Aligned Money Show

Aligned Money Show

By Aligned Money ShowBusinessInvesting
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Aligned Money Show episodes

  • 100: Is the Government Wasting Money?

    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 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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    25 min
  • 99: A Cash Flow Revolution with David Mozeika

    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 start putting yourself and your family first when it comes to your finances!

    You can learn more about David at LiveCurrence.com, Instagram, Facebook, and LinkedIn. 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    28 min
  • 98: Know Your Client with Jai Baker

    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 results you’re looking for!

    You can learn more about Jai at LuminousWealth.com, and LinkedIn. 

    Get your copy of The Awakened Investor here:

    https://amzn.to/4h3c3s5 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    37 min
  • 97: Humanizing Personal Finance with David Steele

    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 learn more about David at OneWealth.net, and LinkedIn. 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    28 min
  • 96: Board Management with Kevin White

    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 urgency!

    You can learn more about Kevin at ExboGroup.com, and LinkedIn. 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024. 

    29 min
  • 95: AI and the Stock Market with Andrew Einhorn

    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 learn more about Andrew at LevelFields.AI, X, YouTube, and LinkedIn. 

    Get your copy of Your Future is Now here:

    https://amzn.to/3ZviGgr 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    25 min
  • 94: Financial Literacy with Jeff Panik

    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 in an account you’ve forgotten about!

    You can learn more about Jeff at JeffreyPanik.com, Facebook, Instagram, YouTube, and LinkedIn. 

    Get your copy of Your Future is Now here:

    https://amzn.to/3ZviGgr 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    28 min
  • 93: How to Retire with Eric Brotman

    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, regardless of your age!

    You can learn more about Eric at BrotmanMedia.com, Facebook, Instagram, YouTube, and LinkedIn. 

    Get your copy of Don’t Retire, Graduate here:

    https://amzn.to/3MIOW89 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024. 

    26 min
  • 92: The Sustainable Family Office with Scott Saslow

    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!

    You can learn more about Scott at OneWorld.Investments, and LinkedIn. 

    Get your copy of Building a Sustainable Family Office here:

    https://amzn.to/3ZhFiAW 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    25 min
  • 93: Stick to the Plan with Adam Koós

    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 and when they ought to!

    You can learn more about Adam at LibertasWealth.com, Facebook, YouTube, X, and LinkedIn. 

    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 coffee)

    https://www.buymeacoffee.com/lifeblood

    Have George G speak

    https://moneyalignmentacademy.com/speaking/ 

    Financial literacy and wellness for individuals, families, and companies

    https://moneyalignmentacademy.com/ 

    Find George G’s books here

    https://amzn.to/3R2gIhH 

    The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

    25 min

About Aligned Money Show

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We’re working tirelessly to help people get better at money, so they can live how they want.