The Wise Money Guys

The Wise Money Guys

Dedicated to serving our community, OneSource Wealth Management shares a commitment to delivering balanced retirement results beyond expectation. Our...Full Bio

Timing The Selloffs In A Bull Market

Benefiting From Lofty Markets

The 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 advisors. The Wise Money Guys. 

Our Road Map for Your Plan of Attack in Retirement

Inflation 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 mistakes to your portfolio. The Wise Money Guys. 

Avoid These Epic Mistakes From Market Greed

Balance, 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 529 Plan, and these tips to be financially savvy in 2024. The Wise Money Guys

Rebalance The News

When 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, and Alternative Strategies to save for retirement. The Wise Money Guys. 

Like The Days Before Y2K

Those 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. 

The Bigger Social Security Question

The 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, and fixed income is good. The Wise Money Guys. 

Truly Independent Risk-Adverse Money Management

We 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 changes, and the influence of the US Housing Market. The Wise Money Guys.  

Investing at the Speed of Data & Information

From 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 cuts expiring, and the possibility of a new recession. The Wise Money Guys. 

Structured Investments For A Balanced Portfolio

Both 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. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys.