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

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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.

Feb 16, 2024 FAQs

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.

Sep 15, 2022 FAQs

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.

Sep 01, 2022 FAQs

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

Apr 26, 2021 FAQs

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