LifeBlood

LifeBlood

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LifeBlood episodes

  • Planning for Gen X with Megan Gorman
    On this show, we talked about the challenges and opportunites facing members of Generation X and how a comprehensive planning process can benefit them with Megan Gorman, Founding Partner of Chequers Financial Management and regular Forbes contributor.  Listen to learn about some highly impactful strategies you may be overlooking with your HSA at work!
    For the Difference Making Tip, scan ahead to 18:18.
    You can learn more about Megan at ChequersFinancial.com, 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, or contact George by clicking here.
    20 min
  • Tax Diversification and Asset Location with Steve Pitchford
    On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when a Roth IRA conversion might be a good strategy for you!
    For the Difference Making Tip, scan ahead to 18:17.
    You can learn more about Steve at TowerPointWealth.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 by clicking here.
    21 min
  • Tax Diversification and Asset Location with Steve Pitchford

    On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when a Roth IRA conversion might be a good strategy for you!

    For the Difference Making Tip, scan ahead to 18:17.

    You can learn more about Steve at TowerPointWealth.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 by clicking here.

    21 min
  • Tax Diversification and Asset Location with Steve Pitchford
    On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when a Roth IRA conversion might be a good strategy for you!
    For the Difference Making Tip, scan ahead to 18:17.
    You can learn more about Steve at TowerPointWealth.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 by clicking here.
    21 min
  • Corporate Principals for Individual Investors with Nina O'Neal
    On this show, we talked about the necessity of stress testing your portfolio and truly understanding how much risk you’re willing to tolerate with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and sought after national thought leader and speaker.  Listen to learn how to apply the best practices of corporate boards of directors to your personal financial situation!
    For the Difference Making Tip, scan ahead to 17:44.
    You can learn more about Nina at ArcherInvestmentManagement.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, or contact George by clicking here.
    20 min
  • Corporate Principals for Individual Investors with Nina O'Neal

    On this show, we talked about the necessity of stress testing your portfolio and truly understanding how much risk you’re willing to tolerate with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and sought after national thought leader and speaker.  Listen to learn how to apply the best practices of corporate boards of directors to your personal financial situation!

    For the Difference Making Tip, scan ahead to 17:44.

    You can learn more about Nina at ArcherInvestmentManagement.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, or contact George by clicking here.

    20 min
  • Corporate Principals for Individual Investors with Nina O’Neal
    On this show, we talked about the necessity of stress testing your portfolio and truly understanding how much risk you’re willing to tolerate with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and sought after national thought leader and speaker.  Listen to learn how to apply the best practices of corporate boards of directors to your personal financial situation!
    For the Difference Making Tip, scan ahead to 17:44.
    You can learn more about Nina at ArcherInvestmentManagement.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, or contact George by clicking here.
    20 min
  • #138 Fairness and Transparency in Investing with Ryan Kirlin
    On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen to learn why you should consider owning ETF’s in your taxable account!
    For the Difference Making Tip, scan ahead to 16:44.
    You can learn more about Ryan at LinkedIn, Twitter and AlphaArchitect.com.
    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 by clicking here.
    19 min
  • Fairness and Transparency in Investing with Ryan Kirlin
    On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen to learn why you should consider owning ETF’s in your taxable account!
    For the Difference Making Tip, scan ahead to 16:44.
    You can learn more about Ryan at LinkedIn, Twitter and AlphaArchitect.com.
    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 by clicking here.
    19 min
  • Fairness and Transparency in Investing with Ryan Kirlin

    On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen to learn why you should consider owning ETF’s in your taxable account!

    For the Difference Making Tip, scan ahead to 16:44.

    You can learn more about Ryan at LinkedIn, Twitter and AlphaArchitect.com.

    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 by clicking here.

    19 min

About LifeBlood

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Life is short. Your potential is enormous. What are you going to do about it?