Why the Rich Get Richer: Inside the Hilton Family Office with Mark Hilton (Episode 50)

Why the Rich Get Richer: Inside the Hilton Family Office with Mark Hilton (Episode 50)

In this episode of Wealth on the Move, host Will Hoffman speaks with Mark Miller, managing director of the Hilton Family Office, about the strategies and mindsets that have allowed the Hilton family to build and preserve their wealth across generations. They discuss the differences between retail and smart money investing, the importance of a long-term mindset, and the shift from traditional pension plans to 401(k)s. Mark shares insights on legacy planning, the significance of education for future generations, and how to structure investments for safety and growth. The conversation emphasizes the need for individuals to take responsibility for their financial futures and the value of understanding wealth management principles.

5 Outdated Financial Practices to Leave Behind in 2026 (Episode 49)

Summary: In this episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss five outdated practices in the wealth management industry that need to be left behind. They explore the ineffectiveness of dinner seminars, the rise of financial influencers, the misconceptions surrounding life insurance as an investment, and the importance of integrated financial advice. The conversation emphasizes the need for a client-centered approach and the dangers of siloed advice in financial planning. In this conversation, Will and Brynn discuss the importance of collaboration among financial professionals, the challenges of founder limitations in firms, and the need for a client-centric approach in the financial profession. They emphasize the significance of integrating various professional insights to provide comprehensive financial advice and the necessity of building firms that can thrive beyond their founders. Resources:  * Wealth on the Move Episode with Ben Carlson [https://www.wealthonthemove.com/2026/04/23/ben-carlson-why-buy-and-hold-still-wins-even-after-a-30-year-market-crash-episode-48/] Takeaways: * The wealth management industry needs to evolve and leave behind outdated practices. * Dinner seminars often create a forced quid pro quo that doesn’t serve clients’ best interests. * Financial influencers can provide valuable content, but their advice should be vetted for credibility. * Life insurance is a tool for protection, not primarily an investment vehicle. * Siloed advice from different financial professionals can lead to misaligned strategies and poor outcomes. * Education-based seminars are preferable to high-pressure sales tactics. * Clients should seek validation from licensed professionals before acting on financial advice. * Integrated financial planning requires collaboration among advisors, accountants, and attorneys. * Relying on social media for financial decisions can be risky without proper validation. * A comprehensive financial plan should include multiple strategies and tools, not just one product. It’s important to move accountants into advisory roles. * Collaboration among professionals leads to better client outcomes. * Financial advisors need to consider lifetime tax implications. * Siloed advice can harm clients’ financial plans. * Building relationships with other professionals is crucial. * Firms should focus on values to ensure growth. * A founder’s limitations can bottleneck a firm’s potential. * Legacy building is essential for sustainable business. * Client-centric approaches improve overall service. * Professionals should strive to be agents of change. Connect with Will Hoffman:  * Hoffman Wealth Management [http://www.hoffmanwealth.com] * (724) 522-5411 * will@hoffmanwealth.com [will@hoffmanwealth.com] * LinkedIn: Will Hoffman  [https://www.linkedin.com/in/willhoffmanhwm/] * Facebook: Hoffman Wealth Management  [https://www.facebook.com/Hoffman-Wealth-Management-101186562746291] * YouTube: Hoffman Wealth Management [https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop]

Ben Carlson: Why “Buy and Hold” Still Wins (Even After a 30-Year Market Crash) (Episode 48)

Summary: In this episode, Ben Carlson discusses long-term investing, the importance of diversification, managing investor psychology, and insights from his new book ‘Risk and Reward’. He shares lessons from Japan’s stock market history, debunks common investing myths, and emphasizes the value of simplicity and discipline in wealth management. Resources:  * Find Risk & Reward on Amazon [https://www.amazon.com/Risk-Reward-handle-volatility-long-term/dp/1804093262] * A Wealth of Common Sense Website [https://awealthofcommonsense.com/] * Animal Spirits Podcast [https://awealthofcommonsense.com/podcast/] Key  topics: * Long-term investing and buy-and-hold strategy * Lessons from Japan’s stock market history * The importance of diversification and avoiding concentration risk * Managing investor psychology and behavioral biases * Insights from Ben Carlson’s new book ‘Risk and Reward’ Connect with Will Hoffman:  * Hoffman Wealth Management [http://www.hoffmanwealth.com] * (724) 522-5411 * will@hoffmanwealth.com [will@hoffmanwealth.com] * LinkedIn: Will Hoffman  [https://www.linkedin.com/in/willhoffmanhwm/] * Facebook: Hoffman Wealth Management  [https://www.facebook.com/Hoffman-Wealth-Management-101186562746291] * YouTube: Hoffman Wealth Management [https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop]   DISCLOSURE: BEN CARLSON AND RITHOLTZ WEALTH MANAGEMENT ARE NOT AFFILIATED WITH HOFFMAN WEALTH MANAGEMENT AND PRIVATE ADVISOR GROUP.

Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel (Episode 47)

Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook. They discuss the complexities of retirement planning, emphasizing the importance of visualization, the psychological shift required for retirement (termed ‘rewirement’), and the need for community and purpose in this new phase of life. The conversation also covers practical aspects like social security, the upcoming wave of retirements (Peak 65), and the often-overlooked topics of pets and digital footprints in retirement planning. The episode encourages proactive discussions about retirement and highlights the dynamic nature of financial planning. Resources:  * Your Retirement Sketchbook at Barnes & Noble [https://www.barnesandnoble.com/w/your-retirement-sketchbook-jamie-p-hopkins/1147372262] * Your Retirement Sketchbook on Amazon [https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952] * Endeavor Retirement Website [https://endeavor-retirement.com/] * Connect with Bonnie on LinkedIn [https://www.linkedin.com/in/bonnietreichel/] Takeaways: * Retirement can feel confusing and overwhelming for many people. * Visualization is a powerful tool in understanding financial concepts. * The concept of ‘rewirement’ emphasizes a mindset shift for retirement. * Community, purpose, and recreation are essential for a fulfilling retirement. * Retirement planning is not a one-time event but a dynamic process. * Social security decisions can significantly impact retirement finances. * The upcoming Peak 65 wave will see a large number of retirements. * Pets can provide companionship and purpose in retirement. * Planning for your digital footprint is increasingly important. Connect with Will Hoffman:  * Hoffman Wealth Management [http://www.hoffmanwealth.com] * (724) 522-5411 * will@hoffmanwealth.com [will@hoffmanwealth.com] * LinkedIn: Will Hoffman  [https://www.linkedin.com/in/willhoffmanhwm/] * Facebook: Hoffman Wealth Management  [https://www.facebook.com/Hoffman-Wealth-Management-101186562746291] * YouTube: Hoffman Wealth Management [https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop]   DISCLOSURE: BONNIE TREICHEL AND ENDEAVOR LAW ARE NOT AFFILIATED WITH HOFFMAN WEALTH MANAGEMENT AND PRIVATE ADVISOR GROUP.

How to Optimize Retirement Taxes & Avoid Costly Mistakes with Taylor Schulte (Episode 46)

Summary: In this episode, Will Hoffman interviews Taylor Schulte, CEO of Define Financial, about the importance of proactive financial planning, tax strategies, behavioral finance, and balancing life and wealth. They explore how high-income families can optimize their wealth, avoid common mistakes, and enjoy their journey to retirement. Resources:  * Visit Taylor’s Podcast Website [https://youstaywealthy.com/] * Connect with Taylor on LinkedIn [https://www.linkedin.com/in/taylorschulte/] * Buy More Than Money Here [https://www.amazon.com/More-Than-Money-Financial-Planning/dp/0857199900] * Buy Even More Than Money Here [https://www.amazon.com/Even-More-Than-Money-Financial/dp/1804091243] Key Topics: * Proactive tax planning and its long-term benefits * The impact of wealth on financial complexity * Common mistakes high-income families make before and after retirement * The importance of life and relationship planning in retirement * Behavioral finance and emotional decision-making in wealth management Connect with Will Hoffman:  * Hoffman Wealth Management [http://www.hoffmanwealth.com] * (724) 522-5411 * will@hoffmanwealth.com [will@hoffmanwealth.com] * LinkedIn: Will Hoffman  [https://www.linkedin.com/in/willhoffmanhwm/] * Facebook: Hoffman Wealth Management  [https://www.facebook.com/Hoffman-Wealth-Management-101186562746291] * YouTube: Hoffman Wealth Management [https://www.youtube.com/channel/UC1zbf-IxVDsOGxPykPyRz8w?app=desktop]