Off The Wall

Mar 10 2025 68 ep. 41 mins 9

Off The Wall Podcast artwork

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us!

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Should You Invest In Private Equity? Weighing the Pros and Cons with George Coyle

Mar 10 2025 55 mins

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 shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this

Does Your Money Have Meaning? How to Understand the “Why” Behind Your Wealth Goals with Marla Sofer

Feb 12 2025 48 mins

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 to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech s

We’re Back: 2024 Market Analysis and 2025 Predictions

Jan 16 2025 53 mins

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, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down

From DAFs to Charitable Trusts: Choosing the Right Path for Meaningful Philanthropy

Dec 02 2024 38 mins

As the giving season draws near, you may be wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy. In this Off the Wall discussion, Monument’s Emily Harper will be hosting and interviewing our regular host, Jessica Gibbs, about all things charitable giving.

The Sandwich Generation: Protecting your Parents' Assets and Their Legacy with Catherine F. Schott Murray

Nov 01 2024 49 mins

Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children. In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at Od

Q3 Market Recap: Fed Rate Cut, Labor Market Dynamics, and Predictions for the Rest of 2024

Oct 10 2024 50 mins

We're reviewing the Q3 2024 market and year-to-date trends, reflecting on our surprises, and highlighting our key insights drawn from the data. In this episode of Off the Wall, host Jessica Gibbs, CFP® is joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA, CMT and Nate Tonsager, CIPM. Tune in to hear our discussion on the strong yet volatile

Economist Bob Stein’s Take on the 2024 Presidential Race and Future of our Economy

Sep 03 2024 36 mins

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 the U.S. economy. In this Off the Wall discussion, Bob s

Burnout-Proof Leadership: 3 Ways to Prevent and Overcome Burnout

Aug 12 2024 37 mins

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, a Behavior Change and Performance Coach and Psychologist who’

Mid-Year Market Recap, S&P Insights, & Tips for Investing During an Election Year

Jul 12 2024 49 mins

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 by Erin Hay and Nate Tonsager from Monument’s Portfolio Managem

Top 3 Challenges High Net Worth Individuals Face in Planning for Retirement with Michael Conrath

Jun 10 2024 46 mins

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 Insights Strategy Team for J.P. Morgan Asset Management.