the facts on allocations, planning and consulations, and new investments that will affect your retirmement account in 2026. Plus, the 5% Rule, and Gold & Silver. The Wise Money Guys.

New Year, New You & Your Portfolio 21.01.2026

Welcome to 2026. It's going to be a good era for your retirement plan. Together, we recap 2025 and all the highlights it's provided. Plus, hosts John and Giuseppe model and project out over the next 12 months. Let's get your portfolio in order. The Wise Money Guys! 

What The Year 2026 Will Bring Our Retirement Portfolios 04.01.2026

Its a new year and lots of new things are happening across the markets. Host John and Guiseppe take us through their predictions for 2026. Plus, the futures markets, Big Tech, evolving Interest Rates, and what we see coming over the next 12 months. The Wise Money Guys. 

God Rest Ye' Merry, Interest Rates 17.12.2025

Ye' prime Interest Rates have been adjusted down by the Federal Reserve. Hosts John and Guiseppe tell us what that means for your flocks and blessed angels. Then we look forward to 2026 with data and how data is changing fundemental investment thinking. We're offering tidings of Comfort and Joy for the Christmas Time. The Wise Money Guys. 

The Evolution Of Your Retirement Portfolio 17.12.2025

2026 is coming... Are you ready? Hosts John and Guiseppe take you through the strategies and variations available for a successful portfolio in the next year. Plus, the Federal Reserve meeting, Boeing, and ETFs vs Direct Investments. Happy Holiday season from The Wise Money Guys. 

Let's Capture, Secure, and Draw from "The Mag 7" 21.11.2025

There are new trends we're watching in the AI development industry. It could affect your confidence and strategy when investing in high-tech stocks. Hosts John and Guiseppe share their concerns. Plus, new September jobs numbers, locking in market profits now, and more about our no obligation consulations. The Wise Money Guys.  

The AI Data Center Debate 14.11.2025

New AI Data Centers are drawing Big Energy demands from the grid, but do we have the infrastructure to support the new burden? Host Guiseppe Visconti lays out the investment pros and cons that come with this new category. Plus, affordability, Fed Rates into December, and the benefits of working with Certified Portfolio Managers. Boom. The Wise Moneys from One Source Wealth Management. 

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