248: Checkbook Control Retirement Accounts with Bernard Reisz
On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com  Listen to learn the process for using your retirement account to invest in real estate and alternatives! For the Difference Making Tip, scan ahead t...
19m Apr 05, 2019
19m
247: FinTech and 401(k)’s with Barbara Friedberg
On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager.  Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan! For the Difference Making Tip, scan ahead to 22:14! You can learn more about ...
24m Apr 04, 2019
24m
246: Finding Meaning and Joy with Michael Nathanson
On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group.  Listen to learn how and why to you should work to find meaning and you at work and in life! For the Difference Making Tip, scan ahead to 19:11! You can learn more about Michael at TheColonyGro...
22m Apr 03, 2019
22m
245: Accumulating Assets with Patricia Sklar
On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces! For the Difference Making Tip, scan ahead to 16:55. You can learn more about Patricia at Brightworth....
19m Apr 02, 2019
19m
244: Your Financial Priorities with Adam Grossman
On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm.  Listen to learn a strategy for investing in the stock market during both good and bad times! For the Difference Making Tip, scan...
19m Apr 01, 2019
19m
243: Money Patriot: The Bridge Builder
On this show, George shares his thoughts on the necessity of knowing your place in the world, being mindful of what we’re leaving to our children and grandchildren and how to go about having a positive impact. #229 with Romina Boccia #239 with Helaine Olen Do Your Part By Doing Your Best Please subscribe to the show however you’re listening, leave a review and share it with someone who apprecia...
10m Mar 30, 2019
10m
242: Credit Card Debt with Leslie Tayne
On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of the Tayne Law Group, speaker and best selling author.  Listen to learn the starting point for getting out of credit card debt! For the Difference Making Tip, scan ahead to 18:43. You can learn more ...
20m Mar 29, 2019
20m
241: A Client Centric Approach with Michael Solari
On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially! For the Difference Making Tip, scan ahead to 15:16. You ...
17m Mar 28, 2019
17m
240: Your Financial Road Map with Daphne Jordan
On this show, we talked about how to get started with a financial plan, the essential elements, common pitfalls and what makes an ideal client with Daphne Jordan, CFP and Wealth Advisor with Pioneer Wealth Management Group.  Listen to learn the importance of having a long term vision for you finances as well as understanding the steps along the way! For the Difference Making Tip, scan ahead to ...
18m Mar 27, 2019
18m
239: Income and Wealth Inequality with Helaine Olen
On this show, we talked about the dangers of and reasons behind wealth and income inequality, as well as what individuals can do to make changes to the overall system with Helaine Olen, Washington Post writer, author, speaker and one of Business Insiders 50 Women Who Are Changing the World.  Listen to learn where you can get high quality news and information! You can learn more about Helaine at...
20m Mar 26, 2019
20m
238: Financial Literacy that Works with Zach Teutsch
On this show, we talked about the value of financial literacy and wellness when done correctly, how best to deploy the program and how consumers can become better educated with Zach Teutsch, Founder and CEO of Values Added Financial.  Listen to learn about some of the reasons traditional financial education fails to produce good results and what can be done to change it! For the Difference Maki...
22m Mar 25, 2019
22m
237: Money Patriot: What I Value
On this show, George shares his thoughts on the necessity of clarifying and crystalizing your core values, why it’s important, what’s at stake if you don’t, and how to go about it. Find the blog post at HumbleDollar. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.c...
10m Mar 23, 2019
10m
236: Determining Your Likes and Skills with Shanah Bell
On this show, we talked about the value and possibilities of having a nontraditional career, how to determine what you like and what you’re good at and how to make it happen with Shanah Bell, consultant, blogger and author of The Art of Being a PITA.  Listen to learn the steps you can take to break free of the rat race! For the Difference Making Tip, scan ahead to 19:14! You can learn more abou...
22m Mar 22, 2019
22m
235: Focusing on Your Plan with Bill Parrott
On this show, we talked about how being clear in your goals and values and having a solid plan can help you to be a successful investor with Bill Parrott, CFP and President and CEO of Parrott Wealth Management.  Listen to learn the common reasons people underperform the market and how to avoid doing them! For the Difference Making Tip, scan ahead to 15:36. You can learn more about Bill at Parro...
17m Mar 21, 2019
17m
234: Thinking Long Term with Sara Stanich
On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of Cultivating Wealth, a fee only Registered Investment Advisor.  Listen to learn about the value and necessity of thinking long term when it comes to money! For the Difference Making Tip, ...
19m Mar 20, 2019
19m
233: Reducing Health Care Costs with Derek Rine
On this show, we talked about our healthcare system, some of the reasons behind why insurance has become so expensive and actionable strategies for driving down the cost of healthcare with Derek Rine, Vice President of David Rine Insurance, healthcare innovator, best selling author and 2018 Rising Star Advisor.  Listen to learn how individuals and organizations can being driving down the cost o...
23m Mar 19, 2019
23m
232: Behavioral Investing with Daniel Crosby
On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital.  Listen to learn how the four primary drivers for investor behavior and how to recognize them in yourself! F...
20m Mar 18, 2019
20m
231: Building Business Credit with Ty Crandall
On this show, we talked about the reasons many businesses fail at obtaining funding and the methods and timelines for building credit and getting financing with Ty Crandall, CEO of Credit Suite, speaker, author and podcast host.  Listen to learn the step by step process for obtaining and building business credit! For the Difference Making Tip, scan ahead to 19:11. You can learn more about Ty at...
21m Mar 15, 2019
21m
230: Navigating Private Equity with Adam Coffey
On this show, we talked about the history of private equity, how a business can benefit from it's infusion multiple times and what you need to be aware of with Adam Coffey, successful CEO, former GE executive, an alumnus of the UCLA Anderson Executive Program, a pilot, and is a Veteran of the US Army. Adam's first book - The Private Equity Playbook is out now.  Listen to learn how you can finan...
21m Mar 14, 2019
21m
229: Our National Debt with Romina Boccia
On this show, we talked about the National Debt, budget deficit, the main drivers behind their increases, what the implications will be for future generations and what can be done about it with Romina Boccia, Director of the Grover M. Herman Center for the Federal Budget in the Heritage Foundation.  Listen to learn what you, as an individual, can do to change the current negative trajectory! Yo...
26m Mar 13, 2019
26m
228: No Fee ETFs with Todd Rosenbluth
On this show, we talked about no fee ETFs, how companies can offer them and still remain profitable and the steps you should take to best understand if a particular investment is right for you with Todd Rosenbluth, Director of ETF/Mutual Fund research with CFRA.  Listen to learn how the trend of no fee ETFs will impact you and the entire financial industry! For the Difference Making Tip, scan a...
20m Mar 12, 2019
20m
227: Understanding Your 401(k) with Jeanne Fisher
On this show, we talked about modernizing 401(k)’s, effective plan design and what can be done to maximize participant success with Jeanne Fisher, CFP, CPFA and MBA, Senior Financial Advisor and Retirement Plan Advisor with ARGI Financial Group.  Listen to learn about the potential benefits of the Roth option inside your 401(k)! For the Difference Making Tip, scan ahead to 16:30. You can learn ...
18m Mar 11, 2019
18m
226: Negotiating Rent with Justin Pogue
On this show, we talked about how everyone has the ability to negotiate their rent, now to gather the appropriate data and how to approach the property owner or leasing agent with Justin Pogue, MBA, consultant and author.  Listen to learn a step by step process for negotiating your rent! For the Difference Making Tip, scan ahead to 19:47. You can learn more about Justin at RentalSecrets.net and...
22m Mar 08, 2019
22m
225: Self-Directed IRAs with Terry White
On this show, we talked about the structure of self directed IRA’s what you can invest in with them and what to watch out for with Terry White, President and CEO of SunWest Trust.  Listen to learn a step by step process for using an IRA to invest in real estate! For the Difference Making Tip, scan ahead to 18:03. You can learn more about Terry at SunWestTrust.com, Facebook, Twitter, YouTube and...
20m Mar 07, 2019
20m
224: Planning for Educators with Breanna Reish
On this show, we talked about the necessary elements of planning for teachers, evaluating investment choices and inspiring confidence with Breanna Reish CFP, Founder and Financial Planner at Wealth of Confidence.  Listen to learn the right questions to ask to ensure fee transparency! For the Difference Making Tip, scan ahead to 17:27. You can learn more about Breanna at WealthOfConfidence.com, ...
19m Mar 06, 2019
19m
223: Joint Venture Commercial Real Estate with Tim Bratz
On this show, we talked about becoming a real estate investor, scaling a portfolio and the mindset necessary to successfully grow a great team with Tim Bratz, CEO of CLE Turnkey Real Estate.  Listen to learn how to get started investing in commercial real estate! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Tim at CommercialEmpire.com, Facebook and LinkedIn. Plea...
21m Mar 05, 2019
21m
222: Business Succession with Justin Goodbread
On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business! For the Difference Making Tip, scan ahead...
23m Mar 04, 2019
23m
221: Book Club with Kimberly Foss
On this edition of the Book Club, Kimberly Foss, CFP, President and Founder of Empyrion Wealth Mgmt. Inc talked about her book “Wealthy by Design: A Five-Step Plan for Financial Security.”  Listen to learn about the habits she’s hoping to help people break, build as well as her advice to readers and what she’s hoping you’ll get out of the book! For a copy of Wealthy by Design, click HERE You ca...
22m Mar 02, 2019
22m
220: Buying On Terms with Chris Prefontaine
On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks! For the Difference Making Tip, scan ahead to 16:57. You can learn more about Chris at SmartRealEstateCoach.com, YouTube Facebook...
19m Mar 01, 2019
19m
219: Investing in Alternatives with Eric Satz
On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Eric at AltoIRA.com, and Linked...
21m Feb 28, 2019
21m
218: Inspiring Action with James Matthews
On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success! For the Difference Making Tip, scan ahead to 17:17. You can learn more about James at CPlanning.c...
19m Feb 27, 2019
19m
217: Navigating Medicare with Joanne Giardini-Russell
On this show, we talked about the history of Medicare, the process for enrolling, when to start thinking about it and what to avoid with Joanne Giardini-Russell, Owner and Medicare guru at Boomer Health Group.  Listen to learn about the penalties for missing Medicare deadlines and how to avoid them! For the Difference Making Tip, scan ahead to 19:06. You can learn more about Joanne at BoomerHea...
21m Feb 26, 2019
21m
216: Money and Reality with Robert Fragasso
On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success! For the Diffe...
21m Feb 25, 2019
21m
215: Cannabis Investing with Eric Clarke
On this show, we talked about the opportunities and challenges facing the cannabis industry as well as it’s growth potential with Eric Clarke, Vice President of Inception REIT.  Listen to learn how to begin investing in the growing cannabis industry! For the Difference Making Tip, scan ahead to 20:07. You can learn more about Eric at InceptionREIT.com, Facebook, Twitter, Instagram and LinkedIn....
22m Feb 22, 2019
22m
214: Money and Time with Miranda Marquit
On this show, we talked about the often contentious relationship between money and time, how taking value-driven approach can help and how you can use money to buy time with Miranda Marquit, entrepreneur, freelance journalist, money expert, author and podcaster.  Listen to learn some strategies for using your time the way you want! For the Difference Making Tip, scan ahead to 19:18. You can lea...
21m Feb 21, 2019
21m
213: Wealth and Abundance with Reshell Smith
On this show, we talked about the necessary steps towards wealth and abundance and how important perspective is in that process with Reshell Smith, MBA, CFP, Founder and CEO of AMES Financial Solutions and author.  Listen to learn about creating a legacy for your loved ones and community! For the Difference Making Tip, scan ahead to 14:52. You can learn more about Reshell at ReshellSmith.com, F...
19m Feb 20, 2019
19m
212: Philanthropy in Your Community with Phil Cubeta
On this show, we talked about being intentional with your philanthropic giving, identifying and crystalizing the communities with which you most identify with Phil Cubeta, CLU, CHFC, AEP, Masters in Financial Services and Chair in Philanthropy at the American College.  Listen to learn some practical tactics for helping your kids to become more generous and giving! For the Difference Making Tip...
23m Feb 19, 2019
23m
211: Commitment and Community with Kara Pérez
On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast.  Listen to learn how to overcome feelings of isolation, shame and overall financial stress! For the Difference Making Tip, scan ahead to 16:41. You can learn more about Kara at BravelyGo.co, Twitter,...
19m Feb 18, 2019
19m
210: Alternative Investments with Craig Cecilio
On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor.  Listen to learn how you can begin directly investing in alternative investments! For ...
18m Feb 15, 2019
18m
209: Managing Debt with Jordan Goodman
On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor.  Listen to learn 7 specific strategies for saving money! For the Difference Making Tip, scan ahead to 18:32. You can learn more...
20m Feb 14, 2019
20m
208: Debt Elimination with Deacon Hayes
On this show, we talked about how a proper mindset is key to getting out of debt and how small actions can lead to big benefits with Deacon Hayes, President of Well Kept Wallet, speaker and author.  Listen to learn what beliefs may be keeping you from getting out of debt! For the Difference Making Tip, scan ahead to 16:46. You can learn more about Deacon at WellKeptWallet.com, Twitter, Facebook...
18m Feb 13, 2019
18m
207: Money and Perspective with Lorraine Ell
On this show, we talked about how our ever changing lives deserve and require that we consistently revisit our financial plan with Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters and Whiz Bangs.  Listen to learn about how all of your life experiences help to form and shape how you handle your finances! For the Difference Making Tip, scan ahead to 17:20. You can learn m...
20m Feb 12, 2019
20m
206: Embracing Fundamental and Technical Analysis with Andrew Thrasher
On this show, we talked about timing the market, key indicators to keep in mind and how to think about broad based indexes with Andrew Thrasher, CMT, Portfolio Manager at The Financial Enhancement Group and Founder of Thrasher Analytics.  Listen to learn how you can get started developing your knowledge base and process for successful investing! For the Difference Making Tip, scan ahead to 18:5...
21m Feb 11, 2019
21m
205: Self-Banking with Mark Willis
On this show, we talked about the concept of becoming your own bank, the pro’s and con’s and who the program is a good fit for with Mark Willis, CFP, best selling author, Owner of Lake Growth Financial podcast host.  Listen to learn about a method of building wealth and paying off debt you may not be familiar with! For the Difference Making Tip, scan ahead to 20:42. You can learn more about Mar...
23m Feb 08, 2019
23m
204: What Makes a Good Investor with Dan Kern
On this show, we talked about how investing and the overall market has changed over the past 30 years, what the future holds for investing and how to be the best investor you can be with Dan Kern, CFA, 30 year investment industry veteran and Chief Investment Officer of TFC Financial Management.  Listen to learn about the negative investor behaviors to avoid! For the Difference Making Tip, scan ...
19m Feb 07, 2019
19m
203: Rules Based Investing with Hunter Irby
On this show, we talked about rules based investing, utilizing durable themes to improve investing outcomes and avoiding mistakes brought about by emotions with Hunter Irby, Principal and Chief Investment Officer of Tone Capital.  Listen to learn about why and how process is an integral part of being a successful investor! For the Difference Making Tip, scan ahead to 18:12. You can learn more a...
25m Feb 06, 2019
25m
202: Giving Purpose to Money with Morgen Rochard
On this show, we talked about the importance of breaking through the complexity of personal finance and financial planning and making it more simplified process with Morgen Rochard, CFP, CFA, Managing Member and Financial Planner at Origin Wealth Advisers and podcast host at Money Owners.  Listen to learn about how you can be more deliberate in your thinking and feeling about money! For the Dif...
20m Feb 05, 2019
20m
201: Money and Contentment with Brian Portnoy
On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money.  Listen to learn how to reconcile being happy with what you have...
23m Feb 04, 2019
23m
200: Monetizing You with Glenn Geller
On this show, we talked about an exciting new technology which allow anyone (doctors, coaches, chefs, trainers) to simply sell their expertise to anyone all over the world on their terms, with Glenn Geller, Technologist and CoFounder of Symposium.  Listen to learn how this exciting new technology can allow you to immediately monetize your knowledge and skills! For the Difference Making Tip, sca...
19m Feb 01, 2019
19m
199: The Estate Planning Process with Dave Lenok
On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started! For the D...
19m Jan 31, 2019
19m