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On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com Listen to learn the process for using your retirement account to invest in real estate and alternatives!
For the Difference Making Tip, scan ahead to 17:40.
You can learn more about Bernard at 401KCheckBook.com, Twitter, Facebook and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at [email protected].
On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager. Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan!
For the Difference Making Tip, scan ahead to 22:14!
You can learn more about Barbara at RoboAdvisorPros.com, Twitter, and LinkedIn.
Here are the articles Barbara referenced in the show 1, 2, 3
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager. Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan!
For the Difference Making Tip, scan ahead to 22:14!
You can learn more about Barbara at RoboAdvisorPros.com, Twitter, and LinkedIn.
Here are the articles Barbara referenced in the show 1, 2, 3
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group. Listen to learn how and why to you should work to find meaning and you at work and in life!
For the Difference Making Tip, scan ahead to 19:11!
You can learn more about Michael at TheColonyGroup.com, Facebook, Twitter, and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group. Listen to learn how and why to you should work to find meaning and you at work and in life!
For the Difference Making Tip, scan ahead to 19:11!
You can learn more about Michael at TheColonyGroup.com, Facebook, Twitter, and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth. Listen to learn how to break down big goals into manageable pieces!
For the Difference Making Tip, scan ahead to 16:55.
You can learn more about Patricia at Brightworth.com, Twitter, Facebook and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth. Listen to learn how to break down big goals into manageable pieces!
For the Difference Making Tip, scan ahead to 16:55.
You can learn more about Patricia at Brightworth.com, Twitter, Facebook and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm. Listen to learn a strategy for investing in the stock market during both good and bad times!
For the Difference Making Tip, scan ahead to 17:01!
You can learn more about Adam at Mayport.com, Twitter, HumbleDollar and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm. Listen to learn a strategy for investing in the stock market during both good and bad times!
For the Difference Making Tip, scan ahead to 17:01!
You can learn more about Adam at Mayport.com, Twitter, HumbleDollar and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
On this show, George shares his thoughts on the necessity of knowing your place in the world, being mindful of what we’re leaving to our children and grandchildren and how to go about having a positive impact.
#229 with Romina Boccia
#239 with Helaine Olen
Do Your Part By Doing Your Best
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].
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