Episódios

  • Don't let fear of the financial unknown force you to postpone retirement

    Don't let fear of the financial unknown force you to postpone retirement
    Feb 3 2025
    According to a recent study, many Americans approaching retirement are worried that they may not actually be able to retire and will instead consider delaying it indefinitely. Chris Hoffman discusses the factors to consider when building a financial plan that mitigate the fear attached to clocking out of work for the last 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.
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    14 minutos
  • The importance of having the right tax strategy in your retirement plan

    The importance of having the right tax strategy in your retirement plan
    Jan 31 2025
    Could what you don't know about taxes be taking a larger than necessary bite out of your budget and negatively impacting your retirement savings? Eric Johnson and Kyle Allyn discuss the many implications of taxes in our financial lives and why it is so important to have a strategy in place as part of a full financial plan.

    Visit UnleashYourMoney.com to take get your full financial plan started or take what you've done to the next level! Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
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    13 minutos
  • How should the Trump administration affect your financial outlook?

    How should the Trump administration affect your financial outlook?
    Jan 27 2025
    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 complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
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    15 minutos
  • Are you prepared for the unprecedented amount of generational wealth set to change hands?

    Are you prepared for the unprecedented amount of generational wealth set to change hands?
    Jan 24 2025
    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 your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
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    14 minutos
  • Why alignment with your advisor is critical to successful financial planning

    Why alignment with your advisor is critical to successful financial planning
    Jan 20 2025
    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 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
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    15 minutos
  • How should a home or real estate holdings fit into your financial plan?

    How should a home or real estate holdings fit into your financial plan?
    Jan 17 2025
    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 circumstances or natural disaster.

    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.
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    14 minutos
  • Building an income plan sets you up for financial success in retirement

    Building an income plan sets you up for financial success in retirement
    Jan 13 2025
    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 the Hoffman Financial Group.
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    14 minutos
  • New year, new you? Plotting your financial course for 2025

    New year, new you? Plotting your financial course for 2025
    Jan 10 2025
    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 to schedule your time to speak with the Hoffman Financial Group.
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    14 minutos