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
399: Listening for Engagement with Delta Emerson
On this episode of Money Savage ENGAGE, we talked about the reasons behind the existing problem of employee engagement, strategies for increasing it, why engaged employees are profitable and why everyone should work to get engaged at work and why it matters, with Delta Emerson, Founder and Principal of Can You Hear Us, a consultant and speaker.  Listen to learn what to do if you’re not being he...
23m Oct 16, 2019
23m
398: Implementing Your Plan with Sean Gerlin
On this show, we talked about the emotions and motivations that drive financial behaviors, why and how putting a financial plan together can be cumbersome and practical steps for having difficult conversations with Sean Gerlin CFP, ChFC, CLU and Founder of Envision Wealth Planners.  Listen to learn how to complete the implementation of your financial plan! For the Difference Making Tip, scan ah...
22m Oct 15, 2019
22m
397: Emotions and Actions with Ande Frazier
On this show, we talked about the importance of factoring feelings and emotions into the financial planning process, how best to have conversations about our most private and sensitive subjects and how to get started with Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC and CEO and Editor In Chief of MyWorth.  Listen to learn when to listen to feelings versus simply taking action! For the Differen...
21m Oct 14, 2019
21m
396: Money Patriot: Scottsdale Car Show
On this show, George shares his thoughts on three factors that drive purchasing/investing behavior.  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 appre...
13m Oct 11, 2019
13m
395: Doing the Hard Things with Jaime Gibbs
On this show, we talked about managing through life’s adversities, the proper mindset needed to keep moving forward in a positive direction and how money and status can create unhealthy relationships with Jaime Gibbs, a budgeting coach helping people to better manage their family finances.  Listen to learn how to begin embracing the hard things in life instead of avoiding them! For the Differen...
20m Oct 10, 2019
20m
394: Knowing Yourself with Gretchen Halpin
On this episode of Money Savage ENGAGE, we talked about recognizing the fear and uncertainty we all experience and moving in the direction of our goals in spite of it, and how taking chances can strengthen our self image and help us to live the lives we want with Gretchen Halpin, entrepreneur, consultant and CoFounder of Beyond AUM.  Listen to learn how knowing yourself can lead to more self co...
22m Oct 09, 2019
22m
393: Fit at Work with Lindsay Johnson
On this episode of Money Savage MAXIMIZE, we talked about why so many Americans struggle with diet and exercise, why it makes sense for organizations to sponsor these programs for employees and how to determine which type of program is right with Lindsay Johnson, Founder and CEO of FitPros a workplace wellness service provider.  Listen to learn how and why to bring exercise programs to your org...
22m Oct 08, 2019
22m
392: Alleviating Financial Burden with John Phillips
On this show, we talked about the importance of simplifying your financial world, having a plan and why you need to get started as soon as possible with John Phillips, CFA, CFP and Chief Investment Officer of Red Door Wealth Management.  Listen to learn the steps and process for thriving financially instead of settling! For the Difference Making Tip, scan ahead to 17:30! You can learn more abou...
21m Oct 07, 2019
21m
391: Book Club with Conor Richardson
On this edition of the Book Club, Conor Richardson talks about his book Millennial Money Makeover: Escape Debt, Save for Your Future, and Live the Rich Life Now. For a copy of Millennial Money Makeover, click HERE You can learn more about Conor at MillennialMoneyMakeover.com, Facebook, Twitter and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here as well ...
20m Oct 05, 2019
20m
390: Money Patriot: Daddy Issues
On this show, George shares his thoughts and feelings on fatherhood in advance of the birth of his second child.  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 some...
12m Oct 04, 2019
12m
389: Debt Free Lifestyles with Choncé Maddox
On this episode of Money Savage FURTHER, we talked about debt free lifestyles, how committing to one can save you money now and in the future and how to avoid debt relapses with Choncé Maddox, personal finance expert, professional writer and Founder of MyDebtEpiphany.com.  Listen to learn how to ensure your financial situation will improve over the next 12 months! You can learn more about Chonc...
22m Oct 03, 2019
22m
388: Wired for Connection with Jenev Caddell
On this show, we talked about how strong and secure relationships are the key to helping you reach your full potential in every aspect of your life and how real connection requires bravery and vulnerability with Jenev Caddell, Psychologist, author, founder of MyBestRelationship.com and writer.  Listen to learn why the narrative of the triumph of the individual can be false and damaging! For the...
22m Oct 02, 2019
22m
387: Avoiding a Retirement Crisis with Andrew Meadows
On this episode of Money Savage MAXIMIZE, we talked about the looming retirement crisis, why it’s happening, what to do about it and how you can avoid being a part of it by successfully utilizing your 401(k) with Andrew Meadows, Senior VP of HR, Brand and Culture at Ubiquity Retirement and Savings.  Listen to learn how to avoid getting to retirement age with no money saved! For the Difference M...
22m Oct 01, 2019
22m
386: Money and Pressure with Paul Sullivan
On this show, we talked about the interaction between money and pressure, the importance of removing emotion from financial conversations and how money scripts impact our behaviors with Paul Sullivan, the New York Times “Wealth Matters” columnist and author of the books “The Thin Green Line” and “Clutch.”  Listen to learn why you should be viewing money as nothing more than a means of exchange!...
21m Sep 30, 2019
21m
385: Money Patriot: Toilet Paper
On this show, George talks about why there aren’t any toilet paper sales people.  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. ...
10m Sep 27, 2019
10m
384: Your Financial Foundation with Anna Sergunina
On this show, we talked about what comprises your financial foundation, how to think and talk about your money situation and putting together a roadmap for your long term future with Anna Sergunino, CFP, President and CEO of Mainstreet Financial Planning.  Listen to learn how to know if your financial foundation is solid! For the Difference Making Tip, scan ahead to 20:04! You can learn more ab...
22m Sep 26, 2019
22m
383: Freedom Through Discipline with Alex Bustos
On this show, we talked about the necessity of systems to become successful, how discipline can serve you in aspects of life from sales to debt repayment and why happiness is the ultimate goal with Alex Bustos, full-time day trader and host of the HealthCare Giants podcast.  Listen to learn how dedicated personal learning can get you to your next level! For the Difference Making Tip, scan ahead...
21m Sep 25, 2019
21m
382: Understanding Immigrant Culture with Nandita Das
On this show, we talked about how culture impacts values, which impacts our allocation of resources and how to justify the cost of education with Nandita Das, CFP, CFA, RICP, EA, PhD, Founder and Owner of Das Financial Health and Associate Professor.  Listen to learn how having an immigrant mentality impacts financial behaviors! For the Difference Making Tip, scan ahead to 17:48! You can learn ...
20m Sep 24, 2019
20m
381: Money Personalities with Scott and Bethany Palmer
On this show, we talked about why money problems are at the heart of many unhappy marriages and divorces, how to determine your money personality and how to have happy and successful relationships with other money personalities with Bethany and Scott Palmer, known as The Money Couple.  Listen to learn if you’re married to your money personality opposite! For the Difference Making Tip, scan ahea...
21m Sep 23, 2019
21m
380: Money Patriot: Heat
On this show, George talks about how conflict is necessary to sell fights, create interest in politics, finance and every aspect of our lives.  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...
13m Sep 20, 2019
13m
379: Wholesaling Real Estate with Raphael Vargas
On this show, we talked about the value of hard work and doing the things others aren’t willing to do, what it means to wholesale real estate and what it takes to be successful at it with Raphael Vargas, Founder and CEO of Real Step and Real Empire.  Listen to learn a system for successfully wholesaling real estate! For the Difference Making Tip, scan ahead to 16:56! You can learn more about Ra...
20m Sep 19, 2019
20m
378: Contentment with Anne Espiritu
On this episode of Money Savage ENGAGE, we talked about the ancient practice of contentment, moving from being a human doing, to becoming a human being and how embracing this practice can improve how you show up in every aspect of life with Anne Espiritu, Chief Outreach Officer of the Contentment Foundation.  Listen to learn how to overcome emotional triggers! For the Difference Making Tip, sca...
23m Sep 18, 2019
23m
377: Blockchain's Future with Bryce Suzuki
On this show, we talked about the legal issues surrounding distributed ledger technology, the parties involved in its oversight, how it could impact you in the future and why you should educate yourself on it with Bryce Suzuki, Managing Partner of the Phoenix office of Bryan Cave Leighton Paisner LLP.  Listen to learn about the potential regulation and commercial uses of this emerging technolog...
22m Sep 17, 2019
22m
376: Intention and Money with Ian Bloom
On this show, we talked about how to pursue what’s most important to you, successfully managing your cash flow and the necessity of being intentional in your actions with Ian Bloom, CFP, Owner of Open World Life Planning and co-host of the Financial Foursight podcast.  Listen to learn if you’re going to go broke because of your latte habit! For the Difference Making Tip, scan ahead to 16:10! Yo...
19m Sep 16, 2019
19m
375: Money Patriot: Positioning
On this show, George talks about need and the opportunities to help pick up one another and why it’s on you to make it happen.  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 shar...
6m Sep 13, 2019
6m
374: Deferred Sales Trusts with Brett Swarts
On this show, we talked about common strategies for handling taxes with real estate transactions, how a deferred sales trust works and who it’s a good fit for and who it’s not, with Brett Swarts, Founder of Capital Gains Tax Solutions, Commercial Realty Apartment Advisors and the #1 Deferred Sales Trust coach.  Listen to learn if this tax reducing strategy is a good fit for you! For the Differe...
22m Sep 12, 2019
22m
373: No More Wasted Meetings with Elise Keith
On this show, we talked about having successful, efficient and engaged meetings and how systems are the lynchpin for making them happen at your organization with Elise Keith, the Meeting Maven, CoFounder of Lucid Meetings and author of “Where the Action is: The Meetings that Make or Break Your Organization.”  Listen to learn how you can stop wasting time in meetings! For the Difference Making T...
23m Sep 11, 2019
23m