693: A Multi-Disciplinary Approach with Carter Wilcoxson
On this show, we talked about how a financial advisor’s goal should be elevating the clients experience, creating professional differentiation, and how to achieve those two keys with Carter Wilcoxson, Founder and CEO of CSI Financial Group.  Listen to learn a process for cutting through complexity and taking action! For the Difference Making Tip, scan ahead to 17:53! You can learn more about Ca...
21m Sep 06, 2020
21m
694: LHYW: Dignity in Labor
LHYW - Live How You Want  What ever happened to trade schools? Are we really bringing manufacturing back?  What do you think about blue collar work? 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!
15m Sep 06, 2020
15m
692: Book Club featuring Harris Nydick
On this edition of the Book Club, Harris Nydick, CFP, AIFA  and Managing Member of CFS Investment Advisory Services talks about his book Common Financial Sense: Simple Strategies for Successful 401(k) and 403(b) Retirement Plan Investing. You can learn more about Harris at CFSIAS.com, Twitter, Facebook and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here...
21m Sep 05, 2020
21m
691: CREATE featuring Andrew Phelps
On this edition of Money Savage CREATE, we talked about overcoming negative self-talk and imposter syndrome, creating a sustainable life you actually want to live, and why self-care is essential with Andrew Phelps, Partner and Creative Director at User10.  Listen to learn how to slow things down while still remaining highly productive! For the Difference Making Tip, scan ahead to 18:20! You can...
22m Sep 04, 2020
22m
690: Your Mental Health with Alyssa Petersel
On this episode of Money Savage MAXIMIZE, we talked about the status of mental health in America, how a lessened stigma has helped, how to evaluate and engage a therapist, and how to practice self-care with Alyssa Petersel, writer, therapist and Founder of MyWellBeing.  Listen to learn some daily practices to improve your mental health! For the Difference Making Tip, scan ahead to 22:54. You ca...
25m Sep 03, 2020
25m
689: Tribe Investing with Travis Smith
On this show, we talked about tribe investing, why it’s an effective way to get into real estate investing, common pitfalls and how to avoid them, with Travis Smith, Founder and CEO of TribeVest.  Listen to learn how to invest with family and friends without damaging the relationships! For the Difference Making Tip, scan ahead to 21:01! You can learn more about Travis at TribeVest.com, Twitter ...
25m Sep 02, 2020
25m
688: CREATE featuring Brandi Bernoskie
On this edition of Money Savage CREATE, we talked about the process and evolution of finding and doing work that truly energizes you, the role perspective plays in leading a happy life, and how to get what you need to get done every day, with Brandi Bernoskie Founder of Alchemy + Aim, Digital Strategist and Website Developer.  Listen to learn why you should be looking for meaning in all that yo...
22m Sep 01, 2020
22m
687: Concentrated Stock Wealth with Mark Shone
On this show, we talked about concentrated stock wealth, how options work, how to successfully manage them, how to do planning if the majority of your wealth is the stock of a private company with Mark Shone, CFP and President of Shone Wealth Management.  Listen to learn how you should be thinking about your stock options!  For the Difference Making Tip, scan ahead to 19:29! You can learn more ...
20m Aug 31, 2020
20m
685: Assessing Risk with Henry Daas
On this show, we talked about the challenges of entrepreneurship, pivoting during uncertain and unstable times, and how to identify opportunities with Henry Daas, serial entrepreneur, business coach and personal finance coach and author of FQ: Financial Intelligence.  Listen to learn about the risks of online trading! For the Difference Making Tip, scan ahead to 18:33! For one month's worth of ...
23m Aug 30, 2020
23m
686: LHYW: Gandhi's Glasses
LHYW - Live How You Want How much would you pay to have Gandhi’s perspective?  How much would you pay for your enemies to have it?   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 Mon...
10m Aug 30, 2020
10m
684: The Value of Systems with Dan Cuprill
On this show, we talked about the value of systems, why some embrace them while others say away, and why they could be the answer to the lifestyle you’re looking for with Dan Cuprill, CFP, financial advisor and CEO of Advisor Architect.  Listen to learn why embracing systems is the key to reaching your ultimate level of success! For the Difference Making Tip, scan ahead to 18:16! You can learn ...
21m Aug 29, 2020
21m
683: The Best Life Insurance for You with Barry Flagg
On this show, we talked about ranking life insurance policies, the key criteria to be looking at, and how to ask for the information you need to properly evaluate a policy with Barry Flagg, CFP, CLU, ChFC, GFS, Founder and President of Veralytic.  Listen to learn how to know if you’ve got a great life insurance policy! You can learn more about Barry at Veralytic.com, Twitter and LinkedIn. Ready...
23m Aug 28, 2020
23m
682: Authentic Differentiation with JD Carlson
On this show, we talked about how you don’t need to be serious all the time to be responsible, how to think about and develop your professional persona, and how to start finding your voice with JD Carlson, Owner of Plan Design Consultants and host of the Retireholi(k)s.  Listen to learn how to authentically stand out in a crowded marketplace! For the Difference Making Tip, scan ahead to 20:22! ...
24m Aug 27, 2020
24m
681: You Need a Budget with Jesse Mecham
On this show, we talked about why so many of us struggle with money, the danger of credit, and how some simple rules can make all the difference and get you moving in the right direction with Jesse Mecham, Founder and CEO of You Need a Budget.  Listen to learn why a budget is critical to not only your financial success, but your overall well-being!  For the Difference Making Tip, scan ahead to ...
21m Aug 26, 2020
21m
680: 401k and COVID with Rick Unser
On this episode of Money Savage MAXIMIZE, we talked about the current state of America’s retirement savings, how 401k’s have evolved, and what to expect in the near future with Rick Unser, Forbes Contributor, host of the 401K Fridays podcast and 401k Consultant.  Listen to learn how your fellow Americans are managing their 401k plans during the pandemic! For the Difference Making Tip, scan ahea...
26m Aug 25, 2020
26m
679: Asking the Right Questions with Lena Nebel
On this show, we talked about managing both your right and left brain in regard to money, when budgeting is a bad thing, and how much time you should spend thinking about your future with Lena Nebel, CFP, MSFS and Director of Financial Planning at BFG Financial Advisors.  Listen to learn why and how another set of eyes can greatly benefit your overall financial situation! For the Difference Mak...
19m Aug 24, 2020
19m
677: Monetizing Creative Writing with JB Lion
On this show, we talked about creative writing as a side hustle, the need to delay gratification, and how to acquire the requisite skills for what you want to do with JB Lion, self-published author writing in the visual novel format.  Listen to learn a process for earning money from writing! For the Difference Making Tip, scan ahead to 18:48! You can learn more about JB at JBLion.com, Instagram...
22m Aug 23, 2020
22m
678: LHYW: Trains on Tracks
LHYW - Live How You Want Why do trains run on tracks?  Where are you encountering resistance?  What will you do about it?   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 MoneyAlignme...
9m Aug 23, 2020
9m
676: Effective Virtual Communications with Catherine Johns
On this episode of Money Savage ENGAGE, we talked about the challenges of virtual communication, the fundamental elements to keep in mind whether you’re leading the meeting or a participant, and how to get better at it with Catherine Johns, speaker and coach.  Listen to learn some actionable tactics to ensure your message is getting across! For the Difference Making Tip, scan ahead to 16:20! Yo...
19m Aug 22, 2020
19m
675: Finding Fulfillment with David Schwerin
On this show, we talked about how to live a fulfilling and rewarding life, how making real change takes courage and too many people aren't willing to do the work, and how we’re all more alike than we are different with David Schwerin, Ph.D, author of Conscious Capitalism, speaker, investment advisor and lecturer.  Listen to learn the question you should ask yourself to start living how you want...
21m Aug 21, 2020
21m
674: Intrinsic Motivation with Maggie Gough
On this show, we talked about why so many wellness initiatives fail, why external motivation isn’t sustainable, and how shame and worthiness play into this process with Maggie Gough, President of Realize Wellbeing, speaker and leader.  Listen to learn the three elements that must be present in order to make real and lasting change! For the Difference Making Tip, scan ahead to 17:52! You can lea...
21m Aug 20, 2020
21m
673: Managing Student Loans with Travis Hornsby
On this show, we talked about the trends in student loans and overall education, what to consider if you’re thinking about attending college or grad school, and why paying off your loan may not be the best choice with Travis Hornsby, CFA, Founder and CEO of Student Loan Planner.  Listen to learn how you should be thinking about and managing your student loans during this time! For the Differenc...
21m Aug 19, 2020
21m
672: Making Money Trading with Louise Bedford and Chris Tate
On this show, we talked about why too many people lose money trading, how it can be a good way to earn extra income, and what the best and most successful traders do with Louise Bedford and Chris Tate, CoCreators of the Trading Game.  Listen to learn the necessity of having a solid plan for getting started trading! For the Difference Making Tip, scan ahead to 18:06! You can learn more about Lou...
22m Aug 18, 2020
22m
671: Goals Focused, Planning Driven with Jonathan DeYoe
On this show, we talked about the value of impartial financial literacy and where to find it as well as what to avoid, the value of community as well as simplicity with Jonathan DeYoe, CPWA, AIF, author, speaker and Founder of Mindful Money.  Listen to learn why shiny objects and hot takes are the enemy of your financial plan! For the Difference Making Tip, scan ahead to 22:24! You can learn mo...
25m Aug 17, 2020
25m
670: Starting a Franchise with Kim Daly
On this show, we talked about why franchises are statistically more successful than other small businesses, how to select the right one for you and how to get started with Kim Daly, Franchise Expert, Business Coach and speaker.  Listen to learn the questions to ask if you’re thinking about starting a franchise! For the Difference Making Tip, scan ahead to 18:28! You can learn more about Kim at ...
21m Aug 16, 2020
21m
669: International Tax and Estate Planning with Brent Nelson
On this show, we talked about the estate and tax planning considerations for people living in or owning assets in more than one country, how a little bit of planning goes a long way, and how to get started with Brent Nelson, Estate and Tax Attorney and Partner with Rimon Law.  Listen to learn about the tax situation should you decide to leave the United States! For the Difference Making Tip, sc...
22m Aug 15, 2020
22m
668: Confident Communication with Bill Kurzeja
On this episode of Money Savage ENGAGE, we talked about the ever increasing need for good and effective communication, why so many of us struggle at it, and what the essential elements are and how to master them with Bill Kurzeja, Founder of Professional Success Inc, podcast host and communications expert.  Listen to learn how to become a better communicator! For the Difference Making Tip, scan...
19m Aug 14, 2020
19m
667: Strategic Honesty with Peter Kozodoy
On this episode of Money Savage ENGAGE, we talked about why it’s so hard to be honest with ourselves and with others, how 100% brutal honesty isn’t necessarily a good thing, and how we can get better at it with Peter Kozodoy, author, TEDx Speaker and Inc. 5000 entrepreneur.  Listen to learn how to determine just how honest you really are! For the Difference Making Tip, scan ahead to 18:12! You ...
21m Aug 13, 2020
21m
666: LHYW: The Number of the Beast
LHYW- Live How You Want-  If the devil designed one thing to really screw us up, what would it be?  On our 666th episode, George offers his opinion.   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! A...
19m Aug 13, 2020
19m
664: Financial Independence with Zack Scott
On this show, we talked about what it means to be financially independent and how to get there, how technology is helping us to become more successful, and how small amounts of saving today can benefit you long term with Zack Scott, CFP and Advisor with BFG Financial.  Listen to learn a simple activity that can increase your chances of success by 84%! For the Difference Making Tip, scan ahead t...
19m Aug 11, 2020
19m
663: A Spotlight on Planning with Jennifer Harper
On this show, we talked about the value of getting back to basics, revisiting your priorities and foundation, and how to think about financial planning with Jennifer Harper, CFP, CEPA and Founder of Bridge Financial Planning.  Listen to learn why right now is the right time for financial planning! For the Difference Making Tip, scan ahead to 20:25! You can learn more about Jennifer at BridgeFin...
22m Aug 10, 2020
22m
661: Breaking the Trend with Steve Watson
On this episode of Money Savage MAXIMIZE, we talked about the trend of increasing healthcare costs, the reasons behind it, and how a collaborative effort between finance, HR and benefits professionals can have a profound impact with Steve Watson, Founder of TrendBreakers.  Listen to learn what you can do if your healthcare costs keep going up! For the Difference Making Tip, scan ahead to 15:46....
18m Aug 09, 2020
18m
662: LHYW: A Little Dab
LHYW-Live How You Want We all know we should be doing more.  Exercising more.  Sleeping more.  Eating better.  But...how...to...make...it...happen? 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...
11m Aug 09, 2020
11m
660: Success Through Community with Paul Merriman
On this show, we talked about the role community can play in success, how meeting the right people can have a multiplier effect and why it’s so important to be intentional with Paul Merriman, author, educator and founder of the Merriman Financial Education Foundation.  Listen to learn how and why a half of a percent could make a big difference in your financial life! For the Difference Making T...
21m Aug 08, 2020
21m
659: Managing Risk with Richard Smith
On this show, we talked about why far too many of us lose money investing, the role emotions play, and how to effectively manage risk with Dr. Richard Smith, Chairman and CEO of the Foundation for the Study of Cycles.  Listen to learn why the dislike of losing causes us to hold onto investments too long! For the Difference Making Tip, scan ahead to 19:48! You can learn more about Richard at Ric...
22m Aug 07, 2020
22m
658: Your Heart's Health with Judy Feldhausen
On this episode of Money Savage MAXIMIZE, we talked about how one in four deaths in America is related to heart disease, why this is happening and what you can do about it with Judy Feldhausen, owner and CEO of Cardio Wellness Group.  Listen to learn how to know your cardiovascular age and what to do about it! For the Difference Making Tip, scan ahead to 17:39. You can learn more about Judy at ...
21m Aug 06, 2020
21m
657: Money Shame with Bob Wheeler
On this show, we talked about the role emotions play in personal finance, how we self-sabotage, and what our lives could look like if we could address our financial issues head on with Bob Wheeler, CPA, Founder of The Money Nerve and stand up comedian.  Listen to learn a process for getting past your money shame! For the Difference Making Tip, scan ahead to 17:07! You can learn more about Bob a...
19m Aug 05, 2020
19m
656: Maximizing your 401k with Sarah Holden and Tina Kilroy
On this show, we talked about American’s savings habits, how automation helps to build positive habits, and how you should be thinking about your 401k match with Sarah Holden and Tina Kilroy from the Investment Company Institute.  Listen to learn about the key aspects of your 401k you should be focused on! For the Difference Making Tip, scan ahead to 17:17! You can learn more about Sarah and Ti...
19m Aug 04, 2020
19m
655: Navigating Transitions with Stacy Miller
On this show, we talked about managing the financial as well as emotional aspects of life’s transitions, why it pays to start early and be proactive, and the role advisors can play with Stacy Miller, CFP, Fee-Only Fiduciary Wealth Advisor and Partner with Bright Investments.  Listen to learn some key things to keep in mind during life’s transitions! For the Difference Making Tip, scan ahead to ...
21m Aug 03, 2020
21m
653: COVID and Life Insurance with Barry Flagg
On this show, we talked about the pandemic’s impact on the life insurance industry, what it could mean for policyholders and how to be a good steward of your coverage with Barry Flagg, CFP, CLU, ChFC, GFS and President of Veralytic.  Listen to learn how COVID could impact your life insurance policy! You can learn more about Barry at Veralytic.com, Twitter, Facebook and LinkedIn. Ready to take b...
22m Aug 02, 2020
22m
654: LHYW: Meet Your Heroes
Would you want to meet your heroes if you could?  Would realizing they’re just people be a good or bad thing?  Perhaps that’s the key you’ve been looking for. 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...
9m Aug 02, 2020
9m
652: Book Club featuring Ande Frazier
On this edition of the Book Club, Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC, CDFA talks about her book Financially Free: 11 Conversations to Have with Yourself About Life, Money and Worth. For a copy of Financially Free, click HERE You can learn more about Ande at AndeFrazier.com, Twitter and LinkedIn. If you’d like to take part in our discussion group, you can learn about it here as well a...
19m Aug 01, 2020
19m
651: Getting the Life You Want with Jerremy Newsome
On this show, we talked about demystifying stock market investing, determining what’s most important and of greatest value to you, and the necessary mindset to make it happen with Jerremy Newsome, author, advisor, investing guru and Founder of Real Life Trading.  Listen to learn how to train your brain to believe that money is no object! For the Difference Making Tip, scan ahead to 16:33! You c...
20m Jul 31, 2020
20m
650: Quantifying Wellness with Sam Salbi
On this episode of Money Savage MAXIMIZE, we talked about the challenges associated with the interaction of healthcare providers, employees and employees, how to create an effective wellness initiative in order to engage people with Sam Salbi, CEO of FitLyfe.  Listen to learn how to truly quantify the impact of an org’s wellness program! For the Difference Making Tip, scan ahead to 19:12. You c...
22m Jul 30, 2020
22m
649: CREATE featuring Marc Summe
On this edition of Money Savage CREATE, we talked about getting stuck in career inertia, the outside and internal things that keep us where we are, and how to become more disciplined with our time with Marc Summe, Founder and CEO of Minute7, a time and expense tracker.  Listen to learn how you can make a career pivot towards the work and life you truly want! For the Difference Making Tip, scan ...
23m Jul 29, 2020
23m
648: Authentic Persuasion with Jason Cutter
On this show, we talked about what it means to be a professional and how that relates to sales, how to bring our true and authentic personality into the process, and why you need to be focusing on your strengths with Jason Cutter, Founder and CEO of Cutter Consulting Group and host of the Salesperson Podcast.  Listen to learn how to become a great and respected influencer! For the Difference Ma...
21m Jul 28, 2020
21m
647: Finding Your Money Why with Julie Meissner
On this show, we talked about how many of the same struggles exist at every level of wealth, reevaluating how we work to get money, and how we need to take small bites in order to answer really big questions with Julie Meissner Founder and CEO of Garrison Point Advisors.  Listen to learn the right questions to ask to find your money why! For the Difference Making Tip, scan ahead to 19:19! You c...
22m Jul 27, 2020
22m
646: LHYW: 401(k)'s Are So 80's
Are 401(k)’s still good places for money?  Is your 401(k) plan “good?”  How do you know?  Get your hands on the 408(b)(2) fee disclosure to find out.   Start Living How You Want. 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,...
17m Jul 26, 2020
17m
645: Affiliate Marketing with Larry Ludwig
On this show, we talked about what affiliate marketing isk how it works and when it makes sense to use it with Larry Ludwig, Founder and CEO of Ludwig Media, Digital and Affiliate Marketing expert.  Listen to learn if your business is a good fit for affiliate marketing! For the Difference Making Tip, scan ahead to 17:56! You can learn more about Larry at LarryLudwig.com, Instagram, Twitter and ...
19m Jul 26, 2020
19m
644: A Curious Dichotomy with Leon Wilfan
On this show, we talked about the stock market, world economies and the forces that move them, how best to think about investing, and whether a passive strategy is right for you, with Leon Wilfan, Investment Analyst and Portfolio Manager.  Listen to learn a framework for evaluating buying opportunities in the stock market! For the Difference Making Tip, scan ahead to 16:19! You can learn more a...
19m Jul 25, 2020
19m