Aligned Money Show

On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started!

For the Difference Making Tip, scan ahead to 16:39.

You can learn more about Dave at WealthManagement.com, LinkedIn, Facebook, and Twitter. 

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.

On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money.  Listen to learn how to reconcile being happy with what you have and striving for more!

For the Difference Making Tip, scan ahead to 19:36.

You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.

You can find a copy of Geometry of Wealth at Amazon.

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.

On this show, we talked about the already high and ever increasing costs of healthcare and what individuals and families can do to manage and reduce their premiums with Kassi O’Brien, employee benefits champion, cost containment professional and consultant.  Listen to learn about some tactics for keeping your benefits costs down!

For the Difference Making Tip, scan ahead to 16:52.

You can learn more about Kassi at 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.

On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine.  Listen to learn the four stages of investing and why you should be paying close attention!

For the Difference Making Tip, scan ahead to 20:41.

You can learn more about Rick at RickFerri.com, Facebook, Twitter 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.

On this show, we talked about the importance of breaking complex problems down to simple steps and how leverage can help you to become a more successful investor with Buck Joffrey, MD, entrepreneur, author, podcast host, investor and advisor.  Listen to learn Buck’s formula for successful investing!

For the Difference Making Tip, scan ahead to 22:55.

You can learn more about Buck at WealthFormula.com, Facebook, Twitter 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.

On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer!

For the Difference Making Tip, scan ahead to 14:06.

You can learn more about Jon at FoundationForFinancialPlanning.Org, LinkedIn, Facebook, and Twitter.

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.

On this show, we talked about the history behind our tax code, how and why businesses benefit from it and what an individual can learn from it with Kelly Erb, Managing Shareholder at the Erb Law Firm and Senior Editor at Forbes.  Listen to learn whether or not Amazon actually pays taxes!

For the Difference Making Tip, scan ahead to 19:40!

You can learn more about Kelly at TaxGirl.com, LinkedIn, Facebook and Twitter.

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.

On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial expert, author, tv/radio personality, speaker and founder of Madam Money.  Listen to learn about the four financial languages and why it’s important to understand yours!

For the Difference Making Tip, scan ahead to 16:06.

You can learn more about Tarra at MadamMoney.com, LinkedIn, Facebook, Instagram and Twitter.

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.

On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U.  Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader!

For the Difference Making Tip, scan ahead to 16:48.

You can learn more about Steve at NewTraderU.com, LinkedIn, Facebook, Instagram and Twitter.

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.

On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author.  Listen to learn where the opportunities for proactive tax planning are in 2019!

For the Difference Making Tip, scan ahead to 17:09.

You can learn more about Kelly at TaxGirl.com, LinkedIn, Facebook, and Twitter.

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.