About Wealth Wisdom: Building Wealth, Building Legacy
Welcome to ”Wealth Wisdom,” where hosts Bill Ryan, Eric Benz, and Justin Obey dive into wealth management and financial planning. Each episode unpacks key topics like market trends, investment strategies, and personal financial planning to guide both new and seasoned investors towards financial security. Join us for expert insights and actionable advice to enhance your financial literacy and success. Tune in to build and preserve your financial future with Wealth Wisdom.
👉 Free Resources like Investment Growth Calculators, Home Affordability Calculators and more: https://www.foxhillwealth.com/
👉 More information and insights on building wealth: https://www.foxhillwealth.com/blog
👉 Upcoming Events: https://www.foxhillwealth.com/event-list
Is Stagflation Back?! What the Iran War and $90 Oil Mean for Your Portfolio | Ep. 60
Whenever you're ready, take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz
Two weeks into Operation Epic Fury, the world is watching the biggest energy supply shock in modern history unfold in real time. The Strait of Hormuz — through which 20% of the world's oil flows every day — is effectively closed. Oil has surged more than 40% from pre-war levels. And the Fed is stuck.
In this episode, we sit down with Professor David Gulley, Chair of the Economics Department at Bentley University, to make sense of what this moment actually means for your portfolio — and your financial plan.
What we cover:
The Hormuz shock: Why this oil disruption is unlike anything energy markets have seen before — and what $90+ oil means at the gas pump, in your grocery cart, and in your 401(k)
The Fed's impossible position: With inflation at 2.4% and the labor market weakening simultaneously, are we headed for a stagflation scenario — and how does the Fed fight a war it didn't start?
Gold vs. the Dollar: Why both are surging as safe havens, which one wins, and what that tells us about the shifting global monetary order
What investors should actually do: The case for staying the course, where the opportunities are, and why the U.S. economy has a long track record of coming out the other side
If you've got a knot in your stomach watching the headlines, this episode is for you.
Follow along: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagementDISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a qualified financial professional before making investment decisions.
TIMESTAMPS:01:09 Iran War Quick Hits
03:55 Oil Shock and Reserves
06:01 US Energy Independence
09:44 Market Reactions and Risk
12:23 Safe Haven Asset Signals
16:06 CPI and Fed Dilemma
21:06 Stagflation and Oil Scenarios
23:16 Fed Projections and Rates
24:50 Mortgage Rates Outlook
25:18 Treasury Yields Drive Mortgages
27:23 Fed Control Over Long Rates
28:38 Can America Tame Debt
32:00 Growing Out With AI
34:49 AI And Entry Level Jobs
38:05 Universities Adapting To AI
39:37 Career Scarring For Grads
42:08 Wealth Gap And K Economy
43:48 Final Advice Stay The Course
27 Feb 2026
Ep 59 | How to Turn Your Employee Benefits into Real Wealth with Ryan McDermott
Whenever you're ready take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz
DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions.
Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagementIs your employer secretly your most powerful financial partner?
Most people look at their job and just see a paycheck. But in this episode, we’re peeling back the curtain on the wealth-generating strategies hidden right inside your benefits package.
Joining us is Ryan McDermott from Prism Benefits. Ryan is on a mission to stop the "GoFundMe" cycle of financial planning. When you realize that 60% of hard-working people can't swing a $1,000 emergency without a credit card, it’s clear something is broken. We’re breaking down how you can use "lawfully designed" benefits to bridge that gap and build real security.
What we’re talking about today:
The "Triple-Tax" Win: Why we’re obsessed with HSAs and how to stop being afraid of high deductibles so you can start building a healthcare war chest.
The Disability Trap: Don't let a "free" benefit from your boss become a tax nightmare later. We explain why a simple W2 "gross-up" is a game-changer for your protection.
Beyond the Basics: From "carve-outs" for high earners to why accident insurance is a must-have for the trades, we’re showing you how to stop leaving money on the table.
We’re also checking the pulse of the market: from the Supreme Court’s tariff shocker to why IBM just got hit by the "AI disruption" train "AI isn't coming for your job, but the person using AI might be."
If you’re ready to see where you stand on your own financial journey, head over to https://www.foxhillwealth.com/financial-health-quiz and take our financial health assessment today.
For educational purposes only. This podcast is not financial, tax, or investment advice. For personalized guidance, please contact us directly.TIMESTAMPS:
01:10 Financial Insecurity Stats
03:11 Supreme Court Tariffs
06:30 Nvidia Earnings Reaction
08:59 AI Disruption Fears
11:44 Adopting AI at Work
15:57 Main Topic Setup
16:34 Health Insurance Cost Spiral
16:59 Runaway Benefit Costs
17:25 Redirecting Savings
18:13 Benefits Plan Checkup
19:34 Disability Tax Trap
20:24 Employer Paid Disability Fix
22:19 HSA Basics Explained
23:16 HSA Plan Rules
25:17 Maxing and Investing HSAs
26:58 Voluntary Benefits That Matter
30:52 Coverage Caps for High Earners
32:31 Education and Wrap Up
6 Feb 2026
Ep 58 | Is Traditional Retirement Dead? Math, Psychology, and Strategy
Whenever you're ready take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz
DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a financial professional before making investment decisions.
Follow along at: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement
Today, we’re thrilled to welcome back our good friend Matt Morizio to the show. We dive deep into the current state of the markets and tackle the big question: Is the traditional idea of retirement actually dead?
Lately, there has been a lot of "noise" out there from the so-called "SaaS apocalypse" to massive corporate spending on AI. We help you cut through that noise to focus on the signals that actually matter for your long-term portfolio.
In this episode, we discuss:
Market Volatility & AI: Why the current fear in the software sector might be an overreaction and how we are positioning clients to stay the course during the storm.
The Power of Roth Conversions: Bill and the team break down the mechanics of moving money from a traditional IRA to a Roth. We explain why paying taxes now can save you from a major government "swipe" during your golden years.
Strategic Timing: How to identify the perfect windows for a conversion like low-income years or the "gap" right after you retire.
The Psychology of "Work Optional": Matt shares why the traditional 40-year pension path is over, but why reaching a point where work is optional is the new gold standard.
Purpose Beyond the Paycheck: We talk about why your "Why" for retiring is usually a "Who," and how to avoid the "purpose vacuum" that many retirees face.
We also touch on the latest surrounding Elon Musk’s SpaceX IPO and why he’s pivoting Tesla factories toward a robotic future.
If you’re ready to see where you stand on your own financial journey, head over to https://www.foxhillwealth.com/financial-health-quiz and take our financial health assessment today.
For educational purposes only. This podcast is not financial, tax, or investment advice. For personalized guidance, please contact us directly.
TIMESTAMPS:01:04 Market Volatility and AI Disruption
03:56 Investment Strategies Amidst Market Changes
06:24 AI's Impact on Software Companies
17:13 Quick Market Updates and Fed Decisions
19:38 Elon Musk's Latest Ventures
23:11 The Future of Robotics and Integration
23:59 Understanding Roth IRAs
25:24 Roth Conversion Strategies
27:49 Timing and Nuances of Roth Conversions
28:55 Retirement Planning and Roth Conversions
32:27 Early Roth Conversions and Their Benefits
34:08 Accessing Roth Funds Penalty-Free
37:19 Retirement Timing and Lifestyle Adjustments
42:56 The Concept of Retirement and Final Thoughts
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Podcast Authority Score: 48 / 100
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Social presence
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YouTube
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Engagement
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