Aligned Money Show

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 lear...

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 of t...

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 dea...

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 necessity...

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 g...

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 ab...

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 , Y...

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/a...

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 ones...

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 yo...

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/alignedmoneyshow...

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 can...

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 Pe...

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 closer...

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 financia...

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 Spencer...

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 more...

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 you’r...

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 , Faceb...

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 at...

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 have...

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 your p...

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 about J...

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 can l...

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 ,...