Aligned Money Show

Aligned Money Show

By Aligned Money ShowBusinessInvesting
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Aligned Money Show episodes

  • 183: Private Placement Life Insurance with Michael Malloy

    We focused on private placement life insurance, what it is, how it works, how it’s different from traditional life contracts, who it’s a fit for, and how to get started, with Michael Malloy, President of EWP Financial.     

    Listen to hear a difference-making tip on why it’s smart to only invest in things you understand!

    You can learn more about Michael at EWP-Financial.com, Facebook, 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.. 

    28 min
  • 182: The Way Forward with Josh Tomeoni

    We focused on bouncing back from rock bottom and finding the way forward, how to deal with trauma and find your true identity, why there’s always more for you and your life, and how to get started, with Josh Tomeoni, Financial Advisor and Men’s Coach.     

    Listen to hear a difference-making tip on the value of taking a pause and collecting yourself!

    Get your copy of Gospel of an Ex Derelict here:  http://exderelict.com/gospel-book

    You can learn more about Josh at ExDerelict.com, Instagram, 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 2025.

    32 min
  • 181: Planning for Business Owners with Dustin Alexander

    We focused on planning for business owners, recognizing our biases and why it’s so hard to do, the importance of retaining key employees, creating contingency plans, and how to get started, with Dustin Alexander, Founder and President of Stirling Capital.     

    Listen to hear a difference-making tip on why focusing on less can help you achieve more!

    You can learn more about Dustin at StirlingCapital.com, 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.. 

    24 min
  • 180: Financial Preparedness with Mike Branham
    We focused on being financially prepared and resilient, what to do should you get laid off, dealing with financial overwhelm and what the logical first steps are, ensuring you cover all your bases when it comes to the benefits you receive from your employer, and how to get started, with Mike Branham, CFP, Shareholder, Sr. Financial Planner at The Planning Center, Inc.       

    Listen to hear a difference-making tip on how and why the right time to get started is now!

    You can learn more about Mike at ThePlanningCenter.com, 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 2025. 

    24 min
  • 179: Financial Overwhelm with Jeff Condren
    We focused on dealing with financial overwhelm, asking yourself what would help you sleep better at night, how best to pay for college, setting your course for retirement, and how to get started, with Jeff Condren, CFP, Senior Vice President and Wealth Advisor in Mesirow Wealth Management.       

    Listen to hear a difference-making tip on taking a personalized approach to risk tolerance and asset allocation!

    You can learn more about Jeff at Mesirow.com, 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 2025. 

    21 min
  • 178: Your Perfect Portfolio with Cullen Roche
    We focused on creating your perfect portfolio, how technology has made personalization available to anyone who wants it, why there’s no secret to investing, the importance of not allowing perfect to be the enemy of good, and how to get started, with Cullen Roche, Founder and CIO of Discipline Funds.       

    Listen to hear a difference-making tip on the necessity of getting clear on your needs versus your wants!

    Get your copy of Your Perfect Portfolio here:
    https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 

    You can learn more about Cullen at PragCap.com, X, 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 2025. 

    22 min
  • 177: Generational Wealth with Antony Joffe
    We focused on being a good steward of and maintaining generational wealth, the in’s and out’s of an independent trust company, how to ensure subsequent generations have your values and work ethic, what proper financial governance is, and how to get started, with Antony Joffe, Chairman of Sterling Trustees        

    Listen to hear a difference-making tip on how and why it’s critical to live within your means!

    You can learn more about Antony at SterlingTrustees.com, 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 2025. 

    25 min
  • 176: Money Together with Heather and Douglas Boneparth
    We focused on finding financial success as a couple, why it’s such a difficult thing, the importance of making financial matters accessible and how to do it, getting down to what truly matters, and how to get started, with Heather and Douglas Boneparth of Bone Fide Wealth and authors.        

    Listen to hear a difference-making tip on the value of time and the importance of consistency!

    You can learn more about Heather and Douglas at DoMoneyTogether.com, X, Instagram, LinkedIn, and LinkedIn. 

    Get your copy of Money Together here:
    https://domoneytogether.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 2025. 

    41 min
  • 175: Leaving a Legacy with Morgan Nichols
    We focused on leaving a legacy, what that means and the different ways to do it, how to align your finances with your values, measuring your progress in a healthy way, and how to get started, with Morgan Nichols, Private Wealth Advisor and CEO.        

    Listen to hear a difference-making tip on how your calendar is providing you evidence of what matters most!

    You can learn more about Morgan at LifeBranchWealth.com, Facebook, and LinkedIn. 

    Get your copy of Intentional Legacy here:
    Intentionallegacybook.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 2025. 


    21 min
  • 174: Engineering Your Finances with Stan Leong
    We focused on engineering your finances, the best practices we can learn from engineers to pursue financial security and success, how to understand and reduce complexity around your finances, and how to get started, with Stanley Leong, Financial Advisor and author.        

    Listen to hear a difference-making tip on making sure you’re investing your money, not gambling with it!

    You can learn more about Stanley at EngineeringYourFinancesBook.com, and LinkedIn. 

    Get your copy of Engineering Your Finances here:
    https://amzn.to/3LDvGM1 

    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 2025. 

    26 min

About Aligned Money Show

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