Welcome to the “Off the Wall” Podcast

The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

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Top Executive Compensation Strategies You Should Know with Laura Balser, CECP

Sep 21, 2023

Caring for Aging Parents: Financial Advice, Resources, Checklists, & More

Aug 14, 2023

Q2 Market Recap: Inflation, Jobs, Tech Stocks, & Investing Advice for the Second Half of the Year

Jul 17, 2023

Exit Planning is a Team Sport, Part 3 | Grow Your Business Value for a Profitable Exit

Jun 28, 2023

Exit Planning is a Team Sport, Part 2 | Prioritizing Your Personal Wealth in Preparation for a Business Exit

Jun 21, 2023

Exit Planning is a Team Sport, Part 1 | Why You Need to Run Your Business with an Exit in Mind

Jun 12, 2023

Scaling Your Business, Vision, & Leadership Skills | Seneca Smith

May 01, 2023

Q1 Market Recap: SVB Collapse, Tech Layoffs, & Investing Advice for Q2

Apr 12, 2023

SECURE Act 2.0 for Business Owners and Why Employee Well-Being Matters

Mar 27, 2023

The MWM Flexible Asset Allocation Portfolio Strategy – How It Works

Mar 13, 2023

How to Save for Your Child’s College Without Sacrificing Your Retirement | Ann Garcia, The College Financial Lady

Feb 21, 2023

What is Direct Indexing and How Does it Work? with Patrick McStay

Feb 08, 2023

Recent “Off the Wall” Blog Posts

Tornadoes in Tulsa: Using Relative Rotational Graphs (RRGs) in Portfolio Management

By Erin M. Hay, CFA
Sep 22, 2023

Monument Voted Top Financial Professionals in Northern Virginia

By Emilie Totten
Sep 21, 2023

Are You Swinging for Those “Hot” IPO Home Runs?

By Nate Tonsager
Sep 15, 2023