Welcome to the “Off the Wall” Podcast

Planning for retirement comes with many considerations and challenges, especially for those with a high net worth. In this episode of Off the Wall, Monument Private Wealth Advisors, Emily Harper, CFP® and Heaven Goodwin, CFP® chat with Michael Conrath, the Chief Retirement Strategist and Head of the Retirement Insights Strategy Team for J.P. Morgan Asset Management.

Are you an executive getting ready for your next career move? Need advice on how to step away from your current role and figure out what’s next? Thinking of taking a sabbatical or transitioning to retirement? Tune in to the expert advice you need to make your next move successful! In this episode of Off the Wall, host Jessica Gibbs welcomes Deborah Brecher, President and Managing Director of Tandem Group, to give you advice on navigating change, growth, and transitions

Want to support your child’s education, but don’t know where to start? Worried that contributing to your child’s college fund may impact building your retirement account? Saving for college can be nerve-wracking, but we promise this episode will make it less scary and more empowering.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Ann Garcia, aka The College Financial Lady.

Are you or someone you know approaching age 65 soon? This is the episode for you! Tune in to this episode to learn about signing up for Medicare health insurance and choosing the right Medicare plan for you.

You want to be as financially unbreakable as possible, even after your career ends, right? No matter what age you “retire”, or stop working, you still need to have an income to thrive.