372: Your Health Care Mindset with Andy Neary
On this episode of Money Savage MAXIMIZE, we talked about ways in which employers and employees can reduce health care costs, the role mindset plays in that process and how technology can help bridge the gap between better health care and reduced costs with Andy Neary, Health Care Strategist, Global Coach, Speaker, Author and Consultant.  Listen to learn why asking better questions can directly...
20m Sep 10, 2019
20m
371: Your 401(k) and Your Future with Alex Assaley
On this show, we talked about behavioral finance, living your best life and the importance of reducing complexity to be more financially successful with Alex Assaley, AIF and Principal and lead advisor with AFS 401(k) Retirement Services.  Listen to learn how the fundamentals of personal finance can help your 401(k) account balance! For the Difference Making Tip, scan ahead to 15:43! You can le...
20m Sep 09, 2019
20m
370: Book Club with Bobbi Rebell
On this edition of the Book Club, Bobbi Rebell, CFP, host of the Financial Grownup podcast, co-host of Money with Friends and author talks about her book “How to Be a Financial Grownup: Proven Advice From High Achievers On How to Live Your Dreams.”   For a copy of How to be a Financial Grownup, click HERE Listen to Money with Friends HERE You can learn more about Bobbi at BobbiRebell.com, Twitt...
24m Sep 07, 2019
24m
369: Financial Independence with Colin Overweg
On this show, we talked about goals based financial planning, balancing today’s needs with tomorrow’s wants and planning for different stages of your life with Colin Overweg, CFP and Founder of Advize Wealth.  Listen to learn about the Financial Independence Retire Early movement! For the Difference Making Tip, scan ahead to 16:01! You can learn more about Colin at AdvizeWealth.com, Twitter and...
21m Sep 06, 2019
21m
368: Retirement Risks with David Hays
On this show, we talked about the major risks facing us in retirement, the good and bad aspects of annuities and why you should pay attention to tax rates with David Hays, Founder, President and Senior Consultant with Comprehensive Financial Consultants, Inc.  Listen to learn why post tax contributions to your retirement account may be your best option! For the Difference Making Tip, scan ahead...
22m Sep 05, 2019
22m
367: Leading Authentically with Harrison Monarth
On this show, we talked about how to have great impact and influence on others, how to be a more authentic leader and why you need to be constantly growing and evolving with Harrison Monarth, CEO of GuruMaker, Executive Coach and New York Times best selling author.  Listen to learn how you can live a more authentic life! For the Difference Making Tip, scan ahead to 20:43! You can learn more abo...
24m Sep 04, 2019
24m
366: Mapping Your Life with Lauren Zangardi Haynes
On this show, we talked about being able to answer the question “am I doing the right things with my money,” setting a plan and making adjustments and how stay on track with Lauren Zangardi Haynes, CFP, CIMA and Founder of Spark Financial Advisors.  Listen to learn the power of mapping out an ideal day and how to do it! For the Difference Making Tip, scan ahead to 16:03! You can learn more abou...
20m Sep 03, 2019
20m
365: Money Patriot: Professional
On this show, George talks about the history of Labor Day, what it means to be a professional and how to determine if you are one.  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 ...
9m Sep 02, 2019
9m
364: Money Patriot: GE
On this show, George talks about the GE accounting scandal and his personal experience with it.  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 appreciat...
10m Aug 30, 2019
10m
363: Avoiding Stress and Burnout with Andrew Musbach
On this show, we talked about the unique challenges facing MD’s, how to go about minimizing financial stress and burnout and how diversification fits into your financial situation with Andrew Musbach, CFP and CoFounder of MD Wealth Management.  Listen to learn what lessons anyone can take away from how doctors and dentists approach their finances! For the Difference Making Tip, scan ahead to 16...
20m Aug 29, 2019
20m
362: Accountability with Sam Silverstein
On this episode of Money Savage ENGAGE, we talked about the meaning, value and importance of accountability, how, if successfully executed, can make all the difference in our interactions with one another and how to do it with Sam Silverstein, Keynote Speaker on a mission to empower people to live accountable lives, transform the way we do business and thrive at extraordinary levels.  Listen to...
21m Aug 28, 2019
21m
361: Paying Less for Health Care with David Contorno
On this show, we talked about why health insurance premiums have increased exponentially but the quality of cae and results have not, why there is no pricing transparency and how the only way to pay less for health care is to pay less for health care with David Contorno, Founder of EPowered Benefits, 20 year employee benefits veteran, speaker and thought leader.  Listen to learn how to begin br...
30m Aug 27, 2019
30m
360: Total Well-Being with Brie Mason
On this show, we talked about taking emotions and physical health into consideration when planning your financial life, how to set up a personal board of directors and when to get started planning with Brieanna Mason, Principal Advisor with Woman’s Worth and COO of Regent Wealth Management.  Listen to learn about the unique financial challenges women face! For the Difference Making Tip, scan ah...
18m Aug 26, 2019
18m
359: Taxes and Real Estate with Nick Aiola
On this show, we talked about the biggest opportunities and challenges of real estate investing as well as tax planning and important tax considerations with Nick Ailoa, CPA and Owner of Aiola CPA.  Listen to learn the common drivers of successful real estate investors! For the Difference Making Tip, scan ahead to 18:33! You can learn more about Nick at AiolaCPA.com, Twitter, Facebook and Linke...
21m Aug 23, 2019
21m
358: The Value of Advice with Krista Cavalieri
On this show, we talked about how and why professional advice is so valuable to busy individuals and families, how it can help you avoid common mistakes and how to get started with Krista Cavalieri, CFP and Owner of Evolve Capital.  Listen to learn why understanding your cash flow is integral to your long term financial success! For the Difference Making Tip, scan ahead to 17:24! You can learn ...
20m Aug 22, 2019
20m
357: Avoiding Transactional Blindness with Mark Goulston
On this episode of Money Savage ENGAGE, we talked about how to have breakthrough conversations with anyone from coworkers to family and what keeps us from having real and authentic interactions with Dr. Mark Goulston, one of the world’s foremost authorities on listening with his book “Just Listen,” international speaker, consultant and podcaster.  Listen to learn tips and strategies for becomin...
22m Aug 21, 2019
22m
356: LTCi as an Employee Benefit with Marc Glickman
On this episode of Money Savage MAXIMIZE, we talked about the history and current state of long term care in America, how paying for the cost of it has changed and why employers offering it could make a lot of sense with Marc Glickman, FSA, CLTC, LTCP and CoFounder of BuddyIns.  Listen to learn the tax and general advantages of offering long term care insurance as an employee benefit! For the D...
20m Aug 20, 2019
20m
355: The Most Important Things with Jennifer Harper
On this show, we talked about the importance of making your goals the center of your planning conversations and making sure you’re focusing and spending time on what’s most important to you with Jennifer Harper, CFP, MBA, EA and Director of Bridge Financial Planning.  Listen to learn how it’s possible to be doing the right things, but missing out on the big things and what to do about it! For t...
19m Aug 19, 2019
19m
354: Money Patriot: Dichotomy
On this show, George talks about how our country's budget deficit is 30% bigger year to date than it was last year, while the state of Arizona has a balanced budget as well as a billion dollar rainy day fund. All the while, politicians, the news media and us, focus on less consequential matters.   Interested in starting your own podcast, click HERE George is honored to be included on Investoped...
8m Aug 16, 2019
8m
353: Creating Capital with Ted Prince
On this show, we talked about how principles of behavioral finance and behavioral economics can help us to assess whether or not a leader will actually help an organization make money or not with Ted Prince, PhD, Founder and CEO of Perth Leadership Institute, author, speaker and consultant.  Listen to learn if you’re a creator or a consumer of capital! For the Difference Making Tip, scan ahead ...
22m Aug 15, 2019
22m
352: Growth Through Discomfort with Judy Ryan
On this episode of Money Savage Engage, we talked about how to help people love their lives, how organizations can help position their people for success and why not all organizations do it with Judy Ryan, CEO of Lifework Systems, culture transformation specialist, consultant, trainer, author and columnist.  Listen to learn the four core needs everyone needs to have met! For the Difference Maki...
25m Aug 14, 2019
25m
351: Trust But Verify with Derek Winn
On this episode of Money Savage MAXIMIZE, we talked about how the ever increasing cost of healthcare is impacting us and what employees and employers can do to maximize benefits and overall engagement with Derek Winn, Lead Consultant at the Business Benefit Group, CoFounder of Distilled Concepts, and a Rising Star by EBA Magazine.  Listen to learn how getting a second opinion can save you a lot...
22m Aug 13, 2019
22m
350: Creating Your Plan with Deva Panambur
On this show, we talked about common mistakes people make, the importance of aligning your plan with your values and which variables you can control with Deva Panambur, CFA, CFP, MBA, Founder of Sarsi LLC and consultant.  Listen to learn the steps to take to best position yourself for success! For the Difference Making Tip, scan ahead to 18:00! You can learn more about Deva at SarsiLLC.com and ...
20m Aug 12, 2019
20m
349: Money Patriot: Life is Killing Us
On this show, George talks about how isolation, anxiety and stress are wreaking havoc on us and what the way forward is.  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 w...
19m Aug 09, 2019
19m
348: Freedom Lifestyles with Rupa Patil
On this show, we talked about no longer trading time for money, how a lack of money is the root of evil and how online businesses could provide you with the flexibility you desire with Rupa Patil, Certified Freedom Business Coach.  Listen to learn how you can spend less time worrying about money and more time doing what you want! For the Difference Making Tip, scan ahead to 17:35! You can learn...
21m Aug 08, 2019
21m
346: Ultralearning with Scott Young
On this episode of Money Savage Engage, we talked about the differences between formal and informal learning and education, how technology is helping and hurting us and how “ultralearning” can help us rise to the level we want to with Scott Young, programmer, entrepreneur and author of the book Ultralearning.  Scott’s been featured on TEDX, MIT Open Course, Life Hacker, Popular Mechanics, the N...
24m Aug 07, 2019
24m
345: Clarity in Planning with Ryan Mohr
On this show, we talked about the right questions to ask regarding your finances, dealing with the complexities of modern financial life and the necessity of prioritization with Ryan Mohr, CFP, Principal and Founder of Clarity Capital Management.  Listen to learn how to avoid feeling overwhelmed by money issues! For the Difference Making Tip, scan ahead to 17:27! You can learn more about Ryan a...
20m Aug 06, 2019
20m
344: Sustainable Investing with Scott Arnold
On this show, we talked about impact/ESG investing, how the space has evolved over the years and how it’s possible to get great returns and manage risk with that strategy with Scott Arnold, CFP and Partner at ImpactFolio LLC.  Listen to learn how to develop a portfolio of socially conscious companies! For the Difference Making Tip, scan ahead to 19:25! You can learn more about Scott at ImpactFo...
22m Aug 05, 2019
22m
343: Book Club with Karen Cordaway
On this edition of the Book Club, Karen Cordaway, former nationally syndicated personal finance writer joins us to about her book “The Everyday Bucket List: 10 Steps to Bring More Exciting Experiences to Everyday Life.” Listen to learn why you don’t need to be retired to pursue a bucket list and how you can turn small, daily things into great experiences! For a copy of Bucket List Book, click H...
25m Aug 03, 2019
25m
342: Money Patriot: Confidence
On this show, George talks about the one super power we all have access to - confidence.  Interested in starting your own podcast, click HERE Also, check out MoneyAlignmentAcademy.
10m Aug 02, 2019
10m
341: End of Life Issues with Valerie Rind
On this show, we talked about getting over the “ick factor” that surrounds end of life issues, how the ways in which we remember loved ones is changing and what you can do to proactively prepare for the inevitable with Valerie Rind, award winning author, free-lance writer and attorney.  Listen to learn why it’s important to proactively address end of life issues! For the Difference Making Tip, ...
22m Aug 01, 2019
22m
340: Managing Stress with Heidi Hanna
On this show, we talked about what stress is, how it works and impacts us and what practical things we can do to minimize it’s negative byproducts with Heidi Hanna PhD, Founder and Chief Energy Officer at Synergy and the Director of Education at the American Institute for Stress.  Listen to learn how to effectively manage and live with stress! For the Difference Making Tip, scan ahead to 17:40!...
22m Jul 31, 2019
22m
339: Integrated Planning with Wayne Titus
On this show, we talked about the dangers of having silos in your financial world, how to recognize when you have them and what to do to get past this common phenomenon with Wayne Titus, CPA, PFS, AIFA, Founder of AMDG Financial and author of THe Entrepreneur’s Guide to Financial Wellbeing.  Listen to learn about the different kinds of advisors! For the Difference Making Tip, scan ahead to 17:2...
19m Jul 30, 2019
19m
338: Managing Through Chaos with Jennifer Luzzatto
On this show, we talked about what needs to happen when a loved one dies, how to get started, get organized and put an actionable plan together, as well as dealing with emotions with Jennifer Luzzatto, CFA, CFP and Financial Advisor with Summit Financial Partners. Listen to learn the steps to manage through the death of a loved one! For the Difference Making Tip, scan ahead to 17:40! You can le...
21m Jul 29, 2019
21m
337: Money Patriot: Misdirection
On this show, George talks about how much he hates credit card companies.  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. Contact George at Contact@GeorgeGrombacher.com.
12m Jul 26, 2019
12m
336: Making Purposeful Decisions with Rob Stromberg
On this show, we talked about what it means to make wise and purposeful money decisions, how technology is benefiting investors and whether or not you need an investment philosophy with Rob Stromberg, CFP and Founder of Mountain River Financial.  Listen to learn how to understand the opportunity costs of your spending behaviors! For the Difference Making Tip, scan ahead to 18:37! You can learn ...
24m Jul 25, 2019
24m
335: Maximizing Resources with Grant Bledsoe
On this show, we talked about the importance of building a personal vision that’s aligned with your work, protecting and growing your assets, and maximizing the planning process with Grant Bledsoe, CFA, CFP and President of Three Oaks Capital Management.  Listen to learn about getting the most out of your time and your money! For the Difference Making Tip, scan ahead to 16:40! You can learn mor...
19m Jul 24, 2019
19m
334: Rightsizing Your Finances with Kaya Ladejobi
On this show, we talked about the planning needs and considerations for “builders,” those in their 30’s, 40’s and 50’s, and how to position oneself for long term financial success without sacrificing too much along the way with Kaya Ladejobi, CFP and Founder of Earn Into Wealth.  Listen to learn how to manage your major expenditures so you’re not compromising your overall financial success! For...
17m Jul 23, 2019
17m
333: Trial Retirement with Tom Hegna
On this show, we talked about putting a plan in place for retirement, the role purpose and perspective play and how to financially ensure you’ll enjoy life when everyday’s Saturday with Tom Hegna, retirement expert, economist, best selling author and top international speaker.  Listen to learn what you should be considering when thinking about retirement! For the Difference Making Tip, scan ahe...
21m Jul 22, 2019
21m
332: Money Patriot: Manners
On this show, George talks about how to have good financial manners and why doing so will benefit you.  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. Contact George at Contact@GeorgeGrombacher.com.
14m Jul 19, 2019
14m
331: Real Estate Note Investing with Jim Maffuccio
On this show, we talked about the pro’s and con’s of real estate note investing, what to expect from the process and how to become successful doing it, with Jim Maffuccio, Founder of Aspen Funds.  Listen to learn how to get started investing in real estate notes! For the Difference Making Tip, scan ahead to 17:23! You can learn more about Jim at AspenFunds.US and LinkedIn. Interested in startin...
20m Jul 18, 2019
20m
330: Millennials and Money with TJ van Gerven
On this show, we talked about effective financial planning for Millennials, key areas to focus on and why it’s important to be mindful of what we spend our money on with TJ van Gerven, CFP and Financial Planner at Modern Wealth Builders.  Listen to learn strategies for balancing the desire for flexibility and convenience with long term savings objectives! For the Difference Making Tip, scan ahe...
17m Jul 17, 2019
17m
329: Tending Your Financial Garden with Jennipher Lommen
On this show, we talked about designing, cultivating and managing your financial situation as well as dealing with unforeseen problems and circumstances with Jennipher Lommen, CFP, EA and Founder of Wildflower Financial.  Listen to learn how to successfully manage through money emergencies! For the Difference Making Tip, scan ahead to 16:17! You can learn more about Jennipher at WildFlowerFinan...
19m Jul 16, 2019
19m
328: Avoiding Overwhelm with Vincent Barbera
On this show, we talked about how the first step to getting your financial life together is understanding cash flow, planning in five year increments and how you can best manage the cost of your children’s education with Vincent Barbera CFP, MSFS and Co-Founder and Managing Partner at Newbridge Wealth Management.  Listen to learn ow to avoid getting overwhelmed by all of your financial needs an...
22m Jul 15, 2019
22m
327: Money Patriot: Prime Day
On this show, George gives some history and statistics on Amazon and Prime day as well as his thoughts on surviving it. Stop messing around and leave a review. 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. Contact George at Cont...
11m Jul 12, 2019
11m
326: Understanding Trusts with Geoff Madsen
On this show, we talked about the challenges associated with intergenerational wealth, successfully managing trusts and the importance of clear expectations when planning, with Geoff Madsen, Chairman of the Independent Trust Company.  Listen to learn the fundamentals of trusts and how they work! For the Difference Making Tip, scan ahead to 18:42! You can learn more about Geoff at IndependentTru...
22m Jul 11, 2019
22m
325: Understanding Your 401(k) with Tom Parks
On this show, we talked about how 401(k) plans have improved over the past 20 years, what individuals and companies can do to get great results and how to position yourself for long term success with Tom Parks AIF, CRPS and Director of Retirement Plan Services at Annex Wealth Management.  Listen to learn how 30 minutes could mean millions for you! For the Difference Making Tip, scan ahead to 16...
18m Jul 10, 2019
18m
324: Cross Border Planning with Hui-chin Chen
On this show, we talked about the unique financial planning challenges facing people who live in two or more countries, the primary things to consider and how to successfully do it, with Hui-chin Chen, CFP, owner and financial planner at Pavlov Financial Planning.  Listen to learn about all the variables to consider when living abroad! For the Difference Making Tip, scan ahead to 17:06! You can...
20m Jul 09, 2019
20m
323: Trust and Independence with Ron Carson
On this show, we talked about the value of independence and trust between clients and advisors, how best to organize your financial world and why so many Americans struggle financially with Ron Carson, Founder and CEO of Carson Group.  Listen to learn how you can have the most successful and productive relationship with your advisor! For the Difference Making Tip, scan ahead to 17:40! You can l...
20m Jul 08, 2019
20m
322: Book Club with Cameron Huddleston
On this edition of the Book Club, Cameron Huddleston, columnist at GoBankingRates joins us to about her book “Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances.” Listen to learn about the conversations she’s hoping to help people have, build as well as her advice to readers and what she’s hoping you’ll get out of the book! For a copy of Mom...
23m Jul 06, 2019
23m