Welcome to the “Off the Wall” Podcast

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

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A Political Q&A with Democratic Political Strategist Steve Elmendorf

Jan 23, 2023

A Year in Review: 2022 Market Recap & Key Investing Takeaways for 2023

Jan 10, 2023

Robert Stein Pt. 2 | Midterm Results, 2023 Economic Predictions, and the 2024 Presidential Election

Dec 13, 2022

A Political Q&A with Former White House Chief of Staff Reince Priebus

Dec 02, 2022

Best Practices for a Successful Business Exit | Kevin DeSanto

Nov 10, 2022

Turning 65? Here’s Everything You Need to Know About Signing Up for Medicare

Oct 20, 2022

Quarterly Market Recap, Bonds, and Our Look Ahead

Oct 09, 2022

Quick Update on the Recent Market Pullback

Sep 27, 2022

Managing Your Finances Before, During, and After a Divorce

Sep 15, 2022

Residential Real Estate: Interest Rates, Lending, & Buying/Selling a Home

Sep 01, 2022

Quarterly Market Recap & What You Need to Know About Inflation

Aug 16, 2022

What You Need to Know About Planning Your Income After Your Career Ends with Morningstar’s Christine Benz

Aug 02, 2022

Recent “Off the Wall” Blog Posts

Tornadoes in Tulsa: Using Relative Rotational Graphs (RRGs) in Portfolio Management

By Erin M. Hay, CFA
Sep 22, 2023

Monument Voted Top Financial Professionals in Northern Virginia

By Emilie Totten
Sep 21, 2023

Are You Swinging for Those “Hot” IPO Home Runs?

By Nate Tonsager
Sep 15, 2023