3: Proactive Planning with Helen Stephens
We focused on what it means to proactive planning, how events catalyze decision making and action around money, the importance of recognizing that we don’t know what we don’t know, and the dangers of new trading apps, with Helen Stephens, CFP, Founder and President of Aspen Wealth Management.        Listen to hear a difference-making tip on how to start saving a lot of money immediately! You ca...
26m Jan 20, 2024
26m
5: It's Better to Give and Receive
Is it better to give, or to receive? Is it possible to have a heart of gold, as well as a pocket full of gold? George G answers a letter from the mailbag and digs into how to be selfless and self-reliant at the same time.    Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com...
21m Jan 20, 2024
21m
4: Regret Minimization with Andy Baxley
We focused on creating your statement of financial purpose and regret minimization, the value of having more in-depth conversations around money, what a creative retirement timeline is and why it’s important, and how our values help us make better decisions, with Andy Baxley, CFP, CIMA, CeFT and Senior Financial Planner with the Planning Center.        Listen to hear a difference-making tip on ...
23m Jan 18, 2024
23m
3: Dave Ramsey is...
What do you think of Dave Ramsey? Is he a force for good, or someone dispensing bad money advice? George G digs into that, but not before playing a spirited game of F - Marry - Kill, using Dave Ramsey, Jim Cramer, and Suze Orman. We know you’re gonna love it.    Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more a...
13m Jan 18, 2024
13m
2: Take Things Head-On with Abbe Large
We focused on how to take things head-on instead of brushing them under the rug, why and how to think about your legacy, the challenges in living in a time when we’re hit with a million things at once, why buffalos have a lot to teach us, and how to get started, with Abbe Large, SVP with Lenox Advisors.        Listen to hear a difference-making tip on why you must own your own s*#t, and how to ...
35m Jan 16, 2024
35m
1: Welcome to the Aligned Money Show
Welcome to the Aligned Money Show. George G talks about what he’s hoping to accomplish with the show, and what you can expect.       Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffe...
12m Jan 16, 2024
12m
Money and Happiness with Andrew Rosen
We talked about taking a step back from the constant inputs of daily life to examine what brings you the most happiness and satisfaction, how we can use money to increase contentment, and how to make it a daily practice with Andrew Rosen, CFP, CEP and President of Diversified Lifelong Advisors.  Listen to learn how to consistently reprioritize your commitments to increase your overall happiness...
22m Jan 09, 2024
22m
Car Insurance Shopping with Andrew Rose
On this show, we talked about how a handful of the 300 auto insurance companies spend the vast majority of the $7 billion in advertising every year, how different companies charge different premium amounts and how you can potentially save a of money by going with a smaller company with Andrew Rose, Founder and CEO of Compare.com.  Listen to learn how you could save $50,000 in premium over your ...
20m Jan 09, 2024
20m
Retiring with Confidence with Craig Kirsner
On this show, we talked about the necessary steps to optimize your retirement, manage risk and leave a legacy with Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors, Nationally recognized speaker and author.  Listen to learn the biggest risks you’ll face in having a secure and successful retirement! For the Difference Making Tip, scan ahead to 19:11! You can learn more abo...
22m Jan 09, 2024
22m
Managing Student Loans with Meagan Landress
On this show, we talked about the current state of student loan debt, navigating the complexity of repayment options and how to get started by putting a plan together with Meagan Landress, Certified Student Loan Professional.  Listen to learn about all available options for managing student loan debt! For the Difference Making Tip, scan ahead to 18:37! You can learn more about Meagan at Financi...
20m Jan 09, 2024
20m
Optimizing Financial Planning with Alex Chalekian
On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial.  Listen to learn if and when technology will ever replace financial planners! For the Difference Making Tip, scan ahead to 18:11...
20m Jan 09, 2024
20m
Being Financially Proactive with David Flores Wilson
On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com.  Listen to learn about the future of Social Security! For the Difference Making Tip, scan ahead...
18m Jan 09, 2024
18m
Blockchain and Cryptocurrency with Brad Bulent
On this show, we talked Blockchain and Cryptocurrency with Brad Yasar, the Founder of KrowdMentor, co-founder of Blockchain Investors Consortium and COO of d10e. Listen to find out what Brad thinks the future holds for these disruptive and decentralizing technologies! You can learn more about Brad at KrowdMentor.com, LinkedIn, and Twitter. Did you get anything out of this episode? Do us a solid...
22m Jan 08, 2024
22m
Retirement Income with Tom Hegna
On this show, we talked with Tom Hegna about designing retirement income. Tom is an economist, author, speaker and is regarded by many to be THE retirement income expert. You can learn more about it from Tom at TomHegna.com, Facebook and Twitter. For Tom's book, Paychecks and Playchecks, click here. For Don't Worry, Retire Happy, click here. You can learn more about it from Tom at TomHegna.com,...
17m Jan 08, 2024
17m
401(k) Plans with JD Carlson
On this show, we talked about how 401(k) plans have become more user friendly, how people can best take advantage of them and the confidence you have when you better understand your financial situation. JD is the CEO of Plan Design Consultants and the host of the Retireholi(k)s podcast. Listen to find out what you need to know, why it’s important and how to get started. You can learn more about...
21m Jan 08, 2024
21m
Living a Realistic Lifestyle with Sean Cooper
On this show, we talked about how to ensure you can have a nice lifestyle without compromising your financial future with Sean Cooper, best selling author, fee only money coach journalist and speaker.  Listen to learn how he made a $170,000 down payment then paid off his mortgage in three years! For the Difference Making Tip, scan ahead to 17:14! You can learn more about Sean at LinkedIn, SeanC...
19m Jan 08, 2024
19m
Evaluating Investment Opportunities with Charles Rotblut
On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities! For the Difference Making Tip, scan ahead to 19:06! You...
20m Jan 08, 2024
20m
Your Money Perspective with Jen Hemphill
On this show, we talked about the important role mindset and perspective play with your personal finances as well as strategies for understanding and improving yours with Jen Hemphill, Accredited Financial Counselor, Money Confidence Coach and host of the Her Money Matters and Su Dinero Importo podcasts as well as an author.  Listen to learn how to increase your confidence level with money! For...
22m Jan 08, 2024
22m
Cash Flow Investing with Marco Santarelli
On this show, we talked about how so many Americans are interested in real estate investing but so few actually do it, as well as best practices for being successful at it, with Marco Santarelli, Founder of Norada Real Estate and the host of the Passive Real Estate Investing podcast.  Listen to learn a turnkey process for investing for cash flow! For the Difference Making Tip, scan ahead to 21:...
24m Jan 08, 2024
24m
Advocacy and Literacy with Randy Bruns
On this show, we talked about how schools have begun offering enhanced financial curriculums both for knowledge as well as career growth, how financial literacy has changed over time and what we should expect moving forward with Randy Bruns, CFP, RICP and Founder of Model Wealth.  Listen to learn how elected officials are thinking about financial literacy! For the Difference Making Tip, scan ah...
22m Jan 08, 2024
22m
Embracing Professional Help with Anjali Jariwala
On this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors.  Listen to learn how to ensure you and your spouse are on the same page when it comes to money! For the Difference Making Tip, scan ahead to ...
20m Jan 08, 2024
20m
Your Contribution with Michael Nathanson
On this show, we talked about considering your contribution along with your ambitions and success, how to instill that mentality in others, and how to advocate for others and strengthen your community, with Michael Nathanson, Chairman and CEO of the Colony Group.  Listen to learn why and how you should be thinking about the contribution you’re making to the world!  You can learn more about Mich...
21m Jan 08, 2024
21m
Finding Meaning and Joy with Michael Nathanson
On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group.  Listen to learn how and why to you should work to find meaning and you at work and in life! For the Difference Making Tip, scan ahead to 19:11! You can learn more about Michael at TheColonyGro...
22m Jan 08, 2024
22m
Patricia sklar
On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces! For the Difference Making Tip, scan ahead to 16:55. You can learn more about Patricia at Brightworth....
19m Jan 08, 2024
19m
Credit Card Debt with Leslie Tayne
On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of the Tayne Law Group, speaker and best selling author.  Listen to learn the starting point for getting out of credit card debt! For the Difference Making Tip, scan ahead to 18:43. You can learn more ...
20m Jan 03, 2024
20m
Your Financial Priorities with Adam Grossman
On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm.  Listen to learn a strategy for investing in the stock market during both good and bad times! For the Difference Making Tip, scan...
19m Jan 03, 2024
19m
A Client Centric Approach with Michael Solari
On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially! For the Difference Making Tip, scan ahead to 15:16. You ...
17m Jan 03, 2024
17m
Income and Wealth Inequality with Helaine Olen
On this show, we talked about the dangers of and reasons behind wealth and income inequality, as well as what individuals can do to make changes to the overall system with Helaine Olen, Washington Post writer, author, speaker and one of Business Insiders 50 Women Who Are Changing the World.  Listen to learn where you can get high quality news and information! You can learn more about Helaine at...
20m Jan 03, 2024
20m
Your Financial Road Map with Daphne Jordan
On this show, we talked about how to get started with a financial plan, the essential elements, common pitfalls and what makes an ideal client with Daphne Jordan, CFP and Wealth Advisor with Pioneer Wealth Management Group.  Listen to learn the importance of having a long term vision for you finances as well as understanding the steps along the way! For the Difference Making Tip, scan ahead to ...
18m Jan 03, 2024
18m
Financial Literacy that Works with Zach Teutsch
On this show, we talked about the value of financial literacy and wellness when done correctly, how best to deploy the program and how consumers can become better educated with Zach Teutsch, Founder and CEO of Values Added Financial.  Listen to learn about some of the reasons traditional financial education fails to produce good results and what can be done to change it! For the Difference Maki...
22m Jan 03, 2024
22m
Focusing on Your Plan with Bill Parrott
On this show, we talked about how being clear in your goals and values and having a solid plan can help you to be a successful investor with Bill Parrott, CFP and President and CEO of Parrott Wealth Management.  Listen to learn the common reasons people underperform the market and how to avoid doing them! For the Difference Making Tip, scan ahead to 15:36. You can learn more about Bill at Parro...
17m Jan 03, 2024
17m
Reducing Health Care Costs with Derek Rine
On this show, we talked about our healthcare system, some of the reasons behind why insurance has become so expensive and actionable strategies for driving down the cost of healthcare with Derek Rine, Vice President of David Rine Insurance, healthcare innovator, best selling author and 2018 Rising Star Advisor.  Listen to learn how individuals and organizations can being driving down the cost o...
23m Jan 03, 2024
23m
Thinking Long Term with Sara Stanich
On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of Cultivating Wealth, a fee only Registered Investment Advisor.  Listen to learn about the value and necessity of thinking long term when it comes to money! For the Difference Making Tip, ...
19m Jan 03, 2024
19m
Building Business Credit with Ty Crandall
On this show, we talked about the reasons many businesses fail at obtaining funding and the methods and timelines for building credit and getting financing with Ty Crandall, CEO of Credit Suite, speaker, author and podcast host.  Listen to learn the step by step process for obtaining and building business credit! For the Difference Making Tip, scan ahead to 19:11. You can learn more about Ty at...
21m Jan 03, 2024
21m
Behavioral Investing with Daniel Crosby
On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital.  Listen to learn how the four primary drivers for investor behavior and how to recognize them in yourself! F...
20m Jan 03, 2024
20m
Navigating Private Equity with Adam Coffey
On this show, we talked about the history of private equity, how a business can benefit from it's infusion multiple times and what you need to be aware of with Adam Coffey, successful CEO, former GE executive, an alumnus of the UCLA Anderson Executive Program, a pilot, and is a Veteran of the US Army. Adam's first book - The Private Equity Playbook is out now.  Listen to learn how you can finan...
21m Jan 03, 2024
21m
Our National Debt with Romina Boccia
On this show, we talked about the National Debt, budget deficit, the main drivers behind their increases, what the implications will be for future generations and what can be done about it with Romina Boccia, Director of the Grover M. Herman Center for the Federal Budget in the Heritage Foundation.  Listen to learn what you, as an individual, can do to change the current negative trajectory! Yo...
26m Jan 03, 2024
26m
The 2020 Budget Deficit with Romina Boccia
On this show, we talked about the reasons behind the budget deficit reaching $1 Trillion for the first time since 2012, what will happen if our spending habits don’t change and understanding all of the risks associated with running budget deficits in good and bad times with Romina Boccia, Director of the Grover M. Hermann Center for the Federal Budget at the Heritage Foundation.  Listen to lear...
26m Jan 03, 2024
26m
No Fee ETFs with Todd Rosenbluth
On this show, we talked about no fee ETFs, how companies can offer them and still remain profitable and the steps you should take to best understand if a particular investment is right for you with Todd Rosenbluth, Director of ETF/Mutual Fund research with CFRA.  Listen to learn how the trend of no fee ETFs will impact you and the entire financial industry! For the Difference Making Tip, scan a...
20m Jan 03, 2024
20m
Understanding Your 401(k) with Jeanne Fisher
On this show, we talked about modernizing 401(k)’s, effective plan design and what can be done to maximize participant success with Jeanne Fisher, CFP, CPFA and MBA, Senior Financial Advisor and Retirement Plan Advisor with ARGI Financial Group.  Listen to learn about the potential benefits of the Roth option inside your 401(k)! For the Difference Making Tip, scan ahead to 16:30. You can learn ...
18m Jan 03, 2024
18m
Negotiating Rent with Justin Pogue
On this show, we talked about how everyone has the ability to negotiate their rent, now to gather the appropriate data and how to approach the property owner or leasing agent with Justin Pogue, MBA, consultant and author.  Listen to learn a step by step process for negotiating your rent! For the Difference Making Tip, scan ahead to 19:47. You can learn more about Justin at RentalSecrets.net and...
22m Jan 03, 2024
22m
Planning for Educators with Breanna Reish
On this show, we talked about the necessary elements of planning for teachers, evaluating investment choices and inspiring confidence with Breanna Reish CFP, Founder and Financial Planner at Wealth of Confidence.  Listen to learn the right questions to ask to ensure fee transparency! For the Difference Making Tip, scan ahead to 17:27. You can learn more about Breanna at WealthOfConfidence.com, ...
19m Jan 03, 2024
19m
tim bratz 1
On this show, we talked about becoming a real estate investor, scaling a portfolio and the mindset necessary to successfully grow a great team with Tim Bratz, CEO of CLE Turnkey Real Estate.  Listen to learn how to get started investing in commercial real estate! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Tim at CommercialEmpire.com, Facebook and LinkedIn. On t...
21m Jan 03, 2024
21m
216: Create featuring Tim Bratz
On this edition of Money Savage CREATE, we talked about the importance of reflection and introspection, how to ask yourself the right questions and how to level up with Tim Bratz, entrepreneur, real estate investor and coach.  Listen to learn how to make yourself more resourceful! For the Difference Making Tip, scan ahead to 18:25! You can learn more about Tim at CommericalEmpire.com, Facebook,...
24m Jan 03, 2024
24m
Business Succession with Justin Goodbread
On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business! For the Difference Making Tip, scan ahead...
23m Jan 03, 2024
23m
Buying On Terms with Chris Prefontaine
On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks! For the Difference Making Tip, scan ahead to 16:57. You can learn more about Chris at SmartRealEstateCoach.com, YouTube Facebook...
19m Jan 03, 2024
19m
Inspiring Action with James Matthews
On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success! For the Difference Making Tip, scan ahead to 17:17. You can learn more about James at CPlanning.c...
19m Jan 03, 2024
19m
Investing in Alternatives with Eric Satz
On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Eric at AltoIRA.com, and Linked...
21m Jan 03, 2024
21m
Money and Reality with Robert Fragasso
On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success! For the Diffe...
21m Jan 03, 2024
21m
Wealth and Abundance with Reshell Smith
On this show, we talked about the necessary steps towards wealth and abundance and how important perspective is in that process with Reshell Smith, MBA, CFP, Founder and CEO of AMES Financial Solutions and author.  Listen to learn about creating a legacy for your loved ones and community! For the Difference Making Tip, scan ahead to 14:52. You can learn more about Reshell at ReshellSmith.com, F...
19m Jan 03, 2024
19m