279: Value Investing with Ben Muchler
On this show, we talked about classic value investing, the role indexing plays in a portfolio and how technology has changed the industry with Benjamin Muchler CFP and Managing Director at Boston Research and Management.  Listen to learn the process professional money managers use to evaluate companies! For the Difference Making Tip, scan ahead to 18:30! You can learn more about Ben at BostonRM...
20m May 13, 2019
20m
278: Mobile Payment Technology with Michelle Tinsley
On this show, we talked about the speed and proliferation of mobile payment technologies, how institutions go about evaluating and implementing these technologies and the primary concerns and opportunities surrounding them, with Michelle Tinsley, CEO of Remitter, 26 year Intel team member, public company board member and leader in retail digital transformation.  Listen to learn about the future...
18m May 10, 2019
18m
277: Breaking Free of Your W2 with Ross Stryker
On this show, we talked about the role education and mentorship play in becoming successful, and the importance of understanding and evaluating potential investment opportunities with Ross Stryker, CEO of Smart Asset Opportunities.  Listen to learn the steps and timeline for breaking free of your W2 income! For the Difference Making Tip, scan ahead to 16:39! You can learn more about Ross at Sma...
20m May 09, 2019
20m
276: Investing for You with Ian Harvey
On this show, we talked about the importance of following a process, the value of goals based investing and how you can position yourself for success with Ian Harvey CFP and financial planner with Financial Asset Management Corporation.  Listen to learn how and why your investment strategy should be designed specifically for you! For the Difference Making Tip, scan ahead to 16:12! You can learn...
17m May 08, 2019
17m
275: Technical and Behavioral Analysis with David Keller
On this show, we talked about understanding the fundamentals of the stock market, appreciating the role our behaviors play in investing and where the biggest opportunities for returns are with David Keller CMT, President and Chief Strategist at Sierra Alpha Research.  Listen to learn if you need to make a choice between active or passive investing! For the Difference Making Tip, scan ahead to 1...
23m May 07, 2019
23m
274: The Pre-Tax Problem with Rebecca Walser
On this show, we talked about how and why 401(k) became the primary retirement planning option, the history of individual tax rates and how our tax rates could increase dramatically in the future with Rebecca Walser, JD, LLM, CFP, President of Walser Wealth Management, author and speaker.  Listen to learn how retiring Baby Boomers, a lack of personal savings and an increasing national debt will...
24m May 06, 2019
24m
273: Book Club with Peter Lazaroff
On this edition of the Book Club, Peter Lazaroff, CFA, CFP, Co Chief Investment Officer at Plan Corp and Bright Plan joins us to about his book “Making Money Simple: The Complete Guide to Getting Your Financial House In Order and Keeping it That Way.”  Listen to learn about the habits he’s hoping to help people break, build as well as his advice to readers and what he’s hoping you’ll get out of...
24m May 04, 2019
24m
272: Systematic Real Estate Investing with Zach Beach
On this show, we talked about the time, money and attention it takes to get started as a real estate investor, the different ways to invest in real estate and why buying on terms can be an attractive option with Zach Beach, entrepreneur, real estate investor, coach and marketer.  Listen to learn what it takes to start from scratch with real estate investing! For the Difference Making Tip, scan ...
21m May 03, 2019
21m
271: Fundamentals of Crypto Assets with Jonathan Kaplan
On this show, we talked about understanding the fundamentals of crypto assets, the cycles they go through, what part of the cycle we’re currently in and how you can start investing with Jonathan Kaplan, Founder of Numeris Capital.  Listen to learn about when the right time to buy crypto assets is! For the Difference Making Tip, scan ahead to 18:12! You can learn more about Jonathan at Numeris C...
27m May 02, 2019
27m
270: Buying Physical Gold with Ken Lewis
On this show, we talked about the case for investing in precious metals, what impacts the price of this asset class, and how to buy and actually take possession of physical gold and silver with Ken Lewis, CEO of APMEX, the largest precious metals retailer in N. America.  Listen to learn how to buy gold and have it delivered to you! For the Difference Making Tip, scan ahead to 20:43! You can lea...
22m May 01, 2019
22m
269: Uncomplicate Retirement with Gerry Dougherty
On this show, we talked about how the way Americans retire has shifted since pensions have been disappearing, and how to take the money we’ve saved and turn it into income we won’t outlive, with Gerry Dougherty, President of Boston Independence Group, author and host of Making Money Last, America’s Retirement Resource.  Listen to learn how to uncomplicate the retirement planning process! For th...
19m Apr 30, 2019
19m
268: Narrative in Planning with Victor Ricciardi
On this show, we talked about how taking a more holistic approach to planning and incorporating narrative into goals based investing can greatly increase your chances of long term success with Victor Ricciardi, behavioral finance expert, finance professor, speaker and author.  Listen to learn what lessons anyone can learn from the financial behaviors of high net worth individuals! For the Diffe...
23m Apr 29, 2019
23m
267: Money Patriot: Meaning in Responsibility
On this show, George shares his thoughts on the idea that meaning is found in responsibility and how that applies to the cancelling student loans for 95% of Americans. Interested in starting your own podcast?  Click HERE 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. You can lear...
10m Apr 27, 2019
10m
266: Car Insurance Shopping with Andrew Rose
On this show, we talked about how a handful of the 300 auto insurance companies spend the vast majority of the $7 billion in advertising every year, how different companies charge different premium amounts and how you can potentially save a of money by going with a smaller company with Andrew Rose, Founder and CEO of Compare.com.  Listen to learn how you could save $50,000 in premium over your ...
20m Apr 26, 2019
20m
265: Retiring with Confidence with Craig Kirsner
On this show, we talked about the necessary steps to optimize your retirement, manage risk and leave a legacy with Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors, Nationally recognized speaker and author.  Listen to learn the biggest risks you’ll face in having a secure and successful retirement! For the Difference Making Tip, scan ahead to 19:11! You can learn more abo...
22m Apr 25, 2019
22m
264: Growing Passive Income with Jack Gibson
On this show, we talked about the reasons why many Americans don’t reach the level of financial success they desire, the optimal balance between being financially defensive versus offensive and how to begin investing for passive income with Jack Gibson, CoFounder of High Return Real Estate.  Listen to learn the steps to begin generating $10,000 in monthly passive income! For the Difference Maki...
24m Apr 24, 2019
24m
263: Managing Student Loans with Meagan Landress
On this show, we talked about the current state of student loan debt, navigating the complexity of repayment options and how to get started by putting a plan together with Meagan Landress, Certified Student Loan Professional.  Listen to learn about all available options for managing student loan debt! For the Difference Making Tip, scan ahead to 18:37! You can learn more about Meagan at Financi...
20m Apr 23, 2019
20m
263: Optimizing Financial Planning with Alex Chalekian
On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial.  Listen to learn if and when technology will ever replace financial planners! For the Difference Making Tip, scan ahead to 18:11...
20m Apr 22, 2019
20m
261: Money Patriot: Starter Homes
On this show, George shares his thoughts on the origins of the term “starter homes” and how the American Dream of home ownership has changed and evolved over the past 70 years. Find the blog post at HumbleDollar. 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 appreciates good ideas. You can learn more about th...
10m Apr 20, 2019
10m
260: Being Financially Proactive with David Flores Wilson
On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com.  Listen to learn about the future of Social Security! For the Difference Making Tip, scan ahead...
18m Apr 19, 2019
18m
259: Must-Have Insurance with Sa El
On this show, we talked about three of the most important types of insurance; life, dental, disability, why they’re important and key aspects you should understand with Sa El, Co-Founder of Simply Insurance and a writer obsessed with insurance, money and content marketing.  Listen to learn how the life insurance buying process has been streamlined over the past several years! For the Difference...
23m Apr 18, 2019
23m
258: Living a Realistic Lifestyle with Sean Cooper
On this show, we talked about how to ensure you can have a nice lifestyle without compromising your financial future with Sean Cooper, best selling author, fee only money coach journalist and speaker.  Listen to learn how he made a $170,000 down payment then paid off his mortgage in three years! For the Difference Making Tip, scan ahead to 17:14! You can learn more about Sean at LinkedIn, SeanC...
19m Apr 17, 2019
19m
257: Evaluating Investment Opportunities with Charles Rotblut
On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities! For the Difference Making Tip, scan ahead to 19:06! You...
20m Apr 16, 2019
20m
256: Amazon’s Taxes with Kelly Erb
On this show, we talked about the history behind our tax code, how and why businesses benefit from it and what an individual can learn from it with Kelly Erb, Managing Shareholder at the Erb Law Firm and Senior Editor at Forbes.  Listen to learn whether or not Amazon actually pays taxes! For the Difference Making Tip, scan ahead to 19:40! You can learn more about Kelly at TaxGirl.com, LinkedIn,...
21m Apr 15, 2019
21m
255: Money Patriot: Taking Advantage
On this show, George shares his thoughts on the good and bad that comes with things being given away for free and how you can take advantage of the many free financial resources and continue moving in the direction of your financial goals. Find the blog post at HumbleDollar. Do Your Part By Doing Your Best Please subscribe to the show however you’re listening, leave a review and share it with ...
10m Apr 13, 2019
10m
254: Countering Chaos with Ron Nakamoto
On this show, we talked about the meaning of true wealth in today’s world, the role gratitude plays in happiness, well being and what can be done to accentuate it with Ron Nakamoto, CEO of Empowered Wealth.  Listen to learn a step by step process for living life intentionally! For the Difference Making Tip, scan ahead to 19:21! You can learn more about Ron at LinkedIn, EmpoweredWealth.com and T...
20m Apr 12, 2019
20m
253: Your Money Perspective with Jen Hemphill
On this show, we talked about the important role mindset and perspective play with your personal finances as well as strategies for understanding and improving yours with Jen Hemphill, Accredited Financial Counselor, Money Confidence Coach and host of the Her Money Matters and Su Dinero Importo podcasts as well as an author.  Listen to learn how to increase your confidence level with money! For...
22m Apr 11, 2019
22m
252: Cash Flow Investing with Marco Santarelli
On this show, we talked about how so many Americans are interested in real estate investing but so few actually do it, as well as best practices for being successful at it, with Marco Santarelli, Founder of Norada Real Estate and the host of the Passive Real Estate Investing podcast.  Listen to learn a turnkey process for investing for cash flow! For the Difference Making Tip, scan ahead to 21:...
24m Apr 10, 2019
24m
251: Advocacy and Literacy with Randy Bruns
On this show, we talked about how schools have begun offering enhanced financial curriculums both for knowledge as well as career growth, how financial literacy has changed over time and what we should expect moving forward with Randy Bruns, CFP, RICP and Founder of Model Wealth.  Listen to learn how elected officials are thinking about financial literacy! For the Difference Making Tip, scan ah...
22m Apr 09, 2019
22m
250: Embracing Professional Help with Anjali Jariwala
On this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors.  Listen to learn how to ensure you and your spouse are on the same page when it comes to money! For the Difference Making Tip, scan ahead to ...
20m Apr 08, 2019
20m
249: Book Club with Michael Kay
On this edition of the Book Club, Michael Kay, President of Financial Life Focus, Keynote Speaker and Author talked about his book “The Feel Rich Project: Reinventing Your Understanding of True Wealth To Find True Happiness.”  Listen to learn about the habits he’s hoping to help people break, build as well as his advice to readers and what he’s hoping you’ll get out of the book! For a copy of T...
21m Apr 06, 2019
21m
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