Preview Mode Links will not work in preview mode

Off The Wall

Sep 3, 2024

How will the 2024 election affect the economy, the markets, the deficits, and your wallet? Our favorite economist is back on the podcast for a third time with his straightforward opinions! 

 

Bob Stein is the Deputy Chief Economist at First Trust Advisors, where he’s responsible for commenting on and forecasting...


Aug 12, 2024

Did you know that nearly half of employees and managers report experiencing burnout in 2023? As our lives get busier and competition in the workplace grows, it’s an unfortunate reality… So, how can high achievers prevent burnout while still working towards their goals? 

 

Here to talk about it is Rachel Boehm,...


Jul 12, 2024

It’s time for another quarterly market update from the Monument Wealth Management team! 

In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! 

For this mid-year review, Jessica and co-host David B. Armstrong are joined...


Jun 10, 2024

Planning for retirement comes with many considerations and challenges, especially for those with a high net worth. 

 

In this episode of Off the Wall, Monument Private Wealth Advisors, Emily Harper, CFP® and Heaven Goodwin, CFP® chat with Michael Conrath, the Chief Retirement Strategist and Head of the Retirement...


May 10, 2024

Think you have great instincts? Think again.  

 

Judgments and decision-making are common threads that run through not only your investing, wealth management, and business decisions, but also your quality of life. What impacts these decisions and judgments? Your instincts… (and your counter instincts). Today’s...