Welcome to the “Off the Wall” Podcast

How will the 2024 election affect the economy, the markets, the deficits, and your wallet? Our favorite economist is back on the podcast for a third time with his straightforward opinions! Bob Stein is the Deputy Chief Economist at First Trust Advisors, where he’s responsible for commenting on and forecasting the U.S. economy.

Did you know that nearly half of employees and managers report experiencing burnout in 2023? As our lives get busier and competition in the workplace grows, it’s an unfortunate reality… So, how can high achievers prevent burnout while still working towards their goals? Here to talk about it is Rachel Boehm, a Behavior Change and Performance Coach and Psychologist who’s transforming the way we work.

It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.

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.

Think you have great instincts? Think again. Judgments and decision-making are common threads that run through not only your investing, wealth management, and business decisions, but also your quality of life. What impacts these decisions and judgments? Your instincts… (and your counter instincts).

How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team. Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2.

As a philanthropist, how can you do more than just “give back” to a charitable cause? How do you make a real impact with your time, skills, passion, and money? Should you become a board member for a non-profit? Let’s dive into it. In this Off the Wall chat, hosts David B. Armstrong and Jessica Gibbs welcome Meera Pillai, a retired IT professional turned philanthropist, to talk about the ways you can make an impact through philanthropy and board membership.

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.