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Dollar Wise Podcast

HFM Investment Advisors, LLC

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The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!
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A variety comedy radio series. We have fake interviews, real interviews, monologues, jokes, radio plays, and much much more. And sometimes much less. All with the wisest of guests. And together, we ruminate.
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A Mick A Mook and A Mic

Billy O'Connor and Frank Pace

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Billy O'Connor Vietnam Veteran, retired New York City Firefighter and Frank Pace (TV producer) who has produced more than 700 episodes of network television, discuss their fascinating journeys through life with combined experience of over 140 years. Both have Co-Authored 3 Books together with the first publication of their collaboration "If These Lips Could Talk" released in September 2020. Billy and Frank take you through their vast knowledge of the world and the people they have encountere ...
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The Interludes Podcast

Val "The Voice" Johnson

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What exactly is an interlude? For me, it's those magical, fleeting moments between tracks on a CD or LP record, where powerful harmonies transition you into the next chapter of music. This is where inspiration meets rhythm, and it's where I live as a DJ at heart. "The Interludes Podcast" is the extended play of those moments – a continuous stream of inspiration and up-tempo vibes. I, Val "The Voice" Johnson, serve as your guide through the voices of creatives, entrepreneurs, and filmmakers w ...
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In this powerful episode, recorded live in September, Val 'The Voice' Johnson sits down with Lekeisha Mosley, certified John Maxwell coach, podcaster, and author, to explore her inspiring journey of transformation and healing. Lekeisha shares insights on breaking free from toxic patterns and living with clarity and purpose. Her Breaking Free from T…
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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 heightening fear and uncertainty, Jason offers insight into why emotions can mislead investors and how focusing on long-term goals is essential. He also …
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In this episode of The Interludes Podcast, Val "The Voice" Johnson continues to kick off her 9th season, featuring a returning guest and friend to the show, Cresenda Jones, alongside minister Kevin Holland. As organizers of the upcoming Jesus and Justice: Christians Seeking Justice conference, happening Saturday, October 5th, 2024 at Bridgepoint Ch…
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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 Qualified Charitable Distributions (QCDs) from IRAs. The discussion covers how changes in the tax code impact charitable deductions, who can benefit from QCD…
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Welcome to the 9th season of The Interludes Podcast with Val "The Voice" Johnson, where conversations come alive! This season, we're taking things to the next level with our very first live streaming video episodes. Join Val 'The Voice' Johnson as she kicks off the season with J. Melane Wise, a tech coach, multimedia artist, and first-time author. …
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Rodney Cline Carew was born on a train in Gatun, Panama on October 1, 1945. He moved with his family to New York when he was fourteen years old, and signed with the Minnesota Twins on the day he graduated from high school. Rod Carew is one of the most talented players to ever don a major league uniform. During his illustrious nineteen-year career h…
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In this heartfelt episode of The Interludes Podcast, Val ‘The Voice’ Johnson sits down with Chicago-based actress and insurance professional, Tracy Brooks. Their conversation, sparked by a chance meeting at a family memorial service, explores the deep connections between legacy and the roles we play in life. Tracy shares her experiences from the aw…
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One of America’s greatest female swimmers of all time, Donna de Varona, will be the featured guest on A Mick A Mook and A Mic on March 16th. At the age of 17, Donna appeared on ABC’s Wide World of Sports, becoming the youngest and one of the first women sportscasters for a national network. Her groundbreaking career has earned her an Emmy, two Grac…
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Mykelti Williamson: Actor/Director, has worked constantly over the course of his 40 year career. He is best known for his roles in the films Forrest Gump (as Bubba), 12 Angry Men (1997), Con Air, and Ali, and the television shows Boomtown, 24, and Justified. In 2016, he portrayed Gabriel Maxson in Denzel Washington’s acclaimed film adaptation of Au…
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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 death of a loved one. The conversation covers the importance of having a will, the difference between probate and non-probate assets, and practical advi…
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"Behind the Mic: The Interludes Journey" traces the evolution of a visionary audio project that began four years ago, on June 26, 2020. Originally launched as an audio podcast, Interludes has grown to include two visual podcasts: "The Pull Up Podcast Show with Coach Tony Thompson" and "Interludes Extra Talk On Tuesdays." Created by Valarie Johnson,…
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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 one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian exp…
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World renown entrepreneur Art Levitt will be joining Frank and Billy on A Mick A Mook and A Mic podcast this summer. Levitt was the founding CEO of Fandango, Inc., the premier online movie ticketing and entertainment business. Art launched Fandango in July 2000, and led the company to growth and profitability, establishing the company as a national…
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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 his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an …
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A DJ Saved My Life, a heartfelt exploration of how one project can influence a life profoundly and the surprising twists that often accompany our creative endeavors. Join us for a blend of practical advice and personal storytelling that could only come from Val "The Voice." In this episdoe, Val "The Voice" goes into the story behind my new eBook, "…
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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 they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spe…
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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 offering around 5%, many investors are unsure whether to invest or leave their money in cash. Jason highlights the importance of understanding historical ret…
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TODD GRINNELL: Actor, Credits include, Norman Lear’s, ONE DAY AT A TIME (Janitor Dwayne Pat Schneider), FOUR KINGS, GRACE & FRANKIE, and WITH LOVE. Actor and Director Todd Grinnell, known for playing janitor Dwayne Patrick “Pat” Schneider in Norman Lear’s 1970s sitcom, ONE DAY AT A TIME, joins Billy and Frankon the April 17th episode of A Mick A Mo…
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Jason Gabrieli and Tyler Reedman, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, dispel common misconceptions about 401(k) contributions. They dissect the difference between matching the employer’s contribution and maxing out a 401(k). They discuss contribution limits and strategies to increase contributions incrementally so you can …
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When you retire, do you want to stay in New Jersey? Jason delves into the common concerns about retiring in New Jersey, such as the state’s reputation for high taxes and living costs. He also covers recent changes and programs like the Senior Tax Freeze and the Stay NJ program that make New Jersey a more appealing retirement destination. Lastly, he…
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Val "The Voice" Johnson and Coach Tony Thompson bring to their live “Talk On Tuesdays” platform, a fun conversation with LA-based children's author CJ Charles. We talk to CJ about the inspirations behind her bilingual book, "My Mother is a Superhero." And discover how CJ's mother influenced her storytelling and her dedication to bilingual teaching.…
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Tom Arnold is both a funny and controversial individual. This is definitely an episode you won’t want to miss, especially if you like show business stories. Arnold is best known for playing Arnie Thomas on Roseanne, which starred his ex-wife Roseanne Barr, and opposite Arnold Schwarzenegger in True Lies. Tom has appeared in many films, including Tr…
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Ren Bell, one of America’s foremost young TV Comedy Directors, will join Billy and Frank on the April 3rd episode of A Mick A Mook and A Mic. This young, South Carolina native is not only a Dick Van Dyke lookalike he is a throwback to the days Van Dyke, Carroll O’Connor, Andy Griffith, Candice Bergen, and Robin Williams plied their trade under the …
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Home improvements, purchasing electric vehicles, and installing a qualified vehicle refueling and recharging apparatus at your home could entitle you to a tax credit. Jason reviews the different types of credits, their requirements, and the importance of consulting a tax advisor to optimize these opportunities to integrate them into your financial …
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March is Women’s History Month. Val 'The Voice' Johnson pays tribute to the late hip-hop legend Lichelle Marie Laws, better known as BO$$. Her rise to fame with hits like 'Deeper,' to her struggles with health and the industry, and her eventual transition to a radio DJ in Texas. Hear about her groundbreaking work, the challenges she faced, and the …
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Val "The Voice" Johnson and Coach Tony Thompson welcome back friend to the show and the multifaceted creative Alvin Malcolm Daniels. Known for his critically acclaimed stage play “Preacher’s Kids” and a college professor and mentor, Daniels shares his latest project, the docu-series “The Many Stories of Martha’s Vineyard,” and sits down with Coach …
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Umpiring legend, JOE WEST joins us again to share more of his humorous takes of the state of baseball and the world today... PLUS, our own BILLY O'CONNOR talks about his triumphant return to stand-up comedy with clips from his performance.Par Billy O'Connor / Frank Pace / Joe West / Derrec Harris
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Are you enrolled in a Health Savings Account? (HSA) In addition to being used for immediate medical expenses, it provides tax advantages and can be used as an additional retirement tool. Jason reviews the requirements for an HSA, such as enrolling in a high-deductible health plan and the potential to invest contributions for long-term growth. He al…
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This week, Val "The Voice" Johnson and Coach Tony Thompson discuss the captivating world of independent filmmaking with a multifaceted filmmaker and community advocate, Wendell Moore. His short film, "Juvey D & Ant” brings light to Wendell's remarkable path from the vibrant streets of Brooklyn to the esteemed circles of film festivals. Wendell's la…
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Nyambi, best know for his roles on Night Court, The Good Fight, and Mike & Molly, will be joining Billy and Frank on the February 21st episode of A Mick A Mook and A Mic. Born in Norman, Oklahoma, Nyambi went to Bucknell on a scholarship to play basketball. He also became interested in acting during his final year and decided to study for his Maste…
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Val "The Voice" Johnson engages with the dynamic indie artist Kingsley. From her early days in Chicago to becoming a standout in Portland's underground scene, Kingsley shares her evolution from family bands to indie pop acclaim. Dive into her journey through music and entrepreneurship, her creative process, and the challenges she overcame along the…
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This year, students and their families will notice significant changes to the Free Application for Federal Student Aid (FAFSA) process. We'll review these changes and how they can impact families navigating college funding. Key topics include the reporting of student income, business and farm assets, retirement plan contributions, and the implicati…
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February is Black History Month and Val "The Voice" Johnson and Coach Tony Thompson present a new season for The Interludes Podcast called, "A Legend In Motion: April Weeden-White." In this episode, we celebrate the extraordinary career of Weeden-White, a trailblazing stunt coordinator and actress with over 100 TV shows and films to her name. Dive …
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"The Interludes Podcast," hosted by Val "The Voice" Johnson, is an inspirational audio journey that celebrates the magic of musical interludes and the rhythm of life. In this weekly podcast, Val "The Voice" delves into intimate conversations with innovative figures in music, performing arts, sports, and film, exploring the vibrant pulse of culture …
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Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strat…
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Melissa Rauch burst into prominence in the role of Bernadette Rostenkowski-Wolowitz (2009-2019) on the massive CBS hit sitcom The Big Bang Theory, Melissa was nominated for the ‘Critics’ Choice Television Award’ for Best Supporting Actress in a Comedy Series in 2013. She then used her ‘Big Bang’ experience to start her own production company, After…
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So, how did 2023 end up? According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth i…
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Molly Rogers is a costume designer and image consultant who styles fashion photo shoots, feature films, television, and commercials. Molly has worked in NYC since 1984 and began her illustrious career in costumes working with legendary costume designer Patricia Field on Michael Mann’s TV series “CRIME STORY” on location in Las Vegas. Molly has accu…
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The Alvin Ailey American Dance Theater has been culturally entertaining generations for 65 years. Recently, Val “The Voice” Johnson got a chance to experience several timeless dance compositions in person with her dear friends in New York City. "Steps of Soul: Experiencing the Magic of Alvin Ailey" is a special episode where Val recounts her enchan…
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Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI)stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You wi…
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Jason Gabrieli is joined by recurring guest Bill Webb from Saratoga Medicare Advisors to dive into the topic of Medicare. They recognize that Medicare can be a complex subject and often misunderstood, leading to surprises regarding coverage. Jason and Bill aim to provide valuable insights and dispel misconceptions about Medicare. They start by brea…
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