Wealth Wisdom: Building Wealth, Building Legacy

Most people try to build wealth without knowing what it’s really for—but in a world where markets shift fast and AI is changing everything, having a clear financial vision matters more than ever. In this episode of Wealth Wisdom, we unpack Dreamlining, a bold, practical approach to financial planning that starts with your dream life and works backward to fund it. We break down: 🌟 What Dreamlining...

Most people still plan for retirement like it’s the 1990s, but retirement today lasts longer, costs more, and demands a smarter strategy.   In this episode of Wealth Wisdom, we reveal why the old 4% rule no longer works and what you actually need to retire with confidence, flexibility, and real freedom.   We break down: 🧓 The 3 phases of modern retirement—and how each one affects your spending 📉...

Most people think you’re either rich or poor—but real wealth has 7 levels, and knowing where you stand can change your financial life. In this episode of the Wealth Wisdom Podcast, we break down the 7 Levels of Wealth, a practical roadmap that shows how to go from living paycheck to paycheck… to living with freedom, security, and real financial independence. We dig into: 📊 Why over 50% of America...

In this special 4th of July episode of Wealth Wisdom from Fox Hill Wealth Management, we explore how American innovation has fueled decades of market growth—and why we believe the U.S. remains the strongest long-term investment opportunity. 🎯 In this episode, we cover: The history of U.S. innovation: From Ford and IBM to Apple, Tesla, and Nvidia How AI, biotech, and robotics are shaping the next...

Wealth Wisdom aims to give you the insights and tools to navigate financial trends with confidence. Through conversations like these, we strive to make complex financial topics more accessible and actionable for everyone. Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill We...

Join us on this journey as we explore the many facets of financial growth and well-being. Remember to subscribe and stay connected for more valuable perspectives from Fox Hill Wealth Management. Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Wealth Wisdom Skool Community: https://www.skool.com/wealth-wisdom-collective/about?ref=bd...

At Fox Hill Wealth Management, we believe wealth is about more than just money - it’s about financial freedom, confidence, and security. As a fee-only, fiduciary Registered Investment Advisor (RIA), we provide unbiased, expert financial guidance with your best interests at heart. Take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Join us in our free Weal...

Choosing between public and private school is more than just a parenting decision, it’s a financial one that can shape your family’s future. With private school tuition rising nearly 8% annually and elite institutions charging up to $98,000 per year, many parents are asking: -Should I send my child to private school or invest that money for their future? -Does paying for private education actually...

Buying a car in 2025 is more than just choosing a make and model—it's a high-stakes financial decision. With interest rates at decade highs, the housing market cooling, and new tax laws shaking things up, many Americans are wondering: Should I finance a new car, lease it, or pay in full with cash? And how do today's economic conditions affect your decision? In this episode of the Wealth Wisdom Pod...

Today, we tackle one of the most common and misunderstood questions in personal finance: Should I Pay Off My Mortgage Early or Invest Instead? At a time when interest rates are fluctuating and headlines are full of financial noise, making the right call on your mortgage could have long-term consequences. We unpack the math, psychology, and lifestyle trade-offs involved in either path—and why the “...

In this episode of Wealth Wisdom, we explore one of the most debated questions in personal finance: Should you invest in real estate or the stock market? While both can be powerful tools for building financial security, the approach, risk, and commitment required for each are very different.  From managing rental properties to evaluating long-term market performance, this episode offers insights t...

In this episode of Wealth Wisdom, we’re tackling one of the most common—and most misunderstood—questions we get: “Do I really need a financial advisor?” The truth is, not all advisors are created equal. Some are selling products, others are managing investments, and many people don’t know the difference until it’s too late. That’s why we’re breaking down the real role of an advisor, how they get p...

This week on Wealth Wisdom, we're tackling the question on every investor’s mind: what is going on in the markets—and what should you do about it? From sudden tariff swings and cooling inflation to massive market volatility and shifting consumer sentiment, we break down what’s driving the chaos and what it actually means for your portfolio. Then we zoom in on a group that needs smart guidance more...

This week on Wealth Wisdom, we sit down with Rudy Scarito, founder of RS Finance & Consulting, a powerhouse in middle market M&A with a resume that includes Goldman Sachs, Lehman Brothers, and decades of hard-earned experience helping founders close multi-million dollar deals. But Rudy didn’t set out to be an entrepreneur—she was thrown into it after the 2008 financial crisis flipped her w...

This week on Wealth Wisdom, we’re diving into one of the most important—but often delayed—parts of financial planning: estate planning. Many people assume estate planning is only for the ultra-wealthy, but the truth is, it’s essential for anyone who wants to protect their family, make their wishes known, and avoid unnecessary complications if something unexpected happens. The conversation was spar...

In this episode of Wealth Wisdom, we dive deep into the latest market movements. With the markets in correction territory, many investors are feeling the pressure—but is now the time to panic? Absolutely not. Instead, we break down why this correction is a healthy part of market cycles, how factors like tariffs and inflation are shaping investor sentiment, and what history tells us about market re...

This week on Wealth Wisdom, we're diving into everything you need to know about the markets, taxes, and financial planning in 2025. With tariffs, job cuts, and inflation dominating the headlines, it’s no wonder there’s so much uncertainty. But don’t worry—we’re here to help you make sense of it all and give you actionable strategies to protect and grow your wealth. In this episode, we cover: 📉 Ma...

In this episode of Wealth Wisdom, we sit down with Mike Sweeney, co-founder of Duffy & Sweeney, one of Rhode Island’s top law firms specializing in mergers and acquisitions (M&A). If you’ve ever thought about selling your business, this episode is packed with insights that could save you time, money, and stress. With decades of experience, Mike has helped countless business owners sell the...

Welcome to another episode of Wealth Wisdom, the podcast dedicated to helping you build wealth, make smarter financial decisions, and live a well-balanced life—brought to you by Fox Hill Wealth Management. In this episode, Justin Obey, Eric Benz, and Bill Ryan explore the critical link between health, fitness, and financial success. We break down why staying active can positively impact your caree...

On this episode of Wealth Wisdom, we dive into the latest market news, including the volatility surrounding AI stocks, the impact of Chinese tech developments, and the broader implications for investors. We also share strategies for staying invested, managing risk, and building long-term wealth—even in uncertain times. Key Highlights: Market Update: The recent deep sell-off in AI stocks—what happe...

Today we unpack the latest financial trends shaping 2025 and beyond, blending expert analysis with actionable strategies to help you navigate an evolving economic landscape. From government policies to groundbreaking innovations in artificial intelligence, this episode provides insights designed to help you stay ahead and achieve your long-term goals. In this conversation, we explore timely topics...

Today we dive into key financial topics shaping 2024 and beyond, blending expert analysis with actionable strategies for navigating an evolving economic landscape. From market movements to personal finance planning, we provide insights to help you stay ahead and achieve your long-term goals. In this conversation, we explore timely topics and practical advice for building a secure financial future:...

On this episode of Wealth Wisdom, we welcome the new year with a celebration of milestones, essential financial planning strategies for new parents, and a forward-looking discussion on market trends and innovations shaping 2025. Blending personal experiences with professional insights, we provide actionable advice for navigating family finances and staying ahead in today’s dynamic economic landsca...

On this episode of the Wealth Wisdom, we take a deep dive into holiday traditions, personal finance strategies, and the major financial trends shaping 2025. We combine insights from the past year with forward-looking predictions to help you confidently and clearly navigate the complex economic landscape. In this discussion, we explore how to balance the joy of the season with practical financial d...

On this episode of Wealth Wisdom, we are thrilled to welcome Carolann Brown, a seasoned portfolio manager and Certified Financial Planner with over 40 years of experience navigating the stock market's highs and lows. Carolann brings a wealth of knowledge and a steadfast approach to investing, emphasizing resilience, strategy, and long-term thinking. This engaging conversation dives into Carolann’s...