PODCAST · business
The Wise Money Guys
by John Scambray
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to l
Episodes
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Beware the Tech Wreak
The Tech Craze... omgosh. What do we do with all the spending, high-valuatons, future / unrealized revenue, and AI Euphoria? Our heads are spinning. Hosts John and Guiseppe says there's still an opportunity to make $ moves. Plus, gas and energy prices, and bigger financial planning strategies.…
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Have You Been Through a Stress Test?
We are charging through Q3 and International markets are taking center state. Oil, the Feds, and Alternative Investments can infect your portfolio. Hosts John and Guiseppe help you test your investments with their years of experience. We show you how. Plus, REITs in you mix. The Wise Money Guys.
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AI Stocks and Improved Revenues
Capitol Expenditures are piling up in the AI manufacturing industry. But does that translate to increased revenue for investors? Hosts John and Giuseppe share with us the latest numbers. Plus tech bonds, shifting markets and our stance on Annuities. Join us for The Wise Money Guys.
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Everything Begins & Ends with Energy Infrastructure
The Nasdaq and the tech socks are booming this year. Our hosts John and Giuseppe say it's all because of AI Energy. Is your portfolio dialed in to this important commodity? Plus, future stocks and earnings, the World economy, and unemployment & inflation are the fed's only two mandates. The Wise...
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Happy 250th America!
First of all, God Bless America. The land that we love. Hosts John and Giuseppe bring us the history of the stock market and reading the market's timing. Plus, investing with options, and annuity & their taxes. The Wise Money Guys.
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Planning When Rate Hikes Are Possible
We all track the rates as the feds control when they go up or down. But, how do we plan in advance for them? Hosts John and Giuseppe give us their best tips. Plus, the role of a financial advisor, gas prices & inflation, and REITs to beat capitol gains. The Wise Money Guys.
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When There's Nowhere to Run or Hide
Volitility. It's real, and it can send your investing mind into a tailspin. Hosts John and Giuseppe alway say, you don't have to go it alone. Lean on our experts who plan with a forward-thinking strategy. Contact us for a portfolio review. Plus, reducing spectulative risk, inflation, and new...
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Taking the Euphoria Out of Investments
We are dedicated to the perfection of investing. That means advisory standards that foster a proper portfolio. Hosts John and Giuseppe insist their team is guided by the positives and negitives of products for you. Plus, strategies, and a market recap of the second quarter. The Wise Money Guys.
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Energy, Infrastructure, and other Renewables
AI euphoria and the AI revolution continues across the market. Is that a good thing? Hosts John and Giuseppe guide us through the good and bad of the tech market. Plus, Energy stocks and renewable energy, the Space X IPO, Unemployement numbers, and Federal interest rates. The Wise Money Guys.
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History Is the Best Predictor of Future Performance
There is an AI Euphoria happening out there. It's entrapping and intoxicating, but is it good for your portfolio? Hosts John and Giuseppe tell us about the tech bubble that could be coming. Plus, California Gas prices affect on our local economy, and the fundementals of financial planning. The…
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The Evolution of Your Portfolio
As the markets change, you need to know how to adjust your investments with the changes. This week hosts John and Giuseppe walk us through the new tech revolution going on. We examine the industrial changes happening, and how they affect your portfolio. The Wise MOney Guys.
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Beware the AI Crap dot-com Mirage
What do we all think about the AI stock boom? Are you concerned, or are you just riding the wave? Hosts John and Giuseppe share a tale of caution as it's compared to the "dot com" bubble of years past. Plus, more wonky stocks, earnings reports are out, diversified funds, and the power of…
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Meet Our Newest Team Members
We are a local, family-owned, proud fiduciary firm serving the greater Northern Californa area. This week hosts John Scambray and Giuseppe Visconti welcome Madison as our team grows. Plus, a discussion on the war time economy, market supply & demand, the percepion of the economy, and the reality…
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Sometimes We Just Wait & See
There are a lot of Financial reactions and Political influences in the investment market as we enter the 3rd week of military action in Iran. Hosts John and Giuseppe see it all and take a step back. It's part of their process of taking advantage in a volatile market. Plus, an overview of the...
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Rebalancing to De-risk Your Portfolio
Politcs are affecting the markets. What does that mean for your retirement and investment portfolio? Hosts John and Giuseppe walk us through the Iran factor. Plus, a study of California's $20 minimum fast food wage, and the 'innovation revolution'. Don't forget to sign up for our April 29th...
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Battle Tested and Ready to React
Should I be panicking? Iran, Israel, and the US are in the middle of a dust-up. Where will this take us? Hosts John and Giuseppe re-assure us the US economy will be ok. Plus, Diversified markets, Alternate Investments, and our new April workshop seminar. The Wise Money Guys.
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Avoid Working in Financial Silos
It's important for your financial plan to work for you, not you work for your financial plan. This week, hosts John and Giuseppe lay out a framework to guide our portfolio decisions. Plus, AI and Nvidea reporting, Energy, and Tesla Space X. Also an over view of Structured Notes. The Wise Money Guys.
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Big Picture Financial Planning
It's everything... From Health care to Estate Planning, plus Government debt and spending. Add AI strategies and Structured notes to that. Hosts John and Giuseppe take a wide-angle view of your full portfolio before personaling a plan for you. It's wise investing for you. The Wise Money Guys.
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Speed Bumps & Head Winds; We Have Years of Experience
The stock market has been Up, but some of the other indicies are down, or flat. What does that mean for your portfolio? Hosts John and Giuseppe give us a break-downof today's financial markets. Plus, the importance of Estate Planning, Government Debt, and AI Euphoria. The Wise Money Guys.
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You Only Have One Shot to Financially Plan Right
The government is on course to shut down again. How did it turn out last time? We became stagnet and distracted. This week host John Scambray gives us his projections on what is coming. Plus, the most typical mistakes retirees make in financial planning, rules for investing, and the best, new...
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We Told You About the Weakening Dollar
As debt begins to pile up, the balance of the markets are shifting. You might need help with your retirement planning. Hosts John and Giuseppe share their view on the volitle stock market, corporate earnings, and strong economic data ahead. Plus, Reits and alternative investments. The Wise Money...
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Back To The Basics Of Financial Planning
Diversification, the most basic thing your portfolio needs to survive our epic Stock Market waves. This week, hosts John and Guiseppe give us the facts on allocations, planning and consulations, and new investments that will affect your retirmement account in 2026. Plus, the 5% Rule, and Gold &...
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New Year, New You & Your Portfolio
Welcome to 2026. It's going to be a good era for your retirement plan. Together, we recap 2025 and all the highlights it's provided. Plus, hosts John and Giuseppe model and project out over the next 12 months. Let's get your portfolio in order. The Wise Money Guys!
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What The Year 2026 Will Bring Our Retirement Portfolios
Its a new year and lots of new things are happening across the markets. Host John and Guiseppe take us through their predictions for 2026. Plus, the futures markets, Big Tech, evolving Interest Rates, and what we see coming over the next 12 months. The Wise Money Guys.
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God Rest Ye' Merry, Interest Rates
Ye' prime Interest Rates have been adjusted down by the Federal Reserve. Hosts John and Guiseppe tell us what that means for your flocks and blessed angels. Then we look forward to 2026 with data and how data is changing fundemental investment thinking. We're offering tidings of Comfort and Joy…
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The Evolution Of Your Retirement Portfolio
2026 is coming... Are you ready? Hosts John and Guiseppe take you through the strategies and variations available for a successful portfolio in the next year. Plus, the Federal Reserve meeting, Boeing, and ETFs vs Direct Investments. Happy Holiday season from The Wise Money Guys.
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Let's Capture, Secure, and Draw from "The Mag 7"
There are new trends we're watching in the AI development industry. It could affect your confidence and strategy when investing in high-tech stocks. Hosts John and Guiseppe share their concerns. Plus, new September jobs numbers, locking in market profits now, and more about our no obligation...
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The AI Data Center Debate
New AI Data Centers are drawing Big Energy demands from the grid, but do we have the infrastructure to support the new burden? Host Guiseppe Visconti lays out the investment pros and cons that come with this new category. Plus, affordability, Fed Rates into December, and the benefits of working...
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This Is Why You Need A Financial Advisor
Ohhh, the earnings are being released and they are Volitile. Big Ups for Tech and floating returns for consumers. Ok, but we ned to keep an eye on AI. Hosts John and Guiseppe are on it. Plus, Unemployment numbers, Longterm Planning, Shorting Stocks, and Data. The Wise Money Guys.
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Ready?? Get Set!! Is a Rate Hike coming?
Here come the Feds.. Get ready for whatever they are going to do. It could be pro economy, or not. Hosts John and Guiseppe help you become prepared from Inflation detection, to Fixed rate vehicles, and Alternative Investments to procted your retirement assets. The Wise Money Guys.
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The Fundamentals of Investing
The Government shutdown has started. How will this affect my investment accounts? Hosts John and Guiseppe take us through the fundamentals of investing to secure your assets. Plus, parallels from inflation between the 80s and now, fixed rates to fight that inflation, and is a sell-off coming? The...
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Should We Be Concerned About A Bubble?
The AI bubble and the Tech bubble. They're both real. Let's keep an eye on them before they Burst! Hosts John and Guiseppe help you counter the bubble with alternative investments and fixed rates. Plus Treasury notes, Government Debt, Tesla, and the "smart play". Stay with us for The Wise Money...
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Pay Attention Or The Market Could Bite
FOMO and Panic can disrupt your mindset when planning your investment. How can you handle your fears with everything going on? Hosts John and Giuseppe help calm the anxiety. This week we examine the current events affecting your accounts, and show you how growth and income portfolios are...
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Your Everyday Retirement Blueprint
Big economic news is driving the markets forward. Hosts John and Giuseppe guide us through the waves with the latest on Fixed Rates and Bond Funds for investing. Plus, we look at the Amazon Corporation fine with examples to support the possibility. Join us for our October 15th Workshop. The Wise...
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Diversify with Alternatives in Your Retirement Accounts
There are many roadmaps we can use to succeed. Host John Scambray takes us through his best strategies. Then, taking profit off the table, Tech and AI, three Golden Nuggets, and we announce our upcoming workshop Oct 15th. The Wise Money Guys.
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Strategies For Your Financial Goals
The Feds have done it. They cut the prime interest rates .05%! Now what? Hosts John and Giuseppe walk us through what it all means. Then, an in-depth look at Mortgate Rates, Fixed Income, and Bonds vs CDs. They're all related. This is how we diversify. The Wise Money Guys!
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Balancing Inflation vs Unemployment
First, we start with Charlie Kirk news. Then hosts John and Giuseppe anticipate Fed Rate hikes, and the economical fallout - good or bad. Plus Proper allocation, Real Estate, and the DST trust alternatives. The Wise Money Guys.
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The Importance Of A Financial Plan
If you want to get somewhere important, you would use a roadmap. Hosts John and Giuseppe preach the same thing. They are experts at creating roadmaps also known as Financial Plans, including Strategies our hosts use, Diversification, and specific Investments. The Wise Money Guys.
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Ammunition To Be Preemptive
Smart stratgeies in retirement planning give you the flexibility to jump when you need to. It's One Source Wealth Management's fire-power. This week, hosts John and Giusepppe show us the opportunities to set our sights on. Plus, the Fed's inaction, Managing risk around life events, historical...
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Timely Strategies For Your Retirement
The market is poised to move either up or down in the coming months. Are you positioned to take advantage of the opportunites on the horizon? Host John Scambray takes us through his best strategies. Then, taking profit off the table, Tech and AI, three Golden Nuggets, and the latest on our…
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Are You 'Climbing The Wall of Worry'?
Is a correction coming? Some say we're one headline away from a mini-crash. So, hosts John and Guiseppe have this week's Market news and numbers. Plus, the speed of AI, Insider stocks sales during record hights, and Earnings reports. Don't miss our Workshop in Reno, Sept 10th. ok? Call us. Join…
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Meeting And Beating The Stock Market
Retirement portfolios are the backbone of your life well-lived in your golden years. That's why hosts John and Giuseppe are must-have partners. This week we welcome back guest, Ed Outland who gives a first hand look at living in retirment. Plus, the Fed rate changes = nothing, Structured notes,...
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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.
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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.
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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...
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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...
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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....
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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…
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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.
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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.
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ABOUT THIS SHOW
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.
John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to l
HOSTED BY
John Scambray
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Frequently Asked Questions
How many episodes does The Wise Money Guys have?
The Wise Money Guys currently has 158 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Wise Money Guys about?
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website:...
How often does The Wise Money Guys release new episodes?
The Wise Money Guys publishes regularly with 158 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Wise Money Guys?
You can listen to The Wise Money Guys on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Wise Money Guys?
The Wise Money Guys is created and hosted by John Scambray.
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