Hosted by Unknown Host · 🇺🇸 US · EN · 78 episodes
Established thought leaders with verified media credentials.
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!
Unknown Host hosts Dollar Wise Podcast, a business show with 78 episodes published.
Welcome back to the Dollar Wise Podcast. In this episode, Brett Herron and Andrew Barnhart discuss why tax planning is one of the most important—and often overlooked—aspects of retirement planning. While investment perfo
In this episode of the Dollar Wise Podcast, host Andrew Barnhart is joined by Taylor West from LLIS to discuss the fundamentals of life insurance and disability insurance planning. They break down why insurance matters a
In this episode of the Dollar Wise Podcast, host Andrew Barnhardt sits down with Taylor West from LLIS to unpack the essentials of long-term care (LTC) planning. They explore why planning for long-term care is more impor
Welcome back to the Dollar Wise Podcast. In this episode, HFM advisor Catherine Allen-Carlozo sits down with Dr. Claudine De Dan, an MDVIP-affiliated physician whose personalized, preventative care model is reshaping how
Welcome back to the Dollar Wise Podcast. In this episode, Brett Herron, CFP® is joined by Valentina Lucchetti-Gallo, HFM’s Marketing & Events Coordinator, for a candid Q&A on one of the most frequently asked-about financ
Welcome back to the Dollar Wise Podcast. In this episode, Andrew Barnhardt and Brett Herron explore various strategies for saving for children’s futures — whether it's for education, retirement, or general financial supp
Welcome back to the Dollar Wise Podcast. In this episode, Andrew Barnhardt CFP® and Brett Herron CFP® break down the topic of below-the-line tax deductions, offering practical explanations and examples to help listeners
Welcome back to the Dollar Wise Podcast. In this episode, Andrew Barnhardt and Brett Herron of HFM Advisors dive into the world of above-the-line tax deductions. These often-overlooked deductions can reduce your adjusted
Welcome back to the Dollar Wise Podcast. In this solo episode, Certified Financial Planner Catherine Allen-Carlozo explores a mindset shift that can help transform financial anxiety into confidence. Drawing inspiration f
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, CFP, is joined by Andrew Barhardt, CFP, to explore how charitable contributions can be optimized for tax efficiency. They discuss practical strate
Welcome back to the Dollar Wise Podcast. In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—whe
Welcome back to the Dollar Wise Podcast! In this episode, Catherine Allen-Carlozo, a Certified Financial Planner at HFM Investment Advisors, explores the transition from being a saver to a spender in retirement. Many ret
Welcome back to the Dollar Wise Podcast! In this episode, Jason takes a deep dive into the key financial events of 2024. From understanding the S&P 500's stellar 25% performance to exploring the nuances of inflation, une
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, a certified financial planner at HFM Investment Advisors, discusses the increasing interest in multi-year guaranteed annuities as interest rates r
Welcome to this episode of the Dollar Wise Podcast. In this episode, Jason Gabrieli discusses the growing concern around election outcomes and their potential impact on investments. With the media heightening fear and un
Welcome back to the Dollar Wise Podcast. Jason Gabrieli is joined by Andrew Barnhardt from the HFM team as they explore tax strategies related to charitable giving, focusing on the benefits of Qualified Charitable Distri
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli is joined by Brittany Tedesco from Bratton Law Group to discuss the essential steps and considerations when dealing with the death of a loved one.
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They
In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teachin
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How mu
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Dollar Wise Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 78 episodes.
Dollar Wise Podcast has published 78 episodes.
Dollar Wise Podcast regularly covers business, investing, management. It sits in the business category, with a investing focus.
Dollar Wise Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Dollar Wise Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Dollar Wise Podcast average 19 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Dollar Wise Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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