96: Board Management with Kevin White
We focused on proper board management, developing executive presence as a Founder and leader, the important growth considerations of buy-side and sell-side companies, managing an influx of institutional capital, and why trust is everything, with Kevin White, Founder and Managing Director with Exbo Group.       Listen to hear a difference-making tip on why it’s essential to operate with a sense ...
29m Oct 15, 2024
29m
95: AI and the Stock Market with Andrew Einhorn
We focused on AI and the stock market, how AI can and is improving investing, investing in stocks versus indexes, understanding what moves stock prices and how to capitalize on opportunities, with Andrew Einhorn, Founder and CEO of LevelFields, an org using AI to improve investing.       Listen to hear a difference-making tip on how to invest in covered calls and what you stand to gain! You can...
25m Oct 08, 2024
25m
94: Financial Literacy with Jeff Panik
We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP , MSFS, CRPS, Principal with Balance Wealth Partners, and author.       Listen to hear a difference-making tip on finding out if you have mone...
28m Oct 01, 2024
28m
93: How to Retire with Eric Brotman
We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Eric Brotman, CEO of BFG Financial Advisors, author and speaker.       Listen to hear a difference-making tip on the importance of doing an annual financial chec...
26m Sep 24, 2024
26m
92: The Sustainable Family Office with Scott Saslow
We focused on building a sustainable office, the role impact investing can play in that process, why a focus on the social and emotional aspects of business can lead to greater success, and why so few family offices make it from one generation to the next, with Scott Saslow, Entrepreneur, Investor, and author.       Listen to hear a difference-making tip on the value of a broad, diverse network...
24m Sep 17, 2024
24m
93: Stick to the Plan with Adam Koós
We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management.       Listen to hear a difference-making tip on when people make financial plan...
25m Sep 10, 2024
25m
92: The Value of Time with Travis Freeman
We focused on the value of time, how to understand how much your time is worth, when to take calculated risks and when to avoid them, the danger of a steady paycheck, and how to deal with complexity, with Travis Freeman, CFP, Partner with Moneta, and author of The Fortune of Youth.       Listen to hear a difference-making tip on the necessity of making plans and writing them down! You can learn...
24m Sep 03, 2024
24m
91: Impact Investing with Tanaha Hairston
We focused on impact investing, making investing more accessible to women and first-time investors, the power you can have when paying attention to your spending and investing, and how to get started, with Tanaha Hairston, Founder of RISE the Movement.       Listen to hear a difference-making tip on the power and impact of voting with your dollars! You can learn more about Tanaha at RiseTheMove...
28m Aug 27, 2024
28m
90: AI and Personal Finance with Gabe Rissman
We focused on AI and personal finance, the current uses of AI by financial advisors, where this exciting technology is headed, whether or not financial advisors will be replaced in the future, and what’s next, with Gabe Rissman, CoFounder and President of YourStake.       Listen to hear a difference-making tip on why you shouldn’t take anyone’s advice! You can learn more about Gabe at YourStake...
24m Aug 22, 2024
24m
89: Your Money Game with James Alexander
We focused on understanding your money game, how and why staying focused is essential, the role greed and fear play, how our finances are like chess and checkers, and four important questions to ask yourself, with James Alexander, CFP and Partner with Edge Financial Advisors.       Listen to hear a difference-making tip on why thinking about your financial life like a marathon makes sense! You ...
28m Aug 20, 2024
28m
88: Business Exit Planning with Joe LoPresti
We focused on business exit planning, all the variables to consider and plan for, how to ensure you take care of the financial aspects as well as personal, why 80% of business owners regret selling within one year, and how to have a happy and successful exit, with Joe LoPresti, President of Arlington Wealth Management and author.       Listen to hear a difference-making tip on how to know wheth...
27m Aug 15, 2024
27m
87: Time Freedom with Mark Anderson
We focused on finding time freedom, how most anyone can find it over a 10 year period with the right plan, how technology has and continues to impact trading, why not everyone beats the market but some people do, and how to get started, with Mark Anderson, Hedge Fund Managing Partner with MBH Capital.       Listen to hear a difference-making tip on why it’s imperative to have positive self-talk...
25m Aug 13, 2024
25m
86: Uplevelving Your Life and Money with Thomas Blottenberger
We focused on upleveling your life and money, how to gain a sense of control amidst chaos, breaking free of patterns and programming, and how to get started, with Thomas Blottenberger, CFP, ChFC, ABFP, and CoFounder of Paradigm Shift Financial.       Listen to hear a difference-making tip on a simple and effective method for getting your cash flow and spending under control! You can learn more ...
32m Aug 08, 2024
32m
85: Faith and Finance with Ricky Grunden
We focused on the marriage of faith and finance, the benefits of doing it, how to find a purpose, mission and vision for your life, how to focus on your plan, and how to get started, with Ricky Grunden, President and CEO of Grunden Financial Advisory.       Listen to hear a difference-making tip on how best to think about and organize your finances! You can learn more about Ricky at Grunden.com...
27m Aug 06, 2024
27m
84: Tax Mitigation Strategies with Mark Miller
We focused on tax mitigation strategies, how to navigate the tax code, why it’s so complex, common strategies for paying the right amount in taxes, how to get to a 0% bracket, and how to get started, with Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, and author.       Listen to hear a difference-making tip on when and why you should trust your gut! You can learn more about M...
23m Aug 01, 2024
23m
83: Accessing Alternative Investments with Bob Elliott
We focused on accessing alternative investments, how to get hedge fund like exposure without investing in hedge funds, AI and it’s impact on investing, the state of the 60/40 portfolio, and prudent strategies for investing, with Bob Elliott, former Bridgewater Investment Committee Member, and CEO of Unlimited Funds.       Listen to hear a difference-making tip on why investing in gold could be ...
24m Jul 30, 2024
24m
82: Focus On What Matters with Mick Heyman
We focused on how to focus on what matters, why it’s important to tune out the noise, the price of poor investment decisions and the value to take away from them, why it’s short-sighted to chase trends, learning through story, and how to imagine your way to financial success, with Mick Heyman, CFA, Investment Counselor, Speaker, and Author.       Listen to hear a difference-making tip on why we...
25m Jul 25, 2024
25m
81: Taking Ownership with Chad Hufford
We focused on taking ownership of your finances, what that means and how to do it, the importance of savings rate over rate of return, having the courage and preparation to capitalize on opportunities, and how to prepare for a happy retirement, with Chad Hufford, Founder of Veritas Wealth Management.       Listen to hear a difference-making tip on why it’s important to docs on income over princ...
26m Jul 23, 2024
26m
80: Finding Financial Independence
Are financial independence and freedom attainable today? What does it mean, and how does one find it?   In this pre-recorded workshop, George G talks goes through the steps that are necessary for achieving it, in a fun and pragmatic way. He discusses putting plans together for creating multiple income streams, and a timeline for making it happen! Did you get anything out of this episode? Do us ...
48m Jul 17, 2024
48m
79: Wealth Building with Lane Kawaoka
We focused on the building wealth through alternative investments, making the transition from single family home investing to syndication, understanding taxes, the value of community and mentorship, and what it takes to get started and find sustainable success, with Lane Kawaoka, Accredited Investor, Wealth Builder, Developer and Syndicator, Coach and podcaster.       Listen to hear a differenc...
30m Jul 15, 2024
30m
78: Works Sucks. Or Does It?
Do you think work sucks? Is it something you’d prefer to not do, or maybe you wish you could do more of it? Is a six day work week better than four, or vice versa?  George G shares his perspective on work versus a career, how to shift your perspective, and how to get the most out of your job! Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com...
20m Jul 10, 2024
20m
77: Figuring it Out with Darla Bishop
We focused on the value and importance of time in the market versus timing the market, how to focus on what matters and overcome damaging behaviors, whether or not passive investing makes sense, and how to think long-term, with Darla Bishop, Financial Consultant, speaker, and author.       Listen to hear a difference-making tip on why you’ve got what you need to find the success you want! You c...
24m Jul 08, 2024
24m
76: Winter is Coming
Will the economy be better under Biden or Trump? Is there anything either of them can do regarding the budget deficit and national debt?   George G talks about how winter is coming, regardless of who wins the 2024 Presidential election, and what you can start doing immediately to position yourself for success! Did you get anything out of this episode? Do us a solid and leave a review: https://r...
24m Jul 03, 2024
24m
75: Getting on the Same $ Page with Grant Gallagher
We focused on the getting on the same money page as your partner, why it’s such a difficult thing, how to understand your money personality, what to do when there is an income disparity, embracing your feelings about money, and how to create habits around it, with Grant Gallagher, Head of Financial Wellbeing with Affinity Federal Credit Union.       Listen to hear a difference-making tip on the...
26m Jul 01, 2024
26m
74: Don't Talk About It, Be About It
Don’t talk about it, be about it. Easier said than done? In a time when everyone seems to be virtue signaling about something, what impact does this have on the returns of companies?  George G talks about new research on the use of trust words in 10ks and how that impacts the returns of companies, as well as how much attention those companies receive from the SEC! Did you get anything out of th...
15m Jun 28, 2024
15m
73: No Such Thing as a Free Lunch
There’s no such thing as a free lunch; can we all agree on that? Yet, there’s a lot of enthusiasm around student loan forgiveness. How and why is that different?  George G talks about who this harms, what the ramifications will be, the real injustice in all of it, and what can be done! Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/aligne...
18m Jun 26, 2024
18m
72: Time In the Market with Scott Bondurant
We focused on the value and importance of time in the market versus timing the market, how to focus on what matters and overcome damaging behaviors, whether or not passive investing makes sense, and how to think long-term, with Scott Bondurant, Founder and CEO of Bondurant Investment Advisory.       Listen to hear a difference-making tip on how to be a permanent investor in the stock market! Yo...
23m Jun 24, 2024
23m
68: Is Financial Success for You?
Is financial success for you, or others? Do you think you’ll eventually find success, or are you stuck where you’re at?  George G talks about what it takes to find the level of financial success you desire, and shares the specific steps for making it happen! Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and e...
16m Jun 21, 2024
16m
67: The Problem with ESG
Is ESG investing good or bad? What's the problem with ESG? Is there one? And what about the role and responsibilities of corporations? Who should they be responsible to? George G breaks down the hypocrisy that exists, whether it's a worthwhile initiative, and how to vote with your dollars! Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/al...
22m Jun 19, 2024
22m
66: Long Term Care Planning with Richard Backora
We focused on long-term care planning, how it’s strange to think of older versions of ourselves but essential from a planning perspective, the emotions that keep us from planning, the logic that helps us finally do it, and how to talk with loved ones about it, with Richard Backora, Head of RIA Client Services at CBS Brokerage.       Listen to hear a difference-making tip on how to be direct in ...
30m Jun 17, 2024
30m
65: The Truth About Money
What is the truth about money? What matters and what’s important about money? Have you ever thought about those things? Is there any evidence that what you think matters actually does in your life?  George G talks about that and how to move from conception to reality! Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn ...
17m Jun 14, 2024
17m
64: Creating a Financial Wellness Program
A financial wellness program can help you attract and retain top employees, provide a benefit that can positively impact the lives of your people, while making your business more profitable.  George G talks about how to structure a successful program, and shares resources for bringing yours to life! Here is the additional information form George references: https://docs.google.com/document/d/1s...
54m Jun 12, 2024
54m
63: Your Relationship with Money with Landon Loveall
We focused on your relationship with money, how it’s always going to be changing and evolving with life experience and circumstances, the problem with the S&P 500, how to make it all work, and how to get started, with Landon Loveall, CFP and Partner with KB Financial Advisors.      Listen to hear a difference-making tip on how to know your net worth!You can learn more about Landon at KBFinancia...
27m Jun 10, 2024
27m
62: That's Not Fair
Your kids ever say "that's not fair?" Like everything else in life, fair is not same, nor is it desirable. You and I are more different than we realize. We’ve each got our own preferences and tastes, and that’s ok.  George G explores the ideas of fairness, equity, equality, and talks about those in relation to money and our employee benefits! Did you get anything out of this episode? Do us a so...
27m Jun 07, 2024
27m
61: How Do You Identify?
How do you identify? The way we think of ourselves and how we show up in the world makes a huge difference; especially with our finances. Could getting good with money be as simple as changing the way you think and feel about it?  George G talks about how to reframe your financial identity and the difference it could make in your life!   Did you get anything out of this episode? Do us a solid a...
16m Jun 05, 2024
16m
60: Growing your Firm with Andrew Rosen
We focused on the process of growing your financial firm, the courage it takes to delegate and trust others, and some practical thoughts on scaling a business, with Andrew Rosen, CFP, CEP, President, Partner, Lifelong Financial Advisor at Diversified, LLC       Listen to hear a difference-making tip on why caring matters more than knowing! You can learn more about Andrew at DiversifiedLLC.com, ...
24m Jun 03, 2024
24m
59: I Owe: Sacrifices and Investments
Each of us owes a debt that we’ll never be able to repay.  And our repayment is not a sacrifice. Rather, it's an investment. It's building upon the sacrifices of those who have served our country.  George G talks about how best to honor the memories of those who bravely served in the United States Armed Forces!   Did you get anything out of this episode? Do us a solid and leave a review: https:...
8m May 27, 2024
8m
58: How to Develop Financial Confidence
What would you do if you were more confident? What if you had more financial confidence? Would that make a difference in your life?   George G talks about where confidence comes from, how to develop financial confidence and the benefits you’ll get from doing it!   Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more...
35m May 24, 2024
35m
57: Money Stress is Killing Me?
Money stress is killing me. Is that possible? Could that be true? Turns out, like most other things, too much of anything is a really bad thing- particularly money stress.  George G talks about what money stress does to our bodies, and what you can do to get rid of yours!   Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  ...
17m May 22, 2024
17m
56: The Power of Money with Kyle George
We focused on the power of money and how it’s dependent on how we think and feel about it, how to get on the same page with your significant other, a helpful framework for goal setting and decisions making, and how to get started, with Kyle George, CFP, and Wealth Advisor with Johnson Financial Group.        Listen to hear a difference-making tip on how often you should be checking in on your f...
23m May 20, 2024
23m
55: It's the Economy, Stupid
You've heard the saying, "it's the economy, stupid." But what does that mean, and what is it referring to? George G breaks down the most important economic data, which is the data most applicable to everyday Americans, and makes his case for how our economy is really doing!   Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow...
16m May 17, 2024
16m
54: Shared Sacrifices and Sanctuary Cities
Sanctuary cities require shared sacrifices by their citizens to fund programs. The social contract demands we make small sacrifices of individual liberties, but at what cost? George G talks about the important questions we should be asking in the context of major American cities making decisions on how they allocate taxpayer dollars!   Did you get anything out of this episode? Do us a solid and...
19m May 15, 2024
19m
53: The Federal Government is a Junkie
The federal government is a junkie addicted to spending our money. With new taxes on the horizon, an insolvent Social Security trust fund, and money getting printed and sent off, what does the future hold?  George G talks about the realities of our current tax system, who’s paying taxes, how much the government is spending, and what can be done about it!   Did you get anything out of this episo...
26m May 13, 2024
26m
52: How to Have your Tomorrow Today
Can you have your tomorrow today? How do you find more financial certainty, and less mystery? What does a perfect day look like for you? George G digs into these big questions and shares his insights into getting clear on what you want, and why that future can be a lot closer than you think!   Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.co...
17m May 10, 2024
17m
52: Should You Follow Your Dreams?
Should you follow your dreams? Do you even know what they are? Does it even matter with AI? George G talks about how to move beyond platitudes, find meaningful work, and solidify your personal and professional worth!   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, Twit...
22m May 08, 2024
22m
52: The Danger of Leaving Well Enough Alone
Is there a danger in leaving well enough alone? What's the downside to maintaining the status quo? Are you leaving something on the table? George G shares his perspective on the importance of thinking big!   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, Linked...
13m May 06, 2024
13m
51: Should Companies Buy Single Family Homes?
Should companies be allowed to buy single family homes? Is this practice causing more trouble than it's worth, and is the American Dream still alive? What role should the government play?  George G breaks looks at the issue from all sides!   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 MoneyAli...
16m May 03, 2024
16m
50: How to Change Your Financial Future
Your financial future is important. But is it important enough to change your behavior? George G talks about why change is hard and how to actually do it!   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 ...
13m May 01, 2024
13m
48: Focus on What Matters with Peter Mallouk
We focused on how to focus on what matters when it comes to your money, the impact of AI on financial advice, balancing short and long-term needs and desires, advice to young people and grownups alike, the power of inertia, and the value of simplicity, with Peter Mallouk, President and CEO of Creative Planning.        Listen to hear a difference-making tip on how to set yourself up for long-ter...
23m Apr 29, 2024
23m
47: Fiduciary Rule Conspiracy Theory
Could there be a conspiracy theory about the new fiduciary rule? Who is it designed to protect, and will it actually do that? Or could there be something else at play? George G breaks down what he thinks is really going on, talks about the difference between wisdom and intelligence, and shares some potential unintended consequences.    Did you get anything out of this episode? Do us a solid and...
24m Apr 26, 2024
24m