Aligned Money Show

We focused on self-directed IRAs, how AI is impacting entrepreneurship as well as personal finance, why people are looking for more control and trust with their money, how to start investing in alternatives, and why education is the key to financial success, with Adam Bergman, Founder of IRA Financial and Self-Directed IRA thought leader.      

Listen to hear a difference-making tip on the three things you can start doing immediately to improve your financial situation!

You can learn more about Adam at IRAFinancial.com, Facebook, X, Instagram, YouTube, and LinkedIn. 

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Could using your imagination help you get ahead financially? When combined with aligned action, the proper allocation of your most valuable resources, and the creation of beneficial habits, any desired future can become your reality. 

George G talks about how to start tapping into one of your greatest resources that you may have forgotten about!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here:

We focused on behavioral finance, what that term means in the real world, the role emotions play in life and investing, how to create a plan that will be durable through good and bad times, the value of having a second set of eyes, and why you should tune out financial media, with Eric Mangold, Founder and Financial Advisor with Argosy Wealth Management.      

Listen to hear a difference-making tip on how to ensure your emotions don’t get the best of you while investing!

You can learn more about Eric at EMangold.com, and LinkedIn. 

Did...

Could holding a monthly money meeting be the key to unlocking your financial success? If yes, what would you do during that meeting?

George G talks about the important areas to focus on, what you need to review on a monthly basis, and what happens when you start doing it consistently!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here:
https://george-grombacher.aweb.p...

We focused on manifesting money and infinite riches, what that means and how to do it, the realities of who you really are and the benefits of leaning into it, why starving artists starve, and why you don’t have too, with Pushkar Anand, thought leader and author.      

Listen to hear a difference-making tip on how to jump start your financial success in less than five minutes!

You can learn more about Pushkar at PushkarAnandsWorld.com, Instagram, Facebook, X, and LinkedIn. 

Get your copy of Manifest Infinite Riches HERE:
https://amzn.to/3HvE6TJ 
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Uncertainty can lead to inaction, and that keeps us stuck, or sliding further, from the lives we want. What if you had a clear and understandable map that could lead you to the financial future you desire?

George G talks about what it takes to get started on your path, and how to track your successes along the way!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on t...

We focused on cash flow management, what that means and how to do it, becoming aware and avoiding the tricks marketers pull in hopes of selling you stuff, how to think about the ideal version of yourself and how that person spends money, and how to have uncomfortable conversations around money, with Grant Gallagher, Director of Financial Wellbeing and podcast host.      

Listen to hear a difference-making tip on the importance of reviewing your biggest plans and programs like your cell phone and internet!

You can learn more about Grant at AffinityFCU.com, Facebook, X,  Instagram, and Linke...

We focused on your total lifetime tax bill, the difference between tax preparation and tax planning, what kind of planning is available to you regardless of your tax status or income, and why it’s not as complicated as you think it is, with Jonathan Bailey, CPA and CFP.      

Listen to hear a difference-making tip on how to start becoming more intentional with your tax planning!

You can learn more about Jonathan at Wealth-Crossing.com, Facebook, and LinkedIn. 

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We focused on how to pay for college, why it’s so common and easy to procrastinate on this, the different accounts available, and the key variables to consider when going through this process, with Oscar Skjaerpe, CFP with Provise Management.      

Listen to hear a difference-making tip on why you must put your own financial needs first as a parent!

You can learn more about Oscar at Provise.com, Facebook, X,  Instagram, and LinkedIn. 

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Would you rather be wealthy, or simply appear to be wealthy? Will the desire to appear wealthy prevent you from actually finding financial success? Why do we do this to ourselves? 

George G talks about the psychology behind human motivation, why we work so hard to pretend to be something we’re not, and what can be done about it!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on t...

We focused on money and mental health, becoming aware of your feelings around money, the important difference between guilt and shame, the reasons we can blame our parents but are better off not doing it, and how to take a values-driven approach to your finances, with Dr. Erika Rasure, Chief Financial Wellness Advisor at Beyond Finance.      

Listen to hear a difference-making tip on why failure could be the beginning of something great for you!

You can learn more about Erika at BeyondFinance.com, Facebook, X,  Instagram, and LinkedIn. 

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There’s love, there’s bad love, and there’s tough love. Combine that with our human capacity to rationalize and procrastinate, it’s a wonder we get anything done. The trouble is, time isn’t waiting around for us, it’s doing what it does. 

George G talks about the biggest ways we screw ourselves over when it comes to our personal finances, and what to do about it!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you...

We focused on family succession planning, how to manage inheritances and sudden wealth, the value and importance of familial bonds and how to maintain them, why families fall apart due to money, and how to have difficult conversations, with Jim Tucker, Financial Advisor with Tucker Bria Wealth Strategies.      

Listen to hear a difference-making tip on how to be intentional about having a close-knit family!

You can learn more about Jim at FamilyLegacyWealthBook.com, YouTube, and LinkedIn. 

Get your copy of Family Legacy Wealth here:
https://amzn.to/4mfXvYC 

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We focused on prenup and postnup planning, the value of financial literacy for both spouses, why it’s prudent to remain in the workforce if only part time, how to protect yourself regardless of how your relationship goes, and how to get started, with Lisa Zeiderman, family law attorney.      

Listen to hear a difference-making tip on it’s imperative you educate yourself on all your personal financial matters!

You can learn more about Lisa at LisaZeiderman.com, Facebook, X, Instagram, YouTube, and LinkedIn. 

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We focused on total return investing, what alternative investing is, the current state of IPOs, how to invest in private companies, how financial firms are working to make these options more widely available, and how to get started, with Kimberly Flynn, CFA, President of XA Investments.      

Listen to hear a difference-making tip on why you need to start saving and investing with a purpose!

You can learn more about Kim at XAInvestments.com, and LinkedIn. 

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We've all got a lot going on. Between work, kids, getting to the gym, and finishing your taxes, we're all pretty tapped out. 
But wait, there's more. You've also got to figure out how to accumulate a good chunk of change to be able to retire some day. 

George G talks about four key areas of personal finance to focus on to get to a million dollars!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you...

We focused on faith based investing, whether or not money is the root of all evil, how money can add to human flourishing, the percentage of investors who want to align their investments with their values, the percentage of financial advisors who talk with their clients about values based investing, and how to get started, with Deirdre Gibson, ETF Specialist at Praxis Investment Management.      

Listen to hear a difference-making tip on how to select an asset manager who’s aligned with your values as an investor!

You can learn more about Deirdre at PraxisInvests.com, X, YouTub...

Is it time for you to grow up? To become a success, do you need to turn your back on the old you, and step into being a grownup? Or is it possible to retain the spirit of youth, while doing what’s required to become financially successful?

George G talks about what’s required to become financially successful, and how true success will be found on your terms- if you want it. 

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where...

To get ahead financially, will you need to go without? As you’re working to find financial success, it’s important to define financial security, financial success, and being wealthy. While you’ve no doubt got passing ideas on those things, have you put pen to paper? 

George G talks about how to think about going without certain comforts in service of getting what you want long-term, and how to make it all work!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about wh...

We focused on not allowing money to be a limiting factor in your life, the necessity of being intentional with money and your resources, how to improve your self-talk and recognize when it’s not serving you, solving universal problems personally, and how to get started, with Jere Smith, CFP, CFF, and Owner of Northern Way Wealth Management.      

Listen to hear a difference-making tip on how to no longer allow money to be the limiting factor in your life!

You can learn more about Jere at NorthernWayWM.com, Facebook, and LinkedIn. 

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We focused on financial advice for army veterans, how to make logical choices about veteran’s benefits before leaving the service, how to know if you should apply for certain benefits, and how to get started, with Joshua Brooks, Army Chaplain, and Founder of Exponential Advisors.      

Listen to hear a difference-making tip on why investing in Bitcoin could have more benefits than you realize!

You can learn more about Joshua at ExpoentialAdvisors.net, Instagram, X, Substack, and LinkedIn. 

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Should you be panicked, grief-stricken, and freaking the f out? Or is everything going to be ok with the stock market and your money? Does the media have an incentive to be pushing fear on us, or do they have our best interest in mind? What if you could stop worrying about the stock market, and get back to doing whatever it was you were doing before?  

George G talks about how to stop worrying about the stock market, and how to position yourself for long-term financial success!

Get your copy of Your Money Story here:

We focused on financial advisor succession planning, the reality that a large chunk of current advisors will be retiring within the next 10 years, how to find the right advisor to transition your clients to, the right and wrong way of doing it, and how to get started, with Gary Sinderbrand, Top-Performing Advisor, Coach, and Consultant.      

Listen to hear a difference-making tip on how to know if you’ve already identified the right advisor to succeed you!

You can learn more about Gary at BetterPathTraining.com, YouTube, and LinkedIn. 

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Are tariffs the best thing in the world, or the worst thing that’s ever been thought of/created/considered? Or, maybe, there’s a middle ground and we might benefit from some nuanced, independent thought. 

George G talks about what they are, how many countries utilize them, any trade imbalances that exist, and why long-term thinking could be the right way to go!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with y...

When it comes to money, less may not be more, but it's certainly true when it comes to personal finance in general. In today’s busy world, minimalism could help you prioritize more effectively and focus on what truly matters. 

George G talks about how to apply minimalist principles to reach your desired level of financial success!

You can find the minimalist budgeting template here:
https://docs.google.com/spreadsheets/d/1u9AWaPlEi_5oKk-X5yYupZLRX1zeOlB1/edit?usp=sharing&ouid=111327901185722795289&rtpof=true&sd=true 

Get your copy of Your Money Story here:
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Personal finance is a big, important, and sometimes confusing topic. To be successful, we must be able to think logically instead of emotionally, identify and change any limiting beliefs, be clear on what matters, and we must master several financial concepts. 

George G talks about how to do those things, and how to do them quickly and sustainably!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on this li...

Anxiety is a natural human response to stress and uncertainty, and anxiety about money is one of the most common forms. 

George G talks about how to overcome financial anxiety by sharing some strategies for increasing your know-how and talks about the key areas of personal finance to become proficient in!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here:
https://george-grombacher.aweb.pa...

Successfully navigating the world of personal finance and arriving at your desired level of success is a difficult thing. You’ve got to balance today’s desires with tomorrow’s needs, all while ensuring you’ve got all the information you need to make good decisions. 

George G talks about how to know what you need, how to get what you need, all while enjoying your life in the mean time. 

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and whe...

What’s the most valuable form of currency? Is it cash, gold, or crypto? What about your ability to earn an income, and to participate in the economy? 

George G talks about why your ability to earn a living is your most valuable form of currency, the two fundamental habits to focus on, and how you can increase your value!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on t...

What’s the secret to financial success? Is it investing in a certain way or vehicle? Is it mindset and or behavior? Or is it something else?  

George G talks about the most overlooked and obvious things you can start doing immediately to find your desired level of financial success, and a 6-step process for making it happen!

Get your copy of Your Money Story here:
https://amzn.to/4kGK03r  

Want to talk with a professional about where you are and where you want to go with your finances? Click on this link...

Is it possible to profit from a market crash? How do the best investors think about and respond when the market goes down? What should you be doing to position yourself for success? 

George G talks about the important things to consider, what you can start doing right now to capitalize, and how to position yourself for success the next time the market crashes. 

Want to talk with a professional about where you are and where you want to go with your finances? Click on this link right here:
https://george-grombacher.aweb.page/p/8a4b8...

We focused on the future of retirement plan advisors, the challenges and opportunities of bringing more women into the industry, why it’s a great and challenging opportunity, and how to make personal finance more approachable, with Jania Stout, Retirement Plan Advisor and President of Prime Capital Financial.      

Listen to hear a difference-making tip on how to brighten anyone’s day in an authentic fashion!

You can learn more about Jania at PrimeFinancial.com, Facebook, X, YouTube, and LinkedIn. 

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Should you make a down payment on your next house? If yes, how much? If no, why not? Is making a down payment in your best interest, or the banks? Is there a better use of your money? 

George G talks about the history of down payments, the current state of home ownership in America, and why he thinks a smaller down payment could be a wise decision. 

Want to talk with a professional about what makes sense for you? Click on this link right here:
https://george-grombacher.aweb.page/p/30a52bb6-9c6d...

We focused on what it means to be fully invested, the challenges of dealing with a never-ending amount of new information, how to stay on top of our tech, how to create an investment thesis and stick to it, and the dangers of of confirmation bias, with Dann Ryan, Managing Partner of Sincerus Advisory.      

Listen to hear a difference-making tip on how to manage the technology in your life, regardless of your age!

You can learn more about Dann at Sincerusadv.com, and LinkedIn. 

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Do you have job security? Is your job safe? How will you be affected by AI and changing technology? More importantly, how can you position yourself for success regardless of what the future holds? 

George G talks about the importance of walk away money, and how to get it!

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. 
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What’s the best way to invest? Is it stocks, bonds, real estate, crypto, commodities, small businesses, or in yourself? What would you do if $25,000 fell into your lap? 

George G talks about the value and importance of knowing your preferences, and positioning yourself for success with investing!

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)
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Could money be the root of all evil? Sure, the love of money is a really terrible thing, but let’s not let money off the hook so easily. 

George G talks about the throughlines between the Savings and Loan crisis, the Great Recession, and what’s currently being uncovered by the DOGE!

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...

We focused on finding and keeping health and wealth, why the benefits of exercise stretch well beyond the physical, what it means to be wealthy, the necessity of being a good steward of both your attention and intention, and why longevity is one of our greatest assets, with Jon Sabes, entrepreneur, advisor, athlete, and author.      

Listen to hear a difference-making tip on how to follow the wisdom of the Blue Zones!

You can learn more about Jon at JonSabes.com, Facebook, Instagram,  and LinkedIn. 
Get your copy of Healthy Wealthy Longevity here:
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This, financial success, is for you. Getting what you want with money has requirements. You need the right mindset, the right routines and habits, and then there’s the execution and monitoring.
George G talks about what’s needed, and what you can start doing right now. 
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)
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Are you going to be ok with money? Will you be able to retire and have the lifestyle that you want? What if you come up short? What if things don’t go the way you want? While unpleasant, this stuff won’t take care of itself.   
George G shares the step-by-step process for making sure you’re going to be ok financially!
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 Ge...