The Strategic Wealth Hour Thu, 10 Sep 2026 07:00:03 -0400 https://www.buzzsprout.com/2641126 en-us © 2026 The Strategic Wealth Hour yes 06cda2ba-d45f-59f3-b100-344e939e6db2 Thomas episodic false The Strategic Wealth Hour is a dynamic and engaging radio show designed to help listeners take control of their financial future with confidence. Hosted by experienced advisors, Tom Hadican, Charlie Sottoriva, and Arron Bockman, the show breaks down complex topics like retirement planning, wealth and investment management, and protection strategies into clear, practical guidance you can actually use.

]]> Buzzsprout (https://www.buzzsprout.com) Thomas https://storage.buzzsprout.com/yz7mpnhwvdzy0i828utsu9e1gdgx?.jpg The Strategic Wealth Hour https://www.buzzsprout.com/2641126 Retirement's Hidden Paycheck: Turning Your Hobby into Retirement Income Retirement's Hidden Paycheck: Turning Your Hobby into Retirement Income What if your favorite hobby could become a meaningful source of retirement income? In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman explore how retirees can turn their skills, passions, and professional experience into flexible income—without creating another full-time job. From woodworking, tutoring, coaching, and consulting to gardening, photography, and pet sitting, the team explains how even modest earnings may help support travel, offset rising expenses, and reduce pressure on an investment portfolio.

You’ll also learn the practical steps involved in starting responsibly, including choosing a business structure, separating personal and business finances, keeping accurate records, considering taxes and insurance, checking licensing requirements, and understanding how earned income may affect Social Security before full retirement age. The hosts share real-world examples, common mistakes to avoid, and a simple three-question exercise to help uncover an opportunity that fits your retirement lifestyle.

]]> What if your favorite hobby could become a meaningful source of retirement income? In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman explore how retirees can turn their skills, passions, and professional experience into flexible income—without creating another full-time job. From woodworking, tutoring, coaching, and consulting to gardening, photography, and pet sitting, the team explains how even modest earnings may help support travel, offset rising expenses, and reduce pressure on an investment portfolio.

You’ll also learn the practical steps involved in starting responsibly, including choosing a business structure, separating personal and business finances, keeping accurate records, considering taxes and insurance, checking licensing requirements, and understanding how earned income may affect Social Security before full retirement age. The hosts share real-world examples, common mistakes to avoid, and a simple three-question exercise to help uncover an opportunity that fits your retirement lifestyle.

]]> Thomas Buzzsprout-19751147 Thu, 10 Sep 2026 07:00:00 -0400 2902 1 14 full false The Great Wealth Transfer The Great Wealth Transfer In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman explore the Great Wealth Transfer and what it means for families preparing to leave or receive an inheritance. They discuss common planning mistakes, outdated beneficiary designations, inherited-account tax considerations, family communication, and the importance of transferring values along with wealth. Whether you are building a legacy or preparing to receive one, this conversation offers practical steps to help reduce confusion, avoid unnecessary conflict, and create a more coordinated plan for the next generation.

]]> In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman explore the Great Wealth Transfer and what it means for families preparing to leave or receive an inheritance. They discuss common planning mistakes, outdated beneficiary designations, inherited-account tax considerations, family communication, and the importance of transferring values along with wealth. Whether you are building a legacy or preparing to receive one, this conversation offers practical steps to help reduce confusion, avoid unnecessary conflict, and create a more coordinated plan for the next generation.

]]> Thomas Buzzsprout-19751110 Wed, 09 Sep 2026 07:00:00 -0400 3057 1 13 full false Retirement Planning Coordination discussion Retirement Planning Coordination discussion
Podcast Description

In this episode of The Strategic Wealth Hour, Tom Hadican and Charlie explore why retirement planning works best when taxes, investments, retirement income, estate planning, and personal goals are coordinated rather than treated as separate decisions. They discuss forward-looking tax planning, Roth conversions, Required Minimum Distributions, Medicare-related considerations, market volatility, sequence-of-returns risk, sustainable income, liquidity, and essential estate documents. Listeners will also hear why every asset should have a clear purpose, how better family communication can support a lasting legacy, and why the most important retirement question may be: What are you retiring to? The episode offers a practical framework for identifying gaps, managing potential risks, and building a retirement strategy around the life you want to create.

]]>
Podcast Description

In this episode of The Strategic Wealth Hour, Tom Hadican and Charlie explore why retirement planning works best when taxes, investments, retirement income, estate planning, and personal goals are coordinated rather than treated as separate decisions. They discuss forward-looking tax planning, Roth conversions, Required Minimum Distributions, Medicare-related considerations, market volatility, sequence-of-returns risk, sustainable income, liquidity, and essential estate documents. Listeners will also hear why every asset should have a clear purpose, how better family communication can support a lasting legacy, and why the most important retirement question may be: What are you retiring to? The episode offers a practical framework for identifying gaps, managing potential risks, and building a retirement strategy around the life you want to create.

]]> Thomas Buzzsprout-19736164 Fri, 04 Sep 2026 00:00:00 -0400 2955 1 8 full false Portfolio Asset Allocation Portfolio Asset Allocation In this episode of The Strategic Wealth Hour, Tom Hadican and his co-hosts explain how thoughtful asset allocation and true diversification can help investors build portfolios around their goals instead of chasing the market’s latest winner. They break down the roles of stocks, bonds, cash, and alternative investments; explore large- and small-cap stocks, growth and value styles, and international exposure; and show why risk involves more than market declines.

The conversation also covers correlation, purpose-driven investing, model allocations, and the importance of rebalancing as markets and life circumstances change. In the final segment, the hosts compare mutual funds and ETFs, clarify active and passive management, and discuss how both approaches may work together within a disciplined investment strategy.


In This Episode:

  • Why portfolio structure should begin with goals, time horizon, and risk tolerance
  • How stocks, bonds, cash, and alternatives serve different purposes
  • What real diversification means—and why owning several funds may not be enough
  • How rebalancing can restore an investor’s intended level of risk
  • The differences between mutual funds and ETFs
]]> In this episode of The Strategic Wealth Hour, Tom Hadican and his co-hosts explain how thoughtful asset allocation and true diversification can help investors build portfolios around their goals instead of chasing the market’s latest winner. They break down the roles of stocks, bonds, cash, and alternative investments; explore large- and small-cap stocks, growth and value styles, and international exposure; and show why risk involves more than market declines.

The conversation also covers correlation, purpose-driven investing, model allocations, and the importance of rebalancing as markets and life circumstances change. In the final segment, the hosts compare mutual funds and ETFs, clarify active and passive management, and discuss how both approaches may work together within a disciplined investment strategy.


In This Episode:

  • Why portfolio structure should begin with goals, time horizon, and risk tolerance
  • How stocks, bonds, cash, and alternatives serve different purposes
  • What real diversification means—and why owning several funds may not be enough
  • How rebalancing can restore an investor’s intended level of risk
  • The differences between mutual funds and ETFs
]]> Thomas Buzzsprout-19736129 Wed, 02 Sep 2026 00:00:00 -0400 3223 1 9 full false The Retirement Income Conversation The Retirement Income Conversation In this episode of The Strategic Wealth Hour, Tom Hadican and Aaron Bockman break down one of the most important questions facing retirees and pre-retirees: how do you turn a lifetime of savings into a reliable retirement paycheck? The conversation covers where retirement income comes from, how to calculate your income need, why expenses matter more than account balances, and how Social Security, pensions, investment accounts, cash reserves, and annuities may work together in a comprehensive retirement income plan.

Tom and Aaron also discuss common retirement income myths, the impact of inflation and healthcare costs, the limitations of the 4% rule, sequence of returns risk, and the role guaranteed lifetime income strategies may play for certain retirees. Whether you are approaching retirement or already retired, this episode offers practical insights to help you think more clearly about cash flow, risk, taxes, and long-term confidence.

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> In this episode of The Strategic Wealth Hour, Tom Hadican and Aaron Bockman break down one of the most important questions facing retirees and pre-retirees: how do you turn a lifetime of savings into a reliable retirement paycheck? The conversation covers where retirement income comes from, how to calculate your income need, why expenses matter more than account balances, and how Social Security, pensions, investment accounts, cash reserves, and annuities may work together in a comprehensive retirement income plan.

Tom and Aaron also discuss common retirement income myths, the impact of inflation and healthcare costs, the limitations of the 4% rule, sequence of returns risk, and the role guaranteed lifetime income strategies may play for certain retirees. Whether you are approaching retirement or already retired, this episode offers practical insights to help you think more clearly about cash flow, risk, taxes, and long-term confidence.

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> Thomas Buzzsprout-19701496 Mon, 31 Aug 2026 07:00:00 -0400 3004 1 10 full false Roth IRA, Roth 401(k), Backdoor Roths & Roth Conversion Strategies Roth IRA, Roth 401(k), Backdoor Roths & Roth Conversion Strategies In this episode of The Strategic Wealth Hour, Tom Hadican and the team break down Roth IRA, Roth 401(k), Backdoor Roth, Mega Backdoor Roth, and Roth conversion strategies in plain English. Learn how Roth planning may help create tax diversification, retirement income flexibility, and legacy planning opportunities—especially for high-income earners, pre-retirees, and retirees approaching Required Minimum Distributions. The discussion also covers common Roth myths, timing considerations, and why thoughtful tax planning can be a key part of a well-designed retirement strategy. 

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> In this episode of The Strategic Wealth Hour, Tom Hadican and the team break down Roth IRA, Roth 401(k), Backdoor Roth, Mega Backdoor Roth, and Roth conversion strategies in plain English. Learn how Roth planning may help create tax diversification, retirement income flexibility, and legacy planning opportunities—especially for high-income earners, pre-retirees, and retirees approaching Required Minimum Distributions. The discussion also covers common Roth myths, timing considerations, and why thoughtful tax planning can be a key part of a well-designed retirement strategy. 

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> Thomas Buzzsprout-19701474 Thu, 27 Aug 2026 11:00:00 -0400 3119 1 10 full false Long-term care and Retirement costs. Long-term care and Retirement costs. In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman discuss one of the most overlooked threats to retirement income: rising healthcare and long-term care costs. The show explains why Medicare may not cover everything retirees expect, how long-term care can affect income, assets, and family decisions, and what planning strategies may help protect a retirement plan. Listeners will hear common myths, practical examples, and key questions to consider when preparing for healthcare expenses in retirement.

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> In this episode of The Strategic Wealth Hour, Tom Hadican, Charlie Sottoriva, and Aaron Bockman discuss one of the most overlooked threats to retirement income: rising healthcare and long-term care costs. The show explains why Medicare may not cover everything retirees expect, how long-term care can affect income, assets, and family decisions, and what planning strategies may help protect a retirement plan. Listeners will hear common myths, practical examples, and key questions to consider when preparing for healthcare expenses in retirement.

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

]]> Thomas Buzzsprout-19700914 Tue, 25 Aug 2026 13:00:00 -0400 2720 1 12 full false