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
Are you going through a divorce or thinking of filing for divorce? Wondering how divorce will impact your finances? Tune in to learn from a divorce financial planning expert. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Stacy Francis, the President and CEO of Francis Financial and a nationally recognized financial expert who specializes in divorce financial planning.
Is now a good time to buy a house? Do kitchens and bathrooms really sell houses? What will mortgage interest rates do going forward? Should you consider an adjustable-rate mortgage? Tune in to find out! In this episode of Off The Wall, hosts David Armstrong and Jessica Gibbs welcome Joan Stansfield of Stansfield Signature Real Estate and David Turner of Prosperity Home Mortgage to talk about residential real estate in the current market.
What do women say they wished they'd known or started doing sooner when it comes to their finances? Jessica shares takeaways from her interviews with dozens of women, including the importance of financial literacy and why winging it isn't a strategy. https://monumentwealthmanagement.com/disclosures
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.