Off The Wall
By Monument Wealth Management
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Category: Investing
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Episodes: 58
Description
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us!
| Episode | Date |
|---|---|
|
How Your Instincts Are Actually Hurting You, Your Team, and Your Wealth
|
May 10, 2024 |
|
Q1 Market Recap | Featuring J.P. Morgan Global Market Strategist, Jordan Jackson
|
Apr 16, 2024 |
|
Becoming a Philanthropist & Non-Profit Board Member with Meera Pillai
|
Mar 11, 2024 |
|
How to Protect Your Personal & Business Assets from Cyber Attacks with Cathleen and Bill Phelps
|
Feb 16, 2024 |
|
2023 Market Recap + 2024 Outlook: Our Thoughts on The Election, Crypto, Inflation, Interest Rates & More
|
Jan 16, 2024 |
|
Peak Performance for Executives & Finding Purpose in Your Wealth with Dr. Julie Gurner
|
Dec 05, 2023 |
|
3 Executive Career Transitions: How to Level Up, Make a Change, or Step Away
|
Nov 06, 2023 |
|
Q3 Market Recap | Surprises with Interest Rates, Stocks, and Inflation, Plus Our Cash Flow Strategies & Predictions for the Rest of 2023
|
Oct 05, 2023 |
|
Top Executive Compensation Strategies You Should Know with Laura Balser, CECP
|
Sep 21, 2023 |
|
Caring for Aging Parents: Financial Advice, Resources, Checklists, & More
|
Aug 14, 2023 |
|
Q2 Market Recap: Inflation, Jobs, Tech Stocks, & Investing Advice for the Second Half of the Year
|
Jul 17, 2023 |
|
Exit Planning is a Team Sport, Part 3 | Grow Your Business Value for a Profitable Exit
|
Jun 28, 2023 |
|
Exit Planning is a Team Sport, Part 2 | Prioritizing Your Personal Wealth in Preparation for a Business Exit
|
Jun 21, 2023 |
|
Exit Planning is a Team Sport, Part 1 | Why You Need to Run Your Business with an Exit in Mind
|
Jun 12, 2023 |
|
Q1 Market Recap: SVB Collapse, Tech Layoffs, & Investing Advice for Q2
|
Apr 12, 2023 |
|
SECURE Act 2.0 for Business Owners and Why Employee Well-Being Matters
|
Mar 27, 2023 |
|
The MWM Flexible Asset Allocation Portfolio Strategy – How It Works
|
Mar 13, 2023 |
|
How to Save for Your Child’s College Without Sacrificing Your Retirement | Ann Garcia, The College Financial Lady
|
Feb 21, 2023 |
|
What is Direct Indexing and How Does it Work? with Patrick McStay
|
Feb 08, 2023 |
|
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
|
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 |
|
5+ Ways to Boost Your Emotional and Financial Well-Being
|
Jul 26, 2022 |
|
Quarterly Market Recap & What You Should Be Doing Right Now
|
Jul 13, 2022 |
|
Robert Stein | Predictions for the Economic and Political Landscape
|
Jun 07, 2022 |
|
Market Volatility | What Does It Mean For You?
|
May 26, 2022 |
|
Dr. Brian Portnoy | How To Shape a Life Of Money and Meaning
|
May 18, 2022 |
|
Transferring Wealth Part 2 | Family Meetings, Gifting, and Legacy Planning
|
May 03, 2022 |
|
Transferring Wealth Part 1 | 5 Ways to Prepare the Next Generation for Success
|
Apr 25, 2022 |
|
Quarterly Market Review | 3 Highlights from Q1 2022
|
Apr 13, 2022 |
|
Corporate Trustees | Right For Your Estate Plan?
|
Mar 30, 2022 |
|
Small Business Valuations | How To Get It Right
|
Mar 10, 2022 |
|
Dr. Daniel Crosby | How Your Behavior Drives Investment Returns
|
Feb 08, 2022 |
|
Using History as a Guide | Investing Lessons from 2021
|
Dec 22, 2021 |
|
Abandon Your Plans | Plan Your Actions, Not Your Outcomes
|
Nov 17, 2021 |
|
Charitable Giving | Maximize Donations For You and Your Charity of Choice
|
Nov 08, 2021 |
|
Flexible Asset Allocation | Investing Based on Momentum and Trend-Following
|
Oct 18, 2021 |
|
Estate Planning | How to Evolve Your Plan When the Rules Keep Changing
|
Oct 07, 2021 |
|
Reframing "Success" | Winning At Your Own Game
|
Sep 16, 2021 |
|
Psychology of Money | Why Your Behavior (Not Smarts) Matters
|
Aug 31, 2021 |
|
Dividend Growth | Have Your Cake and Eat It Too
|
Jul 27, 2021 |
|
Life Insurance | What to Know Before You Buy
|
Jun 29, 2021 |
|
Think Like a Breadwinner | A Wealth-Building Manifesto for Women
|
Jun 16, 2021 |
|
Bonds | Why Are They Worth Owning?
|
May 18, 2021 |
|
Women and Finances | Are you confident about your financial life?
|
Apr 26, 2021 |
|
Estate Administration Pitfalls | What Happens After You Die?
|
Apr 13, 2021 |
|
Thinking in Bets | Improving Your Decision Making Process
|
Mar 19, 2021 |
|
The Wall of Worry | What Does This Term Mean for Investors?
|
Mar 01, 2021 |
|
Introducing "Off the Wall" | What's The Purpose of Your Wealth?
|
Jan 05, 2021 |