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

Look For A Bumpy Ride in 2025

The Investing Power of AI

Going 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. 

Wages vs. Spending vs. Inflation

Wow, 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, Staggflation, and our March 12th Workship! The Wise Money Guys. 

A Couple of Financial Experts

What 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 importance of planning. The Wise Money Guys! 

Contributions & Distributions; The Takeaways

It'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 down your debt. The Wise Money guys. 

Reducing Risk and Increasing Return

What 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 you more. The Wise Money Guys. 

2025: A Great Year for Investing

President 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 runnING UP thanks to AI. We talk about technology, and why its important to plan with One Source Wealth Management. The Wise Money Guys. 

Can This BIG Rally Continue??

The 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 planning. Plus, Bond opportunities and the Energy Sector. John is out today but you still have The Wise Money Guys. 

Our Specialty: Value, Growth, and You

It'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 year. The Wise Money Guys. 

The Same Ole' Feds Shenanigans

This 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.