Aligned Money Show

Should you follow your dreams? Do you even know what they are? Does it even matter with AI? George G talks about how to move beyond platitudes, find meaningful work, and solidify your personal and professional worth!   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 , Twitt...

Is there a danger in leaving well enough alone? What's the downside to maintaining the status quo? Are you leaving something on the table? George G shares his perspective on the importance of thinking big!   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 , Linked...

Should companies be allowed to buy single family homes? Is this practice causing more trouble than it's worth, and is the American Dream still alive? What role should the government play?  George G breaks looks at the issue from all sides!   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 MoneyAlign...

Your financial future is important. But is it important enough to change your behavior? George G talks about why change is hard and how to actually do it!   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...

We focused on how to focus on what matters when it comes to your money, the impact of AI on financial advice, balancing short and long-term needs and desires, advice to young people and grownups alike, the power of inertia, and the value of simplicity, with Peter Mallouk, President and CEO of Creative Planning.        Listen to hear a difference-making tip on how to set yourself up for long-term f...

Could there be a conspiracy theory about the new fiduciary rule? Who is it designed to protect, and will it actually do that? Or could there be something else at play? George G breaks down what he thinks is really going on, talks about the difference between wisdom and intelligence, and shares some potential unintended consequences.    Did you get anything out of this episode? Do us a solid and le...

We focused on financial what if’s in retirement, how to successfully transition from fulltime work to retirement, how to create retirement income that will be there for as long as you need it to, and how to alleviate stress once you’ve retired, with Derek Mazzarella, CFP with Gateway Financial Partners.        Listen to hear a difference-making tip on why it’s critical to pay attention to taxes in...

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-term f...

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 at...

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 difference-m...

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 why n...

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 review:...

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   Le...

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, author,...

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 and l...

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 an...

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 intel...

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 e...

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   L...

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 a...

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 and...

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 an...

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 CurioWeal...

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 us a...

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 dema...