Aligned Money Show

We focused on getting what you need, how all human needs are universal but how we meet them is highly personal, understanding the different ways we meet our needs and how to synergize your satisfaction, and how to get started, with Elizabeth Husserl, Financial Advisor, author, and speaker.       Listen to hear a difference-making tip on how to check in on your level of satisfaction every day! You...

We focused on short term rentals, how to make money in real estate regardless of market conditions, who short term rental investing is good fit for, who it’s a terrible fit for, how the process works, and how to get started, with Avery Carl, CEO of the Short Term Shop, podcaster, author, investor, and speaker.       Listen to hear a difference-making tip on why you might be the one stopping you fr...

Do you think our government is wasting money? Are there better uses for our resources than sending money all over the world? George talks about three things he’d greatly prefer we spend money on here at home, as well as a list of the top ways individuals waste money.  Get your copy of the Purpose Book here: https://moneyalignmentacademy.thinkific.com/courses/the-purpose-book-course   Did you get a...

We focused on shifting the way we think about and manage our cash flow, how a simple shift from a spending account to a savings account can improve saving’s rate by 6Xs, why so many of us struggle to get ahead financially, and how to position yourself for financial success, with David Mozeika, Founder of Currence, and top Financial Advisor.       Listen to hear a difference-making tip on how to st...

We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author.       Listen to hear a difference-making tip on why a team is essential to get the resu...

We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur.       Listen to hear a difference-making tip on why setting goals is a form of human magic! You can...

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 of...

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 le...

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 money i...

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 checkup...

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! Y...

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 plans a...

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 mo...

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 RiseTheMovemen...

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.or...

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 can...

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 whether...

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 ov...

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 abo...

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 ,...

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 Mark...

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 a s...

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’re...

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 principa...

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 a s...