Aligned Money Show

We focused on telling your money story, the internal forces holding you back from the financial success you’re looking for, what to do when you identify a limiting belief about money, why it’s never to late, and how to get started, with Bill Cates, Hall of Fame Speaker, coach, and author.         Listen to hear a difference-making tip on what to do when you identify your thread of discontent! You...

We focused on designing retirement income, understanding your risk tolerance, reducing taxes in retirement, the difference between products and strategies, and how to get started, with Erik Brenner, CEO and President of Hilltop Wealth.         Listen to hear a difference-making tip on recognizing it’s not what you do, it’s what you have! You can learn more about Erik at HillTopWealthTax.com , Inst...

We focused on sustainable investing as well as impact investing, what those terms really mean and how they work, the need for us to stand shoulder to shoulder to ensure a great future for our kids and grandkids, what kind of returns you can expect from this approach, and how to get started, with Carole Laible, CEO of Domini Impact Investing.         Listen to hear a difference-making tip on how to...

We focused on becoming an investor, how to ensure you’re not paying too much in fees and expenses, why it’s wise to simplify your investing approach, how basis points work and how to tell the total cost of an investment, and how to get started, with Robert Rolih, Financial Expert and Best-Selling Author.         Listen to hear a difference-making tip on the essential first step you must take to be...

We focused on green capitalism, why the solution to climate change will be found by entrepreneurs, who the bad actors are and what their incentives are, the importance of being an advocate versus an activist, and how to get started, with Jim Beach, award-winning speaker, radio host, and author.         Listen to hear a difference-making tip on how to remove all excuses for why you haven’t started...

We focused on becoming a decamillionaire, the role resistance plays in keeping entrepreneurs stuck and how to overcome it, getting clarity around who you serve and what they need, how to find real freedom, and how to get started, with Justin Goodbread, entrepreneur, advisor, speaker, coach, and author.          Listen to hear a difference-making tip on making sure you’ve got the right mindset for...

We focused on finding a financial advisor, generational trends with investing and financial literacy, what younger generations are looking for in an advisor relationship, and how to get started, with Lacy Garcia, Founder and CEO of Willow.         Listen to hear a difference-making tip on how to ensure you’re not overpaying for your subscriptions! You can learn more about Lacy at TrustWillow.com ,...

We focused on bringing equity onchain, what that means, what it can mean moving forward, the benefits to owner/employees/investors, what this means for liquidity, and how to get started, with Joris Delanoue, CEO and Co-Founder of Fairmint.         Listen to hear a difference-making tip on the wisdom of hiring quickly! You can learn more about Joris at Fairmint.com , X , and LinkedIn .  Did you get...

We focused on the reasons why the vast majority of entrepreneurs regret selling their businesses, increasing financial literacy in service of making better decisions, how to position yourself for a successful exit, and how to get started, with Nate Collins, CEPA, and Financial Advisor.         Listen to hear a difference-making tip on the importance and power of increasing one’s personal wellbeing...

We focused on how to save money on property taxes, how they’re determined and assessed, what rights we have as taxpayers to appeal and when we’re able to to do it, how to navigate the process, how much money you stand to save, and how to get started, with Sam Sosa, Senior Property Tax Manager with Onwell.         Listen to hear a difference-making tip on how to empower yourself through financial l...

We focused on tokenizing real estate, what it is and how to do it, creating a secondary market to trade the tokens on, the regulation and process that goes into doing this, who it’s for and who it’s not, and how to get started, with Tyler Vinson, CEO of REtokens.         Listen to hear a difference-making tip on why it’s always a good idea to trust your instincts! You can learn more about Tyler at...

We focused on simplifying your finances, the challenges of creating retirement income that will last for as long as you need it to, how to find the signal in a crowded marketplace, why complexity won’t solve a complicated problem, and how to get started, with Patrick Negado, Retirement Income Expert, and author.         Listen to hear a difference-making tip on how to select the right financial pr...

We focused on bonus depreciation, tax planning vs tax preparation, the importance of developing a tax plan immediately, opportunities for entrepreneurs to save on taxes, and how to get started, with Michael Uadiale, CPA and Managing Partner.         Listen to hear a difference-making tip on why too good to be true isn’t always too good to be true! You can learn more about Michael at SmeedCPA.com ,...

We focused on international investing, the criteria for evaluating opportunities, the surprising number of international stock exchanges, what to do when you’re traveling abroad and would like to invest, and how to get started, with Ryan Floyd, CFA, and Founder of Barca Capital.        Listen to hear a difference-making tip on why reading a book older than you is a good idea! You can learn more ab...

We focused on ESOP planning, how long they’ve been around, what they are, who’s a good candidate for one, who’s not, and the value in understanding your options as a business owner when it comes to selling a business, with Kelly Finnell, ESOP expert.      Listen to hear a difference-making tip on how outside the box thinking can benefit you when it comes to evaluating exit options for your busines...

We focused on the state of the residential real estate market, how mortgage interest works and what moves them, understanding closing costs and other lesser-known fees and what can be done to reduce or eliminate them, and what the future holds for single family homes, with Daniel Fischpan, home buying expert, Realtor, and mortgage professional.        Listen to hear a difference-making tip on how...

We focused on giving your money a job and letting it do its work, the danger of bad math, filling your knowledge gap, ensuring your future will be better than your past, and how to get started, with Laura Rehbein, Private Wealth Advisor at Impavid Wealth.       Listen to hear a difference-making tip on the importance of looking at your future 10, 20, and 30 years from today! You can learn more abo...

We focused on navigating the current retirement landscape, how much has changed over a short amount of time what how we save for and fund our retirements, what real tax planning looks like, how to handle inheriting an IRA, and how to get started, with Greg King, CFP, and SVP with Johnson Financial Group.       Listen to hear a difference-making tip on the importance of both asset allocation and as...

Is buy now pay later an innocuous thing, the thing that will destroy humanity, or something in the middle?  George G asserts it's an innovation of procrastination with a lot of unintended consequences.  Get your copy of Your Money Story here: https://amzn.to/4kGK03r   Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here: ht...

Is TikTok a reliable and good place to get financial advice? What kind of info are you getting, and do licenses and certifications matter?  George G talks shares his perspective on it, the changing landscape of truth and expertise, and the importance of using critical thinking when considering any new insight and information! Get your copy of Your Money Story here: https://amzn.to/4kGK03r   Want t...

If it’s not tariffs, it’s a weakening dollar, an uncertain stock market, the cost of housing, and why the f are eggs so expensive. Getting distracted is easy to do, but a major key to finding financial security lies in focusing on the right things.  George G talks about what it means to focus on probablies and how to actually do it! Get your copy of Your Money Story here: https://amzn.to/4kGK03r  ...

Who do your bucks stop with? Is it you, or is someone else making those decisions? How good are you at making decisions, and what criteria are you using to make them? When it comes to your personal finances and most valuable resources, it’s important to be hitting your target most of the time.   George G talks about how to set your top priorities, and how to make sure they stay your top priorities...

We focused on how it’s fun making money investing, how to get a better understanding of the stock market, developing an appreciation for behavioral finance and how it can lead to negative returns and bad behavior, why it’s hard to consistently make money investing, and how to get started, with Earl Yaokasin, CFA, and Wealth Architect.       Listen to hear a difference-making tip on how you can pos...

If it’s true that more money equals more problems, how can you best maximize being broke before you’re filthy rich and awash with problems? What are the tactical moves and proper mindset to put to work in your life while you’re on your way to abundance?  George G talks about some great money moves to make to prepare yourself for financial success once you’ve achieved financial success! Get your co...

We focused on self-directed IRAs, how AI is impacting entrepreneurship as well as personal finance, why people are looking for more control and trust with their money, how to start investing in alternatives, and why education is the key to financial success, with Adam Bergman, Founder of IRA Financial and Self-Directed IRA thought leader.       Listen to hear a difference-making tip on the three t...