Welcome to the “Off the Wall” Podcast

The podcast for successful founders and high-earning execs who are building wealth with purpose. Let’s dive in!

Latest Episode:
March 10, 2025Investing & Portfolio Strategies
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Are you an executive getting ready for your next career move? Need advice on how to step away from your current role and figure out what’s next? Thinking of taking a sabbatical or transitioning to retirement? Tune in to the expert advice you need to make your next move successful! In this episode of Off the Wall, host Jessica Gibbs welcomes Deborah Brecher, President and Managing Director of Tandem Group, to give you advice on navigating change, growth, and transitions

As we enter the last fiscal quarter of 2023, we always love to reflect on the Q3 market (and YTD) to see what we’re surprised by and the major takeaways from the data. In this quarterly recap episode of Off the Wall, hosts David B. Armstrong, CFA and Jessica Gibbs, CFP® are joined by our Portfolio Management team, Erin Hay, CFA and Nate Tonsager, CIPM.

Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope this episode makes it easier and less stressful for you to navigate the process.

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

If you want to keep yourself, your family, and your assets safe throughout your business exit, tune in to this episode. This is Part 2 of our series, Business Exit Planning is a Team Sport.  (Listen to Part 1 and Part 3 here). Tune in as hosts David Armstrong and Jessica Gibbs continue their discussion with Greg Maddox of Cultivate Advisors.

Are you a founder or business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You’re in the right place. This is Part 1 of our series; Business Exit Planning is a Team Sport. (Access Part 2 and Part 3 here.) In this discussion, Greg reframes exit planning in a whole new light, to illustrate how exit planning is just great business strategy.

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