Money and Time with Miranda Marquit
On this show, we talked about the often contentious relationship between money and time, how taking value-driven approach can help and how you can use money to buy time with Miranda Marquit, entrepreneur, freelance journalist, money expert, author and podcaster.  Listen to learn some strategies for using your time the way you want! For the Difference Making Tip, scan ahead to 19:18. You can lea...
21m Jan 03, 2024
21m
Commitment and Community with Kara Pérez
On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast.  Listen to learn how to overcome feelings of isolation, shame and overall financial stress! For the Difference Making Tip, scan ahead to 16:41. You can learn more about Kara at BravelyGo.co, Twitter,...
19m Jan 03, 2024
19m
Alternative Investments with Craig Cecilio
On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor.  Listen to learn how you can begin directly investing in alternative investments! For ...
18m Jan 03, 2024
18m
Managing Debt with Jordan Goodman
On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor.  Listen to learn 7 specific strategies for saving money! For the Difference Making Tip, scan ahead to 18:32. You can learn more...
20m Jan 03, 2024
20m
Debt Elimination with Deacon Hayes
On this show, we talked about how a proper mindset is key to getting out of debt and how small actions can lead to big benefits with Deacon Hayes, President of Well Kept Wallet, speaker and author.  Listen to learn what beliefs may be keeping you from getting out of debt! For the Difference Making Tip, scan ahead to 16:46. You can learn more about Deacon at WellKeptWallet.com, Twitter, Facebook...
18m Jan 03, 2024
18m
Embracing Fundamental and Technical Analysis with Andrew Thrasher
On this show, we talked about timing the market, key indicators to keep in mind and how to think about broad based indexes with Andrew Thrasher, CMT, Portfolio Manager at The Financial Enhancement Group and Founder of Thrasher Analytics.  Listen to learn how you can get started developing your knowledge base and process for successful investing! For the Difference Making Tip, scan ahead to 18:5...
21m Jan 03, 2024
21m
Money and Perspective with Lorraine Ell
On this show, we talked about how our ever changing lives deserve and require that we consistently revisit our financial plan with Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters and Whiz Bangs.  Listen to learn about how all of your life experiences help to form and shape how you handle your finances! For the Difference Making Tip, scan ahead to 17:20. You can learn m...
20m Jan 03, 2024
20m
Self-Banking with Mark Willis
On this show, we talked about the concept of becoming your own bank, the pro’s and con’s and who the program is a good fit for with Mark Willis, CFP, best selling author, Owner of Lake Growth Financial podcast host.  Listen to learn about a method of building wealth and paying off debt you may not be familiar with! For the Difference Making Tip, scan ahead to 20:42. You can learn more about Mar...
23m Jan 03, 2024
23m
What Makes a Good Investor with Dan Kern
On this show, we talked about how investing and the overall market has changed over the past 30 years, what the future holds for investing and how to be the best investor you can be with Dan Kern, CFA, 30 year investment industry veteran and Chief Investment Officer of TFC Financial Management.  Listen to learn about the negative investor behaviors to avoid! For the Difference Making Tip, scan ...
19m Jan 03, 2024
19m
Book Club featuring Morgen Rochard
On this edition of the Book Club, Morgen Rochard, CFA, CFP, Managing Member of Origin Wealth Advisers, host of the Money Owners podcast talks about her book Personal Finance Quickstart Guide. You can learn more about Morgen at OriginWA.com, Twitter and LinkedIn. Click HERE for a copy of Personal Finance Quickstart Guide! On this edition of the Book Club, Morgen Rochard, CFA, CFP, Managing Membe...
22m Jan 03, 2024
22m
Rules Based Investing with Hunter Irby
On this show, we talked about rules based investing, utilizing durable themes to improve investing outcomes and avoiding mistakes brought about by emotions with Hunter Irby, Principal and Chief Investment Officer of Tone Capital.  Listen to learn about why and how process is an integral part of being a successful investor! For the Difference Making Tip, scan ahead to 18:12. You can learn more a...
25m Jan 03, 2024
25m
Giving Purpose to Money with Morgen Rochard
On this show, we talked about the importance of breaking through the complexity of personal finance and financial planning and making it more simplified process with Morgen Rochard, CFP, CFA, Managing Member and Financial Planner at Origin Wealth Advisers and podcast host at Money Owners.  Listen to learn about how you can be more deliberate in your thinking and feeling about money! For the Dif...
20m Jan 03, 2024
20m
Book Club with Brian Portnoy
On this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning. For a copy of The Geometry of Wealth, click HERE You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn. On this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning. For...
22m Jan 03, 2024
22m
More vs Enough with Brian Portnoy
On this show, we talked about why our relationship with money can be so hard, the role articulating our feelings plays, and the danger of jargon with Brian Portnoy, CFA, Phd, Founder of Shaping Wealth and the author of How I Invest My Money.  Listen to learn why it’s important to think about the dichotomy of wanting more versus having enough!  For the difference making tip, scan ahead to 18:31!...
22m Jan 03, 2024
22m
The Estate Planning Process with Dave Lenok
On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started! For the D...
19m Jan 03, 2024
19m
Money and Contentment with Brian Portnoy
On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money.  Listen to learn how to reconcile being happy with what you have...
23m Jan 03, 2024
23m
Being a Better Benefits Consumer with Kassi O’Brien
On this show, we talked about the already high and ever increasing costs of healthcare and what individuals and families can do to manage and reduce their premiums with Kassi O’Brien, employee benefits champion, cost containment professional and consultant.  Listen to learn about some tactics for keeping your benefits costs down! For the Difference Making Tip, scan ahead to 16:52. You can learn...
19m Jan 03, 2024
19m
Simplifying Investing with Rick Ferri
On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine.  Listen to learn the four stages of investing and why you should be paying close attention! For the Difference Making Tip, scan ahead to 20:41. You can learn more about Rick at RickFerri.com, Faceb...
22m Jan 03, 2024
22m
Sticking to the Formula with Buck Joffrey
On this show, we talked about the importance of breaking complex problems down to simple steps and how leverage can help you to become a more successful investor with Buck Joffrey, MD, entrepreneur, author, podcast host, investor and advisor.  Listen to learn Buck’s formula for successful investing! For the Difference Making Tip, scan ahead to 22:55. You can learn more about Buck at WealthFormu...
26m Jan 03, 2024
26m
Pro Bono Planning with Jon Dauphiné
On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer! For the Difference Making Tip...
17m Jan 03, 2024
17m
Amazon’s Taxes with Kelly Erb
On this show, we talked about the history behind our tax code, how and why businesses benefit from it and what an individual can learn from it with Kelly Erb, Managing Shareholder at the Erb Law Firm and Senior Editor at Forbes.  Listen to learn whether or not Amazon actually pays taxes! For the Difference Making Tip, scan ahead to 19:40! You can learn more about Kelly at TaxGirl.com, LinkedIn,...
21m Jan 03, 2024
21m
Knowing Your Financial Language with Tarra Jackson
On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial expert, author, tv/radio personality, speaker and founder of Madam Money.  Listen to learn about the four financial languages and why it’s important to understand yours! For the Difference ...
18m Jan 03, 2024
18m
Becoming a Successful Trader with Steve Burns
On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U.  Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader! For the Differ...
19m Jan 03, 2024
19m
Understanding Tax Reform with Kelly Erb
On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author.  Listen to learn where the opportunities for proactive tax planning are in 2019! For the Difference Making Tip, scan ahead to 17:09. You can l...
19m Jan 03, 2024
19m
Understanding Medicare with Danielle Roberts
On this show, we talked about navigating the complexity of the Medicare application process, how to stay on top of your coverage annually, and how to prepare for the costs of the program with Danielle Roberts, President of Boomer Benefits.  Listen to learn how best to educate and prepare yourself for success with Medicare!  For the Difference Making Tip, scan ahead to 17:56! You can learn more ...
21m Jan 03, 2024
21m
First Generation Wealth with Rianka Dorsainvil
On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast.  Listen to learn how to set up a system for successfully managing expectation...
21m Jan 03, 2024
21m
Understanding Medicare with Danielle Roberts
On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them! For the Difference Making Tip, ...
22m Jan 03, 2024
22m
Maximizing Your 401(k) with Aaron Pottichen
On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to learn how you can get the most out of your 401(k) and your employee benefit program! For the Difference Making Tip, scan ahead...
19m Jan 03, 2024
19m
Goals Based Planning with Tyrone Ross Jr.
On this show, we talked about goals based investing and how technology is changing the way we invest money, look at financial planning and what retirement will look in 20 years with Tyrone Ross Jr, Managing Partner at Noble Bridge Wealth and Asset Management Services, early stage startup and crypto asset Advisor.  Listen to learn how and why you should know down to the dime, how much you save a...
26m Jan 02, 2024
26m
The Fallacy of Buy and Hold with Lance Roberts
On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financ...
20m Jan 02, 2024
20m
Crypto Assets In Real Life with Tim Picciott
On this show, we talked about the history of Bitcoin, it’s price has fluctuated, what the future holds and why it may be a good addition to a portfolio with Tim Picciott, CFP, President of Crypto Self Direct and host of the Liberty Advisor podcast.  Listen to learn about the real world and practical applications of crypto assets like Bitcoin! For the Difference Making Tip, scan ahead to 17:45. ...
20m Jan 02, 2024
20m
Financial Happiness with Jonathan Clements
On this show, we talked about the probability of beating the market, why your savings behavior is more important than rate of return and how to break the cycle of overconsumption with Jonathan Clements, Founder of HumberDollar.com, author of From Here To Financial Happiness and many other books.  Listen to learn the three primary ways money can help you lead a happier life! For the Difference M...
20m Jan 02, 2024
20m
Book Club with Jonathan Clements
On this edition of the Book Club, Jonathan Clements, former personal finance writer for the Wall Street Journal and Founder of HumbleDollar.com joins us to about his book “From Here to Financial Happiness: Enrich Your Life In Just 77 Days.” Listen to learn how five to 10 minutes a day could change your relationship with money forever! For a copy of From Here to Financial Happiness, click HERE Y...
22m Jan 02, 2024
22m
Small Changes Big Results with Victoria Bogner
On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO of McDaniel Knutson.  Listen to learn how to avoid common financial mistakes that can derail your budget and long term goals! For the Difference Making Tip, scan ahead to 16:0...
19m Jan 02, 2024
19m
Constructing a Portfolio of ETFs with Nate Geraci
On this show, we talked about how asset classes fluctuate from year to year, the role that niche or speculative sectors play in a portfolio and how investor behavior drives financial success with Nate Geraci, Co-Founder and President of the ETF Store and host of the ETF Prime podcast.  Listen to learn how you can use ETF’s to create a tax efficient, low cost and diversified portfolio! For the D...
20m Jan 02, 2024
20m
Caring for the Uninsured with Shane Foss
On this episode of Money Savage MAXIMIZE, we talked about how almost 20% of Americans don’t have health insurance, what can be done about it, and how employers can help their employees with Shane Foss, Founder and CEO of Hooray Health.  Listen to learn about a program helping to alleviate the financial burdens of healthcare for the uninsured! For the Difference Making Tip, scan ahead to 16:53. ...
18m Jan 02, 2024
18m
Money and Choice with Kimberly Foss
On this show, we talked about the importance of commitment in the planning process, being intentional about designing your financial future and why you should pay less attention to the financial media with Kimberly Foss, CFP, CPWA, Founder and President of Empyrion Wealth Management.  Listen to learn about the relationship between money and choice and how you can position yourself for long term...
19m Jan 02, 2024
19m
Book Club with Kimberly Foss
On this edition of the Book Club, Kimberly Foss, CFP, President and Founder of Empyrion Wealth Mgmt. Inc talked about her book “Wealthy by Design: A Five-Step Plan for Financial Security.”  Listen to learn about the habits she’s hoping to help people break, build as well as her advice to readers and what she’s hoping you’ll get out of the book! For a copy of Wealthy by Design, click HERE You ca...
22m Jan 02, 2024
22m
Effective Financial Literacy with Pamela Capalad
On this show, we talked about what financial literacy is not about, what it's truly about and how you can best position yourself for success with Pamela Capalad CFP, AFC, Founder of Brunch and Budget, host of the Brunch and Budget podcast and CoFounder of Pocket Change.  Listen to learn about how you can determine the best plan for your personal financial future! For the Difference Making Tip, ...
20m Jan 02, 2024
20m
Cash Flow and Land Investing with Jack Bosch
On this show, we talked about the opportunity that exist for investing in land, what variables to consider and what the income potential is with Jack Bosch Real Estate Investor, speaker, author and podcaster.  Listen to learn how to get started with buying land with no experience! For the Difference Making Tip, scan ahead to 25:05. You can learn more about Jack at LandProfitGenerator.com, Faceb...
29m Jan 02, 2024
29m
The Future of Crypto Assets with Kevin Kelly
On this show, we talked about the brief but extensive evolution of crypto assets, their peer to peer, web 3.0 and security token uses as wells as what their future holds with Kevin Kelly, CFA and CoFounder of Delphi Digital.  Listen to learn whether or not you’ll be using cryptocurrency to buy coffee or even fractional ownership in real estate! For the Difference Making Tip, scan ahead to 17:41...
20m Jan 02, 2024
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