John Scambray
The Wise Money Guys
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...
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Episodes
Being Prepared for your Financial Future 16.03.2024 43:32
Your future is coming. Are you in the best position to take advantage of life's advantages? Host John and Guiseppe guide you through the steps. This week we tackle Fixed Income, Inflation concerns, and the outlook for Community Banking. The Wise Money Guys.
Wow. Look At This Run Up In The Market 07.03.2024 43:55
The Financial markets are hot Hot HOT. What should we know about our surging accounts? Hosts John and Guiseppe are your financial guides. Plus, Inflation factors, Bank stability, and our March retirement workshop. The Wise Money Guys.
Relax. Sleep With Both Eyes Closed While You're Retired 01.03.2024 43:35
New Inflation numbers are out and, yes, they will impact your savings. Hosts John and Giuseppe tell us how to battle this federal money suck. Then questions from listeners about Crypto Bitcoin, and fixed-rate investments. The Wise Money Guys.
Best In Class Retirement Information 22.02.2024 43:36
Boom goes Envidia and the markets take off. Look at The Magnificent Seven. Hosts John and Giuseppe explain. Plus diversified portfolios, the death of Bank Term Funding, and our March Retirement Workshop. The Wise Money Guys.
Experience: It All Add$ Up In Retirement 15.02.2024 41:23
Years of experience; Being battle tested; Riding the waves of Up and Down markets. Hosts John and Giuseppe share their skills to guide you to financial security. Plus, Deficit Spending, Custom portfolios, and our March Retirement Workshop. The Wise Money Guys.
Planning for $18 Big Macs in Retirement 09.02.2024 42:02
Washington DC is making its influence known through fiscal policy. From federal interest rates to everyday inflation, these actions will affect you in retirement. Host John and Giuseppe guide you through it all. During this episode, we explain the S&P500, touch on 401K planning, and tell you more about our March Retirement Workshop. Learn more at wisemoneyguys.com
BONUS Episode: Our March 13th Retirement Workshop and More 03.02.2024 25:51
Learn about our Investment Workshop at The Old Spaghetti Factory on March 13th. Yum!!! We also help set yourself up for a successful retirement in this extra program. The Wise Money Guys.
Solid Investments For Your Company 401K Strategies 03.02.2024 41:55
Jobs are plentiful with these rising job numbers. Individuals and companies can benefit from solid Investment plans that mitigate risk while maximizing returns in retirement. Hosts John and Geuseppie share their 401K best practices, Inflation, and the Fed rates. The Wise Money Guys.
Using a Blueprint To Determine Your Best Financial Path 31.01.2024 44:08
Planning is the most important part of your financial strategy. It's your roadmap to a successful retirement. Hosts Scambray and Visconti share their secrets. We also guide you through the Cosumner Price Index numbers that just came out, plus Fixed rates and where they are headed. Join us for our Retirement Workshop March 13th. The Wise Money Guys.
40+ Years of Combined Experience. Two Wise Money Guys 19.01.2024 41:51
Back again to co-host our entertaining and informative Radio Show. Of course, we're keeping an eye on short-term volatility in the markets by focusing on goals and planning, the best values, and projected success using our experience. Hosts Scambray and Visconti. Sign up for our Retirement Workshop on March 13th at the Old Spaghetti Factory in Roseville. The Wise Money Guys.
A Couple-ah' Wise Guys, Huh?! Yes. Meet our New Friend and Colleague 19.01.2024 43:19
What was One Wise Money Guy has now expanded to Two Wise Money Guys. Welcome Giuseppe Visconti who joins us as a permanent co-host, and certified Investment Portfolio Manager helping lead One Source Wealth Management. Together with co-host and partner John Scambray, we announce our March 13th Investment Workshop at The Old Spaghetti Factory. You can sign up through the link in our bio. Plus much m...
Don't Be A Stubborn Investor. Lock In Those Profits. 19.01.2024 42:18
It's a New Year with new hopes of moderating inflation and strong emerging markets. Host John Scambray explains how to grow your retirement portfolio with balanced and blended Risk Protection. The Wise Money Guy.
Time Flies As We Sail Into The New Year. Get Ready, Retirement. 29.12.2023 43:10
Happy New Year! And what a year it's been. Good times are ahead, so get ready with One Source Wealth Management's proven retirement insights. Host John Scambray shares his thoughts on Inflation Indicators, Tech going forward, and Mitigating Risk in 2024. The Wise Money Guy.
Maximizing Downside Risk and Upside Potential 22.12.2023 44:12
It's the Holiday Season and we're watching the Stock Market Rally. Will it continue into 2024? Host John Scambray gives you strategies to start the year well. Talk about Taxed Harvesting, Volatility, and some Golden Nuggets. The Wise Money Guy.
Life is Short. Invest Your Savings Appropriately with John Scambray 15.12.2023 43:47
Santa is Rallying the Stock Market in November and December. It's because the Feds left the Interest Rates alone. Let that sleigh ride! Host John Scambray continues with a couple of Golden Nuggets and a look at 2024. Ho Ho HO! The Wise Money Guy.
The Three "D"s We're Watching For In 2024 07.12.2023 43:38
The Fed is meeting next week, and 3 aspects of the Economy could affect the future rates. Host John Scambray lays them out for us. Plus, mitigating both risk and taxes in your portfolio, with a strong focus on REITs. The Wise Money Guy.
The Gift of High Interest Rates and High Inflation 30.11.2023 43:34
We've been handed a nice bump with the increase in Interest Rates if you have money to invest in the Bond Market. Host John Scambray will help you reach your number for success. Plus, the Santa Rally and Golden Nuggets. The Wise Money Guy.
Greedy Pigs Get Slaughtered 16.11.2023 45:14
It's important to Plan. Financial planning is the roadmap to a successful retirement. Host John Scambray has a plan for you to quell fear in the market, resist greed, and use caution when looking ahead to 2024. The Wise Money Guy.
How to Resist Fear and Greed while Investing 10.11.2023 43:07
When building a manageable portfolio, host John Scambray considers all of the options available. This week it's Earning Season and the current Bond Win. Plus Dollar Cost Averaging. You can trust in transparency. The Wise Money Guy.
Experience Matters in Times Like These 03.11.2023 45:15
It's been a busy week with the Feds holding interest rates. But there are opportunities out there for the right money managers. Host John Scambray says the Bond Market is giving us a gift right now. Plus, Risk Mitigation, and Transparency from One Source Wealth Management. The Wise Money Guy.
Finding Your Successful Money Manager - The Lost Episode 28.10.2023 44:19
World events are shaping the conversation, including the success of your retirement portfolio. Host John Scambray connects the dots between Global strife, Interest Rates, Corporate Earnings, bad Annuities, and the 7 Big Tech Stocks. The Wise Money Guy. October 2023
So Much Money To Be Made 19.10.2023 45:07
New Inflation numbers are out and boy, do they tell a story. Host John Scambray tells us what they mean, and how these changing numbers can affect your portfolio. Plus, his theory of Total Return, and a couple of Golden Nuggets for you. The Wise Money Guy.
Strategies to Stay Ahead of Uncertainty 06.10.2023 45:18
When good economic news is bad, and bad economic news is good, the world is upside-down. Host John Scambray understands uncertainty, and uses Total Return to secure your Fixed and Guaranteed income. He'll explain today. The Wise Money Guy.
He's Battle Tested: Reliable and Efficient Money Management 28.09.2023 44:09
It takes years of ups and downs to learn the best practices when working with your finances. Host John Scambray is Battle Tested. He knows a lot about Inflation Factors, Dollar Cost Averaging, and his rules of 5%. Math is fun! The Wise Money Guy
The Difference Between Prosperity and Failure 28.09.2023 45:01
There are 5 types of Investments, and you will need them all. Host John Scambray has the newest strategies to grow through risk mitigation and bouncing interest rates. But beware of annuities, ok? Join us. The Wise Money Guy
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