Aligned Money Show

Aligned Money Show

By Aligned Money ShowBusinessInvesting
Download on the App Store

Aligned Money Show episodes

  • Understanding Medicare with Danielle Roberts

    On this show, we talked about navigating the complexity of the Medicare application process, how to stay on top of your coverage annually, and how to prepare for the costs of the program with Danielle Roberts, President of Boomer Benefits.  Listen to learn how best to educate and prepare yourself for success with Medicare! 

    For the Difference Making Tip, scan ahead to 17:56!

    You can learn more about Danielle at BoomerBenefits.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.

    21 min
  • First Generation Wealth with Rianka Dorsainvil

    On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast.  Listen to learn how to set up a system for successfully managing expectations when loaning money to family!

    For the Difference Making Tip, scan ahead to 19:14.

    You can learn more about Rianka at www.riankadorsainvil.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.

    21 min
  • Understanding Medicare with Danielle Roberts

    On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them!

    For the Difference Making Tip, scan ahead to 19:16.

    You can learn more about Danielle at BoomerBenefits.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.

    22 min
  • Maximizing Your 401(k) with Aaron Pottichen

    On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to learn how you can get the most out of your 401(k) and your employee benefit program!

    For the Difference Making Tip, scan ahead to 16:24.

    You can learn more about Aaron at LinkedIn, 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.

    20 min
  • Goals Based Planning with Tyrone Ross Jr.

    On this show, we talked about goals based investing and how technology is changing the way we invest money, look at financial planning and what retirement will look in 20 years with Tyrone Ross Jr, Managing Partner at Noble Bridge Wealth and Asset Management Services, early stage startup and crypto asset Advisor.  Listen to learn how and why you should know down to the dime, how much you save and spend every month!

    For the Difference Making Tip, scan ahead to 22:02.

    You can learn more about Tyrone at NobleBridgeWealth.com, LinkedIn, 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.

    26 min
  • The Fallacy of Buy and Hold with Lance Roberts

    On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financial and financial industry veteran.  Listen to learn why buy and hold doesn’t work for many ordinary investors and some alternatives to consider!

    For the Difference Making Tip, scan ahead to 18:12.

    You can learn more about Lance at RealInvestmentAdvice.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.

    21 min
  • Crypto Assets In Real Life with Tim Picciott

    On this show, we talked about the history of Bitcoin, it’s price has fluctuated, what the future holds and why it may be a good addition to a portfolio with Tim Picciott, CFP, President of Crypto Self Direct and host of the Liberty Advisor podcast.  Listen to learn about the real world and practical applications of crypto assets like Bitcoin!

    For the Difference Making Tip, scan ahead to 17:45.

    You can learn more about Tim at TheLibertyAdvisor.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.

    20 min
  • Financial Happiness with Jonathan Clements

    On this show, we talked about the probability of beating the market, why your savings behavior is more important than rate of return and how to break the cycle of overconsumption with Jonathan Clements, Founder of HumberDollar.com, author of From Here To Financial Happiness and many other books.  Listen to learn the three primary ways money can help you lead a happier life!

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

    You can learn more about Jonathan at HumbleDollar.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.

    20 min
  • Book Club with Jonathan Clements

    On this edition of the Book Club, Jonathan Clements, former personal finance writer for the Wall Street Journal and Founder of HumbleDollar.com joins us to about his book “From Here to Financial Happiness: Enrich Your Life In Just 77 Days.” Listen to learn how five to 10 minutes a day could change your relationship with money forever!

    For a copy of From Here to Financial Happiness, click HERE

    You can learn more about Jonathan at HumbleDollar.com, Twitter, 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.

    22 min
  • Small Changes Big Results with Victoria Bogner

    On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO of McDaniel Knutson.  Listen to learn how to avoid common financial mistakes that can derail your budget and long term goals!

    For the Difference Making Tip, scan ahead to 16:01.

    You can learn more about Victoria at McDanielKnutson.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.

    19 min

About Aligned Money Show

From the publisher's feed

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