Aligned Money Show
We’re working tirelessly to help people get better at money, so they can live how they want.
Episodes
We focused on the value of growth while always asking “at what cost,” how to get ahead financially, what business owners can do to decrease costs while increasing revenue, why you need clean data to make sound decisions, and how to find financial peace of mind, with Nolan Bradbury, Principal with Bradfield Accounting.
Listen to hear a difference-making tip on the importance of knowing your numbers!
On this show, we talked about being intentional with your philanthropic giving, identifying and crystalizing the communities with which you most identify with Phil Cubeta, CLU, CHFC, AEP, Masters in Financial Services and Chair in Philanthropy at the American College. Listen to learn some practical tactics for helping your kids to become more generous and giving!
For the Difference Making Tip, scan ahead to 20:38.
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.
The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? Throughout history, austerity measures have been used to reign in spending and get back into the black.
George G talks about how to reduce your overhead and get moving in the right financial direction!
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We focused on the necessity and importance of making a plan, knowing and keeping your priorities, how to deal with FOMO, knowing what balance means to you, and how to get started, with Ramin Abrams, Financial Advisor with Concurrent Advisors.
Listen to hear a difference-making tip on how to avoid making emotional financial decisions!
You can learn more about Ramin at ConcurrentNY.com, Instagram, X, and LinkedIn.
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We focused on all the president’s money, how anxiety over our finances is a universal experience, why it’s tougher to get ahead today than it’s ever been, the importance and usefulness of a budget, getting back to the American Dream, and how to get started, with Megan Gorman, Financial Advisor, Wealth Historian, and Author.
Listen to hear a difference-making tip on why everyone at some time has been worried about money!
We focused on being happy with money, the problem and power of dopamine, focusing on internal desires versus external, the differences between data, knowledge, and wisdom, how to know what’s true about success, and how to get started, with Jonathan Blau, President and CEO of Fusion Family Wealth.
Listen to hear a difference-making tip on how to find sustainable happiness!
You can learn more about Jonathan at FusionFamilyWealt...
We focused on life insurance settlements, what they are, how they work, who they’re for, how the process works, the opportunity that exists for investors, and how to get started, with Rob Haynie, Life Settlements Expert.
Listen to hear a difference-making tip on why risk is essential to get what you want!
You can learn more about Rob at LISettlements.com, X, Facebook, YouTube, and LinkedIn.
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We focused on getting what you need, how all human needs are universal but how we meet them is highly personal, understanding the different ways we meet our needs and how to synergize your satisfaction, and how to get started, with Elizabeth Husserl, Financial Advisor, author, and speaker.
Listen to hear a difference-making tip on how to check in on your level of satisfaction every day!
You can learn more about Elizabeth at E...
We focused on short term rentals, how to make money in real estate regardless of market conditions, who short term rental investing is good fit for, who it’s a terrible fit for, how the process works, and how to get started, with Avery Carl, CEO of the Short Term Shop, podcaster, author, investor, and speaker.
Listen to hear a difference-making tip on why you might be the one stopping you from getting what you want!
Do you think our government is wasting money? Are there better uses for our resources than sending money all over the world? George talks about three things he’d greatly prefer we spend money on here at home, as well as a list of the top ways individuals waste money.
Get your copy of the Purpose Book here:
https://moneyalignmentacademy.thinkific.com/courses/the-purpose-book-course
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We focused on shifting the way we think about and manage our cash flow, how a simple shift from a spending account to a savings account can improve saving’s rate by 6Xs, why so many of us struggle to get ahead financially, and how to position yourself for financial success, with David Mozeika, Founder of Currence, and top Financial Advisor.
Listen to hear a difference-making tip on how to start putting yourself and your famil...
We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author.
Listen to hear a difference-making tip on why a team is essential to get the results you’re looking for!
We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur.
Listen to hear a difference-making tip on why setting goals is a form of human magic!
You can learn more about David at OneWealth...
We focused on proper board management, developing executive presence as a Founder and leader, the important growth considerations of buy-side and sell-side companies, managing an influx of institutional capital, and why trust is everything, with Kevin White, Founder and Managing Director with Exbo Group.
Listen to hear a difference-making tip on why it’s essential to operate with a sense of urgency!
We focused on AI and the stock market, how AI can and is improving investing, investing in stocks versus indexes, understanding what moves stock prices and how to capitalize on opportunities, with Andrew Einhorn, Founder and CEO of LevelFields, an org using AI to improve investing.
Listen to hear a difference-making tip on how to invest in covered calls and what you stand to gain!
You can learn more about Andrew at LevelField...
We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP , MSFS, CRPS, Principal with Balance Wealth Partners, and author.
Listen to hear a difference-making tip on finding out if you have money in an account you’ve forgotten about...
We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Eric Brotman, CEO of BFG Financial Advisors, author and speaker.
Listen to hear a difference-making tip on the importance of doing an annual financial checkup, regardless of your age!
We focused on building a sustainable office, the role impact investing can play in that process, why a focus on the social and emotional aspects of business can lead to greater success, and why so few family offices make it from one generation to the next, with Scott Saslow, Entrepreneur, Investor, and author.
Listen to hear a difference-making tip on the value of a broad, diverse network!
You can learn more about Scott at On...
We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management.
Listen to hear a difference-making tip on when people make financial plans and when they ought to!
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