The Wise Money Guys

Alert. Alert. Tariffs are coming. Hosts John and Giuseppe are watching, but they're not too worried. One Source clients are positioned to reduce risk in extreme volatility. At the same time, we guard for growth. Plus the effects Tariffs have on the US GDP, and alternative investments for you to consider. The Wise Money Guys! 

"Tell me about this 'Monte Carlo' simulation you're using for your clients?" Hosts John and Giuseppe break down our strategy that looks at market history using relevant data. Plus, maximizing your tax advantages, and 401K positions for optimum matching. The Wise Money Guys. 

What should I do about my investment acounts with all this volatility in the market? Hosts John and Giuseppe have weathered the storm before. This week we have strategies to reduce risk and seek upside. Plus, asset classes, the European market, and alternative investments! The Wise Money Guys! 

Wow. Watch this bouncing market. One day its up and the next day it's down. Hosts John and Giuseppe will keep us calm with the best tips for retiring investors to avoid mistakes. Plus calming recession fears, the joys of structured investments, and we announce our next investing seminar for April. The Wise Money Guys! 

What are you doing to fortify your portfolio in the new era of America? Hosts John and Giuseppe take us through their best tips to survive in 2025. From strategies for income investing, to budgeting, retirement needs, and even eliminating wasteful spending. And don't forget to join us for our Workshop in the East Bay this week. Call. The Wise Money Guys! 

Going UP... AI and the services that service AI are hot stocks. Hosts John and Giuseppe tell us what to look for in technology and how to positition yourself to win. $$. Plus, Bitcoin EFT, Covered Calls, and Healthcare. Stay with us, The Wise Money Guys. 

Wow, these unemployment numbers. They were higher than anticipated. Hosts John and Giuseppe take a hard look a the numbers, and their history, to tell us what to expect for the rest of the year 2025. Then, possible Interest Rates cuts ?, Bonds, Staggflation, and our March 12th Workship! The Wise Money Guys. 

What happens to your investment when the Feds rebalance the interest rates? Hosts John and Giuseppe take us through the process and give us the best advise to weather any storm. Plus, new Inflation numbers, the Oil market, Insurance stocks, and the importance of planning. The Wise Money Guys! 

It's Tax Season and everything we are talk about to day will help you plan for your inevitable tax return. Host Giuseppe Visconti takes us through IRA contributions for tax benefits, RMDs and risk-free Bonds for planning, then the importance of paying down your debt. The Wise Money guys. 

What is this DeepSeek, and should I be concerned? Hosts John and Giuseppe give us the latest on AI. Plus, Interest Rates and Inflation worries, tech earnings, and fixed income. AND we announce a new workshop for March 12th in Concord, Ca. We'll tell you more. The Wise Money Guys. 

President Trump has been talking with our counterparts in Davos, Switzerland, and he has one message. Make your products in the USA, or pay the Tariffs. Hosts John and Giuseppe tell us what it all means for you and your portfolio. Then, the market is runnING UP thanks to AI. We talk about technology, and why its important to plan with One Source Wealth Management. The Wise Money Guys. 

The Trump Bump is upon us, and the markets are roaring. Will they last? Host Giuseppi Visconti breaks it down for us today. Then, the Prime Rates and Inflation, the Regulations targeted by the Trump administration, and the super importance of planning. Plus, Bond opportunities and the Energy Sector. John is out today but you still have The Wise Money Guys. 

It's a New Year, and hosts John and Giuseppe have your best projections for 2025. Plus, the Bond market is coming back strong. We have strategies for Covered Calls and options. Then we address the headwinds and the tailwinds that we expect in the new year. The Wise Money Guys. 

This episode hosts John and Giuseppe are looking ahead to 2025 by looking back at Government Efficiency through DOGE. Then, a possible trade war with China, AI, AI investments, and more on Structured notes. The Wise Money Guys. 

Digital Trusts and Bitcoin Diversification. Hosts John and Giuseppe tell us why it's important to track the data. Then, some caution with stock market chasing performance. Guest, Alessandro Chesser with Dynasty Trust. And the rate cuts from the Feds. The Wise Money Guys. 

The value of Bitcoin has been exploding like we've never seen before. But is it a good inventment? Hosts John and Giuseppe tell us where crypto fits in your portfolio. Then, rebalancing your investments as the year ends, Structured Investements, and dollar cost averaging. Call us for a free consultation. The Wise Money Guys. 

It's been a big week for the Stock Market and Bitcoin. Hosts John and Giuseppe tell us why Crypto currency has zoomed to the Moon. Hnt - It has to do with incoming administration. Then we look at Investment valuations, the headwinds and tailwinds around Team Trump, and a discussion from John's book, Buy Low, Sell High, Stupid. The Wise Money Guys. 

There is a lot of talk about Tariffs being installed by both President-elect Donald Trump and other rival nations. What is a Tariff and does it work? Hosts John and Giuseppe give us the good and bad about Tariffs and how they could be used to improve our US economy. Plus, the latest news, using data to your advantage, and Happy Thanksgiving! The Wise Money Guys. 

The Federal Reserve has too much power. That's the opinion of hosts John and Giuseppe who say their policies hurt the US with bias decisions. Plus, One Source Wealth Management's best investment examples, custom portfolios, and market uncertainty. The Wise Money Guys. 

The votes are in and we now have a diffinitive direction as a mandate. How will the election affect US Debt and Corporate Assets? Hosts John and Giuseppe unwind the news of the week. Plus, What is a CPM? Energy review. Jerome Powell. The Wise Money Guys. 

The Election is approaching while a lot of economic news being released at the same time. Hosts John and Giuseppe help us inderstand the new consumer spending numbers. Plus Interest rates are moving, Alternative Investments, Investment returns, and a golden nugget. The Wise Money Guys 

The end of the 3rd quarter brings the release of Big Earnings Reports. Hosts John and Giuseppe give us a preview of what they are seeing from Wall Street. Then, the Feds are at it again with economic numbers and new fed policy. And a Congressional Budget report card. The Wise Money Guys. 

Once you build you nestegg it's important to lock it up and protect your assets from the government at death. Hosts John and Giuseppe agree. This week we talk with Alessandro Chesser with Dynasty Trusts.about securing your home and investments from California and Nevada probate. getdynasty.com. Then, investing in an Election year, and a Golden Nugget. The Wise Money Guys. 

The Feds took took their shot at adjusting the Federal Intersest Rates but we wonder if it was too steep, and too soon? Host Guiseppe tells us why it may be, or maybe not. Then, inflation numbers have been released, and the importance of long term planning. The Wise Money Guys. 

With the US Government spending $$ like crazy, there is bound to be debt accumulation and inflation. Hosts John and Giuseppe tell us why that is bad for your investments. Plus, the new retail spending numbers, your decreased buy power, and the importance of planning. The Wise Money Guys.