Aligned Money Show

This month marks my twenty fifth anniversary as a financial advisor, and I’ve learned a lot. It’s taught me that financial success isn't simply something you achieve, it's something you become capable of creating. In this episode, we explore a new identity: Wealth Builder. You'll learn why identity changes behavior, how doing and becoming reinforce one another, and the principles that can guide a lifetime of building wealth. We'll talk about agency, preferring the future, compounding, ownership, capability, and why contribution ultimately gives wealth meaning. You don't need to be wealthy to become a Wealth Builder. You need to decide who you're becoming, and start acting accordingly.

BUILD | WEALTH. Become a Wealth Builder. Build wealth so you can build what matters.

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!

https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

We focused on the challenges retirees face transitioning from wealth accumulation to income distribution, the role of whole life insurance as a risk-shifting tool in retirement planning, how whole life differs from universal life, the mechanics of dividend interest rates and cash value accumulation, practical considerations for taking distributions from a whole life policy, and the integration of insurance and investment strategies in a comprehensive retirement income plan, with Tom Wall PhD, a retirement income planning expert, author of Permission to Spend, and 23-year veteran of the financial services industry.

Get your copy of Permission to Spend here: https://amzn.to/4fYJXOS 

You can learn more about Tom at PermissionToSpend.com, Instagram, and LinkedIn.

Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: 
https://www.mymeaningfulfew.com/ 

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 2026.

People don't hire financial advisors because they love spreadsheets.
They hire them for two reasons: Hope for a better future, and convenience of having a trusted guide who already knows the way.

The best financial advice delivers both. This episode digs into how and why!

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!

https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

44%.

That's how much more households with greater guaranteed income spend in retirement, according to J.P. Morgan's 2026 Guide to Retirement.
Not because they're wealthier, because they're more confident.
Retirement isn't just about having enough money, it's about believing you'll continue to have enough tomorrow.

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!
https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

Most people think their biggest financial problem is debt.
I disagree.
I think it's Commitment Debt.
Every time you say, "I'm going to start saving." "I'm going to work out." "I'm going to stick to my budget." ...and then you don't... You're borrowing against your future confidence.
Eventually your subconscious stops believing you. The interest isn't financial. It's psychological.
This episode explores the good news that trust is rebuilt exactly the same way wealth is built. One small deposit at a time. One promise. One kept commitment. That's how you build Commitment Wealth.

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!
https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

Why do people with millions of dollars still worry about money?

Because financial wealth and psychological wealth aren't always the same thing.

This episode explores why "more" never feels like enough for so many people, and how alignment with your values creates a richer life than chasing someone else's definition of success.

Because the goal isn't simply to build wealth.

It's to build a life worth living.

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!
https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

Is financial success possible? Is it possible for you? Will your habits prevent you from ever retiring? 

This episode explores intentional spending vs. habitual spending, values-based financial decision making, the trade-off framework and understanding the value of your most valuable resources (MVRs). 

Want to talk with a professional about where you are and where you want to go with your finances? This is the place, or email us!
https://george-grombacher.aweb.page/p/8a4b81a1-882c-4c59-a1dd-2c50a450f3ee 

Find George G’s books here
https://amzn.to/3R2gIhH 

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/ 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

We focused on navigating life’s transitions, the importance of tax planning, the psychological challenges associated with selling a business and moving into retirement, and the role values play in effective planning, with Adam Cox, Wealth Management Executive with Prairie View Wealth Partners.  

Listen to hear a difference-making tip on how to find peace of mind!

You can learn more about Adam at PrarieViewWP.com, and LinkedIn.

Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: 
https://www.mymeaningfulfew.com/ 

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 2026.

We focused on owning your finances, the philosophy of abundance versus mere asset accumulation, the importance of personal agency, a goal-based approach to financial planning and the reality that true financial security cannot be found through others, but must be built by individuals, with Gretchen Meyer, Private Wealth Advisor with Pachira Wealth Management.  

Listen to hear a difference-making tip on the value of partnership in financial success!

You can learn more about Gretchen at PachiraWealthManagement.com, Instagram, Facebook, and LinkedIn.

Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: 
https://www.mymeaningfulfew.com/ 

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 2026.

We focused on finding financial peace of mind, cutting through the noise and overload of information, thinking about money as a tool versus the destination, and the value of financial advice in the age of AI, with Connor Sung, Director, Financial Planning at eMoney Advisor.     

Listen to hear a difference-making tip on the value of simplifying financial matters!

You can learn more about Connor at EMoneyAdvisor.com, X, Facebook, and LinkedIn.

Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: 
https://www.mymeaningfulfew.com/ 

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 2026.