Off The Wall
Monument Wealth Management
Outreach Signals
Publishing Details
Contact & Outreach
About This Podcast
Social Media
Explore Statistics
Recent Episodes
Volatility Isn't the Problem—Your Reaction Is
When markets get volatile, the instinct is to react. That's usually where investors go wrong. With oil prices rising, geopolitical tensions escalating, and headlines driving uncertainty, it's easy to…
The Million-Dollar Illusion: What Your Portfolio Is Actually Worth
How much of the money in your portfolio actually belongs to you? If you're investing in taxable accounts, the number on your statement isn't the full picture. A portion of it already belongs to the…
S1E84 Bitcoin, the Supreme Court, and Your Money
The market's been up three years in a row… will it go for a fourth? You scroll past a headline about Bitcoin falling 45%, tariffs getting overturned, and tensions rising overseas, and suddenly you're…
S1E83 Borrowing From Your Portfolio: Smart Strategy or Hidden Risk?
If you've built significant wealth in your investment portfolio, you may have more flexibility than you think. In this episode, Emily Harper, CFP(R) joins the show to talk about how borrowing against…
S1E82 Greenland, China, Market Rotation and What Actually Matters for Your Money
Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and…
S1E81 What Last Year Taught Us About Staying Invested
A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B. Armstrong, CFA take a step…
S1E80 What Investors Asked: Predictions, Bitcoin, and Gold
In this Ask Monument Anything episode, we're answering real questions from listeners of the show. From a question about Michael Burry's bold predictions and why they continue to draw attention, to a…
S1E79 The Guide to Less Stressful Holiday Giving
The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise. In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and…
S1E78 The Biggest Questions Shaping Portfolios Right Now
Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech…
S1E77 3 Trends in Charitable Giving that May Change How You Give This Year
2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during…
S1E76 Q3 Market Recap: Alternatives, Gold, and the Bull Market Debate
It's the start of a new quarter, which means it's time for a market recap and our special "Ask Monument Anything" segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate…
S1E75 5 Years Until Your Last Day: How to Handle the Shift from Career to Retirement
When you hit 60, there's a mental shift that begins to occur. After spending 30+ years earning and saving, you are suddenly just a few years away from beginning to spend your retirement income. It's…
S1E74 Dow Jones, S&P, NASDAQ: What's the Difference (and Which Should You Use to Track Your Own Portfolio)?
For many investors, the Dow Jones or S&P 500 or NASDAQ might as well be the same thing, but that's not true at all. In today's episode, Dave, Nate, and Erin dive into the differences between the…
S1E73 Should You Wait to Invest? The Q2 Market Review
In this special Q2 Market Review episode of Off the Wall, we're introducing a new segment: Ask Monument Anything (AMA). Dave, Nate, and Erin answer questions from clients and listeners, and also…
S1E72 Planning Around Stock Compensation: Taxes, Timing, and Down Markets with Emily M. Harper, CFP®
If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity…
S1E71 The Future of Work: AI's Impact on Your Career & Wealth Strategy with Liza Adams
AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec…
S1E70 Q1 Market Recap: Tariffs, Inflation, and Growth—Reading Between the Headlines
Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off…
S1E69 Should You Invest In Private Equity? Weighing the Pros and Cons with George Coyle
Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we're looking at just why this…
S1E68 Does Your Money Have Meaning? How to Understand the "Why" Behind Your Wealth Goals with Marla Sofer
The most common question advisors get is, "What should I do with my money?" The most common answer? "It depends." Today, we explore the "why" behind that question and dive deeper into how it connects…
S1E67 We're Back: 2024 Market Analysis and 2025 Predictions
Happy 2025! We're reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs,…
Frequently Asked Questions
Off The Wall has published 85 episodes since January 2021, covering topics in Business, Business News.
Off The Wall is currently highly active with new episodes every 2 weeks. Average episode length is 40m.
Sign up on Grep.FM to access contact details for Off The Wall, including email and social media links.
Similar Podcasts
Earn Your Leisure
iHeartPodcasts
1,482 episodes
The Peter Schiff Show Podcast
Peter Schiff
1,124 episodes
The Compound and Friends
The Compound
573 episodes
Animal Spirits Podcast
The Compound
794 episodes
Odd Lots
Bloomberg
1,222 episodes
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
2,124 episodes