Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Maya Corbic discuss the critical importance of teaching financial literacy to children. They explore Maya’s journey as a first-generation immigrant and CPA, her insights on how to engage kids in financial conversations, and practical tips for parents to instill money management skills in their children. The conversation also addresses common myths about kids and money, the role of technology in financial education, and the importance of creating financially confident adults for future generations.

Resources:

• Maya’s Book: From Piggy Banks to Stocks
• Money Chat Calendar
• Money Club Link
• Instagram: Teach Kids Money
• TikTok: Teach Kids Money
• Facebook: Teach Kids Money

Takeaways:

• Teaching kids about money is essential for their future.
• Parents often know more than they think and can teach their kids.
• Financial literacy should start as early as age four or five.
• Kids can understand the difference between needs and wants.
• Engaging kids with relatable examples makes learning fun.
• Allowance should be viewed as a tool for teaching money management.
• Mistakes made with money should happen when stakes are low.
• Generational wealth can be changed through education.
• Schools often lack the resources to teach financial literacy effectively.
• Financial confidence comes from understanding and practice.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

Summary: In this episode of Wealth on the Move, host Will Hoffman and guest Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, discuss the annual outlook for 2026. They reflect on the unpredictable nature of market predictions, the impact of political policies on the economy, and the importance of understanding market concentration, particularly in technology. The conversation also covers the Federal Reserve’s role in managing interest rates and employment, the challenges facing middle America, and strategies for investors to prepare their portfolios for economic changes. Additionally, they explore geopolitical considerations and the need for Europe to reset its economic policies. In this conversation, Bill Mann and Will Hoffman explore various economic themes, including surprising GDP statistics from unexpected states, the potential of emerging markets, and the ongoing revolution in AI. They discuss the implications of infrastructure challenges on market dynamics, identify promising sectors for investment, and anticipate potential black swan events that could impact the economy in 2026. The conversation concludes with strategic advice for investors and recommendations for influential voices in finance.

Resources:

• Bill’s Monthly Newsletter
• Bill Mann on X

Takeaways:

• Every firm does an annual outlook, including Hoffman Wealth Management.
• Bill Mann emphasizes the unpredictability of CEO predictions.
• The market doesn’t recognize the calendar; financial planning is year-round.
• Motley Fool Asset Management aims to support individual investors during market stress.
• The name ‘Motley Fool’ reflects a tradition of truth-telling in finance.
• 2025 was marked by significant economic shifts due to political policies.
• Market concentration in technology raises concerns for future stability.
• Interest rates and employment are key focuses for the Federal Reserve.
• The economy is bifurcated, with disparities between financial markets and middle America.
• Investors should consider value-driven and momentum strategies in their portfolios. Germany’s economic performance is surprising compared to smaller US states.
• Emerging markets like Brazil and Korea present unique investment opportunities.
• AI adoption is still in its early stages, akin to the internet boom.
• AI is reshaping job markets, creating new roles while enhancing existing ones.
• Infrastructure development in the US faces significant challenges and delays.
• Investors should focus on high-quality companies with growth potential.
• Japan’s market may outperform others in the coming year.
• Black swan events, like geopolitical tensions, could disrupt markets.
• Investors should reassess their portfolios for quality and alignment with beliefs.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management

Summary: In this episode of Wealth on the Move, host Will Hoffman reflects on his 23 years in the wealth management industry, sharing valuable lessons learned throughout his career. He emphasizes the importance of having a solid financial plan, understanding cash flow, and recognizing the emotional aspects of financial decision-making. Hoffman also discusses the significance of teamwork in financial planning and how money can be a tool for happiness when used intentionally.

Takeaways:

• A plan matters more than any single investment.
• Cashflow discipline will beat investment brilliance.
• Time in the market is greater than timing the market.
• Taxes will quietly erode your wealth more than you realize.
• Diversification works even when it feels like it doesn’t.
• Most of the risk in your financial lives is emotional.
• The right portfolio for you is the one you can stick with.
• Big financial mistakes usually happen during big life transitions.
• You don’t need more financial products. You need more clarity.
• Wealth is a team sport.

Connect with Will Hoffman:

• Hoffman Wealth Management
• (724) 522-5411
• will@hoffmanwealth.com
• LinkedIn: Will Hoffman
• Facebook: Hoffman Wealth Management
• YouTube: Hoffman Wealth Management