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

Meeting And Beating The Stock Market

How Diversified Are You In These New Markets?

New 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 Management philosophy. The Wise Money Guys. 

Zigging and Zagging For Our Clients

The 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 accont dynamics with portfolios. The Wise Money Guys. 

News, Events, Volatility, and Your Retirement

Whew, 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 chairman. We'll break it down for you. Plus, how One Source Wealth Management prepared for investing, fixed income opportunities, and our passion for active management. The Wise Money Guys! 

Now Powered by the Further Advantage

We 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 Tariffs, and Diversification in your investment plans. The Wise Money Guys! 

Preparing to Invest During Tariff Turnover

Wide-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 Core Technologies, Options, and Energy Stocks. The Wise Money Guys. 

Living Longer and Costing More

Retirement 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 our news-drivien markets, Trump's "Big Beautiful Bill", Tarriffs, and Diversificaton. The Wise Money Guys! 

Seeing Green on the Big Screen

The 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, and a Golden Nugget. The Wise Money Guys. 

Does The Data = Recession Coming?

The 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 looking ahead to Q2. The Wise Money Guys.

Don't Panic; Rebalance, Rinse, Repeat

The 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 Income, and don't get us started on Annuities. The Wise Money Guys.