https://www.spreaker.com/show/the-wise-money-guyThe Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.


John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com

John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078]]>enBusinessCopyright John Scambrayhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/7e6781ae06daa1a0cc56806d5eed3f7e.jpghttps://www.spreaker.com/show/the-wise-money-guyWed, 26 Aug 2026 17:42:23 +0000John ScambrayJohn Scambrayfeeds@spreaker.comHelping families manage money through Active InvestingThe Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.


John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com

John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078]]>false47764a48-26fe-5887-8e1c-c9882afa6395episodichttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/74700346Wed, 26 Aug 2026 17:40:12 +0000John ScambrayThe Tech Craze... omgosh. What do we do with all the spending, high-valuatons, future / unrealized revenue, and AI Euphoria? Our heads are spinning. Hosts John and Guiseppe says there's still an opportunity to make $ moves. Plus, gas and energy...2645financial,guys,investing,investments,money,wisefalse4152fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/74700256Wed, 26 Aug 2026 17:33:07 +0000John ScambrayWe are charging through Q3 and International markets are taking center state. Oil, the Feds, and Alternative Investments can infect your portfolio. Hosts John and Guiseppe help you test your investments with their years of experience. We show you how....2756financial,guys,investing,investments,money,planing,wisefalse4151fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/73133892Thu, 23 Jul 2026 21:20:44 +0000John ScambrayCapitol Expenditures are piling up in the AI manufacturing industry. But does that translate to increased revenue for investors? Hosts John and Giuseppe share with us the latest numbers. Plus tech bonds, shifting markets and our stance on Annuities....2656financial,guys,money,wisefalse4150fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72898323Thu, 09 Jul 2026 20:36:18 +0000John ScambrayThe Nasdaq and the tech socks are booming this year. Our hosts John and Giuseppe say it's all because of AI Energy. Is your portfolio dialed in to this important commodity? Plus, future stocks and earnings, the World economy, and unemployment &...2735financial,guys,investing,investment,money,planning,portfolio,wisefalse4149fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72831104Sun, 05 Jul 2026 20:37:57 +0000John ScambrayFirst of all, God Bless America. The land that we love. Hosts John and Giuseppe bring us the history of the stock market and reading the market's timing. Plus, investing with options, and annuity & their taxes. The Wise Money Guys. 2732financial,financing,guys,investing.,investsment,money,the,wisefalse4148fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72831041Sun, 05 Jul 2026 20:28:30 +0000John ScambrayWe all track the rates as the feds control when they go up or down. But, how do we plan in advance for them? Hosts John and Giuseppe give us their best tips. Plus, the role of a financial advisor, gas prices & inflation, and REITs to beat capitol...2662financial,guys,investing,investments,money,wisefalse4147fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72822395Sat, 04 Jul 2026 22:36:22 +0000John ScambrayVolitility. It's real, and it can send your investing mind into a tailspin. Hosts John and Giuseppe alway say, you don't have to go it alone. Lean on our experts who plan with a forward-thinking strategy. Contact us for a portfolio review. Plus,...2680financial,guys,investing,investment,money,wisefalse4147fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72821354Sat, 04 Jul 2026 20:18:42 +0000John ScambrayWe are dedicated to the perfection of investing. That means advisory standards that foster a proper portfolio. Hosts John and Giuseppe insist their team is guided by the positives and negitives of products for you. Plus, strategies, and a market recap...2600financial,guys,investing,investors,money,wisefalse4147fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72821302Sat, 04 Jul 2026 20:06:31 +0000John ScambrayAI euphoria and the AI revolution continues across the market. Is that a good thing? Hosts John and Giuseppe guide us through the good and bad of the tech market. Plus, Energy stocks and renewable energy, the Space X IPO, Unemployement numbers, and...2692financial,guys,investing,investments,money,wisefalse4147fullhttps://www.spreaker.com/episode/history-is-the-best-predictor-of-future-performance--72820970https://api.spreaker.com/episode/72820970Sat, 04 Jul 2026 19:16:19 +0000John ScambrayThere is an AI Euphoria happening out there. It's entrapping and intoxicating, but is it good for your portfolio? Hosts John and Giuseppe tell us about the tech bubble that could be coming. Plus, California Gas prices affect on our local economy, and...2671false4146fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72820788Sat, 04 Jul 2026 18:53:56 +0000John ScambrayAs the markets change, you need to know how to adjust your investments with the changes. This week hosts John and Giuseppe walk us through the new tech revolution going on. We examine the industrial changes happening, and how they affect your...2698financial,guys,investing,investment,money,wisefalse4145fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72820517Sat, 04 Jul 2026 18:26:13 +0000John ScambrayWhat do we all think about the AI stock boom? Are you concerned, or are you just riding the wave? Hosts John and Giuseppe share a tale of caution as it's compared to the "dot com" bubble of years past. Plus, more wonky stocks, earnings reports are...2712financial,guys,investing,investment,money,wisefalse4144fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/72820453Sat, 04 Jul 2026 18:19:03 +0000John ScambrayWe are a local, family-owned, proud fiduciary firm serving the greater Northern Californa area. This week hosts John Scambray and Giuseppe Visconti welcome Madison as our team grows. Plus, a discussion on the war time economy, market supply &...2653fiduciaries,financial,guys,income,investing,money,wisefalse4144fullhttps://www.spreaker.com/episode/sometimes-we-just-wait-see--70939471https://api.spreaker.com/episode/70939471Fri, 27 Mar 2026 22:03:00 +0000John ScambrayThere are a lot of Financial reactions and Political influences in the investment market as we enter the 3rd week of military action in Iran. Hosts John and Giuseppe see it all and take a step back. It's part of their process of taking advantage in a...2730financial,guys,investing,investment,money,planning,retirement,wisefalse3143fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/70762737Thu, 19 Mar 2026 20:36:00 +0000John ScambrayPolitcs are affecting the markets. What does that mean for your retirement and investment portfolio? Hosts John and Giuseppe walk us through the Iran factor. Plus, a study of California's $20 minimum fast food wage, and the 'innovation revolution'....2691finances,financial,guys,investing,investments,money,retirement,wisefalse3142fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/70758038Thu, 19 Mar 2026 19:15:25 +0000John ScambrayShould I be panicking? Iran, Israel, and the US are in the middle of a dust-up. Where will this take us? Hosts John and Giuseppe re-assure us the US economy will be ok. Plus, Diversified markets, Alternate Investments, and our new April workshop...2623finances,financial,guys,invest,investment,money,portfolio,retirement,wealth,wisefalse3141fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/70757519Thu, 19 Mar 2026 18:45:39 +0000John ScambrayIt's important for your financial plan to work for you, not you work for your financial plan. This week, hosts John and Giuseppe lay out a framework to guide our portfolio decisions. Plus, AI and Nvidea reporting, Energy, and Tesla Space X. Also an...2678finance,financial,guys,investing,investments,money,planning,wisefalse3140fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/70279678Wed, 25 Feb 2026 21:53:19 +0000John ScambrayIt's everything... From Health care to Estate Planning, plus Government debt and spending. Add AI strategies and Structured notes to that. Hosts John and Giuseppe take a wide-angle view of your full portfolio before personaling a plan for you. It's...2622estate,guys,health,investing,investments,money,planning,wealth,wisefalse3139fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/70279214Wed, 25 Feb 2026 21:46:44 +0000John ScambrayThe stock market has been Up, but some of the other indicies are down, or flat. What does that mean for your portfolio? Hosts John and Giuseppe give us a break-downof today's financial markets. Plus, the importance of Estate Planning, Government Debt,...2664finance,guys,investing,investment,money,the,wealth,wisefalse3138fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69673262Thu, 29 Jan 2026 22:13:46 +0000John ScambrayThe government is on course to shut down again. How did it turn out last time? We became stagnet and distracted. This week host John Scambray gives us his projections on what is coming. Plus, the most typical mistakes retirees make in financial...2616financial,guys,investing,investment,money,planning,retirement,wisefalse3137fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69673215Thu, 29 Jan 2026 22:07:47 +0000John ScambrayAs debt begins to pile up, the balance of the markets are shifting. You might need help with your retirement planning. Hosts John and Giuseppe share their view on the volitle stock market, corporate earnings, and strong economic data ahead. Plus,...2622financial,guys,invest,investing,money,planning,retirement,wisefalse3136fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69537203Wed, 21 Jan 2026 19:55:08 +0000John ScambrayDiversification, the most basic thing your portfolio needs to survive our epic Stock Market waves. This week, hosts John and Guiseppe give us the facts on allocations, planning and consulations, and new investments that will affect your retirmement...2675finance,financial,guys,health,money,planning,retirement,wealth,wisefalse3135fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69408493Wed, 21 Jan 2026 19:45:15 +0000John ScambrayWelcome to 2026. It's going to be a good era for your retirement plan. Together, we recap 2025 and all the highlights it's provided. Plus, hosts John and Giuseppe model and project out over the next 12 months. Let's get your portfolio in order. The...2742finance,financial,gys,investments,money,planning,retirement,wealth,wisefalse3134fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69290109Sun, 04 Jan 2026 21:04:04 +0000John ScambrayIts a new year and lots of new things are happening across the markets. Host John and Guiseppe take us through their predictions for 2026. Plus, the futures markets, Big Tech, evolving Interest Rates, and what we see coming over the next 12 months....2586finance,financial,guys,money,planning,retirement,wisefalse3133fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69102230Wed, 17 Dec 2025 18:48:38 +0000John ScambrayYe' prime Interest Rates have been adjusted down by the Federal Reserve. Hosts John and Guiseppe tell us what that means for your flocks and blessed angels. Then we look forward to 2026 with data and how data is changing fundemental investment...2576advisors,financal,guys,investing,investment,money,planning,wisefalse3132fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/69102100Wed, 17 Dec 2025 18:35:28 +0000John Scambray2026 is coming... Are you ready? Hosts John and Guiseppe take you through the strategies and variations available for a successful portfolio in the next year. Plus, the Federal Reserve meeting, Boeing, and ETFs vs Direct Investments. Happy Holiday...2617advisors,financial,guys,income,investing,investment,money,wisefalse3131fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68683615Fri, 21 Nov 2025 19:35:47 +0000John ScambrayThere are new trends we're watching in the AI development industry. It could affect your confidence and strategy when investing in high-tech stocks. Hosts John and Guiseppe share their concerns. Plus, new September jobs numbers, locking in market...2525finace,financial,guys,investing,investment,money,retired,wealth,wisefalse3130fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68570589Fri, 14 Nov 2025 18:25:42 +0000John ScambrayNew AI Data Centers are drawing Big Energy demands from the grid, but do we have the infrastructure to support the new burden? Host Guiseppe Visconti lays out the investment pros and cons that come with this new category. Plus, affordability, Fed...2578financial,guys,health,investment,investor,money,retirement,wealth,wisefalse3129fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68467942Fri, 07 Nov 2025 23:11:43 +0000John ScambrayOhhh, the earnings are being released and they are Volitile. Big Ups for Tech and floating returns for consumers. Ok, but we ned to keep an eye on AI. Hosts John and Guiseppe are on it. Plus, Unemployment numbers, Longterm Planning, Shorting Stocks,...2582financial,guys,investing,investment,money,retirement,wisefalse3128fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68467921Fri, 07 Nov 2025 22:40:28 +0000John ScambrayHere come the Feds.. Get ready for whatever they are going to do. It could be pro economy, or not. Hosts John and Guiseppe help you become prepared from Inflation detection, to Fixed rate vehicles, and Alternative Investments to procted your...2576financial,funds,guys,investing,investment,money,retirement,wisefalse3128fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68467805Fri, 07 Nov 2025 22:33:47 +0000John ScambrayThe Government shutdown has started. How will this affect my investment accounts? Hosts John and Guiseppe take us through the fundamentals of investing to secure your assets. Plus, parallels from inflation between the 80s and now, fixed rates to fight...2648financial,guys,investing,investments,money,retirement,wisefalse3127fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68341580Wed, 29 Oct 2025 22:50:23 +0000John ScambrayThe AI bubble and the Tech bubble. They're both real. Let's keep an eye on them before they Burst! Hosts John and Guiseppe help you counter the bubble with alternative investments and fixed rates. Plus Treasury notes, Government Debt, Tesla, and the...2648guys,income,investment,money,retirement,wisefalse3126fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/68341477Wed, 29 Oct 2025 22:42:20 +0000John ScambrayFOMO and Panic can disrupt your mindset when planning your investment. How can you handle your fears with everything going on? Hosts John and Giuseppe help calm the anxiety. This week we examine the current events affecting your accounts, and show you...2686guys,invesment,investing,money,retirement,wisefalse3125fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67992770Thu, 02 Oct 2025 23:20:34 +0000John ScambrayBig economic news is driving the markets forward. Hosts John and Giuseppe guide us through the waves with the latest on Fixed Rates and Bond Funds for investing. Plus, we look at the Amazon Corporation fine with examples to support the possibility....2657blueprint,financial,guys,investing,investment,money,retirement,wisefalse3124fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67957322Tue, 30 Sep 2025 22:28:51 +0000John ScambrayThere are many roadmaps we can use to succeed. Host John Scambray takes us through his best strategies. Then, taking profit off the table, Tech and AI, three Golden Nuggets, and we announce our upcoming workshop Oct 15th. The Wise Money Guys. 2599guys,money,the,wisefalse3123fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67957285Tue, 30 Sep 2025 21:56:28 +0000John ScambrayThe Feds have done it. They cut the prime interest rates .05%! Now what? Hosts John and Giuseppe walk us through what it all means. Then, an in-depth look at Mortgate Rates, Fixed Income, and Bonds vs CDs. They're all related. This is how we...3guys,income,investing,money,retirement,wisefalse3122fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67957244Tue, 30 Sep 2025 21:49:55 +0000John ScambrayFirst, we start with Charlie Kirk news. Then hosts John and Giuseppe anticipate Fed Rate hikes, and the economical fallout - good or bad. Plus Proper allocation, Real Estate, and the DST trust alternatives. The Wise Money Guys.2696allocation,financial,guys,money,retirement,wisefalse3121fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67707297Wed, 10 Sep 2025 19:32:13 +0000John ScambrayIf you want to get somewhere important, you would use a roadmap. Hosts John and Giuseppe preach the same thing. They are experts at creating roadmaps also known as Financial Plans, including Strategies our hosts use, Diversification, and specific...2494guys,investments,money,retirement,wisefalse3120fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67490707Sat, 23 Aug 2025 19:38:22 +0000John ScambraySmart stratgeies in retirement planning give you the flexibility to jump when you need to. It's One Source Wealth Management's fire-power. This week, hosts John and Giusepppe show us the opportunities to set our sights on. Plus, the Fed's inaction,...2693advisory,financial,guys,investing,money,retirement,wisefalse3119fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67372585Thu, 14 Aug 2025 22:24:31 +0000John ScambrayThe market is poised to move either up or down in the coming months. Are you positioned to take advantage of the opportunites on the horizon? Host John Scambray takes us through his best strategies. Then, taking profit off the table, Tech and AI,...2454guys,investing,investments,money,retirement,wisefalse3118fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67294638Fri, 08 Aug 2025 00:04:44 +0000John ScambrayIs a correction coming? Some say we're one headline away from a mini-crash. So, hosts John and Guiseppe have this week's Market news and numbers. Plus, the speed of AI, Insider stocks sales during record hights, and Earnings reports. Don't miss our...2736financial,guys,investing,investments,money,planning,retirement,the,wisefalse3117fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67207649Thu, 31 Jul 2025 19:40:52 +0000John ScambrayRetirement portfolios are the backbone of your life well-lived in your golden years. That's why hosts John and Giuseppe are must-have partners. This week we welcome back guest, Ed Outland who gives a first hand look at living in retirment. Plus, the...2597aging,guys,investing,investments,money,retirement,security,social,wisefalse3116fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/67206734Thu, 31 Jul 2025 18:56:04 +0000John ScambrayNew corporate earnings are dropping this week. Hosts John and Giuseppe take a look at the US companies reporting their quarterly numbers to find trends. Plus, over spending at the Fed, EV conversion, Trump trade deals, and our One Source Wealth...2760guys,investing,investment,markets,money,retirement,wisefalse3115fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66842642Wed, 02 Jul 2025 22:19:17 +0000John ScambrayThe International Markets are tettering with Tariffs and uncertainty. How do you invest in situations like that? Hosts John and Giuseppe tell us we need to keep agile with our financial opportunities. Then, the Iran affect, being a fiduciary, and...2594finances,guys,investing,investment,money,retirement,wisefalse3114fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66637043Thu, 19 Jun 2025 21:16:51 +0000John ScambrayWhew, there is a lot of going on! The world's events fly fast and furious. That's were hosts John and Giuseppe come in. We have the knowledge to understand how the daily news will affect your portfolio, from unemployment numbers to the Fed Reserve...2593business,guys,investing,investments,markets.,money,planning,retirement,wisefalse3113fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66636880Thu, 19 Jun 2025 21:09:52 +0000John ScambrayWe have partnered with an investment platform that opens up technology and team members to take your retirement portfolios futher. Host John and Giusesspe are excited to explain in this episode. Plus, the EV Mandate shootdown, Steady Inflation vs...2629guys,investing,investments,money,retirement,wisefalse3112fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66425124Fri, 06 Jun 2025 21:12:03 +0000John ScambrayWide-spread Tariffs and the Big Beautiful Bill are driving the US Business markets. A two-headed monster. Hosts John and Giuseppe are watching Capitol Hill and for international deals, and what it means for your portfolio in retirement. Plus, AI and...2714guys,investing,money,retirement,wisefalse3111fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66211601Thu, 22 May 2025 21:48:59 +0000John ScambrayRetirement is right around the corner, but the costs of living has been skyrocketing. What can be done to save more to make your retirement funds last? Hosts John and Giuseppe give us a strategic rundown of their process for clients. Plus, processing...2580financial,guys,investing,investments,money,retirement,saving,wisefalse2110fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/66109826Fri, 16 May 2025 00:21:47 +0000John ScambrayThe market has been going UP and Down. This week the market is UP. Hosts John and Giuseppe guide us to the light of better investing. Plus, what role will the Middle East play in International politics, Responsible Invesing in volitial times, Tariffs,...2665financial,guys,investing,investments,money,retirement,wisefalse2109fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65924539Mon, 05 May 2025 16:38:46 +0000John ScambrayThe GDP numbers are out for Q1. Their results are mixed, depending on the category we isolate and evaluate. Host John and Giuseppe tell us which way these numbers could tip the economy. Then, signs of hardy spending, bonds and fixed income, and...2626financial,guys,income,invest,investing,money,retirement,savings,wisefalse3108fullhttps://www.healthwealthadvisory.com/it's ok. Hosts John and Giuseppe are familiar with volatile markets. They've seen this before. We look at the data and adjust our portfolios appropriately. Plus, RMDs, Negative Income, and don't get us started on Annuities. The Wise Money Guys.]]>https://api.spreaker.com/episode/65923903Mon, 05 May 2025 16:20:47 +0000John ScambrayThe money markets have been undulating with the Big changing news, but it's ok. Hosts John and Giuseppe are familiar with volatile markets. They've seen this before. We look at the data and adjust our portfolios appropriately. Plus, RMDs, Negative...it's ok. Hosts John and Giuseppe are familiar with volatile markets. They've seen this before. We look at the data and adjust our portfolios appropriately. Plus, RMDs, Negative Income, and don't get us started on Annuities. The Wise Money Guys.]]>2581financial,guys,invest,investing,money,retirement,wisefalse3107fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65616880Thu, 17 Apr 2025 21:27:49 +0000John ScambrayThe U.S. financial markets are wobbling right now with influences we've never seen before. It's a turn of the World Trade balance. Hosts John and Giuseppe help us calm the tilt with an explaination of the Tariffs and China, AI spending, and a...2573financial,guys,investing,investors,money,retirement,wisefalse3106fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65532510Fri, 11 Apr 2025 00:08:28 +0000John ScambrayThe big news of Tariffs this week surely effects your money. So what are you going to do about it? Hosts John and Giueseppe walk us through the latest updates, China's tariff play, and eyes on our neighbors to the north and south. Plus, impouding...2560finacial,guys,investing,investors,moeny,money,wisefalse3105fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65528526Thu, 10 Apr 2025 16:29:57 +0000John ScambrayAlert. Alert. Tariffs are coming. Hosts John and Giuseppe are watching, but they're not too worried. One Source clients are positioned to reduce risk in extreme volatility. At the same time, we guard for growth. Plus the effects Tariffs have on the US...2622financial,guys,investing,investment,money,rates,retirement,returns,tariffs,wisefalse3104fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65528228Thu, 10 Apr 2025 16:21:24 +0000John Scambray"Tell me about this 'Monte Carlo' simulation you're using for your clients?" Hosts John and Giuseppe break down our strategy that looks at market history using relevant data. Plus, maximizing your tax advantages, and 401K positions for optimum...2501financial,guys,investing,investments,money,planning,retirement,wisefalse3103fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/65528104Thu, 10 Apr 2025 15:57:02 +0000John ScambrayWhat should I do about my investment acounts with all this volatility in the market? Hosts John and Giuseppe have weathered the storm before. This week we have strategies to reduce risk and seek upside. Plus, asset classes, the European market, and...2577financial,guys,investing,investment,money,retirement,wisefalse3102fullhttps://www.healthwealthadvisory.com/https://api.spreaker.com/episode/64870856Fri, 14 Mar 2025 00:31:58 +0000John ScambrayWow. Watch this bouncing market. One day its up and the next day it's down. Hosts John and Giuseppe will keep us calm with the best tips for retiring investors to avoid mistakes. Plus calming recession fears, the joys of structured investments, and we...2430guys,invest,investing,money,retire,wisefalse2101fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64737123Thu, 06 Mar 2025 20:53:38 +0000John ScambrayWhat are you doing to fortify your portfolio in the new era of America? Hosts John and Giuseppe take us through their best tips to survive in 2025. From strategies for income investing, to budgeting, retirement needs, and even eliminating wasteful...2552finance,financial,guys,investing,investments,money,retirement,wisefalse2100fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64615369Fri, 28 Feb 2025 01:44:24 +0000John ScambrayGoing UP... AI and the services that service AI are hot stocks. Hosts John and Giuseppe tell us what to look for in technology and how to positition yourself to win. $$. Plus, Bitcoin EFT, Covered Calls, and Healthcare. Stay with us, The Wise Money Guys. 2566finances,guys,investing,money,retirement,wisefalse299fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64615341Fri, 28 Feb 2025 00:53:12 +0000John ScambrayWow, these unemployment numbers. They were higher than anticipated. Hosts John and Giuseppe take a hard look a the numbers, and their history, to tell us what to expect for the rest of the year 2025. Then, possible Interest Rates cuts ?, Bonds,...2812finance,financial,guys,investing,money,retirement,savings,wisefalse298fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64615322Fri, 28 Feb 2025 00:46:44 +0000John ScambrayWhat happens to your investment when the Feds rebalance the interest rates? Hosts John and Giuseppe take us through the process and give us the best advise to weather any storm. Plus, new Inflation numbers, the Oil market, Insurance stocks, and the...2670finance,financial,guys,investments,money,retirement,savinngs,wisefalse297fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64236738Thu, 06 Feb 2025 22:44:28 +0000John ScambrayIt's Tax Season and everything we are talk about to day will help you plan for your inevitable tax return. Host Giuseppe Visconti takes us through IRA contributions for tax benefits, RMDs and risk-free Bonds for planning, then the importance of paying...2809financial,guys,money,planning,retirement,wisefalse296fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/64071545Fri, 31 Jan 2025 06:39:13 +0000John ScambrayWhat is this DeepSeek, and should I be concerned? Hosts John and Giuseppe give us the latest on AI. Plus, Interest Rates and Inflation worries, tech earnings, and fixed income. AND we announce a new workshop for March 12th in Concord, Ca. We'll tell...2580financial,guys,money,retirement,wisefalse295fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63878061Fri, 24 Jan 2025 16:33:26 +0000John ScambrayPresident Trump has been talking with our counterparts in Davos, Switzerland, and he has one message. Make your products in the USA, or pay the Tariffs. Hosts John and Giuseppe tell us what it all means for you and your portfolio. Then, the market is...2648ai,financial,guys,investing,money,planning,retirement,technology,trump,wisefalse294fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63877972Fri, 24 Jan 2025 16:27:23 +0000John ScambrayThe Trump Bump is upon us, and the markets are roaring. Will they last? Host Giuseppi Visconti breaks it down for us today. Then, the Prime Rates and Inflation, the Regulations targeted by the Trump administration, and the super importance of...2697financial,guys,investing,money,planning,retirement,wisefalse293fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63877890Fri, 24 Jan 2025 16:20:56 +0000John ScambrayIt's a New Year, and hosts John and Giuseppe have your best projections for 2025. Plus, the Bond market is coming back strong.We have strategies for Covered Calls and options. Then we address the headwinds and the tailwinds that we expect in the new...2476advising,financial,guys,managers,money,planning,retirement,wisefalse292fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63481234Thu, 26 Dec 2024 23:21:09 +0000John ScambrayThis episode hosts John and Giuseppe are looking ahead to 2025 by looking back at Government Efficiency through DOGE. Then, a possible trade war with China, AI, AI investments, and more on Structured notes. The Wise Money Guys. 2494finance,guys,investing,money,retirement,wisefalse291fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63481156Thu, 26 Dec 2024 23:04:52 +0000John ScambrayDigital Trusts and Bitcoin Diversification. Hosts John and Giuseppe tell us why it's important to track the data. Then, some caution with stock market chasing performance. Guest, Alessandro Chesser with Dynasty Trust. And the rate cuts from the Feds....2605financial,guys,investment,money,performance,portfolio,wisefalse190fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63261488Wed, 11 Dec 2024 04:33:49 +0000John ScambrayThe value of Bitcoin has been exploding like we've never seen before. But is it a good inventment? Hosts John and Giuseppe tell us where crypto fits in your portfolio. Then, rebalancing your investments as the year ends, Structured Investements, and...2687financial,guys,investing,money,retirement,wisefalse289fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63181115Fri, 06 Dec 2024 03:19:27 +0000John ScambrayIt's been a big week for the Stock Market and Bitcoin. Hosts John and Giuseppe tell us why Crypto currency has zoomed to the Moon. Hnt - It has to do with incoming administration. Then we look at Investment valuations, the headwinds and tailwinds...2585financial,guys,investing,investments,markets,money,retirement,wisefalse288fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63036991Wed, 27 Nov 2024 22:48:16 +0000John ScambrayThere is a lot of talk about Tariffs being installed by both President-elect Donald Trump and other rival nations. What is a Tariff and does it work? Hosts John and Giuseppe give us the good and bad about Tariffs and how they could be used to improve...2733financial,guys,investments,market,money,retire,retirement,wisefalse587fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/63036755Wed, 27 Nov 2024 22:44:04 +0000John ScambrayThe Federal Reserve has too much power. That's the opinion of hosts John and Giuseppe who say their policies hurt the US with bias decisions. Plus, One Source Wealth Management's best investment examples, custom portfolios, and market uncertainty. The...2718financial,guys,investment,money,rates,retirement,wisefalse285fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62757839Fri, 15 Nov 2024 19:23:51 +0000John ScambrayThe votes are in and we now have a diffinitive direction as a mandate. How will the election affect US Debt and Corporate Assets? Hosts John and Giuseppe unwind the news of the week. Plus, What is a CPM? Energy review. Jerome Powell. The Wise Money Guys. 2619account,assets,finance,guys,investing,money,retire,retirement,wisefalse285fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62575105Thu, 31 Oct 2024 21:16:54 +0000John ScambrayThe Election is approaching while a lot of economic news being released at the same time. Hosts John and Giuseppe help us inderstand the new consumer spending numbers. Plus Interest rates are moving, Alternative Investments, Investment returns, and a...2603finanical,guys,investment,money,wisefalse284fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62575004Thu, 31 Oct 2024 21:11:02 +0000John ScambrayThe end of the 3rd quarter brings the release of Big Earnings Reports. Hosts John and Giuseppe give us a preview of what they are seeing from Wall Street. Then, the Feds are at it again with economic numbers and new fed policy. And a Congressional...2692financial,guys,investing,money,retirement,wisefalse284fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62403717Thu, 17 Oct 2024 20:52:52 +0000John ScambrayOnce you build you nestegg it's important to lock it up and protect your assets from the government at death. Hosts John and Giuseppe agree. This week we talk with Alessandro Chesser with Dynasty Trusts.about securing your home and investments from...2678financial,guys,investments,money,retirment,trusts,weisefalse283fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62337482Fri, 11 Oct 2024 23:28:24 +0000John ScambrayThe Feds took took their shot at adjusting the Federal Intersest Rates but we wonder if it was too steep, and too soon? Host Guiseppe tells us why it may be, or maybe not. Then, inflation numbers have been released, and the importance of long term...2717financial,guys,money,retirement,wisefalse282fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62218406Fri, 04 Oct 2024 01:11:15 +0000John ScambrayWith the US Government spending $$ like crazy, there is bound to be debt accumulation and inflation. Hosts John and Giuseppe tell us why that is bad for your investments. Plus, the new retail spending numbers, your decreased buy power, and the...2571finance,financial,guys,investing,money,retirement,wisefalse281fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62168356Tue, 01 Oct 2024 00:18:53 +0000John ScambrayWhat does the data say? We use the data to analyses the past markets and forecast the future markets. Host John and Giuseppe share how they work the numbers. Plus, Government refinancing, the Importance of Planning, and our Retirement Workshop this...2664finance,financial,guys,investing,money,retirement,wisefalse280fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/62036366Thu, 19 Sep 2024 23:13:35 +0000John ScambrayGovernment spending, borrowed money, and high interest rates are all reasons the United States owe trillions in debt payments. Hosts John and Giuseppe tell us what that means for your investments. Plus, the Fed Rate cuts and a history of how the...2700bonds,finance,guys,investments,market,money,retirement,stocks,wisefalse279fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/61277270Thu, 05 Sep 2024 21:07:27 +0000John ScambrayIt's finally happened. We see clear signs of a changing investing environment on Wall Street. Hosts John and Giuseppe chart the path from the recent Bulls to its inevitable end. Also, the upcoming fed meeting, buyback strategies, and more on our next...2573financial,guys,money,retirement,wealth,wisefalse278fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/61277243Thu, 05 Sep 2024 21:00:19 +0000John ScambrayThe race is heating up, but the markets are cooling down. And, what about Nvidia's reporting? These are interesting times. Hosts John and Giuseppe take a look at what the Fed is up to as we share a new client strategy. Plus, we announce a new...2606financial,guys,investments,money,retirement,wisefalse177fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/61277213Thu, 05 Sep 2024 20:54:25 +0000John ScambrayThe United States is adding debt at a remarkable rate. We need predictions for the rest of 2024. Hosts John and Giuseppe share what your new scenario will look like, how to use bonds as an investment, and creating custom mutual funds. The Wise Money...2760financial,guys,investments,money,retirement,wealth,wisefalse276fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/61277202Thu, 05 Sep 2024 20:49:10 +0000John ScambrayThe markets are becoming more and more voilitile every week. Inflation, rates, and pricing are having an impact on your portfolio. Hosts John and Giuseppe give us the latest on interest rates, the Fed, and investing strategies to protect yourself. The...2646financial,guys,investing,money,retirement,wealth,wisefalse275fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/61277178Thu, 05 Sep 2024 20:44:12 +0000John ScambrayThat's what we preach. Hosts John and Giuseppe have told us that Inflation will take its tole. So, now is the time for education and experience. This weekend we look at Treasury Bonds, US Debt, and a couple Golden Nuggets. The Wise Money Guys. 2619finance,guys,money,retirement,wisefalse274fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60891027Fri, 02 Aug 2024 00:40:13 +0000John ScambrayWe've heard the Fed speak, and the earnings season report. The Marketing is weakening, and frankly we told you so. Host John and Giuseppe have the latest on the financial markets, news that affects your money, and three solid recommendations for a...2590financial,guys,health,money,one,retirement,source,wealth,wisefalse273fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60805584Thu, 25 Jul 2024 20:36:46 +0000John ScambrayWith the tech stocks reporting their earnings this week, we are watching the market jitter. Host John and Giuseppe tell us how Government Influence is affecting the Stock Market and Small Cap companies. The Wise Money Guys. 2626financial,guys,health,money,retirement,wealth,wisefalse272fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60743630Fri, 19 Jul 2024 16:57:07 +0000John ScambrayThe Markets are up, but Tech and the Nasdaq were down. Plus, Washington is pulling the strings. Now is the time to watch the news and make smart decisions. Hosts John and Giuseppe say that starts with asset allocation, education, and the right...2674asset,finance,guys,health,money,retirement,wealth,wisefalse271fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60668469Fri, 12 Jul 2024 00:43:15 +0000John ScambrayInflation numbers are out, the Fed is talking about cutting rates twice in the next 6 months, and the market is hitting record highs. Host John and Giuseppe give us the latest news and more on Mutual Funds, the S&P records, avoiding emotional...2544guys,health,money,retirement,wealth,wisefalse270fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60592173Wed, 03 Jul 2024 22:51:40 +0000John ScambrayBalance, Balance, Rebalance. That's what we preach in times of wavering news that can affect your portfolio. We are in these times. Hosts John and Guiseppe do that through diligent interest rates. This episode we also hit on the best options for your...2614financial,guys,money,retirement,wealth,wisefalse269fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60544019Sat, 29 Jun 2024 00:49:15 +0000John ScambrayWhen the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities,...2637guys,health,investments,money,retirement,wealth,wisefalse268fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60544037Sat, 29 Jun 2024 00:48:37 +0000John ScambrayThose were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys. 2660financial,guys,health,investments,money,retirement,wealth,wisefalse267fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60543734Sat, 29 Jun 2024 00:37:52 +0000John ScambrayThe social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio,...2611guys,health,money,retirement,wealth,wisefalse266fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60316191Fri, 07 Jun 2024 20:23:25 +0000John ScambrayWe know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax...2617financial,guys,health,management,money,wealth,wisefalse265fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60228915Thu, 30 May 2024 23:32:16 +0000John ScambrayFrom statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax...2666guys,health,money,retirement,wealth,wisefalse264fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60155788Thu, 23 May 2024 23:30:52 +0000John ScambrayBoth Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I....2669guys,health,money,retirement,wealth,wisefalse263fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/60028881Tue, 14 May 2024 16:10:03 +0000John ScambrayPlanning. Planning, planning. We emphasize the importance of planning for your retirement. Hosts John and Guiseppe tell us what we can plan for in the 2nd half of 2024. Plus, a fixed-income update, the stock market run-up, and details about our...2748financial,information,management,retirement,wealthfalse262fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59796889Fri, 03 May 2024 16:33:35 +0000John ScambrayHalf way through Q2, and we ask, "Are new fed policies being revealed with this fiscal future?" Hosts John and Guiseppe discect that, the Fed Committee's rate inaction, and the Inflation that Gov. $pending is causing. Plus, the Biden Tax Plan and...2646guiseppe,health,investment,john,retirement,wealthfalse261fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59673222Sat, 27 Apr 2024 00:27:03 +0000John ScambrayIt's the reason we are different. Host John and Giuseppe say diversification is the name of the game, with active investment managment to minimize your risk. Plus, new Federal financial numbers have been released, and the gift of high rates. The Wise...2614financial,health,money,retirement,wealth,wisefalse160fullhttp://www.wisemoneyguys.com]]>https://api.spreaker.com/episode/59536815Thu, 18 Apr 2024 22:21:25 +0000John ScambrayVolitility is one way to make money in the market but with volitility comes risk. Hosts John and Giuseppe talk about risk today and the difference in Active Management vs Day Trading. Plus the benefits of the One Source Wealth Management fee structure...]]>2515guys,health,management,money,retirement,wealth,wisefalse259fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59446396Fri, 12 Apr 2024 23:55:50 +0000John ScambrayThe government is doing it's best to make it hard for investors and retirees to grow our wealth. But, hosts John and Guiseppe say there are still great chances to buy the dip and thrive. Plus more on the Inflation numbers, and Energy Strategies. The...2647false258fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59311061Fri, 05 Apr 2024 17:39:24 +0000John ScambrayThe headlines keep rolling out. that show Washington's debt and spending is affecting the market. Hosts John and Visceppe bring you the latest news. Plus continuing great rates, buying the dip, and our free structure. The Wise Money Guys. 2644finacial,guys,money,retirement,wealth,wisefalse257fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59224477Fri, 29 Mar 2024 23:18:58 +0000John ScambrayIt's best to Plan and use Experienced foresight to guide your investments in retirement. Hosts John and Guiseppe take us through how to do this with Active Investing. Plus, an analysis of Crypto and a Golden Nugget. The Wise Money guys. 2594finance,financial,investments,money,retirement,wisefalse256fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/59063467Sat, 16 Mar 2024 01:20:24 +0000John ScambrayYour future is coming. Are you in the best position to take advantage of life's advantages? Host John and Guiseppe guide you through the steps. This week we tackle Fixed Income, Inflation concerns, and the outlook for Community Banking. The Wise Money...2612finances,guys,health,money,retirement,wealth,wisefalse255fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58963550Thu, 07 Mar 2024 21:09:53 +0000John ScambrayThe Financial markets are hot Hot HOT. What should we know about our surging accounts? Hosts John and Guiseppe are your financial guides. Plus, Inflation factors, Bank stability, and our March retirement workshop. The Wise Money Guys.2635financial,health,money,retirement,savings,wealthfalse254fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58892217Fri, 01 Mar 2024 19:19:00 +0000John ScambrayNew Inflation numbers are out and, yes, they will impact your savings. Hosts John and Giuseppe tell us how to battle this federal money suck. Then questions from listeners about Crypto Bitcoin, and fixed-rate investments. The Wise Money Guys.2615finance,health,retirement,wealthfalse253fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58785299Thu, 22 Feb 2024 18:17:31 +0000John ScambrayBoom goes Envidia and the markets take off. Look at The Magnificent Seven. Hosts John and Giuseppe explain. Plus diversified portfolios, the death of Bank Term Funding, and our March Retirement Workshop. The Wise Money Guys.2616business,financial,money,retirement,wealth,wisefalse152fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58700764Thu, 15 Feb 2024 22:13:23 +0000John ScambrayYears of experience; Being battle tested; Riding the waves of Up and Down markets. Hosts John and Giuseppe share their skills to guide you to financial security. Plus, Deficit Spending, Custom portfolios, and our March Retirement Workshop. The Wise...2483financial,money,retirement,wealth,wisefalse151fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58618023Fri, 09 Feb 2024 00:51:33 +0000John ScambrayWashington DC is making its influence known through fiscal policy. From federal interest rates to everyday inflation, these actions will affect you in retirement. Host John and Giuseppe guide you through it all. During this episode, we explain the...2522finances,retirement,wealthfalse150fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58550711Sat, 03 Feb 2024 00:48:48 +0000John ScambrayLearn about our Investment Workshop at The Old Spaghetti Factory on March 13th. Yum!!! We also help set yourself up for a successful retirement in this extra program. The Wise Money Guys.1551false149fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58549561Sat, 03 Feb 2024 00:41:01 +0000John ScambrayJobs are plentiful with these rising job numbers. Individuals and companies can benefit from solid Investment plans that mitigate risk while maximizing returns in retirement. Hosts John and Geuseppie share their 401K best practices, Inflation, and the...2515false148fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58524952Wed, 31 Jan 2024 21:56:10 +0000John ScambrayPlanning is the most important part of your financial strategy. It's your roadmap to a successful retirement. Hosts Scambray and Visconti share their secrets. We also guide you through the Cosumner Price Index numbers that just came out, plus Fixed...2648financal,retirement,wealthfalse147fullhttp://www.wisemoneyguys.comSign up for our Retirement Workshop on March 13th at the Old Spaghetti Factory in Roseville. The Wise Money Guys.]]>https://api.spreaker.com/episode/58370902Fri, 19 Jan 2024 19:06:24 +0000John ScambrayBack again to co-host our entertaining and informative Radio Show. Of course, we're keeping an eye on short-term volatility in the markets by focusing on goals and planning, the best values, and projected success using our experience. Hosts Scambray...Sign up for our Retirement Workshop on March 13th at the Old Spaghetti Factory in Roseville. The Wise Money Guys.]]>2511finance,investing,money,retirement,wealth,wisefalsefullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58368375Fri, 19 Jan 2024 16:30:33 +0000John ScambrayWhat was One Wise Money Guy has now expanded to Two Wise Money Guys. Welcome Giuseppe Visconti who joins us as a permanent co-host, and certified Investment Portfolio Manager helping lead One Source Wealth Management. Together with co-host and partner...2599financial,investing,money,retirement,wealthfalsefullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58368250Fri, 19 Jan 2024 16:01:10 +0000John ScambrayIt's a New Year with new hopes of moderating inflation and strong emerging markets. Host John Scambray explains how to grow your retirement portfolio with balanced and blended Risk Protection. The Wise Money Guy.2538financial,money,planning,retirement,wealthfalse144fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58149956Fri, 29 Dec 2023 21:24:04 +0000John ScambrayHappy New Year! And what a year it's been. Good times are ahead, so get ready with One Source Wealth Management's proven retirement insights. Host John Scambray shares his thoughts on Inflation Indicators, Tech going forward, and Mitigating Risk in...2590business,financial,invest,management,retirement,wealthfalse143fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58101003Fri, 22 Dec 2023 23:21:32 +0000John ScambrayIt's the Holiday Season and we're watching the Stock Market Rally. Will it continue into 2024? Host John Scambray gives you strategies to start the year well. Talk about Taxed Harvesting, Volatility, and some Golden Nuggets. The Wise Money Guy.2652finances,financials,health,investing,retirement,wealthfalse142fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/58013187Fri, 15 Dec 2023 00:25:05 +0000John ScambraySanta is Rallying the Stock Market in November and December. It's because the Feds left the Interest Rates alone. Let that sleigh ride! Host John Scambray continues with a couple of Golden Nuggets and a look at 2024. Ho Ho HO! The Wise Money Guy.2627finance,health,retirement,wealthfalse141fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57946066Thu, 07 Dec 2023 22:35:08 +0000John ScambrayThe Fed is meeting next week, and 3 aspects of the Economy could affect the future rates. Host John Scambray lays them out for us. Plus, mitigating both risk and taxes in your portfolio, with a strong focus on REITs. The Wise Money Guy.2618economy,finances,money,retirement,wealthfalse140fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57868250Thu, 30 Nov 2023 19:43:55 +0000John ScambrayWe've been handed a nice bump with the increase in Interest Rates if you have money to invest in the Bond Market. Host John Scambray will help you reach your number for success. Plus, the Santa Rally and Golden Nuggets. The Wise Money Guy.2614finance,money,retirement,wealthfalse139fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57670459Thu, 16 Nov 2023 20:50:49 +0000John ScambrayIt's important to Plan. Financial planning is the roadmap to a successful retirement. Host John Scambray has a plan for you to quell fear in the market, resist greed, and use caution when looking ahead to 2024. The Wise Money Guy.2714finance,health,retirement,wealthfalse138fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57584985Fri, 10 Nov 2023 02:17:51 +0000John ScambrayWhen building a manageable portfolio, host John Scambray considers all of the options available. This week it's Earning Season and the current Bond Win. Plus Dollar Cost Averaging. You can trust in transparency. The Wise Money Guy.2587financing,money,retirement,wealthfalse137fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57490936Fri, 03 Nov 2023 03:14:26 +0000John ScambrayIt's been a busy week with the Feds holding interest rates. But there are opportunities out there for the right money managers. Host John Scambray says the Bond Market is giving us a gift right now. Plus, Risk Mitigation, and Transparency from One...2715health,money,retirment,weathfalse136fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57422120Sat, 28 Oct 2023 16:19:03 +0000John ScambrayWorld events are shaping the conversation, including the success of your retirement portfolio. Host John Scambray connects the dots between Global strife, Interest Rates, Corporate Earnings, bad Annuities, and the 7 Big Tech Stocks. The Wise Money...2659finance,health,money,retirement,wealthfalse135fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57298726Thu, 19 Oct 2023 02:03:03 +0000John ScambrayNew Inflation numbers are out and boy, do they tell a story. Host John Scambray tells us what they mean, and how these changing numbers can affect your portfolio. Plus, his theory of Total Return, and a couple of Golden Nuggets for you. The Wise Money...2707financial,money,wealthfalse134fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/57119557Fri, 06 Oct 2023 16:59:30 +0000John ScambrayWhen good economic news is bad, and bad economic news is good, the world is upside-down. Host John Scambray understands uncertainty, and uses Total Return to secure your Fixed and Guaranteed income. He'll explain today. The Wise Money Guy.2718financing,investing,money,scrambray,wealth,wisefalse133fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56982636Thu, 28 Sep 2023 21:48:26 +0000John ScambrayIt takes years of ups and downs to learn the best practices when working with your finances. Host John Scambray is Battle Tested. He knows a lot about Inflation Factors, Dollar Cost Averaging, and his rules of 5%. Math is fun! The Wise Money Guy2649business,finances,income,investing,scambray,wealthfalse132fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56982575Thu, 28 Sep 2023 21:43:11 +0000John ScambrayThere are 5 types of Investments, and you will need them all. Host John Scambray has the newest strategies to grow through risk mitigation and bouncing interest rates. But beware of annuities, ok? Join us. The Wise Money Guy2701financing,investments,wealthfalse131fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56803105Thu, 14 Sep 2023 18:55:57 +0000John ScambrayStrategies to help manage your money are important. This week Host John Scambray shares his insights on the International Markets, Dollar Cost Averaging, and the pitfalls of Electric Cars. The Wise Money Guy.2783false130fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56741082Fri, 08 Sep 2023 20:38:18 +0000John ScambrayWe share with you how to gain the benefits of Secure Income as we focus on Total Return. Host John Scambray says it's all about mitigating your risk. Join us for our Retirement Workshop coming up. The Wise Money Guy2806finance,financing,investing,moneyfalse129fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56585731Fri, 25 Aug 2023 03:12:57 +0000John ScambrayWhen the Fed speaks it can be of interest. Host John Scambray has the latest comments from chief Jerome Powell, and what the heck it means from his view of the market. Plus, a new Golden Nugget and a reminder about our coming September 13th Retirement...2783finance,investing,moneyfalse128fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56513514Fri, 18 Aug 2023 16:12:59 +0000John ScambrayIt's how we're different. We work together with you to help protect your profits and invest in things that pay for your time. Host John Scambray invites you to our September Retirement Workshop. learn more at http://www.wisemoneyguys.com.2597false127fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56432924Fri, 11 Aug 2023 00:13:41 +0000John ScambrayWhen it comes to Active Management of your investments Host John Scambray says it's all about knowing where you need to be at the end. We do that by mitigating risk and sharing our expertise. Oh yeah, we've also just announced a new Investment...2572financial,investments,money,weathfalse126fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56425845Thu, 10 Aug 2023 17:52:27 +0000John ScambrayThe financial news came with a bang this month. The Government is spending too much. As a result, it will cost more for the US to borrow money. Host John Scambray says, it's ok. He'll explain. Plus, buying the dip, and how One Source Wealth Management...2488financial,investing,money,wealthfalse125fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56425717Thu, 10 Aug 2023 17:35:24 +0000John ScambrayThis week host John Scambray shares the best structure of Real Estate Investiments you should be aware of. And then Interest Rates went up again from the Feds, these are the implications that come with the changes. The Wise Money Guy.2850financial,investing,money,wealthfalse124fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56425513Thu, 10 Aug 2023 17:28:32 +0000John ScambrayEarnings Season is upon us. Host John Scambray explains how active management of your portfolio when news is flying at us can help you steady the course. Plus the Fed Rates and investiments you oughta know. The Wise Money Guy2799financial,money,wealthfalse123fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/56019176Thu, 06 Jul 2023 21:08:44 +0000John ScambrayIt's a new quarter and the start of the 2nd half of the year. Host John Scambray explains what he expects for the rest of 2023, how any Rate Hike will matter, and One Source Wealth Management's new fee structure.2817financing,investingfalse122fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/54142207Thu, 08 Jun 2023 18:59:11 +0000John ScambrayWhat is next for the Federal Funds Rate? The future can be predictable with a money manager who's forecasting with a steady hand. Host John Scambray guides us through what you expect in the final two quarters of the year. The Wise Money Guy.2722financial,investment,moneyfalse121fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/54058230Wed, 31 May 2023 20:39:00 +0000John ScambrayHost John Scambray reacts to the debt ceiling deal that has been reached, or not in Washington DC. Plus the Federal Interest rates & Inflation; where will they fall? The Wise Money Guy2824inflation,money,scrambray,wisefalse120fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/54002309Fri, 26 May 2023 00:22:38 +0000John ScambrayIt's Memorial Day weekend. God Bless the Men and Women of our Fighting Forces. Host John Scambray gives a recap of the May Seminar and its success. Plus, the Debt Ceiling, CDs to save, and the evils of Annuities. The Wise Money Guy.2737invest,moneyfalse119fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53923667Fri, 26 May 2023 00:17:44 +0000John ScambrayHost John Scambray tells us how he minimizes risks in his practice with One Source Wealth Management, the Fed Rates, the Debt Ceiling, and some Golden Nuggets you can use to consider for your accounts. The Wise Money Guy2805investment,moneyfalse118fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53826595Thu, 11 May 2023 21:19:42 +0000John ScambrayIt helps to spread the wealth around when managing your money. Host John Scambray shares his strategy for Asset Allocation, Diversified Portfolios, and Dollar Cost Averaging... Plus his prediction of an upcoming Bull Market. The Wise Money Guy2818investing,moneyfalse117fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53780041Mon, 08 May 2023 18:23:07 +0000John ScambrayHigh Inflation, Rising Rates, and dropping Stock prices require an Active approach to money management. Host John Scambray explains how One Source Wealth Management uses these Active Investing practices to grow your accounts. The Wise Money Guy.1551active,investing,moneyfalse116fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755102Fri, 05 May 2023 20:05:00 +0000John ScambrayInflation is the root of the stressors lately when it comes to feeling at ease about your portfolio. Host John Scambray shares some of the best alternative investments for you. The Wise Money Guy2677false115fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755097Fri, 05 May 2023 20:03:33 +0000John ScambrayHost John Scambray loves REITs that specialize in leasing properties to operators of Medical and related acute-care facilities. The Wise Money Guy2764false114fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755093Fri, 05 May 2023 20:02:53 +0000John ScambrayHow does the debt ceiling affect your finances? Host John Scambray discusses his strategies to help keep your finances strong. The Wise Money Guy2705false113fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755086Fri, 05 May 2023 20:02:11 +0000John ScambrayHost John Scambray gives us a strong strategy for oil as an asset. And the magic of Dollar Cost Averaging. The Wise Money Guy2742false112fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755081Fri, 05 May 2023 20:01:28 +0000John ScambrayHost John Scambray helps you get ahead of the curve. We discuss gold reserves for your portfolio, energy, and what that means for lower costs and higher rewards. The Wise Money Guy2685false111fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755076Fri, 05 May 2023 20:00:04 +0000John ScambrayEnergy and Utilities are on track to be the #1 Sector in equity this year. Host John Scambray shares his insights, and what short-maturity bonds can do for you. The Wise Money Guy2775false110fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755069Fri, 05 May 2023 19:59:23 +0000John ScambrayThe Fed's series of interest rate hikes have left traditional balanced portfolios in chaos; here's how to get them back on track. The Wise Money Guy2704false19fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755065Fri, 05 May 2023 19:58:30 +0000John ScambrayLet's talk about some advanced risk management strategies that might be just right for you. The Wise Money Guy2658false18fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53755059Fri, 05 May 2023 19:57:30 +0000John ScambrayLet's get down to it; this is how to be financially successful in 2023. The Wise Money Guy2755false17fullhttps://www.spreaker.com/episode/part-2-of-our-explanation-of-general-obligation-bonds-they-work--53754042https://api.spreaker.com/episode/53754042Fri, 05 May 2023 17:59:34 +0000John ScambrayThey are so nice we are talking about it twice. General Obligation Bonds is the most common municipal bond out there and they are worth a look. Host John Scambray explains. The Wise Money Guy2595advisory,bonds,investing,moneyfalse16fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53754004Fri, 05 May 2023 17:55:59 +0000John ScambrayHost John Scambray announces our April 2023 Seminar, complete with a free dinner. Then, we share everything you need to know about General Obligation Bonds. The Wise Money Guy2659advisory,bonds,investing,moneyfalse15fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53753929Fri, 05 May 2023 17:43:14 +0000John ScambrayThe new rate hike has been announced. What does it mean to you? And, are you ready for the new year in Investing? The Wise Money Guy2762advisory,investing,moneyfalse14fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53753072Fri, 05 May 2023 16:35:45 +0000John ScambrayOur longtime advisor, Ed Outland joins host John Scambray to talk about Investing Trends and Strategies. The Wise Money Guy2655advisor,investing,moneyfalse13fullhttp://www.wisemoneyguys.comhttps://api.spreaker.com/episode/53753003Fri, 05 May 2023 16:31:02 +0000John ScambrayWill your Investing results in 2023 be better than they were for you in 2023? Host John Scambray shares his Q1 strategies. The Wise Money Guy.2797advisory,investing,moneyfalse12fullhttp://www.wisemoneyguys.com
We talk about guidance, performance, and service for all your investment and insurance needs.]]>https://api.spreaker.com/episode/53752911Fri, 05 May 2023 16:24:38 +0000John ScambrayJohn Scambray is your host of The Wise Money Guy podcast. We talk about guidance, performance, and service for all your investment and insurance needs.
We talk about guidance, performance, and service for all your investment and insurance needs.]]>2686finance,investingfalse11full