Welcome to the “Off the Wall” Podcast

You want to be as financially unbreakable as possible, even after your career ends, right? No matter what age you “retire”, or stop working, you still need to have an income to thrive.

Whether you realize it or not, your views on money are rooted in your early life experiences. Those views impact your financial decisions and your emotional and financial well-being. So, it’s important to become aware of the money lessons that shaped you, define what financial well-being means to you, and prioritize funding contentment. Tune in to learn how! In this episode of Off The Wall, hosts David Armstrong and Jessica Gibbs welcome Dr.

Are you wondering: Are we in a recession right now? How is the current market affecting my long-term wealth management plan? We’re going to answer those questions and more in this episode of Off The Wall with hosts David Armstrong and Jessica Gibbs, and Portfolio Manager Erin Hay.

What's on the economic and political horizon? Bob Stein, Deputy Chief Economist at First Trust Advisors, joins the podcast to share what he thinks the future of the tech sector, trade wars, energy, banks and taxes will be. Bob also gives his predictions on what will happen in the upcoming congressional elections in 2022 and the presidential election in 2024. Follow Bob Stein on Twitter @BobStein_FT

Markets are volatile right now. How you react will determine your success. Monument's Portfolio Manager Erin Hay joins Dave Armstrong and Jessica Gibbs for a timely rundown on what's been going on the markets and what it all means for investors. Dave and Erin discuss whether we are or are not in a recession, cryptocurrency drawdowns and their impact on general investor sentiment, and why losses hurt so much.

"Rich" is a number, "wealth" is a mindset. Dr. Brian Portnoy, one of the world's leading experts on the psychology of money, joins the podcast to discuss his book The Geometry of Wealth: How To Shape a Life of Money and Meaning. Brian explains how money fits into your happiness and the life you want to lead (not the other way around)—it's what he calls "funded contentment.

Dr. Richard Orlando of Legacy Capitals is back for Part 2 of our conversation about successfully transferring wealth to the next generation. Rich does a deeper dive on gifting to kids, including sharing ideas on timing gifts around core life stages. He explains what is a family meeting and why it is important, and suggests possible items to have on your family meeting agenda.

There are lot of questions, worry and anxiety surrounding leaving an inheritance. How do I prepare my kids to be good stewards of this wealth? How can I make sure the money doesn’t create entitled kids? Do I tell my kids how much I’m worth? Dr. Richard Orlando, Founder of Legacy Capitals, joins the podcast to share his expertise on how to successfully pass on wealth to the next generation.