45: Lifetime Income with Matt Wolniewicz
We focused on creating lifetime income, the challenges of accumulating enough for retirement, how to take the money you’ve saved and make it last for as long as you need it to, the value of fiduciary advice, and how to get more guarantees in your retirement income, with Matt Wolniewicz, CEO of Income America.        Listen to hear a difference-making tip on how to position yourself for long-ter...
27m Apr 22, 2024
27m
44: What's Your Number and Does it Matter?
What's your number to live a comfortable retirement, and is that what you should be focused on. George G talks about how to cut through the BS to get down what really matters, and how to think about your retirement in a thoughtful and pragmatic way!    Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage ...
18m Apr 19, 2024
18m
43: The Fiduciary Rule with Stephen Kagawa
We focused on the fiduciary rule impacting how financial services and advice are delivered, what it means and how it would apply, potential negative and unintended consequences, and what consumers and professionals can do to have their voices heard, with Stephen Kagawa, Founder and CEO of The Pacific Bridge Companies, author, and National Board Member of NAIFA.        Listen to hear a differenc...
24m Apr 17, 2024
24m
42: Better Investing with Gil Baumgarten
We focused on better investing, what it means to be a permanent participant in the market and the benefits you’ll get, how to think about inflation, where to get your news and information, and the problems with brokerage accounts and financial products, with Gil Baumgarten, President of Segment Wealth Management, author, and fiduciary advisor.        Listen to hear a difference-making tip on wh...
24m Apr 15, 2024
24m
41: Money Advice for Young Adults
What money advice would you give yourself as a young adult? The world of personal finance is vast and pretty noisy, making it difficult to know what to focus on. George G shares a recent presentation to a group of undergraduates on the fundamentals to pay attention to!  Here's the YouTube link: https://youtu.be/ElGSJUGMHD8 Did you get anything out of this episode? Do us a solid and leave a revi...
1hr 2m Apr 12, 2024
1hr 2m
40: Inflationary Vibes
Is inflation really a problem, or does it just feel like it's a problem? The Wall Street Journal has been running stories from many angles. George G talks about the coverage of inflation, the statistics behind it, and what’s really going on. 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  ...
11m Apr 10, 2024
11m
39: Having Tough Conversations with Tom Wall
We focused on having tough conversations, how the financial services industry has changed and evolved, the role mass media has played in its evolution, what it takes for financial professionals to do a good job for clients, the role boring insurance products play in retirement income, who they’re a good fit for and who they’re not, and how to evaluate carriers, with Dr. Tom Wall, speaker, autho...
27m Apr 08, 2024
27m
38: Your Banking Relationship
How’s your banking relationship? Chase Bank has decided to let advertisers target customers based on their spending data, and make money off any sales. Does that make sense? George G talks about that, how it compares to your relationship with your doctor, and whether or not it aligns with Chase’s values. We know you’re gonna love it.    Did you get anything out of this episode? Do us a solid an...
22m Apr 05, 2024
22m
37: Robinhood: Taking from Everyone
Robinhood is offering some big incentives to join their platform. Is it the right place for you to be investing? George G talks about that, online gambling, how many people are making money trading, and a fun game of F/Marry/Kill. 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 ...
29m Apr 03, 2024
29m
36: Finding Your North Star with Caleb Silver
We focused on finding your financial north star, deciding for yourself what’s true about money and wealth, how to gain control over your finances, why it’s so hard to take a step backwards, and what money’s purpose in our lives is, with Caleb Silver, Editor-in-Chief of Investopedia.        Listen to hear a difference-making tip on developing the super skill of listening and being emotionally in...
25m Apr 01, 2024
25m
35: Spare Me, Larry Fink
Larry Fink from Blackrock wants to save retirement. Is he really the one to do it? Is Blackrock in any position to help everyday Americans? What does this mean for you? George G breaks down his 11,000 word letter to shareholders. 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 and...
17m Mar 29, 2024
17m
34: An Open Letter to Working Class Americans
If you could write an open letter to working class Americans regarding their personal finances, what would it say? George G talks about his feelings on open letters and what people who are struggling to get ahead need to hear and start doing. 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 ...
22m Mar 27, 2024
22m
33: Creating Value with Ben Hockema
We focused on creating value, the reasons people are turning to message boards and social media for financial insight, how advisors can meet the needs of clients, and how to get started, with Ben Hockema, CFP and Founder of Illuminate Wealth.        Listen to hear a difference-making tip on the best way to think about money! You can learn more about Ben at IlluminateWM.com, Facebook, Instagram ...
23m Mar 25, 2024
23m
32: Changes in Realtor Commissions
What's going on with Realtor commissions and what does it mean? George G breaks it down and shares a three-step framework for how to deliver real value, how AI will impact the industry, and what changes to expect moving forward. 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 an...
19m Mar 22, 2024
19m
32: Avoiding Financial Scams
Financial scams are an unfortunate reality, and scammers are going after our aging parents. George G answers a letter from the mailbag, plays a quick round of would you rather, talks about how to avoid getting taken advantage of- but more importantly, how you can help your parents or other aging loved ones protect themselves from crooks and scammers! We know you’re gonna love it.    Did you get...
14m Mar 20, 2024
14m
31: Better Financial Decisions with Jake Sadler
We focused on making better financial decisions, how all decisions are human decisions, the importance of curiosity in planning, how to create space for meaningful conversations, and how to get started, with Jake Sadler, CFP, Founder and Senior Advisor with Curio Wealth.        Listen to hear a difference-making tip on why simple doesn’t always mean easy! You can learn more about Jake at CurioW...
31m Mar 18, 2024
31m
30: Should I Take a 401(k) Loan?
Should I take a 401(k) loan? When we find ourselves in a financial emergency, what’s the best way to handle it?  George G breaks down how 401(k) loans work, the damage they can cause when done incorrectly, using credit cards or personal loans to cover emergencies, and how to proactively position yourself and your loved ones for financial success!   Did you get anything out of this episode? Do u...
21m Mar 15, 2024
21m
29: Consider the Source with Vince Shorb
We focused on why it’s prudent to consider the source when receiving financial information, why so many of us struggle financially, how it’s common to Yoyo financially, how to avoid making mistakes early in life, and how to get started, with Vince Shorb, Founder and CEO of the National Financial Educators Council.        Listen to hear a difference-making tip on why personal financial success d...
26m Mar 13, 2024
26m
28: Building Financial Confidence with Justin McCurdy
We focused on building financial confidence, the planning considerations for savers versus spenders, how to find your financial just right, the role emotions play, and the difference between every-dollar budgeting and reverse budgeting, with Justin McCurdy, Financial Planner with Bridge Financial Planning.        Listen to hear a difference-making tip on the necessity of making plans! You can l...
24m Mar 11, 2024
24m
27: Tune Out the Noise: Focus On What Really Matters
Getting what you want demands you tune out the noise; and there's a lot of it. There are countless people trying to extract your time, attention, energy and money; if you let them do it, you won’t end up where you want to go.  George answers a question from the mailbag, plays a quick game of would you rather, and talks about how to know what matters, and how to do what matters.  Get your copy o...
17m Mar 08, 2024
17m
26: The Problem of Instant Gratification with Lindsey Curry
We focused on the problem of instant gratification and our personal finances, the emotional power of money, needs versus wants, how financial success is more behavior than it is knowledge, and how to get moving in the right direction, with Lindsey Curry, Ramsey Solutions Master Financial Coach with Whitaker Myers Wealth.        Listen to hear a difference-making tip why small amounts are a big ...
22m Mar 06, 2024
22m
25: Avoiding Financial Pitfalls with Paula Harris
We focused on how to avoid financial pitfalls and handling life’s curveballs, the average age women become widows, why we have a hard time making plans and communicating with loved ones regarding money, the best way to involve others in the planning process, and how to get started, with Paula Harris, CoFounder of WH Cornerstone Wealth.        Listen to hear a difference-making tip on the necess...
24m Mar 04, 2024
24m
24: Being Broke is the Worst: How to Knock it Off
Being broke is the worst. Why do we screw ourselves over, and what can be done about it?  George answers a question from the mailbag, talks about why we screw ourselves over when it comes to life and money, and most importantly, how to break free from this vicious cycle.  Get your copy of the Purpose Book here: https://moneyalignmentacademy.thinkific.com/courses/the-purpose-book-course  Did you...
23m Mar 01, 2024
23m
23: Fear and Greed with Vance Barse
We focused on the role fear and greed play in our finances and our investing, dealing with inflation, how to know what’s going to happen next, the challenges of high interest rates and higher home values, and how to find success, with Vance Barse, Wealth Strategist and Founder of Your Dedicated Fiduciary.        Listen to hear a difference-making tip on how to start each day! You can learn more...
26m Feb 28, 2024
26m
22: Total Return Indexing with Mark Hebner
We focused on the difference between total return and price return, the impact of adding dividends into the equation, the reasons why the industry has ignored this discrepancy, and how it could be impacting you as an investor, with Mark Hebner, Founder and CEO of Index Fund Advisors, author, speaker, and thought leader.        You can learn more about Mark at IFA.com, Facebook, Instagram, X, Yo...
32m Feb 26, 2024
32m
21: How Do I Stop Receiving Credit Card Offers in the Mail?
Ever wonder, "How do I stop receiving credit card offers in the mail?" The quick answer is to go to OptOutPreScreen.com.  George answers a question from the mailbag, talks about managing and eliminating credit card debt, what it takes to actually do it, and how to get the support you need!    Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com...
20m Feb 23, 2024
20m
20: Extended Care Planning with Kelly Augspurger
We focused on the ins and outs of extended care planning, reframing long term care, the critical variables to consider and conversations to have, how to pay for care and figuring out who will deliver it, and how to get started, with Kelly Augspurger, LTC advocate, podcaster, and CoFounder of Steadfast Insurance.        Listen to hear a difference-making tip on a practical way to involve loved o...
25m Feb 21, 2024
25m
19: How Do You Feel About Money with Wendy Wright
We focused on asking and answering “how do you feel about money,” what financial metrics and numbers should you be tracking, understanding your net worth, the role of shame and resentment to financial success, and the reality that money is not the problem, with Wendy Wright, Financial Therapist and CEO of Financial Therapy Solutions.        Listen to hear a difference-making tip on how to shift...
25m Feb 19, 2024
25m
18: Don't Give Up on Your Money Goals
Don’t give up! It’s that time of year when we’re thinking about throwing in the towel on our resolutions and financial goals. And we’ve all been there.  George G talks about reframing how we think about goals and resolutions, and how to make them so you actually stick to them!   Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneys...
20m Feb 17, 2024
20m
17: Know Your Client with Frank Rekas
We focused on how and why to know your client, effective marketing and sales, the double-edged sword of technology, why it’s prudent to have a heart of gold as well as gold in your pockets, and why nobody likes being sold, with Frank Rekas, Financial Advisor with Plutus Financial Partners.        Listen to hear a difference-making tip on how to know if your financial foundation is strong! You c...
28m Feb 15, 2024
28m
16: How Much is Enough with Peter Lazaroff
We focused on determining how much is enough, how our preferences and identities change over time, honoring our current and future selves, and the importance of core values, with Peter Lazaroff, Chief Investment Officer of Plancorp, podcaster, author, and speaker.        Listen to hear a difference-making tip on forming sustainable habits and how long it actually takes! You can learn more about...
25m Feb 13, 2024
25m
15: Better Financial Decisions with Brian Haney
We focused on how to make better financial decisions, the benefit of small positive changes, how to remain calm in the face of stress and anxiety, developing internal processes for getting things done, and why tension should be taken head-on, with Brian Haney, Founder of the Haney Company.        Listen to hear a difference-making tip on two simple, yet powerful questions you can ask to get clo...
27m Feb 10, 2024
27m
16: Efficient and Optimal Investing with Mark Hebner
We focused on efficient and optimal investing, the history of passive investing through indexing, why so many people are still focused on active investing, how to properly diversify, and how to get started, with Mark Hebner, CEO of Index Fund Advisors, and author of Index Funds.        Listen to hear a difference-making tip on how much to be saving today to position yourself for long-term finan...
29m Feb 08, 2024
29m
15: How Much is Enough with Spencer Sherman
We focused on how to figure out how much is enough when it comes to money and wealth, how to operate on that level instead of falling into lack or scarcity, the value you’ll get from doing it, and how to actually make it happen, with Spencer Sherman, CEO of Abacus Wealth Partners.        Listen to hear a difference-making tip on interrupting your buying behaviors! You can learn more about Spenc...
26m Feb 06, 2024
26m
14: Impact Investing with Chris Meyer
We focused on impact investing through shareholder advocacy, the special rights and privileges of shareholders, how to use that influence for more than simply returns, and how to vote with your dollars, with Chris Meyer, Manager of Stewardship Investing Research with Praxis Mutual Funds.        Listen to hear a difference-making tip on how to make your investment dollars matter! You can learn m...
23m Feb 03, 2024
23m
13: Life is a Journey Not a Destination with David Bahnsen
We focused on the forgotten wisdom that life is a journey not a destination, the true value of work and why we’ve lost sight of it, why so many of us are struggling to find meaning, and how to make retirement worthwhile, with David Bahnsen, CIO of the Bahnsen Group, economist, author, and thought leader.        Listen to hear a difference-making tip on the question to ask yourself to know if yo...
24m Feb 01, 2024
24m
12: Concentrated Stock Positions with Matt Benson
We focused on concentrated stock options, the important planning considerations that go along with them, being mindful of taxes, and how to create a plan for the long-term, with Matt Benson, CFP, and Owner of Sonmore Financial.        Listen to hear a difference-making tip on the importance of reviewing and rebalancing your investments! You can learn more about Matt at SonmoreFinancial.com, Fac...
23m Jan 30, 2024
23m
11: Finding Your Trading Edge with Adrian Reid
We focused on finding your trading edge, how to successfully trade stocks, ETFs and Crypto, the importance of understanding the expectancy equation, how to put systems in place for your trading, and why people lose money, with Adrian Reid, Founder of Enlightened Stock Trading.        Listen to hear a difference-making tip on the importance of taking losses early! You can learn more about Adrian...
24m Jan 27, 2024
24m
10: Retirement Planning Is Hard
Is retirement planning hard? Is it too complicated to do yourself? George G breaks down what’s required and how to put numbers behind your goals!   Here are the numbers George references:   So, if someone saves $15,000 a year for 30 years at an 8% rate of return, they would have approximately $1,621,159.30.   So, if someone saves $20,000 a year for 30 years at an 8% rate of return, they would h...
25m Jan 27, 2024
25m
9: Financial Peace of Mind with Susan Washburn
We focused on financial peace of mind, the unique financial needs of women, the power of community in making change, a valuable thought exercise of what you would do if you won the lottery, and getting clear on what’s most important, with Susan Washburn, CFP, JD and Senior Financial Planner with ProVise Management Group.        Listen to hear a difference-making tip on how to get engaged in you...
22m Jan 25, 2024
22m
6: At What Cost with James Bashall
We focused on knowing what matters, being thoughtful about life’s trade-offs and asking at what cost, the idea of wealth for wellbeing, and what makes for a good life, with James Bashall, Wealth Advisor with Future You Wealth.        Listen to hear a difference-making tip on the hazards of eating yellow snow, the value of a cold shower, and defining your non-negotiables! You can learn more abou...
22m Jan 23, 2024
22m
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