449: Book Club with Wade Pfau
On this edition of the Book Club, Wade Pfau talks about his Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement. For a copy of Safety-First Retirement Planning, click HERE You can learn more about Wade at RetirementResearcher.com, Facebook, Twitter and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here as well as MoneyAlign...
20m Jan 04, 2020
20m
448: Weed In the Workplace with Kate Bischoff
On this episode of Money Savage MAXIMIZE, we talked about cannabis’ impact on the workplace, the challenging legal environment surrounding it and how it needs to be addressed by everyone because it’s already in your workplace with Kate Bischoff speaker, human resources professional and employment labor law attorney with tHRive Law Consulting.  Listen to learn how you should handle employees usi...
19m Dec 19, 2019
19m
447: Leveling Up with Bill Catlette
On this episode of Money Savage ENGAGE, we talked about the importance of leveling up in today’s world, recognizing blindspots and being open with the mistakes you’ve made with Bill Catlette, Managing Partner of Contented Cow Partners, coach, speaker and author.  Listen to learn how work is contractual but effort is personal! You can learn more about Bill at ContentedCows.com, Facebook,  Twitte...
22m Dec 18, 2019
22m
446: Tax Liens with Melanie Finnegan
On this show, we talked about what tax liens are, how to invest in them, their pro’s and con’s and how to get started with Melanie Finnegan, Founder of Tax Lien Wealth Solutions.  Listen to learn if tax liens are a good investment option for you! For the Difference Making Tip, scan ahead to 16:09! You can learn more about Melanie at TaxLienWealthSolutions.com, Facebook, and LinkedIn. Interested...
18m Dec 17, 2019
18m
445: Human Flourishing with Ben Baran
On this episode of Money Savage ENGAGE, we talked about how our work and home lives have become inextricably linked, what we need to do to be the happiest and best possible versions of ourselves and how to be a great leader with Ben Baran, Ph.D, SPHR, Assistant Professor CoFounder and Principal at Indigo Anchor and Commander in the US Navy Reserve.  Listen to learn why it's so important to able...
20m Dec 16, 2019
20m
444: DETOX: Mark Zuckerberg
Our screen time is out of control.  Social media companies are mining and selling and using us.  Time for a change.   Time to get your Mind, Body and Money right?  The Strive Online Bootcamp is held the first Monday of every month, learn more about it at  StriveDetox.com Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Fi...
10m Dec 14, 2019
10m
443: MP: Who Will Stop You?
On this show, George talks about how the only person who can stop you from living the life you want it is you, and how to ensure that doesn’t happen.  Time to get your Mind, Body and Money right?  StriveDetox.com Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAc...
10m Dec 13, 2019
10m
442: Private Placements with Alina Trigub
On this episode of Money Savage FURTHER, we talked about private placement real estate, how it’s structured, the benefits and why people are attracted to it with Alina Trigub, Founder and Managing Partner of SAMO Financial.  Listen to learn if private placements are a good fit for you! You can learn more about Alina at SAMOFinancial.com and LinkedIn. Interested in starting your own podcast?  Cl...
19m Dec 12, 2019
19m
441: The Power of Perception with Todd Nordstrom
On this episode of Money Savage ENGAGE, we talked about the way in which we perceive obstacles can be a key to success, the role hope plays in being happy and how be give great feedback with Todd Nordstrom, speaker, researcher, director of content at OC Tanner and author of Appreciate.  Listen to learn why and how you should let go of your anger! You can learn more about Todd at Inc, Forbes,  T...
23m Dec 11, 2019
23m
440: Accessing Business Funding with Kali Geldis
On this episode of Money Savage FURTHER, we talked about the different ways businesses can start building credit, the various forms of capital available to help grow a business and the process for making it all happen with Kali Geldis, Director of Marketing at Nav Inc.  Listen to learn about the difference between personal and business credit and why it matters! You can learn more about Kali at...
21m Dec 10, 2019
21m
439: Becoming a Trader with George Papazov
On this show, we talked about how to become a trader, the similarities between athletic success and investing and how discipline and psychology play into that success with George Papazov, Founder, Owner and Head Trader at TradePro Academy.  Listen to learn about a proven system for active investing! For the Difference Making Tip, scan ahead to 14:31! You can learn more about George at TradeProA...
18m Dec 09, 2019
18m
438: Book Club with Tom Jacobs
On this edition of the Book Club, Tom Jacobs talks about his book How to Retire on Dividends: Earn a Safe 8%, Leave Your Principal Intact. For a copy of How to Retire on Dividends, click HERE You can learn more about Tom at InvestHuckleberry.com, Facebook, Twitter and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here as well as MoneyAlignmentAcademy.com. ...
25m Dec 07, 2019
25m
437: MP: Hitting Reset
On this show, George talks about how everyone occasionally needs to hit the reset button on our screen time, diet and spending.  Time to get your Mind, Body and Money right?  StriveDetox.com Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscrib...
5m Dec 06, 2019
5m
436: The Value of Choice with Karen Weeks
On this episode of Money Savage ENGAGE, we talked about the difference between having a career versus a job, the factors that drive culture and the importance of managing expectations from day one with Karen Weeks, SPHR, MS, organizational growth strategist, speaker and writer.  Listen to learn how having more benefits choices can lead to increased satisfaction! For the Difference Making Tip, s...
20m Dec 05, 2019
20m
435: Awareness of Opportunity with Doug Whiteman
On this episode of Money Savage FURTHER, we talked about how and why mortgage refi’s are popular again, how to get the best deals on hotel rooms and why it’s important to stay abreast of financial opportunities as well as scams with Doug Whiteman, Editor-in-chief of MoneyWise.com.  Listen to learn why, even if you refi’d your mortgage last year, you should still look into doing it again! You ca...
20m Dec 04, 2019
20m
434: Mindful Stress Reduction with Naama Pozniak
On this episode of Money Savage MAXIMIZE, we talked about the physical and psychological benefits of yoga and meditation and why organizations should consider incorporating them into their employee benefits and wellness offerings with Naama Pozniak, Founder and CEO of A+ Insurance, meditation coach and speaker.  Listen to learn how incorporating meditation at your workplace could have a big imp...
23m Dec 03, 2019
23m
433: The First Step with James Wilson
On this show, we talked about dealing with the constant inflow of new information, the importance of limiting choices and how to break negative inertia to move towards financial success with James Wilson, CFP, Founder and President of JE Wilson Advisors and an Investopedia Top 100 Advisor.  Listen to learn how to manage around the reality that our brains aren’t designed to manage our personal f...
24m Dec 02, 2019
24m
432: MP: Leftovers
On this show, George talks about the importance of clearing your “plate” of all the leftovers society keeps trying to serve us.  Time to get your Mind, Body and Money right?  StriveDetox.com Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscrib...
7m Nov 29, 2019
7m
431: MP: A Sense of Where You Are
On this show, George talks about the necessity of constantly checking your perspective.  Time to get your Mind, Body and Money right?  StriveDetox.com Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listening, ...
6m Nov 28, 2019
6m
430: Optimizing Your Finances with Philip Taylor
On this episode of Money Savage FURTHER, we talked about how talking more openly about the history of financial media, the value of automating your finances and the importance of curating the information and media you consume, with Philip Taylor, CPA, Founder of FinCon and Founder of Part Time Money.  Listen to learn how adding firewalls to your bank account could improve your financial situati...
24m Nov 27, 2019
24m
429: Increasing Understanding with Lisa Talcott
On this episode of Money Savage MAXIMIZE, we talked about how companies can offer best in class benefits and help employees become better consumers of healthcare and how small changes throughout the year can lead to impactful changes over the long term with Lisa Talcott, Employee Benefits Sales Executive with Assured Partners of Minnesota.  Listen to learn how and why innovation like telemedici...
20m Nov 26, 2019
20m
428: What If's with Danna Jacobs
On this show, we talked about the importance of judgement free spaces where we can openly talk about and work through problems, being aware of opportunities for improvement and automating as much of our finances as possible with Danna Jacobs, CFP, ADPA, MBA and CoFounder of Legacy Care Wealth.  Listen to learn how to effectively manage your financial responsibilities so you can focus on what’s ...
21m Nov 25, 2019
21m
427: MP: Non-Player Characters
On this show, George talks about his dislike of the “private wealth” industry in light of the recent report that 10% of Americans own 84% of the stocks.  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listenin...
9m Nov 22, 2019
9m
426: Accessing IPO's with Scott Coyle
On this show, we talked about the history of IPO (initial public offerings), how the regulatory environment has affected them, how the process for distribution works and how it’s changing with Scott Coyle, CEO of Click IPO.  Listen to learn how to get greater education and access to the world of IPO’s! For the Difference Making Tip, scan ahead to 17:15! You can learn more about Scott at ClickIP...
20m Nov 21, 2019
20m
425: Holiday Prepping with Andrea Woroch
On this episode of Money Savage FURTHER, we talked about getting financially ready for the holidays by getting great deals on travel, gift giving with family, maximizing points and much more with Andrea Woroch, nationally recognized money saving expert, speaker and media consultant.  Listen to learn some great tips for saving money and getting great deals this Holiday Season! You can learn more...
23m Nov 20, 2019
23m
424: The Power of Community with Jono Bacon
On this episode of Money Savage ENGAGE, we talked about the role community plays in an organization’s success both in terms of it’s customers as well as it’s employees, what orgs can do to foster a healthy one and what keeps them from doing it with Jono Bacon, author, speaker and commentator on community strategy and leadership.  Listen to learn how a strong community can increase your happines...
21m Nov 19, 2019
21m
423: Rebalancing with Sheryl Rowling
On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal of Rowling and Associates.  Listen to learn how often you should rebalance your portfolio! For the Difference Making Tip, scan ahead to 17:03! You can lear...
21m Nov 18, 2019
21m
422: MP: Billions
On this show, George talks about the proposed Billionaire tax.  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. Contact George at ...
12m Nov 15, 2019
12m
421: Asset Protection with Brian Bradley
On this show, we talked about the exemption planning strategy in asset protection, the role of jurisdiction and how it all fits together with Brian Bradley, Asset Protection attorney, speaker and consultant.  Listen to learn if you’re a good candidate for asset protection planning! For the Difference Making Tip, scan ahead to 18:37! You can learn more about Brian at BTBLegal.com, Facebook and L...
22m Nov 14, 2019
22m
420: Your Future Self with Alessandra Malito
On this episode of Money Savage FURTHER, we talked about how talking more openly about money could help alleviate stress, shame and pressure and how making better decisions about major purchases could be the best way to save you money with Alessandra Malito, personal finance reporter for MarketWatch.  Listen to learn how to give solid advice to those considering student loans! You can learn mor...
21m Nov 13, 2019
21m
419: Blockchain's Promise with Dennis Lewis
On this show, we talked about ICO’s (initial coin offerings), why so many tech startup founders make lousy CEO’s and what the future holds for blockchain technology with Dennis Lewis, digital storyteller, ICO marketing specialist and author of Behold the Crytopreneurs.  Listen to learn if blockchain will ever realize it’s potential! For the Difference Making Tip, scan ahead to 20:10! You can le...
22m Nov 12, 2019
22m
418: The Human Side of Money with Stephanie McCullough
On this show, we talked about the human side of money, balancing emotions and logic when making financial decisions and the importance of developing an awareness of our impulses with Stephanie McCullough, Founder and CEO of Sofia Financial.  Listen to learn how we’re hardwired to make certain money decisions and what we can do about it! For the Difference Making Tip, scan ahead to 18:58! You ca...
22m Nov 11, 2019
22m
417: MP: Hardiness
On this show, George talks about the concept of hardiness and how it can help you have a happier and more fullfulled life.  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listening, leave a review and share it...
8m Nov 08, 2019
8m
416: Infinite Banking with Michael Hession
On this show, we talked about the Infinite Banking Concept, what it is, how it works and why it’s an attractive strategy with Michael Hession, Private Banking Practitioner, entrepreneur and investor.  Listen to learn how to become your own bank! For the Difference Making Tip, scan ahead to 20:02! You can learn more about Michael at PrivateBankingStrategies.com, Facebook and LinkedIn. Interested...
23m Nov 07, 2019
23m
415: Money Mindset with Tess Wicks
On this show, we talked about the mental money blocks we all suffer from, how to recognize when we have them and what to do about them with Tess Wicks, Founder of Wander Wealthy, coach and podcast host.  Listen to learn how to overcome the limiting beliefs that stop you from making money from your idea! For the Difference Making Tip, scan ahead to 21:07! You can learn more about Tess at WanderW...
24m Nov 06, 2019
24m
414: Taxes and Rental Properties with Rob Stephens
On this show, we talked about the evolution of the vacation rental market and how to understand and effectively manage lodging taxes and regulatory requirements with Rob Stephens, CoFounder and GM of Avalara MyLodgeTax.  Listen to learn how to develop processes to help alleviate the complexities of managing rental properties! For the Difference Making Tip, scan ahead to 17:25! You can learn mor...
20m Nov 05, 2019
20m
413: Deferred Comp with Michael Mayhew
On this show, we talked about what deferred compensation is, why people should consider using it, the problems it addresses and how best to fund it with Michael Mayhew, CFP, CPA, PFS and Managing Member of Mainstay Financial.  Listen to learn if deferred comp is a good fit for you! For the Difference Making Tip, scan ahead to 17:50! You can learn more about Michael at MainstayFin.com, Facebook,...
21m Nov 04, 2019
21m
412: Book Club with David Stein
On this edition of the Book Club, David Stein talks about his book Money for the Rest of Us: 10 Questions to Master Successful Investing. For a copy of Money for the Rest of Us, click HERE You can learn more about David at MoneyForTheRestOfUs.com, Facebook, Twitter and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here as well as MoneyAlignmentAcademy.com....
21m Nov 02, 2019
21m
411: MP: Drug Dealers
On this show, George considers the similarities between drug dealers and banks and wonders why anyone would take advice from either of them.  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listening, leave a r...
7m Nov 01, 2019
7m
410: Tarot with Julia Bramer
On this show, our special Halloween edition, we talked about the role Tarot Cards can play in not only our financial situation, but our overall success and how Tarot works with Julia Bramer, Psychic, Professional Tarot Card Reader, author, scholar and poet.  Listen to learn the benefits a reading could have for you! For the Difference Making Tip, scan ahead to 25:52! You can learn more about Ju...
28m Oct 31, 2019
28m
409: Alleviating Distraction with Nir Eyal
On this episode of Money Savage ENGAGE, we talked about why we do things that are against our best interest, technology’s role and responsibility in our addiction to it and how to control our attention and choose the lives we truly want with Nir Eyal, consultant, teacher, entrepreneur and author of Hooked and his newest book Indistractable: How to Control Your Attention and Choose Your Life. Li...
22m Oct 30, 2019
22m
408: Tax Reduction Planning with Bruce Willey
On this show, we talked about what tax reduction planning is, it’s legal status, it’s potential impact on your bottom line and some of the strategies with Bruce Willey, JD, CPA and Tax Reduction Business Coach with American Tax and Business Planning.  Listen to learn if you’re a candidate for tax reduction planning! For the Difference Making Tip, scan ahead to 16:38! You can learn more about Br...
19m Oct 29, 2019
19m
407: Discipline and Dedication with Chris Flis
On this show, we talked about the role routines, checklists, discipline and dedication play in your financial success, how to set proper goals and the role perspective plays in overall success with Chris Flis, CFP and Founder of Resilient Asset Management.  Listen to learn how a 21 year career as a Navy Fighter Pilot has helped Chris serve financially! For the Difference Making Tip, scan ahead ...
21m Oct 28, 2019
21m
406: MP Find Your Voice
On this show, George talks about the importance of knowing what you think and believe and why we need to give one another room to make mistakes!  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscribe to the show however you’re listening, leave...
12m Oct 25, 2019
12m
405: Short Window Retirement Planning with Fred Rouse
On this show, we talked about how using a time tested process and system of commodities trading can result in positive outcomes for anyone, particularly those who are at or around retirement age and looking for answers with Dr. Fred Rouse, CFP, Founder of Short Window Retirement Planning and frequent contributor to Forbes, CNN and the Wall Street Journal.  Listen to learn what to do if you’re n...
20m Oct 24, 2019
20m
404: Your Life's Cost with Steve Demaray
On this show, we talked about the importance of knowing your financial numbers, clarifying your why, creating a process for your financial success and keeping things simple with Steve Demaray, CFP and owner of the Personal Money Coach.  Listen to learn how understanding how much your life costs could help you move away from scarcity! For the Difference Making Tip, scan ahead to 19:13! You can l...
23m Oct 23, 2019
23m
403: Retirement Savings Inertia with Emily Wrightson
On this episode of Money Savage MAXIMIZE, we talked about the dangers and opportunities of inertia in retirement savings, tools employers can utilize to encourage saving and what employees can do to position themselves for success with Emily Wrightson, Vice President of Cammack Retirement and top advisor.  Listen to learn why it’s so important to know the percentage of your income that your emp...
21m Oct 22, 2019
21m
402: Practical Financial Planning with Erin Voisin
On this show, we talked about the practical aspects of financial planning, from what one is, to why everyone should have one, when to get started and the reasons and benefits of having one with Erin Voisin, CFP, MS, CDFA, ChFC and Director of Financial Planning at EP Wealth Advisors.  Listen to learn how to get started with you plan , even if you think you’re not ready! For the Difference Makin...
20m Oct 21, 2019
20m
401: Sound Retirement Planning with Jason Parker
On this show, we talked about successfully planning for your retirement, managing your cash flow once you’re done working and how to be a happier person with Jason Parker, RICP and President of Parker Financial.  Listen to learn how your earliest money memories can impact your finances for life and what to do about it! For the Difference Making Tip, scan ahead to 17:53! You can learn more about...
21m Oct 18, 2019
21m
400: Money Patriot: Diversity and Equality
On this show, George audits the first 400 episodes and shares his thoughts on diversity and equality in the world of finance and beyond.  Thank you to our guests and thank YOU for listening!  Interested in starting your own podcast, click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Please subscri...
15m Oct 17, 2019
15m