Aligned Money Show

On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business!

For the Difference Making Tip, scan ahead to 19:13.

You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.

On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business!

For the Difference Making Tip, scan ahead to 19:13.

You can learn more about Justin at FinanciallySimple.com, Facebook, Twitter and LinkedIn.

On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks!

For the Difference Making Tip, scan ahead to 16:57.

You can learn more about Chris at SmartRealEstateCoach.com, YouTube Facebook and LinkedIn.

For a free copy of his book, click here

On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks!

For the Difference Making Tip, scan ahead to 16:57.

You can learn more about Chris at SmartRealEstateCoach.com, YouTube Facebook and LinkedIn.

For a free copy of his book, click here

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success!

For the Difference Making Tip, scan ahead to 17:17.

You can learn more about James at CPlanning.com, Facebook, Twitter, and LinkedIn.

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success!

For the Difference Making Tip, scan ahead to 17:17.

You can learn more about James at CPlanning.com, Facebook, Twitter, and LinkedIn.

On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor!

For the Difference Making Tip, scan ahead to 18:47.

You can learn more about Eric at AltoIRA.com, and LinkedIn.

On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor!

For the Difference Making Tip, scan ahead to 18:47.

You can learn more about Eric at AltoIRA.com, and LinkedIn.

On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success!

For the Difference Making Tip, scan ahead to 18:25.

You can learn more about Bob at FragassoAdvisors.com, Facebook, Twitter, and LinkedIn.

On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success!

For the Difference Making Tip, scan ahead to 18:25.

You can learn more about Bob at FragassoAdvisors.com, Facebook, Twitter, and LinkedIn.

On this show, we talked about the necessary steps towards wealth and abundance and how important perspective is in that process with Reshell Smith, MBA, CFP, Founder and CEO of AMES Financial Solutions and author.  Listen to learn about creating a legacy for your loved ones and community!

For the Difference Making Tip, scan ahead to 14:52.

You can learn more about Reshell at ReshellSmith.com, Facebook, Instagram, Twitter, and LinkedIn.

On this show, we talked about the necessary steps towards wealth and abundance and how important perspective is in that process with Reshell Smith, MBA, CFP, Founder and CEO of AMES Financial Solutions and author.  Listen to learn about creating a legacy for your loved ones and community!

For the Difference Making Tip, scan ahead to 14:52.

You can learn more about Reshell at ReshellSmith.com, Facebook, Instagram, Twitter, and LinkedIn.

On this show, we talked about the often contentious relationship between money and time, how taking value-driven approach can help and how you can use money to buy time with Miranda Marquit, entrepreneur, freelance journalist, money expert, author and podcaster.  Listen to learn some strategies for using your time the way you want!

For the Difference Making Tip, scan ahead to 19:18.

You can learn more about Miranda at PlantingMoneySeeds.com, Facebook, Instagram, Twitter, and LinkedIn.

Also check out the Money Tree Podcast!

On this show, we talked about the often contentious relationship between money and time, how taking value-driven approach can help and how you can use money to buy time with Miranda Marquit, entrepreneur, freelance journalist, money expert, author and podcaster.  Listen to learn some strategies for using your time the way you want!

For the Difference Making Tip, scan ahead to 19:18.

You can learn more about Miranda at PlantingMoneySeeds.com, Facebook, Instagram, Twitter, and LinkedIn.

Also check out the Money Tree Podcast!

On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast.  Listen to learn how to overcome feelings of isolation, shame and overall financial stress!

For the Difference Making Tip, scan ahead to 16:41.

You can learn more about Kara at BravelyGo.co, Twitter, Facebook, Instagram and LinkedIn.

On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast.  Listen to learn how to overcome feelings of isolation, shame and overall financial stress!

For the Difference Making Tip, scan ahead to 16:41.

You can learn more about Kara at BravelyGo.co, Twitter, Facebook, Instagram and LinkedIn.

On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor.  Listen to learn how you can begin directly investing in alternative investments!

For the Difference Making Tip, scan ahead to 16:20.

You can learn more about Craig at Diversyfund.com, Twitter, Facebook, Instagram and LinkedIn.

On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor.  Listen to learn how you can begin directly investing in alternative investments!

For the Difference Making Tip, scan ahead to 16:20.

You can learn more about Craig at Diversyfund.com, Twitter, Facebook, Instagram and LinkedIn.

On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor.  Listen to learn 7 specific strategies for saving money!

For the Difference Making Tip, scan ahead to 18:32.

You can learn more about Jordan at MoneyAnswers.com, Facebook, Twitter and LinkedIn.

On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor.  Listen to learn 7 specific strategies for saving money!

For the Difference Making Tip, scan ahead to 18:32.

You can learn more about Jordan at MoneyAnswers.com, Facebook, Twitter and LinkedIn.