Wellness Archives - HFM Investment Advisors, LLC

We know that navigating the stock market's ups and downs can be challenging, especially during periods of increased volatility. To provide some perspective and reassurance, we wanted to share some insights from a recent blog article by one of our favorite writers in the financial community, Ben Carlson (read his blog HERE) that sheds light on the current stock market situation and the nature of market corrections. In his article, Ben highlights the striking chart above showing the unusual calmness of the stock market in 2024 up to last week. Until this point, 2024 had only one day where the…

Transforming Lives Through Nutrition: The Link Between Food and Health with Reese Valcich

Business Owners, Wellness

Welcome back to the Entrepreneur's Journey Podcast. In this episode, Michael Pallozzi sits down with Reese Valcich, founder of Revolution Health Coaching. Reese shares his journey from athletic performance to health coaching, inspired by his father's battle with ALS and Lyme disease. They discuss the importance of nutrition, the role of gut health in overall wellness, and how Reese helps clients achieve their health goals through personalized coaching. This episode provides insights into the intersection of health and entrepreneurship, highlighting the impact of informed nutritional choices on energy and productivity. Tune into this episode to also learn: How Lyme disease…

Do You Know How to Navigate the Complexities of Estate Planning?

Financial Wellness, Retirement Planning, Wellness

Navigating the Complexities of Estate Planning: An Interview with Brittany Tedesco By Jason Gabrieli In the latest episode of the Dollar Wise Podcast, I had the pleasure of speaking with Brittany Tedesco from Bratton Law Group. Brittany, an estate planning attorney, has been an invaluable resource for our clients at HFM Investment Advisors. In our discussion, we delved into the intricacies of estate planning and the steps involved when a loved one passes away. Estate planning is a crucial, albeit somber, topic. Our goal was to provide listeners with clear and practical insights to help them navigate the legal and…

How Do You Manage Finances After Experiencing a Loss?

Financial Wellness, Wellness

Navigating Life's Transitions: An Interview with Brian Masessa, CPA By Jason Gabrieli, CFP At HFM Investment Advisors, our mission is to leverage our extensive experience to help clients navigate life's transitions smoothly. In our latest podcast episode, I had the pleasure of sitting down with Brian Masessa, CPA from Premier Accounting Services in Pitman, NJ. We delved into a sensitive yet crucial topic: managing the financial aftermath of a loved one's passing, specifically when how it applies to navigating the tax situation. Setting the Scene Death is an inevitable part of life, but the complexities that arise in its wake…

Grief to Relief: Saving on Taxes After Saying Goodbye

Podcast, Wellness

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 discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian explains the different types of taxes involved, including income and estate taxes, and offers advice on how to manage and mitigate these liabilities. This episode is a must-listen for anyone looking to understand how to handle financial responsibilities after a death. Tune into this episode to also learn: The critical steps in the probate…

How Do You Teach Your Kids The Importance Of Money?

Investments, Wellness

Transforming Financial Education for Families: A Conversation with Chad Willardson By Jason Gabrieli In our most recent podcast, I had the pleasure of interviewing Chad Willardson, the president and founder of Pacific Capital, and a renowned author and advocate for financial literacy among children. Chad's impressive portfolio includes five bestselling books, such as "Smart, Not Spoiled" and his latest, "Wealth Wired Differently." He is also the co-host of the "Smart Money Parenting" show and the co-founder of GravyStack and the Dinner Table Community. Our discussion delved into his innovative approach to teaching kids about money, the genesis of GravyStack, and…