Videos
Don’t Get Lost: The Importance Of A Financial GPS
Jenna Makras, Wealth Manager at Hoffman Private Wealth Group, shares how a comprehensive financial plan can help you stay focused on your financial goals. Similar to how a GPS provides direction, a financial plan can offer clarity on your current financial situation, assist in making informed decisions, and prepare you for both expected and unexpected life events. Watch to learn how thoughtful planning may help guide you toward your financial destination.
Find Your Financial Balance: Assessing Your Risk Appetite
Jenna Makras, Wealth Manager for Hoffman Private Wealth Group, discusses the importance of understanding and reassessing your risk tolerance when building a financial plan. She explains how your risk appetite can shape your investment strategy, help set realistic financial goals, and ensure adaptability to life’s changes. Watch to learn how you can achieve financial balance with a plan tailored to your risk profile.
Make Every Penny Count: A Step-By-Step Guide
Michelle Dudenhoefer, Registered Client Administrative Manager at Hoffman Private Wealth Group, shares a practical, step-by-step guide to help you set and achieve your financial goals. From defining specific goals and creating a budget to planning for obstacles and celebrating milestones, Michelle walks you through the essential steps to make every penny count and work towards financial stability.
Life's Big Moments: Is Your Financial Plan Ready
Ashley Parks, Client Administrative Manager at Hoffman Private Wealth Group, explains how preparing your financial plan for life’s major moments can bring peace of mind. From building an emergency fund and planning for predictable events to setting up a retirement income strategy and protecting against risks with insurance, having a solid financial plan in place can help you navigate life’s milestones confidently.
Why a Financial Dream Team Can Be Your Next Best Move
Andy Hoffman, Wealth Manager for Hoffman Private Wealth Group, highlights the potential benefits of building a financial team to support and guide your wealth management strategy. By leveraging diverse expertise and a holistic approach, along with tailored strategies and time-saving solutions, a financial team may help you pursue long-term financial stability and success. Learn how collaborative efforts among advisors can help align and optimize your financial plan.
Critical Mistakes You Want To Avoid
Todd Hoffman, founder of Hoffman Private Wealth Group, highlights key steps to avoid critical mistakes in estate and investment planning. He shares the story of a couple who discovered potential issues with their account titles and beneficiaries, and explains the importance of reviewing account titles, updating beneficiaries, and coordinating with your estate plan. Learn how proper alignment of your financial documents can help you avoid unnecessary complications.
Future Proofing Your Family: The Talk With Adult Children You Can’t Postpone
Todd Hoffman, founder of Hoffman Private Wealth Group, discusses the importance of having crucial financial conversations with your adult children. As you approach retirement or experience life changes, sharing your financial plans can help guide your children, preparing them for future responsibilities. Todd highlights how timing these discussions during key life events can ease the process and ensure your family is ready for the future.
Four Habits of Retired Millionaires
Coby Hirschfield, Registered Client Administrative Manager at Hoffman Private Wealth Group, highlights four essential habits that have helped retired millionaires achieve their financial goals. From starting early and maximizing 401K contributions to choosing the right asset allocation and avoiding early withdrawals, these strategies can help you stay on track for retirement success. Watch to learn how you can incorporate these habits into your own retirement planning.