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
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