Aligned Money Show

We focused on creating your statement of financial purpose and regret minimization, the value of having more in-depth conversations around money, what a creative retirement timeline is and why it’s important, and how our values help us make better decisions, with Andy Baxley, CFP, CIMA, CeFT and Senior Financial Planner with the Planning Center.        Listen to hear a difference-making tip on fos...

What do you think of Dave Ramsey? Is he a force for good, or someone dispensing bad money advice? George G digs into that, but not before playing a spirited game of F - Marry - Kill, using Dave Ramsey, Jim Cramer, and Suze Orman. 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...

We focused on how to take things head-on instead of brushing them under the rug, why and how to think about your legacy, the challenges in living in a time when we’re hit with a million things at once, why buffalos have a lot to teach us, and how to get started, with Abbe Large, SVP with Lenox Advisors.        Listen to hear a difference-making tip on why you must own your own s*#t, and how to ask...

Welcome to the Aligned Money Show. George G talks about what he’s hoping to accomplish with the show, and what you can expect.       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 G a coffee (he loves co...

We talked about taking a step back from the constant inputs of daily life to examine what brings you the most happiness and satisfaction, how we can use money to increase contentment, and how to make it a daily practice with Andrew Rosen, CFP, CEP and President of Diversified Lifelong Advisors.  Listen to learn how to consistently reprioritize your commitments to increase your overall happiness! F...

On this show, we talked about how a handful of the 300 auto insurance companies spend the vast majority of the $7 billion in advertising every year, how different companies charge different premium amounts and how you can potentially save a of money by going with a smaller company with Andrew Rose, Founder and CEO of Compare.com .  Listen to learn how you could save $50,000 in premium over your li...

On this show, we talked about the necessary steps to optimize your retirement, manage risk and leave a legacy with Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors, Nationally recognized speaker and author.  Listen to learn the biggest risks you’ll face in having a secure and successful retirement! For the Difference Making Tip, scan ahead to 19:11! You can learn more about...

On this show, we talked about the current state of student loan debt, navigating the complexity of repayment options and how to get started by putting a plan together with Meagan Landress, Certified Student Loan Professional.  Listen to learn about all available options for managing student loan debt! For the Difference Making Tip, scan ahead to 18:37! You can learn more about Meagan at FinancialC...

On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial.  Listen to learn if and when technology will ever replace financial planners! For the Difference Making Tip, scan ahead to 18:11! Y...

On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com .  Listen to learn about the future of Social Security! For the Difference Making Tip, scan ahead t...

On this show, we talked Blockchain and Cryptocurrency with Brad Yasar, the Founder of KrowdMentor, co-founder of Blockchain Investors Consortium and COO of d10e. Listen to find out what Brad thinks the future holds for these disruptive and decentralizing technologies! You can learn more about Brad at KrowdMentor.com , LinkedIn , and Twitter . Did you get anything out of this episode? Do us a solid...

On this show, we talked with Tom Hegna about designing retirement income. Tom is an economist, author, speaker and is regarded by many to be THE retirement income expert. You can learn more about it from Tom at TomHegna.com , Facebook and Twitter . For Tom's book, Paychecks and Playchecks, click here . For Don't Worry, Retire Happy, click here . You can learn more about it from Tom at TomHegna.com...

On this show, we talked about how 401(k) plans have become more user friendly, how people can best take advantage of them and the confidence you have when you better understand your financial situation. JD is the CEO of Plan Design Consultants and the host of the Retireholi(k)s podcast. Listen to find out what you need to know, why it’s important and how to get started. You can learn more about JD...

On this show, we talked about how to ensure you can have a nice lifestyle without compromising your financial future with Sean Cooper, best selling author, fee only money coach journalist and speaker.  Listen to learn how he made a $170,000 down payment then paid off his mortgage in three years! For the Difference Making Tip, scan ahead to 17:14! You can learn more about Sean at LinkedIn , SeanCoo...

On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities! For the Difference Making Tip, scan ahead to 19:06! You ca...

On this show, we talked about the important role mindset and perspective play with your personal finances as well as strategies for understanding and improving yours with Jen Hemphill, Accredited Financial Counselor, Money Confidence Coach and host of the Her Money Matters and Su Dinero Importo podcasts as well as an author.  Listen to learn how to increase your confidence level with money! For th...

On this show, we talked about how so many Americans are interested in real estate investing but so few actually do it, as well as best practices for being successful at it, with Marco Santarelli, Founder of Norada Real Estate and the host of the Passive Real Estate Investing podcast.  Listen to learn a turnkey process for investing for cash flow! For the Difference Making Tip, scan ahead to 21:06!...

On this show, we talked about how schools have begun offering enhanced financial curriculums both for knowledge as well as career growth, how financial literacy has changed over time and what we should expect moving forward with Randy Bruns, CFP, RICP and Founder of Model Wealth.  Listen to learn how elected officials are thinking about financial literacy! For the Difference Making Tip, scan ahead...

On this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors.  Listen to learn how to ensure you and your spouse are on the same page when it comes to money! For the Difference Making Tip, scan ahead to 18:...

On this show, we talked about considering your contribution along with your ambitions and success, how to instill that mentality in others, and how to advocate for others and strengthen your community, with Michael Nathanson, Chairman and CEO of the Colony Group.  Listen to learn why and how you should be thinking about the contribution you’re making to the world!  You can learn more about Michael...

On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group.  Listen to learn how and why to you should work to find meaning and you at work and in life! For the Difference Making Tip, scan ahead to 19:11! You can learn more about Michael at TheColonyGroup....

On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces! For the Difference Making Tip, scan ahead to 16:55. You can learn more about Patricia at Brightworth.com...

On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm.  Listen to learn a strategy for investing in the stock market during both good and bad times! For the Difference Making Tip, scan ah...

On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of the Tayne Law Group, speaker and best selling author.  Listen to learn the starting point for getting out of credit card debt! For the Difference Making Tip, scan ahead to 18:43. You can learn more abo...

On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially! For the Difference Making Tip, scan ahead to 15:16. You can...