Welcome to the “Off the Wall” Podcast

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

Latest Episode:

Q1 Market Recap | Featuring JP Morgan Global Market Strategist, Jordan Jackson

April 16, 2024Investing & Portfolio Strategies

Recent Episode:

Becoming a Philanthropist & Non-Profit Board Member with Meera Pillai

March 11, 2024Charitable Giving & Philanthropy

Recent Episode:

How to Protect Your Personal & Business Assets from Cyber Attacks with Cathleen and Bill Phelps

February 16, 2024FAQs

Listen Now on Your Preferred App:

Filter By Category: Tax Strategies

No resources have been found for this category

Recent Awards & Press

Monument Voted Top Financial Professionals in Northern Virginia

By Emilie Totten Sep 21, 2023

Forbes Names Erin Hay, CFA, Nate Tonsager, CIPM, and Jessica Gibbs, CFP® Among the Top Next-Gen Wealth Advisors in Virginia

By Emilie Totten Aug 16, 2023

Monument Wealth Ranks Among Highest-Scoring Businesses on Inc. Magazine’s 2023 List of Best Workplaces

By Emilie Totten May 23, 2023