871: Artificial Intelligence and the Stock Market with Jeff Allan
On this show, we talked about using AI to predict the success and failure of the 70,000 pieces of legislation introduced each year, how companies and institutions can harness and utilize this resource, and what the potential impacts are with Jeff Allan, CEO of Echo Ridge, an org using AI to predict opportunity and risk from regulatory events.  Listen to learn how AI can be used to predict stock...
20m Jan 26, 2021
20m
870: Unnecessary Risk with Brad Klontz
On this show, we talked about the allure and dangers of day trading, how to educate and motivate positive financial behavior, and how to get excited about delaying gratification with Dr. Brad Klontz, CFP, Financial Psychologist, professor and author.  Listen to learn about the behaviors of self made millionaires!  For the difference making tip, scan ahead to 18:31! You can learn more about Brad...
21m Jan 25, 2021
21m
868: Marketing Local with James Bonadies
On this episode of Money Savage BRAND, we talked about the challenges facing every small business, learning about internet marketing, serving first and selling second, and how to start your own marketing agency with James Bonadies, CoFounder of Local Marketing Vault.  Listen to learn why you need to stop trading time for money!   For the Difference Making Tip, scan ahead to 17:52! You can learn...
21m Jan 24, 2021
21m
869: Owning Your Success with Lauren Hardy
On this show, we talked about wholesaling real estate, having success virtually, the importance of pricing, and how to get started with Lauren Hardy, Founder of TMF Real Estate, podcaster and coach.  Listen to learn why who you choose to blame when things go wrong determines your ultimate success!  For the difference making tip, scan ahead to 16:43! You can learn more about Lauren at VirtualInv...
19m Jan 24, 2021
19m
866: UTMA Accounts with Ksenia Yudina
On this show, we talked about UTMA accounts, how tey work, who they’re a good fit for and how to get started with Ksenia Yudina, CFA and CEO of UNest.  Listen to learn about a great option for saving for future education needs!  For the difference making tip, scan ahead to 17:22! You can learn more about Ksenia at UNest.co, Facebook, Instagram, Twitter and LinkedIn. We’re honored to have been n...
20m Jan 23, 2021
20m
867: Breaking Financial Shackles with Damion Lupo
On this show, we talked about the increased need for focus and resiliency, how the financial system is changing in the US and around the world, and what the future holds for many of our legacy institutions with Damion Lupo, entrepreneur, investor, advisor, author and podcaster.  Listen to learn how to break free of the financial shackles that are constraining us!  For the difference making tip,...
23m Jan 23, 2021
23m
864: Your Inner Hero with Aimé Mukendi Jr.
On this episode of Money Savage ENGAGE, we talked about how each of us has an innate purpose, what keeps us from achieving it, and how to find it everyday with Aimé Mukendi Jr., life coach, entrepreneur, speaker and podcast host.  Listen to learn how to unlock your inner hero and become the person those closest to you really need!   For the Difference Making Tip, scan ahead to 17:54! You can le...
22m Jan 22, 2021
22m
865: CREATE featuring Anna DiGilio
On this edition of Money Savage CREATE, we talked about how the internet can amplify our voices and impact, how best to learn and apply new skills, and how to hire and let go of responsibilities to grow your business with Anna DiGilio, Educator, Course Creator and Coach.  Listen to learn the importance of recognizing, embracing and overcoming your fears! For the Difference Making Tip, scan ahea...
21m Jan 22, 2021
21m
863: CREATE featuring Adam Mendler
On this edition of Money Savage CREATE, we talked about how to prioritize the use of our time and attention, making sure to use rational over emotional thinking, and focusing on doing things you’re good at with Adam Mendler, CEO of the Veloz Group, Creator and Host of the Thirty Minute Mentors podcast.  Listen to learn a criteria for determining if a business opportunity is right for you! For t...
22m Jan 21, 2021
22m
862: Sustainable Investing with Michael Young
On this show, we talked about the evolution of sustainable investing, how data collection and evaluation has changed, and when we can expect to find these options in target date funds with Michael Young, Manager of Education Programs at US SIF and advocate for sustainable, responsible impact investment.  Listen to learn why sustainable investing doesn't mean lower returns!  For the difference m...
22m Jan 20, 2021
22m
861: Developing Relationship Skills with Monica Parikh
On this episode of Money Savage ENGAGE, we talked about the challenges of relationships in the digital age, the skills needed to have successful relationships, why questioning and rethinking existing structures make sense, and how to get started with Monica Parikh, teacher, public speaker, lawyer and Founder of School of Love NYC.  Listen to learn why we need to be more focused on strengthening...
22m Jan 19, 2021
22m
860: Closing the Wealth Gap with Calvin Williams Jr.
On this show, we talked about the existing wealth gap in the US, why it’s there, the challenges to closing it, and what elements have to be present to make real and significant change with Calvin Williams Jr. Founder and CEO of Freeman Capital.  Listen to learn the steps that can be taken to close the wealth gap!  For the difference making tip, scan ahead to 17:29! You can learn more about Calv...
20m Jan 18, 2021
20m
858: Mortgage Planning with Warren Goldberg
On this show, we talked about how mortgage loans have evolved over time, how best to approach the home buying process and how much money to put down for a down payment with Warren Goldberg, President and Certified Mortgage Planning Specialist with Mortgage Wealth Advisors.  Listen to learn why getting a  mortgage should be about more than just the rate!  For the difference making tip, scan ahea...
20m Jan 17, 2021
20m
859: Life Changing Benefits with Felipe Barganier
On this episode of Money Savage MAXIMIZE, we talked about how companies can reframe how they think about and offer benefits to their people, the potential and far reaching impact benefits can have, and how big changes only require small actions with Felipe Barganier, President and CEO of GAB International and host of the Business of Your Mind podcast.  Listen to learn why employee benefits can ...
23m Jan 17, 2021
23m
856: Bank on Yourself with Ken Greene
On this show, we talked about the Infinite Banking Concept, how taxes eat away at so much of our money, and how to qualify for programs like this with Ken Greene, Engineer of finance, speaker, podcaster and owner of Greene Finance and Insurance.  Listen to learn how to utilize the strategies banks use to make money in any market!  For the difference making tip, scan ahead to 21:01! You can lear...
23m Jan 16, 2021
23m
857: Breaking Cycles with Sam Knickerbocker
On this show, we talked about the intersection of psychology and finance, how and why cycles of poverty continue, and small changes that can help get you on the right path with Sam Knickerbocker, speaker, entrepreneur, podcaster and wealth and legacy strategist.  Listen to learn how to break free when you’re feeling stuck in negative financial situations!  For the difference making tip, scan ah...
23m Jan 16, 2021
23m
854: Telling Your Story with Sarah Braud
On this episode of Money Savage ENGAGE, we talked about the importance of storytelling, how it connects us, the important elements to it, and how to start thinking about it with Sarah Braud, Founder of Braud Creative.  Listen to learn how to become a great storyteller!   For the Difference Making Tip, scan ahead to 18:19! You can learn more about Sarah at BraudCreative.com, Twitter and LinkedIn...
21m Jan 15, 2021
21m
855: Getting Rich Slowly with David Waldron
On this show, we talked about prudent stock market investing, the value of simplicity, the necessity of patience, and how to take an idea and turn it into a book with David Waldron, self improvement author whose newest book Build Wealth with Common Stocks will be available in January of 2021.  Listen to learn from someone who's beaten the S&P for 10 straight years!  For the difference making ti...
20m Jan 15, 2021
20m
853: The Missing Piece with Daniel Mangena
On this episode of Money Savage ENGAGE, we talked about how our unconscious minds are holding us back from the success we desire, how to recognize that, and what to do about it with Daniel Mangena, best selling author, speaker and coach.  Listen to learn the missing piece to add to your goal setting and affirmation practice!   For the Difference Making Tip, scan ahead to 19:01! You can learn mo...
22m Jan 14, 2021
22m
852: Empowerment Through Numbers with Tatiana Tsoir
On this show, we talked about the value of taking a more proactive approach to bookkeeping, how knowing your numbers can help you better forecast for your business, and how to get started with Tatiana Tsoir, Founder and CEO of Linza Advisors, author and podcaster.  Listen to learn why thinking about expenses as potential deductions could be a beneficial approach!  For the Difference Making Tip,...
19m Jan 13, 2021
19m
851: Financial Wellness with Diana Torzewski
On this show, we talked about the current state of financial wellness for Americans, the five key areas that are top of mind, and how to reach financial independence with Diana Torzewski, CFP and product manager at Human Interest.  Listen to learn how much money should be in your emergency fund!  For the difference making tip, scan ahead to 19:38! You can learn more about Diana at HumanInterest...
21m Jan 12, 2021
21m
850: Return on Intention with Eric Dunavant
On this show, we talked about the difference between return on investment and return on intention, the role awareness plays in living more intentionally, ahd the key areas to focus on when thinking about long term goals and desires with Eric Dunavant, CFP and President of Paradiem.  Listen to learn a four pronged approach for talking with your loved ones about money and values!  For the differe...
25m Jan 11, 2021
25m
848: Podcasting You with Trevor Oldham
On this show, we talked about the changing landscape and popularity of podcasting, why you should appear on them, and how to get more opportunities with Trevor Oldham, Founder of Podcasting You.  Listen to why guesting on podcasts is a great way to elevate your personal and professional brand!  For the Difference Making Tip, scan ahead to 19:43! You can learn more about Trevor at PodcastingYou....
22m Jan 10, 2021
22m
849: Becoming an Author with Jyotsna Ramachandran
On this show, we talked about the challenges and opportunities of authorship, how to make money from a book, and how to take an integrated approach to serving your clients and customers with Jyotsna Ramachandran, Author Success Coach and Founder of Happy Self Publishing.  Listen to learn how to get your book idea or manuscript finished and published!  For the Difference Making Tip, scan ahead t...
22m Jan 10, 2021
22m
847: Online Marketing with JP Clement
On this episode of Money Savage ENGAGE, we talked about online marketing, how it’s constantly changing, how to think about and prepare yourself for success, and how to know if you’re campaign is successful with JP Clement, CEO of boomtime.  Listen to learn why now is the time to begin marketing your business online!   For the Difference Making Tip, scan ahead to 17:48! You can learn more about ...
20m Jan 09, 2021
20m
846: The Power of SEO with Kris Reid
On this show, we talked about internet marketing, starting with the end in mind, clarifying your message, and how to set proper expectations with Kris Reid, Founder of Ardor SEO.  Listen to learn how the right SEO strategy could guarantee success!  For the Difference Making Tip, scan ahead to 18:00! You can learn more about Kris at ArdorSEO.com, Facebook and LinkedIn. We’re honored to have been...
21m Jan 09, 2021
21m
844: Choosing Home Care with Merrily Orsini
On this show, we talked about the history of home health care, the challenges and opportunities that technology is helping with , and who and when to be learning more about this important topic with Merrily Orsini, Founder and Board Chair of CoreCubed and host of the Help Choose Home podcast.  Listen to learn what to expect from technology and home health care moving forward!  For the Differenc...
21m Jan 08, 2021
21m
845: Redefining Success with Brandi Bernoskie
On this show, we talked about the value of thinking about and potentially redefining success in your personal and professional life, the challenges and opportunities of working with friends, and hooding less can sometimes get you more with Brandi Bernoskie Founder of Alchemy + Aim, Digital Strategist and Website Developer.  Listen to learn how small changes in key areas can have a massive impac...
21m Jan 08, 2021
21m
843: Accessible Retirement Planning with Tyler End
On this show, we talked about the harsh reality that 80% of us don’t have a plan for retirement, how to think about and bring together all the great technological resources available to us, and why the human element is invaluable for financial decision making with Tyler End, Founder and CEO of Retirable.  Listen to learn what you can do to better prepare yourself for retirement!  For the differ...
20m Jan 07, 2021
20m
842: Integrated Wellbeing with Colleen Reilly
On this episode of Money Savage MAXIMIZE, we talked about the value of taking an integrated approach to wellbeing, how successful orgs think about and implement programs, tactics versus strategies, and how creating one solid ritual can help you get where you want to go with Colleen Reilly, SVP of Business Development at Immersive Worlds and Thought Leader in the world of wellbeing.  Listen to l...
23m Jan 06, 2021
23m
841: A Better Work Day with JJ Caffey
On this episode of Money Savage ENGAGE, we talked about the many existing problems that have been exacerbated by the pandemic, how we’re working more but accomplishing less, and how to work from home without being alone with JJ Caffey, Founder and CEO of Order In, a remote-productivity membership club.  Listen to learn some practical tips for alleviating loneliness and burnout!   For the Differ...
22m Jan 05, 2021
22m
840: Making Finances Simple with Michael Lynch
On this show, we talked about the value of keeping personal finance simple, being intentional about your cash flow, saving and vinsting, and how to gamify certain aspects of your financial life with Michael Lynch, CFP, Financial Planner and Author.  Listen to learn some practical and small things you can be doing now which can pay off big later!  For the difference making tip, scan ahead to 17:...
22m Jan 04, 2021
22m
839: CREATE featuring Doug Miller
On this edition of Money Savage CREATE, we talked about the complexities of self-sustaining systems and what happens when the balance is off, how to leverage technology and smart tools to make our lives better, and how to be a good steward of your attention with Doug Miller, CEO and CTO of Brightworks Group.  Listen to learn why allowing time everyday for thinking and introspection is so critic...
23m Jan 03, 2021
23m
837: Small Business M&A with Jeremy Harbour
On this show, we talked about how small business drives the world and US economies, the challenges they face with M&A, and a process that meets their needs and welcomes investors with Jeremy Harbour, Founder of Unity Group, a firm specializing in buying and selling businesses.  Listen to learn how you can start investing in small business as an asset class!  For the Difference Making Tip, scan ...
20m Jan 02, 2021
20m
838: Book Club featuring Carol Pittner and Doug Nordman
On this edition of the Book Club, Doug Nordman and his daughter, Carol Pittner, talk about their book “Raising Your Money-Savvy Family for Next Generation Financial Independence.” You can learn more about Doug and Carol at childFIRE.com, Facebook and LinkedIn. Get your copy HERE If you’d like to take part in our discussion group, you can learn about it here as well as MoneyAlignmentAcademy.com....
24m Jan 02, 2021
24m
836: DETOX: 2020
2020's over...thank God.  What are you taking with you, what do you need to leave behind?  How will you optimize yourself for the New Year?    Time for a change.   Check out the Strive Online Bootcamp We’re honored to have been named one of the top podcasts from investing! Have George speak to your organization. George is honored to be included on Investopedia's list of the Top 100 Financial Ad...
15m Jan 01, 2021
15m
835: A Community of Two
The promise of a New Year and hope for the future; two things that are on my mind. Whatever you're going to be working on in 2021, I encourage you to enlist someone else in your mission and vision! Check out the Strive Online Bootcamp Have George speak to your organization. We’re on YouTube, check us out! We’re honored to have been named one of the top podcasts from investing! Have George speak...
14m Dec 31, 2020
14m
831: Generational Wealth with Lori Gervais
On this show, we talked about the challenges of transferring wealth from one generation to the next, how and why to create a family vision, and how to use estate planning to perpetuate wealth across multiple generations with Lori Gervais CFP, Advisor with the Gervais Group and author.  Listen to learn some practical steps for ensuring you don’t ruin your kids by giving them money!  You can lear...
22m Dec 30, 2020
22m
834: Knowing Your Data with Chris Hervochon
On this show, we talked about ways for business owners to increase cash flow, what successful companies do that unsuccessful ones don’t, and how to know when you’re ready for professional support with Chris Hervochon, CPA, CVA and Virtual CFO.  Listen to learn why knowing your cash flow is so integral to your success!  For the Difference Making Tip, scan ahead to 18:15! You can learn more about...
21m Dec 30, 2020
21m
833: Reflections on Three Years
Thanks for a great three years!  George reflects on the beginnings of the show, what he's learned along the way and what the future holds.  Check out the Strive Online Bootcamp Have George speak to your organization. We’re on YouTube, check us out! We’re honored to have been named one of the top podcasts from investing! Have George speak to your organization. George is honored to be included on...
19m Dec 30, 2020
19m
832: Living Your Life with Todd Miller
On this show, we talked about how to avoid falling into the trap of having to work a job you hate to pay for a lifestyle you don’t want, the key areas to focus on, and how to get started with Todd Miller, Financial Coach.  Listen to learn how to break free of the vicious cycle of living paycheck to paycheck!  For the Difference Making Tip, scan ahead to 17:59! You can learn more about Todd at T...
21m Dec 29, 2020
21m
830: Reliability of Income with Ryan Skinner
On this show, we talked about the components that go into a successful retirement income plan, the role perspective plays in that process, and why we can all benefit from healthy daily practices with Ryan Skinner, President of Summit Financial Partners.  Listen to learn why it’s important to focus on reliability of income versus rate of return! For the Difference Making Tip, scan ahead to 18:34...
20m Dec 27, 2020
20m
829: Your One Thing with Jennifer Murtland
On this show, we talked about stripping away complexities and getting down to what's essential, why embracing process and routine and so important, and how to connect your goals to these activities with Jennifer Murtland, Realtor, Investor, Coach and podcaster.  Listen to learn why focusing on your one key activity everyday could bring you the success you're looking for!  For the Difference Mak...
23m Dec 26, 2020
23m
828: Ho Ho Holdup...
Merry Christmas!  George shares his thoughts on the Covid relief bill and our political process. We’re on YouTube, check us out! We’re honored to have been named one of the top podcasts from investing! Have George speak to your organization. George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Also, check out MoneyAlignmentAcademy. Contact George a...
16m Dec 25, 2020
16m
827: Storage Unit Investing with Kris Benson
On this show, we talked about the storage unit industry, how to evaluate investment opportunities, the impact of consolidation, and important variables to consider with Kris Benson, Chief Investment Officer with Reliant Investments.  Listen to learn how to get started investing in storage units!  For the Difference Making Tip, scan ahead to 16:41! You can learn more about Kris at ReliantInvestm...
19m Dec 24, 2020
19m
826: Radical Love with Benita Conde
On this episode of Money Savage ENGAGE, we talked about listening to and trusting our intuition, what to do when we discover love is missing from our lives, and how to start identifying rather than comparing with Benita Conde, Founder of CREATE Radical Love, a coaching and consulting practice.  Listen to learn why your life doesn’t need to be as hard as it seems to be!   For the Difference Maki...
24m Dec 23, 2020
24m
825: Your Financial Foundation with John Madison
On this show, we talked about what it means to be a good steward of your finances, the importance of having and following a step by step process, and how success with budgeting can lead to stronger relationships at home with John Madison, CPA, Personal Financial Counselor and Author with Dayspring Financial Ministry.  Listen to learn why getting your budget under control could be the first step...
23m Dec 22, 2020
23m
824: Understanding Fees with John Stoj
On this show, we talked about the ways financial companies and advisors charge for their services, the importance of transparency in fees, and the value of paying a flat fee for advising with John Stoj, Founder of Verbatim Financial.  Listen to learn whether or not you’re paying too much for your investments! For the Difference Making Tip, scan ahead to 17:36! You can learn more about John at V...
19m Dec 21, 2020
19m
822: Retirement Risk Management with Steve Resch
On this show, we talked about home equity’s role in the retirement planning process, the risks it can help alleviate, how to access it and who it’s a good fit for with Steve Resch, Vice President of Retirement Strategies at Finance of America Reverse.  Listen to learn why home equity could be a valuable asset in your retirement income plan!  For the Difference Making Tip, scan ahead to 18:02! Y...
21m Dec 20, 2020
21m
823: Franchising with Andrew Millar
On this show, we talked about franchising during COVID, how to weight the pro’s and con’s of a franchise versus starting a business from scratch, and what it takes to be successful with Andrew Millar, Franchise Expert and sales specialist with uBreakiFix.  Listen to learn the questions to ask if you’re thinking about starting a franchise  For the Difference Making Tip, scan ahead to 19:08! You ...
22m Dec 20, 2020
22m