Aligned Money Show

We focused on finding a financial advisor, generational trends with investing and financial literacy, what younger generations are looking for in an advisor relationship, and how to get started, with Lacy Garcia, Founder and CEO of Willow. Listen to hear a difference-making tip on how to ensure you’re not overpaying for your subscriptions! You can learn more about Lacy at TrustWillow.com (htt...

We focused on bringing equity onchain, what that means, what it can mean moving forward, the benefits to owner/employees/investors, what this means for liquidity, and how to get started, with Joris Delanoue, CEO and Co-Founder of Fairmint. Listen to hear a difference-making tip on the wisdom of hiring quickly! You can learn more about Joris at Fairmint.com (https://www.fairmint.com/) , X (htt...

We focused on the reasons why the vast majority of entrepreneurs regret selling their businesses, increasing financial literacy in service of making better decisions, how to position yourself for a successful exit, and how to get started, with Nate Collins, CEPA, and Financial Advisor. Listen to hear a difference-making tip on the importance and power of increasing one’s personal wellbeing! Y...

We focused on how to save money on property taxes, how they’re determined and assessed, what rights we have as taxpayers to appeal and when we’re able to to do it, how to navigate the process, how much money you stand to save, and how to get started, with Sam Sosa, Senior Property Tax Manager with Onwell. Listen to hear a difference-making tip on how to empower yourself through financial liter...

We focused on tokenizing real estate, what it is and how to do it, creating a secondary market to trade the tokens on, the regulation and process that goes into doing this, who it’s for and who it’s not, and how to get started, with Tyler Vinson, CEO of REtokens. Listen to hear a difference-making tip on why it’s always a good idea to trust your instincts! You can learn more about Tyler at RE...

We focused on simplifying your finances, the challenges of creating retirement income that will last for as long as you need it to, how to find the signal in a crowded marketplace, why complexity won’t solve a complicated problem, and how to get started, with Patrick Negado, Retirement Income Expert, and author. Listen to hear a difference-making tip on how to select the right financial profes...

We focused on bonus depreciation, tax planning vs tax preparation, the importance of developing a tax plan immediately, opportunities for entrepreneurs to save on taxes, and how to get started, with Michael Uadiale, CPA and Managing Partner. Listen to hear a difference-making tip on why too good to be true isn’t always too good to be true! You can learn more about Michael at SmeedCPA.com (htt...

We focused on international investing, the criteria for evaluating opportunities, the surprising number of international stock exchanges, what to do when you’re traveling abroad and would like to invest, and how to get started, with Ryan Floyd, CFA, and Founder of Barca Capital. Listen to hear a difference-making tip on why reading a book older than you is a good idea! You can learn more abou...

We focused on ESOP planning, how long they’ve been around, what they are, who’s a good candidate for one, who’s not, and the value in understanding your options as a business owner when it comes to selling a business, with Kelly Finnell, ESOP expert. Listen to hear a difference-making tip on how outside the box thinking can benefit you when it comes to evaluating exit options for your business!...

We focused on the state of the residential real estate market, how mortgage interest works and what moves them, understanding closing costs and other lesser-known fees and what can be done to reduce or eliminate them, and what the future holds for single family homes, with Daniel Fischpan, home buying expert, Realtor, and mortgage professional. Listen to hear a difference-making tip on how to ...

We focused on giving your money a job and letting it do its work, the danger of bad math, filling your knowledge gap, ensuring your future will be better than your past, and how to get started, with Laura Rehbein, Private Wealth Advisor at Impavid Wealth. Listen to hear a difference-making tip on the importance of looking at your future 10, 20, and 30 years from today! You can learn more abou...

We focused on navigating the current retirement landscape, how much has changed over a short amount of time what how we save for and fund our retirements, what real tax planning looks like, how to handle inheriting an IRA, and how to get started, with Greg King, CFP, and SVP with Johnson Financial Group. Listen to hear a difference-making tip on the importance of both asset allocation and asse...

Is buy now pay later an innocuous thing, the thing that will destroy humanity, or something in the middle? George G asserts it's an innovation of procrastination with a lot of unintended consequences. Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here: ...

Is TikTok a reliable and good place to get financial advice? What kind of info are you getting, and do licenses and certifications matter? George G talks shares his perspective on it, the changing landscape of truth and expertise, and the importance of using critical thinking when considering any new insight and information! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Wan...

If it’s not tariffs, it’s a weakening dollar, an uncertain stock market, the cost of housing, and why the f are eggs so expensive. Getting distracted is easy to do, but a major key to finding financial security lies in focusing on the right things. George G talks about what it means to focus on probablies and how to actually do it! Get your copy of Your Money Story here: https://amzn.to/4kGK0...

Who do your bucks stop with? Is it you, or is someone else making those decisions? How good are you at making decisions, and what criteria are you using to make them? When it comes to your personal finances and most valuable resources, it’s important to be hitting your target most of the time. George G talks about how to set your top priorities, and how to make sure they stay your top prioriti...

We focused on how it’s fun making money investing, how to get a better understanding of the stock market, developing an appreciation for behavioral finance and how it can lead to negative returns and bad behavior, why it’s hard to consistently make money investing, and how to get started, with Earl Yaokasin, CFA, and Wealth Architect. Listen to hear a difference-making tip on how you can posit...

If it’s true that more money equals more problems, how can you best maximize being broke before you’re filthy rich and awash with problems? What are the tactical moves and proper mindset to put to work in your life while you’re on your way to abundance? George G talks about some great money moves to make to prepare yourself for financial success once you’ve achieved financial success! Get you...

We focused on self-directed IRAs, how AI is impacting entrepreneurship as well as personal finance, why people are looking for more control and trust with their money, how to start investing in alternatives, and why education is the key to financial success, with Adam Bergman, Founder of IRA Financial and Self-Directed IRA thought leader. Listen to hear a difference-making tip on the three thi...

Could using your imagination help you get ahead financially? When combined with aligned action, the proper allocation of your most valuable resources, and the creation of beneficial habits, any desired future can become your reality. George G talks about how to start tapping into one of your greatest resources that you may have forgotten about! Get your copy of Your Money Story here: https://...

We focused on behavioral finance, what that term means in the real world, the role emotions play in life and investing, how to create a plan that will be durable through good and bad times, the value of having a second set of eyes, and why you should tune out financial media, with Eric Mangold, Founder and Financial Advisor with Argosy Wealth Management. Listen to hear a difference-making tip ...

Could holding a monthly money meeting be the key to unlocking your financial success? If yes, what would you do during that meeting? George G talks about the important areas to focus on, what you need to review on a monthly basis, and what happens when you start doing it consistently! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want to talk with a professional about where...

We focused on manifesting money and infinite riches, what that means and how to do it, the realities of who you really are and the benefits of leaning into it, why starving artists starve, and why you don’t have too, with Pushkar Anand, thought leader and author. Listen to hear a difference-making tip on how to jump start your financial success in less than five minutes! You can learn more ab...

Uncertainty can lead to inaction, and that keeps us stuck, or sliding further, from the lives we want. What if you had a clear and understandable map that could lead you to the financial future you desire? George G talks about what it takes to get started on your path, and how to track your successes along the way! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want to talk ...

We focused on cash flow management, what that means and how to do it, becoming aware and avoiding the tricks marketers pull in hopes of selling you stuff, how to think about the ideal version of yourself and how that person spends money, and how to have uncomfortable conversations around money, with Grant Gallagher, Director of Financial Wellbeing and podcast host. Listen to hear a difference-...

We focused on your total lifetime tax bill, the difference between tax preparation and tax planning, what kind of planning is available to you regardless of your tax status or income, and why it’s not as complicated as you think it is, with Jonathan Bailey, CPA and CFP. Listen to hear a difference-making tip on how to start becoming more intentional with your tax planning! You can learn more ...

We focused on how to pay for college, why it’s so common and easy to procrastinate on this, the different accounts available, and the key variables to consider when going through this process, with Oscar Skjaerpe, CFP with Provise Management. Listen to hear a difference-making tip on why you must put your own financial needs first as a parent! You can learn more about Oscar at Provise.com (ht...

Would you rather be wealthy, or simply appear to be wealthy? Will the desire to appear wealthy prevent you from actually finding financial success? Why do we do this to ourselves? George G talks about the psychology behind human motivation, why we work so hard to pretend to be something we’re not, and what can be done about it! Get your copy of Your Money Story here: https://amzn.to/4kGK03r ...

We focused on money and mental health, becoming aware of your feelings around money, the important difference between guilt and shame, the reasons we can blame our parents but are better off not doing it, and how to take a values-driven approach to your finances, with Dr. Erika Rasure, Chief Financial Wellness Advisor at Beyond Finance. Listen to hear a difference-making tip on why failure cou...

There’s love, there’s bad love, and there’s tough love. Combine that with our human capacity to rationalize and procrastinate, it’s a wonder we get anything done. The trouble is, time isn’t waiting around for us, it’s doing what it does. George G talks about the biggest ways we screw ourselves over when it comes to our personal finances, and what to do about it! Get your copy of Your Money St...

We focused on family succession planning, how to manage inheritances and sudden wealth, the value and importance of familial bonds and how to maintain them, why families fall apart due to money, and how to have difficult conversations, with Jim Tucker, Financial Advisor with Tucker Bria Wealth Strategies. Listen to hear a difference-making tip on how to be intentional about having a close-knit...

We focused on prenup and postnup planning, the value of financial literacy for both spouses, why it’s prudent to remain in the workforce if only part time, how to protect yourself regardless of how your relationship goes, and how to get started, with Lisa Zeiderman, family law attorney. Listen to hear a difference-making tip on it’s imperative you educate yourself on all your personal financia...

We focused on total return investing, what alternative investing is, the current state of IPOs, how to invest in private companies, how financial firms are working to make these options more widely available, and how to get started, with Kimberly Flynn, CFA, President of XA Investments. Listen to hear a difference-making tip on why you need to start saving and investing with a purpose! You ca...

We've all got a lot going on. Between work, kids, getting to the gym, and finishing your taxes, we're all pretty tapped out. But wait, there's more. You've also got to figure out how to accumulate a good chunk of change to be able to retire some day. George G talks about four key areas of personal finance to focus on to get to a million dollars! Get your copy of Your Money Story here: https:/...

We focused on faith based investing, whether or not money is the root of all evil, how money can add to human flourishing, the percentage of investors who want to align their investments with their values, the percentage of financial advisors who talk with their clients about values based investing, and how to get started, with Deirdre Gibson, ETF Specialist at Praxis Investment Management. Li...

Is it time for you to grow up? To become a success, do you need to turn your back on the old you, and step into being a grownup? Or is it possible to retain the spirit of youth, while doing what’s required to become financially successful? George G talks about what’s required to become financially successful, and how true success will be found on your terms- if you want it. Get your copy of Y...

To get ahead financially, will you need to go without? As you’re working to find financial success, it’s important to define financial security, financial success, and being wealthy. While you’ve no doubt got passing ideas on those things, have you put pen to paper? George G talks about how to think about going without certain comforts in service of getting what you want long-term, and how to ...

We focused on not allowing money to be a limiting factor in your life, the necessity of being intentional with money and your resources, how to improve your self-talk and recognize when it’s not serving you, solving universal problems personally, and how to get started, with Jere Smith, CFP, CFF, and Owner of Northern Way Wealth Management. Listen to hear a difference-making tip on how to no l...

We focused on financial advice for army veterans, how to make logical choices about veteran’s benefits before leaving the service, how to know if you should apply for certain benefits, and how to get started, with Joshua Brooks, Army Chaplain, and Founder of Exponential Advisors. Listen to hear a difference-making tip on why investing in Bitcoin could have more benefits than you realize! You ...

Should you be panicked, grief-stricken, and freaking the f out? Or is everything going to be ok with the stock market and your money? Does the media have an incentive to be pushing fear on us, or do they have our best interest in mind? What if you could stop worrying about the stock market, and get back to doing whatever it was you were doing before? George G talks about how to stop worrying a...

We focused on financial advisor succession planning, the reality that a large chunk of current advisors will be retiring within the next 10 years, how to find the right advisor to transition your clients to, the right and wrong way of doing it, and how to get started, with Gary Sinderbrand, Top-Performing Advisor, Coach, and Consultant. Listen to hear a difference-making tip on how to know if ...

Are tariffs the best thing in the world, or the worst thing that’s ever been thought of/created/considered? Or, maybe, there’s a middle ground and we might benefit from some nuanced, independent thought. George G talks about what they are, how many countries utilize them, any trade imbalances that exist, and why long-term thinking could be the right way to go! Get your copy of Your Money Stor...

When it comes to money, less may not be more, but it's certainly true when it comes to personal finance in general. In today’s busy world, minimalism could help you prioritize more effectively and focus on what truly matters. George G talks about how to apply minimalist principles to reach your desired level of financial success! You can find the minimalist budgeting template here: https://do...

Personal finance is a big, important, and sometimes confusing topic. To be successful, we must be able to think logically instead of emotionally, identify and change any limiting beliefs, be clear on what matters, and we must master several financial concepts. George G talks about how to do those things, and how to do them quickly and sustainably! Get your copy of Your Money Story here: https...

Anxiety is a natural human response to stress and uncertainty, and anxiety about money is one of the most common forms. George G talks about how to overcome financial anxiety by sharing some strategies for increasing your know-how and talks about the key areas of personal finance to become proficient in! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want to talk with a prof...

Successfully navigating the world of personal finance and arriving at your desired level of success is a difficult thing. You’ve got to balance today’s desires with tomorrow’s needs, all while ensuring you’ve got all the information you need to make good decisions. George G talks about how to know what you need, how to get what you need, all while enjoying your life in the mean time. Get your...

What’s the most valuable form of currency? Is it cash, gold, or crypto? What about your ability to earn an income, and to participate in the economy? George G talks about why your ability to earn a living is your most valuable form of currency, the two fundamental habits to focus on, and how you can increase your value! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want to ...

What’s the secret to financial success? Is it investing in a certain way or vehicle? Is it mindset and or behavior? Or is it something else? George G talks about the most overlooked and obvious things you can start doing immediately to find your desired level of financial success, and a 6-step process for making it happen! Get your copy of Your Money Story here: https://amzn.to/4kGK03r Want ...

Is it possible to profit from a market crash? How do the best investors think about and respond when the market goes down? What should you be doing to position yourself for success? George G talks about the important things to consider, what you can start doing right now to capitalize, and how to position yourself for success the next time the market crashes. Want to talk with a professional ...

We focused on the future of retirement plan advisors, the challenges and opportunities of bringing more women into the industry, why it’s a great and challenging opportunity, and how to make personal finance more approachable, with Jania Stout, Retirement Plan Advisor and President of Prime Capital Financial. Listen to hear a difference-making tip on how to brighten anyone’s day in an authenti...