With the rising prevalence of cyber-attacks on both individuals and small businesses, it’s more important than ever to learn how to boost your cybersecurity and protect the wealth you’ve worked so hard to grow. In this episode of Off the Wall, you’ll meet Cathleen Phelps, a Client Experience Manager at Monument, and Bill Phelps, a Cybersecurity Expert and Strategist with over 26 years of experience.
Welcome to the “Off the Wall” Podcast
The podcast redefining wealth for founders and high-earning execs. Let’s dive in!
"Off the Wall" Podcast Categories:
- Behavioral Investing
- Business Exit Planning
- Charitable Giving & Philanthropy
- Choosing an Advisor
- Estate Planning
- Investing & Portfolio Strategies
- Market & Economic Updates
- Passing Down Family Wealth
- Planning for Retirement
- Tax Strategies
- Wealth Building for Executives
- Wealth Building for Women
2023 Market Recap + 2024 Outlook: Our Thoughts on The Election, Crypto, Inflation, Interest Rates & More
The annual episode we’ve all been waiting for… What happened in the US market in 2023? How can we expect the market to perform in 2024? Tune in to find out! In this Off the Wall Market Update, hosts David Armstrong, CFA and Jessica Gibbs, CFP® are joined by Monument’s portfolio management team Erin Hay, CFA and Nate Tonsager, CIPM®.
Adding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond. Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner, a nationally recognized executive performance coach and psychologist who’s helping executives achieve world-class performance in fast-paced, high-pressure, and highly competitive environments.
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
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Q3 Market Recap | Surprises with Interest Rates, Stocks, and Inflation, Plus Our Cash Flow Strategies & Predictions for the Rest of 2023
As we enter the last fiscal quarter of 2023, we always love to reflect on the Q3 market (and YTD) to see what we’re surprised by and the major takeaways from the data. In this quarterly recap episode of Off the Wall, hosts David B. Armstrong, CFA and Jessica Gibbs, CFP® are joined by our Portfolio Management team, Erin Hay, CFA and Nate Tonsager, CIPM.
The specifics of executive compensation packages have major implications for personal wealth building over the long term. In this episode of Off the Wall, guest co-host Emily Harper, CFP® and co-host David B. Armstrong, CFA are joined by Laura Balser, Senior Client Partner, Executive Pay and Compensation at Korn Ferry.
Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope this episode makes it easier and less stressful for you to navigate the process.
In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument Wealth Management’s portfolio management team. They dive into a lively and comprehensive discussion on market performance and key highlights of the second quarter of 2023.