Aligned Money Show

We focused on exploring the behavioral and emotional dimensions of investing, personal risk profile frameworks, investment decision-making trade-offs, and the importance of simplicity in financial planning., with Ben Carlson, CFA, and Director of Institutional Asset Management at Ritholtz Wealth Management.     

Listen to hear a difference-making tip on the simplicity in your finances!

You can learn more about Ben at AWealthOfCommonSense.com, X, Instagram, and LinkedIn.

Get your copy of Risk and Reward here:
https://amzn.to/4vitXOo 

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 the financial authenticity, the importance of the income-expense gap in building wealth, personalized budgeting strategies, and the unique financial challenges of professional athletes, with Hillary “Coach Hill” Seiler, money coach for professional athletes, and corporate wellness expert.     

Listen to hear a difference-making tip on the importance of working with professionals you trust!

You can learn more about Hillary at FinancialFootwork.com, X, 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.

We focused on the intersection of spirituality, business, and investing,  socially responsible investing, the philosophy of enoughness, seven generations thinking, and how individuals can align their daily financial decisions with their personal values, with Jenna Nicholas, Investor, Entrepreneur, Speaker, Coach, and Author.     

Listen to hear a difference-making tip on the necessity of taking the first step in the direction of what you want!

You can learn more about Jenna at Jenna-Nicholas.com, X, Facebook, Instagram, and LinkedIn.

Get your copy of The Enlightened Bottom Line here: 
https://amzn.to/4nCJdme 

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 the importance of proactive wealth transfer planning, overcoming financial blind spots, aligning actions with values to build and communicate a lasting legacy, and how to get started, with Andrea Lustig, Financial Advisor and Author.     

Listen to hear a difference-making tip on how to find the right team of advisors!

You can learn more about Andrea at FischerStralem.com, and LinkedIn.

Get your copy of Legacy on the Line here: 
https://amzn.to/4eLWFSp 

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 taking control back in your life, getting clear on what matters and tuning out everything else, the difference between leaving a legacy vs an inheritance, and how to get started, with Rickson Dsouza, Life Insurance Specialist.     

Listen to hear a difference-making tip on how to regain control of your life!

You can learn more about Rickson at RicksonDsouza.com, X, Facebook, Instagram, and LinkedIn.

Get your copy of Take Control here: 
https://amzn.to/4eXyNuR 

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 regret minimization, the true value an advisor brings to relationships, how to merge technology and advice, how every client is unique and must be listened to, and how to get started, with Leonard Golub, President of New Capital Management.     

Listen to hear a difference-making tip on staying humble with money!

You can learn more about Leonard at NewCapitalMGMT.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 AI tax preparation, how a successful marriage of humans and AI can drive down cost and increase agency and confidence, misconceptions about filing income taxes, commonly overlooked tax planning opportunities, and how to get started, with Sai Dhanak, Founder and CEO of Deduction.com.     

Listen to hear a difference-making tip on the value and impact of the new Trump accounts!

You can learn more about Sai at Deduction.com, X, and LinkedIn.

George’s newest book is available! Get your copy of The Meaningful Few here: 
https://amzn.to/4qA26X9 

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.

What makes a great user experience, and why do most professionals get it wrong?

In this episode, we explore why people don’t experience your intentions, they experience your systems. From Disney World to Apple to everyday professional relationships, the common thread isn’t effort, it’s design.

We break down the core elements of a meaningful client experience, why inconsistency erodes trust faster than incompetence, and how your experience exists whether you’ve designed it or not.

If you work with clients, customers, or people, this episode is for you.

Learn more here:
https://www.mymeaningfulfew.com/products/courses/Meaningfuladvisorcourse

George’s newest book is available! Get your copy of The Meaningful Few here: 
https://amzn.to/4qA26X9 

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 how to break down your retirement and personal finances into digestible parts, getting people engaged in their finances, talking with loved ones about money, and how to get started, with Jamie Hopkins, CEO of Bryn Mawr Trust.     

Listen to hear a difference-making tip on the value of mentorship!

You can learn more about Jamie at BMT.com, X, and LinkedIn.

Get your copy of Your Retirement Sketchbook here:
https://amzn.to/4tDPBMA 

George’s newest book is available! Get your copy of The Meaningful Few here: 
https://amzn.to/4qA26X9 

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 elevating and amplifying your practice, mergers and acquisitions of financial firms, how to get your practice to its “next level,” how to know when it’s time to make major decisions about your growth,  and how to get started, with Eric Brotman, Chairman and Chief Growth Officer.     

Listen to hear a difference-making tip on how to start treating your practice like a business!

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

George’s newest book is available! Get your copy of The Meaningful Few here: 
https://amzn.to/4qA26X9 

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..