Welcome to the “Off the Wall” Podcast

The podcast for successful founders and high-earning execs who are building wealth with purpose. Let’s dive in!

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May 9, 2025Wealth Building for Executives
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April 10, 2025Investing & Portfolio Strategies
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March 10, 2025Investing & Portfolio Strategies
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Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.

Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup Knomee.

Feb 12, 2025 Choosing an Advisor

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Happy 2025! We’re reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®.

Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.

Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children. In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at Odin, Feldman, & Pittleman.

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