Dollar Wise Podcast
HFM Investment Advisors, LLC
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Life & Disability Insurance Planning with Taylor West
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…
Do You Have a Plan for Long-Term Care? Here’s What You Need to Know
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…
Investing in Longevity: How Personalized Care is Changing Health Planning
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…
401(k) Fundamentals: What You Need to Know
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…
Building Wealth for Kids: Accounts Every Parent Should Know
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…
Tax Talk: Standard vs. Itemized: What You Need to Know
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…
Tax Talk: Above-the-Line Deductions Explained
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…
From Worry to Wealth: How to Measure Financial Progress
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.…
Smart Strategies for Charitable Giving and Tax Savings
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…
What Happens to Your Travel Points When You Die?
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,…
From Saver to Spender: How to Enjoy Your Money in Retirement Without Fear
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…
Lessons from a Banner Year: How 2024 Shaped the Investment Landscape
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…
Are Multi-Year Guaranteed Annuities a Smart Choice in a Rising Rate Market?
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…
Election Concerns and Investing... Mix at Your Own Risk
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…
How to Save Taxes While Making an Impact
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…
Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind
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…
From Grief to Relief: Saving on Taxes After Saying Goodbye
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…
Smart Not Spoiled: Raising Financially Savvy Kids
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…
The Key To Retiring Earlier May Not Be Saving More
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…
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term
Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrielli, a certified financial planner, discusses the current trend of keeping money in cash. With high-yield savings accounts…
Frequently Asked Questions
Dollar Wise Podcast has published 78 episodes since June 2020, covering topics in Business, Investing.
Dollar Wise Podcast is currently active with new episodes monthly. Average episode length is 17m.
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