Aligned Money Show

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 the...

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 ab...

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...

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 more...

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 18:57....

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 Mark a...

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 ahe...

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 abou...

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 Member...

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 Differ...

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! Yo...

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...

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 an...

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 Diff...

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 mo...

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 WealthFormula....

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 , Faceboo...

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, s...

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 Mak...

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 ,...

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 lear...

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 Differenc...

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 expectations w...

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 abo...

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, sca...