Podcasts by Dollar Wise Podcast
The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!
Further podcasts by HFM Investment Advisors, LLC
Podcast on the topic Geldanlage
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Can Someone Really Steal the Title to My House? With John Friedman, Esq of First American Title from 2021-10-01T04:00
Title professional and attorney John Friedman, joins Jason to discuss if the title to your house can really be stolen. Buying a property can be the biggest investment you make. It is therefore only...
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Common Mistakes People Make When Starting Medicare with Bill Webb from Saratoga Medicare Advisors from 2021-09-01T04:00
Bill Webb returns to the podcast to dig into some basic mistakes people make as well as upcoming deadlines with respect to Medicare and then dive into a question we get all the time from clients ge...
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Smartly Claiming Social Security with Mary Beth Franklin from 2021-08-01T04:00
When planning for your retirement one of the most important decisions to make is when to claim Social Security benefits.
Make the wrong decision and you can lock in a loss for the rest of your ...
Navigating this Crazy Real Estate Market with Devin DiNofa from TCS New Jersey from 2021-07-15T04:00
Jason Gabrieli is joined by Devin DiNofa, a partner at TCS New Jersey with Keller Williams Realty. Devin’s expertise spans both the Philadelphia and South Jersey markets and in this episode we get...
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Are Solar Panels A Wise Financial Decision For Your Home or Business? with Kevin Davis from Spotlight Energy Solutions from 2021-07-01T04:00
Jason Gabrieli speaks with Kevin Davis from Spotlight Energy Solutions all about the considerations to make when evaluating adding solar to your home or business as well as how the various incentiv...
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Protecting Yourself Financially In Post-COVID World with Tim Guim from 2021-06-01T04:00
Jason Gabrieli is joined by technology and cybersecurity expert Tim Guim, President and CEO of PCH Technologies. They discuss the new threats that have emerged since the COVID pandemic over the las...
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How Much Cash Should You Hold In Your Bank Account? from 2021-05-15T04:00
Jason Gabrieli and Tyler Reedman get into some of the purposes for your overall financial plan of holding cash, review some concepts on how to set your “cash comfort” level, and discuss some ideas ...
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Will your retirement be a purposeful journey or watching the grass grow? from 2021-05-01T05:30
Many of our clients believe a big part of their identity and purpose is their job or career. When they get closer to retirement, it may be the first time they think about what they want to do versu...
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Current State of Student Loans and Ideas To Consider from 2021-04-15T05:30
Tyler Reedman is joined by Jason Gabrieli on this episode where they dive into the current student loan situation in the US, how COVID policies have affected repayment for borrowers, and some impor...
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One Year After Lockdown – Why It Pays to Be An Optimistic Investor from 2021-04-01T05:30
Jason Gabrieli and Tyler Reedman take us back to March 23, 2020. The world seemed to be paralyzed by the spread of the COVID pandemic and stock markets around the world experienced one of the faste...
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Taking Control of Your Finances as a Young Adult from 2021-03-15T05:30
Young professionals listen up… Managing your finances (like really having to manage them for the first time) can feel like a juggling act. You may be graduating from college, starting your career, ...
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Is The Stock Market Rigged Against The Everyday Investor? from 2021-02-15T05:30
With all that’s gone on in the stock market over the last couple of weeks, investors may be feeling that that investing in stocks is just gambling or that the market is some-how rigged against the ...
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Should I Invest Cash at Market All-Time Highs? from 2021-02-01T05:30
Jason Gabrieli and Catherine Allen-Carlozo dive into a common question we get from our clients when markets are at all-time highs: Should I invest a lump sum of cash now? Investors’ minds tend to p...
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Where Should Your Robinhood Account Fit Into Your Financial Picture? from 2021-01-15T05:30
Jason Gabrieli and Tyler Reedman dive into the pandemic rise of trading apps like Robinhood and some ideas to think about when considering how that fits into your overall financial picture. They re...
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Helping Your High School-Age Child Find Their Right-Fit College with Donna Baines from 2020-12-17T09:00
In this episode, Jason Gabrieli speaks with Donna Baines from Baines College Consulting, LLC. She provides some insights into the mistakes families make when preparing for college and how to avoid...
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Navigating Divorce With Preparation and Mindfulness with Alexandra Rigden from 2020-12-01T09:00
Jason Gabrieli talks with Alexandra Rigden, a Family Law attorney at Cooper Levenson in Cherry Hill. Alexandra discusses some of the common misconceptions about divorce, how to properly prepare fo...
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How To Use The Target Date Fund In Your 401k from 2020-11-15T09:00
Jason Gabrieli and Michael Pallozzi discuss one of the most prevalent investment options used in most people's 401ks - Target Date Funds. We explain what they're all about, how to use them properl...
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Why Use A CPA? with Meggan Ciaccia from 2020-11-01T09:00
Whether you're a business owner, employee, or even unemployed - filing a tax return is something we all need to do. In this episode, Catherine Allen-Carlozo speaks with Meggan Ciaccia on the value...
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What Could the Presidential Election Mean For Your Investments? from 2020-10-22T09:00
Jason Gabrieli and Tyler Reedman explore some of the biggest themes we are hearing from investors regarding the election and review a blog article from A Wealth of Common Sense - Don’t Mix Your Pol...
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Why Should I Be Planning for my Long Term Care Needs? with Jill McNeil from 2020-10-01T09:00
HFM Advisor Catherine Allen-Carlozo speaks with Jill McNeil from LLIS, a Long Term Care Specialist about the considerations that should be made when planning for your retirement health care needs, ...
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The Future of Higher Education and How To Get Ahead with Dr. Fred Keating of RCSJ from 2020-08-01T09:00
We are joined by the President of Rowan College South Jersey, Dr. Frederick Keating. He shares some fantastic insights into the direction of the higher education field (pre- and post-COVID) as well...
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Your 18-26-Year-Old May Need Some Estate Planning with Laura Ergood from 2020-06-22T09:00
HFM's Catherine Allen-Carlozo talks with her friend Laura Ergood, an Estate Planning Attorney in Cherry Hill, NJ. So often we think of Estate Planning only as something that we need to consider as ...
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The Hidden Cost Trap of Medicare from 2020-06-01T09:00
In our first ever podcast, the HFM Advisor Team explores a recent article about the hidden cost that can affect Medicare participants, especially in the first couple years of retirement.
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The Hidden Cost Trap of Medicare from 2020-06-01T09:00
In our first ever podcast, the HFM Advisor Team explores a recent article about the hidden cost that can affect Medicare participants, especially in the first couple years of retirement.
Listen
The Hidden Cost Trap of Medicare from 2020-06-01T09:00
In our first ever podcast, the HFM Advisor Team explores a recent article about the hidden cost that can affect Medicare participants, especially in the first couple years of retirement.
Listen