792: ESG and Retirement Plans with Bonnie Treichel
On this show, we talked about solving the complexities facing smaller organizations wanting to offer retirement plans, the role ESG funds play in worksite retirement plans and what you can do if you’d like to utilize that investment approach inside your plan with Bonnie Treichel CoFounder and COO of ZUNA.  Listen to learn if ESG investments are a good fit for retirement plans! For the Differenc...
23m Nov 25, 2020
23m
791: Coping with Uncertainty with Christine Carter
On this episode of Money Savage ENGAGE, we talked about the importance and value of understanding how our brains process uncertainty, the correlation between stress and ambiguity, and why resisting acceptance is a recipe for unhappiness with Christine Carter, Ph.D, author, speaker, coach, Sociologist and Happiness Expert at Cal Berkeley.  Listen to learn how to keep it together during these unc...
21m Nov 24, 2020
21m
790: Researching Retirement with John Scott
On this show, we talked about the current state of retirement savings, the potential costs to states and taxpayers if nothing changes, and what initiatives are underway to encourage more saving with John Scott, Director of the Retirement Savings Project at the Pew Charitable Trusts.  Listen to learn what states are doing to address the retirement savings shortfall!  For the Difference Making Ti...
23m Nov 23, 2020
23m
788: CREATE featuring Paul Katzoff
On this edition of Money Savage CREATE, we talked about the current landscape of cybersecurity, how remote work complicates an already difficult problem, and how to successfully manage all aspects of life and business with Paul Katzoff, CEO of WhiteCanyon Software.  Listen to learn what individuals and businesses can do to protect themselves online! You can learn more about Paul at WhiteCanyon....
22m Nov 22, 2020
22m
789: LHYW: One Alarm Away
LHYW - Live How You Want  Could the life you want, or that thing you’ve been meaning to start doing be one alarm away? I submit the answer to that question is yes.  What have you been thinking about starting that can get you closer to living the life you want?   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 org...
13m Nov 22, 2020
13m
787: Kids and Money with Benny Nachman
On this show, we talked about teaching kids about money, three key areas to focus on, and an app that can bring it all together with Benny Nachman, Founder and President of Jassby, an organization developing a personal finance app helping kids with money.  Listen to learn why practice is better than theory when it comes to kids and money!  For the Difference Making Tip, scan ahead to 17:09! You...
21m Nov 21, 2020
21m
786: Managing Your Credit with Beverly Harzog
On this show, we talked about the current state of credit card issuers and users, how companies make decisions on credit worthiness and risk, and whether a credit card should be your emergency fund with Beverly Harzog, credit card expert and consumer finance analyst with US News and World Report, best selling author and contributor.  Listen to learn what to do if your credit limit gets decrease...
22m Nov 20, 2020
22m
785: Understanding Medicare with Danielle Roberts
On this show, we talked about navigating the complexity of the Medicare application process, how to stay on top of your coverage annually, and how to prepare for the costs of the program with Danielle Roberts, President of Boomer Benefits.  Listen to learn how best to educate and prepare yourself for success with Medicare!  For the Difference Making Tip, scan ahead to 17:56! You can learn more ...
21m Nov 19, 2020
21m
784: Cultivating Connection with Davida Ginter
On this episode of Money Savage ENGAGE, we talked about the challenges we’re facing related to COVID, protests and politics, how to avoid moving from hopeful to hopeless on a daily basis, and exploring personal balance with Davida Ginter, CEO of Enkindle Global, author of Burning Out Won’t Get You There, speaker and social change catalyzer.  Listen to learn a process for effectively managing yo...
22m Nov 18, 2020
22m
783: Black Friday with Gabrielle Pastorek
On this episode of Money Savage FURTHER, we talked about Black Friday shopping, online versus offline, how to avoid paying too much and what the best deals will be with Gabrielle Pastorek, Associate Editor at Finder.  Listen to learn how to make sure you’re getting the best prices! You can learn more about Gabrielle at Finder.com, Facebook, Twitter, Instagram, YouTube and LinkedIn. Ready to tak...
19m Nov 17, 2020
19m
782: Wealth Through Intention with Ryan Sterling
On this show, we talked about the similarities between high net worth and ordinary investors, the necessity of owning appreciating assets, and why setting the right intention is key to your financial success and overall contentment with Ryan Sterling, CFA, Head Wealth Coach at Future You Wealth, speaker, podcaster and author.  Listen to learn how to move from being a consumer of stuff to an own...
26m Nov 16, 2020
26m
780: CREATE featuring Kate Skavish
On this edition of Money Savage CREATE, we talked about the importance of video production, getting better at it, and the role that math plays in business success with Kate Skavish, CoFounder and Chief Visionary Officer of Wave.video.  Listen to learn how to become comfortable working with and appearing on video! For the Difference Making Tip, scan ahead to 16:12! You can learn more about Kate ...
20m Nov 15, 2020
20m
781: Making Great Videos with Kellsie Moore
On this episode of Money Savage ENGAGE, we talked about the important role video plays in today’s world, how to create great pre-recorded videos, how to show up authentically in live video, and the keys to be thinking about, with Kellsie Moore, CEO of Be Marvelous You.  Listen to learn some actionable steps for getting started making great videos! For the Difference Making Tip, scan ahead to 21...
25m Nov 15, 2020
25m
778: Delivering Your Value with Brittany May
On this episode of Money Savage ENGAGE, we talked about running an online business, embracing systems and automation, and the brilliance of evergreen content with Brittany May, Founder of Simply Happy Life.  Listen to learn how to get clarity on your value and how to get paid for it! For the Difference Making Tip, scan ahead to 16:17! You can learn more about Brittany at SimplyHappyLife.com, Pi...
19m Nov 14, 2020
19m
779: Seeing Your Success with Jen Goldman
On this episode of Money Savage ENGAGE, we talked about how to keep all the areas under our responsibility moving forward, recognizing the role emotions play in decision making, and why taking baby steps is the key to so many things with Jen Goldman, CFP, Founder and Business Transformation Specialist with Jennifer Goldman Consulting.  Listen to learn how to start visualizing and taking action!...
20m Nov 14, 2020
20m
776: Mental Health and Wealth with Melanie Lockert
On this episode of Money Savage EXPRESS, we talked about dealing with and managing the feelings and emotions surrounding money, small actions you can take, and how listening and responding can play a critical role in helping with Melanie Lockert, finance writer, speaker and podcast host.  Listen to learn why feeling overwhelmed by debt or finances is a perfectly normal thing and what you can do...
23m Nov 13, 2020
23m
777: LHYW: First Principles
LHYW - Live How You Want  How would Elon Musk think about this problem? He’d utilize first principles.  What are they and how can you use them to live the life you want?   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...
15m Nov 13, 2020
15m
775: Sprinting to Success with Simon Severino
On this episode of Money Savage ENGAGE, we talked about what to do when you're business plateaus, how to take ownership of the key aspects of our business, and why it’s important to focus on one thing at a time, with Simon Severino, CEO of Strategy Sprints.  Listen to learn if you could be wasting 12 hours a week without ever knowing it! For the Difference Making Tip, scan ahead to 18:52! You c...
22m Nov 12, 2020
22m
774: Differentiating Yourself with Eric Silverman
On this episode of Money Savage MAXIMIZE, we talked about standing out in a sea of sameness, trying and doing new things in service of your clients, and how to do a great job during unique times like COVID with Eric Silverman, Founder of Voluntary Disruption, EBA’s Adviser of the Year, speaker, author and podcaster.  Listen to learn why too few professionals successfully stand out from the pack...
21m Nov 11, 2020
21m
773: CREATE featuring Jodi Hume
On this edition of Money Savage CREATE, we talked about how we all suffer from overwhelm and feel it in isolation, the elements of an effective listener, and why we need someone you can quickly and informally bounce ideas off of with Jodi Hume, a coach providing decision support and issue triage for entrepreneurs.  Listen to learn why everyone from Jeff Bezos to you and I need a confidant! For ...
25m Nov 10, 2020
25m
772: Managing Stagflation with Nancy Davis
On this show, we talked about the risks of inflation, deflation and stagflation, what’s missing from many portfolios, and why gold may not be the answer people are looking for with Nancy Davis, Portfolio Manager of the IVOL ETF, Founder of Quadratic Capital Management and a top 100 Woman in Finance.  Listen to learn how to adjust your portfolio to manage the risks associated with an uncertain e...
28m Nov 09, 2020
28m
770: Finding Rhythm with Travis Ference
On this episode of Money Savage ENGAGE, we talked about finding the right rhythm to life, balancing all of our obligations while still being true to ourselves, and how to not live in scarcity with Travis Ference, independent recording engineer, mixer and record producer.  Listen to learn what musicians can teach us about being our authentic selves! For the Difference Making Tip, scan ahead to 1...
21m Nov 08, 2020
21m
771: Tax Planning with Randy Boll
On this show, we talked about navigating the tax code, why it’s important to work with collaborative advisors, and why too many people are leaving money on the table with Randy Boll, CFP, ABA, CLU, ChFC, CRPS, CLTC, TZEP, SMFS and Founder and Chief Tax Architect of BollitProof and TBH Tax.  Listen to learn why you should be doing proactive tax planning, not simply filing a return!  You can lear...
25m Nov 08, 2020
25m
769: Book Club featuring Morgen Rochard
On this edition of the Book Club, Morgen Rochard, CFA, CFP, Managing Member of Origin Wealth Advisers, host of the Money Owners podcast talks about her book Personal Finance Quickstart Guide. You can learn more about Morgen at OriginWA.com, Twitter and LinkedIn. Click HERE for a copy of Personal Finance Quickstart Guide! If you’d like to take part in our discussion group, you can learn about it...
22m Nov 07, 2020
22m
768: Self-Directed IRA's with Jason DeBono
On this show, we talked about self-directed IRA’s, the most common investments found inside of them, the profile of people they're a good fit for, and the costs associated with them, with Jason DeBono, Vice President of NuView Trust Company.  Listen to learn why a self-directed IRA might be a great option for you!  For the Difference Making Tip, scan ahead to 17:24! You can learn more about Jas...
20m Nov 07, 2020
20m
767: Doing What You're Great At with René Boer
On this show, we talked about the work/life integration, having successful relationships with coworkers and fostering community, and how to figure out what you truly love doing with René Boer, EOS Implementer, lifelong entrepreneur and co-author of How to Be a Great Boss.  Listen to learn how to figure out how much time you’re spending doing things you don’t love!  For the Difference Making Tip...
22m Nov 06, 2020
22m
766: No More Bad Days with Michael O'Brien
On this episode of Money Savage ENGAGE, we talked about working through challenging life events, reframing how we view them, the importance of setting intentions everyday, and why we need to celebrate milestones with Michael O’Brien, Founder of Peloton Coaching and Consulting, best selling author and speaker.  Listen to learn some practical tactics on how to shift your thinking regarding negati...
22m Nov 05, 2020
22m
765: Restorative Wellbeing with Maggie Gough
On this show, we talked about the impossible standards our current system is placing upon us, the dangers of grind and hustle culture, and the unseen damage the pandemic has done with Maggie Gough, President of Realize Wellbeing, leading people to restorative wellbeing.  Listen to learn what you can do to get past the feelings of shame we get from not doing more than we’re currently doing!  You...
35m Nov 04, 2020
35m
764: 28 Days Later: An Election Commentary
Win, lose or draw, it's time to move forward as a Country and as Americans.  It's up to you and I.  
20m Nov 03, 2020
20m
763: Making Innovation Happen with Amy Radin
On this show, we talked about what it means to innovate, how it can be done within any size org, why diversity is essential, and wny it requires empathy and listening with Amy Radin, Digital Marketing and Innovation Executive, Corporate Advisor, Director and Author.  Listen to learn how to start innovating now!  For the Difference Making Tip, scan ahead to 15:39! You can learn more about Amy at...
18m Nov 03, 2020
18m
762: Shrinking Alpha with Larry Swedroe
On this show, we talked about the demise of active investing, the reasons why it’s happened, how fintech can be dangerous to our financial situation, and how to be thinking about the future with Larry Swedroe, Chief Research Officer at Buckingham Wealth Partners, author, teacher and speaker.  Listen to learn the impact our increasing debt will have on your economy and way of life!  You can lear...
29m Nov 02, 2020
29m
761: Exploring Investment Options with Alina Trigub
On this show, we talked about alternative investment opportunities, how to decide on a real estate investing strategy, and the role mindset plays in overall success with Alina Trigub, Managing Partner of SAMO Financial.  Listen to learn the variables to consider when thinking about non-traditional investing!  For the Difference Making Tip, scan ahead to 14:39! You can learn more about Alina at ...
17m Nov 01, 2020
17m
759: Convenience Over Price with Zack Boothe
On this show, we talked about the idea and reality of financial freedom, what wholesaling real estate is all about, and why it’s essential to market the right way with Zack Boothe, Founder at Boothe Home Buyers, Trainer and Coach.  Listen to learn how to start investing in real estate with little or no money down!  You can learn more about Zack at DFDMastery.com, Facebook, Instagram, YouTube an...
26m Oct 31, 2020
26m
760: Halloween Special featuring Julia Gordon Bramer
On this show, we talked about how we all have gut instincts, where they come from, how to pay closer attention to them, and how to be judicious of what we give our attention to with Julia Gordon Bramer, Psychic, Professional Tarot Card Reader, Scholar, Author and Poet.  Listen to learn how to trust and strengthen your intuition!  You can learn more about Julia at JuliaGordonBramer.com, Facebook...
25m Oct 31, 2020
25m
758: Multifamily Investing with Chris Larsen
On this show, we talked about multifamily investing, how the syndication process works, who it’s a good for and who it’s not, and how to get started with Chris Larsen, Founder and Managing Partner of Next-Level Income, author, podcast host and speaker.  Listen to learn how to invest in real estate without the headaches!  For the Difference Making Tip, scan ahead to 19:32! You can learn more abo...
22m Oct 30, 2020
22m
757: Growing a Business with Mark Winters
On this show, we talked about the rise in popularity of entrepreneurship, the need to pair a visionary founder with a pragmatic doer, and how to plan for the long-term success of a business with Mark Winters, Certified EOS Implementer, Best-Selling Author, keynote speaker and the Visionary behind Rocket Fuel Ventures.  Listen to learn what’s needed to turn a great idea into a viable business!  ...
20m Oct 29, 2020
20m
756: Unlocking Real Estate Data with Sean O'Toole
On this show, we talked about the real estate markets, tapping into public records in order via technology to make data searchable and usable, and what the future looks like for residential and commercial real estate with Sean O’Toole, Founder and CEO of PropertyRadar.com.  Listen to learn how you can harness big data and real estate!  For the Difference Making Tip, scan ahead to 17:12! You can...
19m Oct 28, 2020
19m
755: Human Design with Alexandra Cole
On this episode of Money Savage ENGAGE, we talked about Human Design, bridging the gap between logic and woo, how to know your personal Design, and why it matters with Alexandra Cole, Corporate Consultant turned Purpose-Preneur, coach, author, podcaster and Human Design reader.  Listen to learn how human design can positively impact every aspect of your life! For the Difference Making Tip, scan...
25m Oct 27, 2020
25m
753: Planning for Uncertainty with Lauren Lindsay
On this show, we talked about financial planning before, during and after unforeseen events, how to pivot when necessary, and why managing your cash flow could be the most important thing you do with Lauren Lindsay, CFP, Vice President and Private Wealth Advisor with Westwood Wealth Advisors.  Listen to learn why today could be a great time for you to plan your estate!  For the Difference Makin...
23m Oct 26, 2020
23m
754: LHYW: What I've Learned (42)
LHYW - Live How You Want  On his 42nd birthday, George reflects on what he’s learned over the past year.     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. Cont...
21m Oct 26, 2020
21m
751: Understanding Life Insurance with Katia Iervasi
On this show, we talked about the basics of life insurance, who should have it, what determines the price, and how to get a policy with Katia Iervasi, Personal Finance Writer with Finder.com.  Listen to learn how much life insurance is right for you!  For the Difference Making Tip, scan ahead to 19:15! You can learn more about Katia at Finder.com, Facebook, Twitter, Instagram and LinkedIn. We’r...
22m Oct 25, 2020
22m
752: Real Work-Life Balance with Todd Miller
On this show, we talked about how people in cultures all over the world struggle with work-life balance, the three key elements to factor in, and how setting a daily intention is key with Todd Miller, speaker and author.  Listen to learn how to start finding a work-life balance that’s fulfilling!  For the Difference Making Tip, scan ahead to 20:12! You can learn more about Todd at Enrich101.com...
24m Oct 25, 2020
24m
749: Becoming an Expat with Mikkel Thorup
On this show, we talked about becoming an expat, important variables to consider, how much money you’ll need, and who it’s a good fit for with Mikkel Thorup, host of the Expat Money show, best-selling author and expert in expat money issues.  Listen to learn the steps to take to see if living in another country is right for you!  For the Difference Making Tip, scan ahead to 19:39! You can learn...
23m Oct 24, 2020
23m
750: Defeating COVID with Dr. Jeff Gusky
On this episode of Money Savage ENGAGE, we talked why COVID has impacted certain parts of the world differently, the difference between herd and innate immunity, the differences between how the virus responds to indoor versus outdoor air, and the role humidity plays in the virus’ spread with Dr. Jeff Gusky, emergency room physician, National Geographic photographer and speaker.  Listen to learn...
33m Oct 24, 2020
33m
748: CREATE featuring Jeremy Parker
On this edition of Money Savage CREATE, we talked about pivoting business strategy during unprecedented times, the value of partnering with people with different strengths, and the importance of expectations in relationships with Jeremy Parker, Co-Founder and CEO of Swag.com.  Listen to learn how to handle professional as well as personal change! For the Difference Making Tip, scan ahead to 16:...
19m Oct 23, 2020
19m
747: Successful Mentor Relationships with Susan Rider
On this episode of Money Savage MAXIMIZE, we talked about the value of mentorship, the role commitment, empathy and communication play, the benefits to organizations of supporting mentor programs, and how to be a great participant with Susan Rider, Chief Operating Officer and Head of Sales at Preventia Group.  Listen to learn the key elements to a successful mentor/mentee relationship! You can ...
22m Oct 22, 2020
22m
746: Multifamily Investing with Dave Seymour
On this show, we talked about the trap of trading time for money, the necessity of accountability, why you need both passion and action, and how to get educated with Dave Seymour CEO of Freedom Venture Investments and Star of A &E’s Flipping Boston.  Listen to learn how to get started investing in multifamily real estate!  For the Difference Making Tip, scan ahead to 18:56! You can learn more a...
21m Oct 21, 2020
21m
745: Fostering Accountability with Gustavo Razzetti
On this episode of Money Savage ENGAGE, we talked about creating fearless cultures, the important role accountability plays, and how to implement as well as celebrate successful partnerships with Gustavo Razzetti, Founder of Liberationist, an organization impacting corporate cultures, Speaker and Consultant.  Listen to learn a proven process for enacting real and lasting change! For the Differe...
22m Oct 20, 2020
22m
744: Retirement Savings Innovations with Lisa Massena
On this show, we talked about how to get more people direct access to retirement accounts, the current landscape, and what the future holds with Lisa Massena, CFA, Principal of Massena Associates and Founding Executive Director of OregonSaves.  Listen to learn how states are addressing the problem of a lack of employer retirement plans!  For the Difference Making Tip, scan ahead to 18:35! You c...
21m Oct 19, 2020
21m
742: Making Benefits Available with Greg Kihlstrom
On this episode of Money Savage ENGAGE, we talked about the future of work, the challenges of having a remote workforce, and how to bring benefits to contractors with Greg Kihlstrom CoFounder and CEO of CareerGig, author, speaker and consultant.  Listen to learn how to get connected with benefits if you’re an independent contractor! For the Difference Making Tip, scan ahead to 17:45! You can le...
20m Oct 18, 2020
20m