Money Savage Podcast

A savage approach to personal finance featuring financial professionals and subject matter experts, released five days a week.

You can find the Money Savage Podcast on  iTunes, Google Play, Stitcher, Spotify and PodBean

#147 Steps to Selling Your Business with Barbara Taylor

November 15, 2018

On this show, we talked about the process of selling a business and the parties who should be involved as well as the primary challenges with Barbara Taylor, nationally recognized expert on selling and buying businesses and the CoFounder of Allan Taylor, a mergers and acquisitions firm.  Listen to learn how far in advance you should begin planning to sell a business!

For the Difference Making Tip, scan ahead to 19:15.

You can learn more about Barbara at AllanTaylor.co, Twitter, Facebook and LinkedIn.

#146 Tech’s Influence on 401(k)’s with Scott Buffington

November 14, 2018

On this show, we talked about technology’s impact on transparency and cost reduction in the 401(k) industry with Scott Buffington, CEO of 401kPlans.com.  Listen to learn how your company’s financial advisor can help reduce the costs of your 401(k) plan!

For the Difference Making Tip, scan ahead to 17:22.

You can learn more about Scott at 401kPlans.com, Facebook and LinkedIn.

#145 Diversity in Finance with Zaneilia Harris

November 13, 2018

On this show, we talked about the need and importance of increasing the number of female and minority financial advisors to better serve those markets with Zaneilia Harris, author, speaker, CFP and Founder and President of Harris and Harris Wealth Management Group.  Listen to learn how a safe space can help you get to a better place financailly!

For the Difference Making Tip, scan ahead to 24:19.

You can learn more about Zaneilia at HHWealth.com, Twitter, Facebook and LinkedIn.

#143 The Next Generation and Real Estate with Morgan Hawes

November 9, 2018

On this show, we talked about how younger people are approaching real estate and how they value overall lifestyle when making decisions with Morgan Hawes, realtor, developer and investor with Morgan Hawes Real Estate.  Listen to learn the best way for a young person to get started with real estate!

For the Difference Making Tip, scan ahead to 17:58.

You can learn more about Morgan at MorganHawes.com, Facebook, Twitter, Instagram and LinkedIn.

#142 Disrupting Asset Management with Scott MacKillop

November 8, 2018

On this show, we talked about a new, flat fee approach, to asset management and how you can take advantage of it with Scott MacKillop, CEO of First Ascent Asset Management, JD, speaker and writer.  Listen to learn about an elegantly simple alternative to investment managment!

For the Difference Making Tip, scan ahead to 18:49.

You can learn more about Scott at FirstAscentAM.com, Twitter, Facebook and LinkedIn.

#141 Planning for Gen X with Megan Gorman

November 7, 2018

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.

#140 Tax Diversification and Asset Location with Steve Pitchford

November 6, 2018

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, Facebookand LinkedIn.

#139 Corporate Principals for Individual Investors with Nina O’Neal

November 5, 2018

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.

#138 Fairness and Transparency in Investing with Ryan Kirlin

November 2, 2018

On this show, we talked about the evolution of EFT’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.

#137 Overcoming Limiting Beliefs with Jenean Perelstein

November 1, 2018

On this show, we talked about why so many Americans feel overwhelmed and how to live a life of purpose and meaning with Jenean Perelstein, an Anthropologist, workplace culture expert, author, speaker and consultant.  Listen to learn how to overcome those beliefs which are keeping you from living your best life!

For the Difference Making Tip, scan ahead to 15:35.

You can learn more about Jenean at StandInYourStrength.com, Facebook, Instagram and LinkedIn.

#136 Woman and Divorce with Russ Thornton

October 31, 2018

On this show, we talked about the emotional and financial aspects of divorce as well as the role proper expectations play in the process with Russ Thornton, financial advisor and President of Wealthcare For Women.  Listen to learn about the biggest financial considerations in divorce!

For the Difference Making Tip, scan ahead to 16:48.

You can learn more about Russ at WealthCareForWomen.com, Facebook, Twitter and LinkedIn.

#135 Progressing Through the Process with Kine´ Corder

October 30, 2018

On this show, we talked about how emotions, trauma and stress can have a negative impact on our lives and financial situations and what to do about it with Kine´ Corder, Financial Therapist, Hypnotherapist, CEO of Presidential Lifestyle and best-selling author.  Listen to learn about the process to determine how your past may be impacting your financial future!

For the Difference Making Tip, scan ahead to 19:58.

You can learn more about Kine´at KineCorder.com, Facebook, Twitter, Instagram and LinkedIn.

#134 Being a Successful Investor with Robert Seawright

October 29, 2018

On this show, we talked about the true value of a financial advisor, how it’s difficult to beat the market and the current state of the American investor with Robert Seawright, Chief Investment and Information Officer with Madison Avenue Securities.  Listen to hear what changes Bob thins would benefit the financial services industry!

For the Difference Making Tip, scan ahead to 17:00.

You can learn more about Bob at RPSeawright.com, and LinkedIn.

#133 Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell

October 26, 2018

On this show, we talked about the important financial variables to consider before, during and after a divorce with Kayla Sloan and Shanah Bell, the Co-Founders of Cash Wise Ex Wives. Listen to learn how community can help support and play an integral role in successful navigating divorce being financially successful after!

For the Difference Making Tip, scan ahead to 19:34.

You can learn more about Kayla and Shanah at CashWiseExWives.com.

#132 Managing Emotions In Succession Planning with Denise Logan

October 25, 2018

On this show, we talked about the essential first step in a successful business transition and managing the process from start to finish with Denise Logan, Chief Inspiration Officer at Chase What Matters.  Listen to learn how to avoid common missteps and manage emotions in business transition and succession planning!

For the Difference Making Tip, scan ahead to 19:37.

You can learn more about Denise at Chase-What-Matter.com, and LinkedIn.

#131 Persuasion VS Manipulation with Jeff Tippett

October 24, 2018

On this show, we talked about the difference between legitimate persuasion and manipulation, and how you can use persuasion to positively impact yourself and others with Jeff Tippett, author and professional speaker.  Listen to learn the process through which you can have that positive impact on your community!

For the Difference Making Tip, scan ahead to 15:38.

You can learn more about Jeff at JeffTippett.com, Instagram, Facebook, Twitter and LinkedIn.

#130 Avoiding Income Tax with Noah Rosenfarb

October 23, 2018

On this show, we talked about paying taxes now as well as the potential benefits of paying later, opportunities for proactive tax planning and why many successful Americans fail to take advantage of them with Noah Rosenfarb, CPA and tax avoidance specialist. Listen to learn about some strategies for avoiding income taxes!

For the Difference Making Tip, scan ahead to 17:35.

You can learn more about Noah at LinkedIn.

#129 The Value of Active Management with Tom Jacobs

October 22, 2018

On this show, we talked about the importance of disciplined, long term investing, the value of both passive and active money management and how to get the most out of both with Tom Jacobs, Partner with Huckleberry Capital Management.  Listen to learn you can potentially be getting an 8% yield!

For the Difference Making Tip, scan ahead to 19:28.

You can learn more about Tom at InvestHuckleberry.com, Twitter and LinkedIn.

#128 Parenting and Money with Shanah Bell

October 19, 2018

On this show, we talked about the necessary steps for teaching your kids about money with Shanah Bell, consultant, blogger and author. Listen to learn some easy to implement strategies for teaching your kids the value of a dollar!

For the Difference Making Tip, scan ahead to 17:40.

You can learn more about Shanah at AdaptiveNourishment.com, Instagram, Facebook, Twitter and LinkedIn.

#127 Doctors and Money with Ara Oghoorian

October 18, 2018

On this show, we talked about the unique financial needs and challenges facing professionals in the healthcare industry with Ara Oghoorian, Founder and President of ACap Asset Management.  Listen to learn how to incorporate the successful habits of physicians into your life!

For the Difference Making Tip, scan ahead to 18:35.

You can learn more about Ara at ACapAm.com, Facebook, Twitter and LinkedIn.

#126 Precious Metals with Peter Hug

October 17, 2018

On this show, we talked about technologies impact on precious metals and the four main groups of investors active in the sector with Peter Hug, the Director of Global Trading for Kitco Metals and sought after speaker. Listen to learn how about how investing in gold and precious metals has changed over the past 50 years!

For the Difference Making Tip, scan ahead to 18:31.

You can learn more about Peter at Kitco.com, Instagram, Facebook, Twitterand LinkedIn.

#125 Money Mindset with Amanda Abella

October 16, 2018

On this show, we talked about the importance of a positive money mindset, how to get one and what it takes to keep one with Amanda Abella, a sought after Latina Millennial finance and entrepreneurship expert. Listen to learn false narratives may be stopping you from living the life you want!

For the Difference Making Tip, scan ahead to 21:50.

You can learn more about Amanda at AmandaAbella.com, Twitter, Facebook, Instagram and LinkedIn.

#124 Navigating Transitions with Paul Cronin

October 15, 2018

On this show, we talked about the two most important questions people should be asking themselves at retirement age with Paul Cronin, the “what’s next” guy, Partner and Director of Business Development with the Successful Transition Planning Institute. Listen to learn a process which will give clarity and direction when you or a loved one is going through a transition!

For the Difference Making Tip, scan ahead to 20:03.

You can learn more about Paul at ThePlatinumYears.com, Instagram, Facebook, Twitter and LinkedIn.

#123 Student Loan Debt with Travis Hornsby

October 12, 2018

On this show, we talked about how and why student loan debt has exploded in recent times and what can be done about it with Travis Hornsby, a CFA, former bond trader and the Founder of Student Loan Planner. Listen to learn if you’re a good candidate for a process that can save tens of thousands of dollars!

For the Difference Making Tip, scan ahead to 18:51.

You can learn more about Travis at StudentLoanPlanner.com, Facebook, Instagram and LinkedIn.

#122 Money In VS Money Out with Matt Goren

October 11, 2018

On this show, we talked about simple and quick ways to get your spending in line and you on the path to financial success with Matt Goren, a financial literacy educator, advisor, consultant and host of Nothing Funny About Money. Listen to learn how to not let material things get in the way of what’s most important to you!

For the Difference Making Tip, scan ahead to 15:22.

You can learn more about Matt at NothingFunnyAboutMoney.org, Instagram, Facebook, Twitter and LinkedIn.

#121 Our Financial System with Dave Claffey

October 10, 2018

On this show, we talked about how disruptive companies are changing the financial industry and what the future looks like with Dave Claffey, a marketing and communications expert and the head of communications at Earnin. Listen to learn how, why and when it’s the right time to look for a new job!

For the Difference Making Tip, scan ahead to 16:53.

You can learn more about Dave at Earnin.com, Instagram, Twitter and LinkedIn.

#120 Happiness at Work with Jennifer Moss

October 9, 2018

On this show, we talked about the sad and alarming statistic that only 13% of Americans are happy at work and what can be done about it with Jennifer Moss, the CoFounder of Plasticity Labs, a happiness consultant and best selling author. Listen to learn how an organization can promote meaningful work and how individuals can help to foster meaning through work as well!

For the Difference Making Tip, scan ahead to 18:311.

You can learn more about Jen at PlasticityLabs.com, Instagram, Facebook, Twitter and LinkedIn.

Click Here for a copy of Unlocking Happiness At Work.

#119 Clarity in Financial Planning with Rita Cheng

October 8, 2018

On this show, we talked about the value of a thorough financial plan taking into consideration time, health, money and emotion with Rita Cheng, CFP and CEO of Blue Ocean Global Wealth. Listen to learn about how finding clarity can help you take action and move closer to peace of mind!

For the Difference Making Tip, scan ahead to 17:22.

You can learn more about Rita at BlueOceanGlobalWealth.com, Instagram, Facebook, Twitter and LinkedIn.

#118 Motivating Savings Habits with Mike Weintraub

October 5, 2018

On this show, we talked about how much the retirement industry has changed over the years and how important time’s impact on saving money can be with Mike Weintraub, President of the Retirement Division at Relation Insurance Services as well as a Board member for Life Happens. Listen to learn how story-telling can help people move towards positive habits!

For the Difference Making Tip, scan ahead to 16:33.

You can learn more about Mike at RelationInsurance.com, Instagram, Twitterand LinkedIn.

#117 Self-Directed IRA’s with Kirk Chisholm

October 4, 2018

On this show, we talked about self-directed IRA’s, Alternative Investments and why it’s important to perform due diligence before making investment decisions with Kirk Chisholm, Principal and CoFounder of Innovative Wealth, top Financial Advisor and frequent contributor to top media outlets. Listen to learn the common mistakes people make which can have dire financial consequences!

For the Difference Making Tip, scan ahead to 18:25.

You can learn more about Kirk at InnovativeWealth.com, Twitter, Facebook, and LinkedIn.

Click HERE for the list of the top 75 Alternative Investments.

#116 Spending Less – Earning More with Ross Menke

October 3, 2018

On this show, we talked about common financial issues families struggle with and ways of effectively overcoming them with Ross Menke, CFP and Founder of Lyndale Financial. Listen to learn how you don’t need to decide between spending less and earning more!

For the Difference Making Tip, scan ahead to 17:19.

You can learn more about Ross at LyndaleFinancial.com, Twitter, and LinkedIn.

#115 Your Purpose Playbook with Alexandra Cole

October 2, 2018

On this show, we talked about the influences which have had the greatest impact on Millennials, the role of social media and the link between understanding your purpose and being financially successful  with Alexandra Cole, CoFounder of Purpose Generation, a Millennial strategy and insights firm. Listen to learn the process for clarifying your purpose!

For the Difference Making Tip, scan ahead to 19:52.

You can learn more about Alex at PurposePlaybook.com, Twitter, Facebook, Instagram and LinkedIn.

Click HERE for your 25% discount using offer code “savage.”

#114 Control and Stewardship with Scott Ward

October 1, 2018

On this show, we talked about how financial stress is taking a massive toll on the success of individuals as well as organizations and what can be done about it with Scott Ward, CFP, AIF and Senior Relationship Manager with Johnson Sterling. Listen to learn how both employees and employers can improve their financial situations one step at a time!

For the Difference Making Tip, scan ahead to 19:38.

You can learn more about Scott at JohnsonSterling.com and LinkedIn.

#113 Financial Literacy In the Classroom with Rob Church

September 28, 2018

On this show, we talked about how it’s the responsibility of both parents and schools to teach kids about money and the price we’ll pay if we don’t with Robert Church, Executive Director of the Doughmain Financial Literacy Foundation. Listen to learn how to take advantage of the teachable moments which are present every time we make a purchase!

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

You can learn more about Rob at DMFinancialLiteracy.Org, Facebook, Twitter, and LinkedIn.

#112 Managing Health Insurance Premiums with Michael Dinich

September 27, 2018

On this show, we talked about the need to be an educated consumer of healthcare, how to make heads and tales of the Affordable Care Act as well as how to have impactful conversations with your physician regarding costs with Michael Dinich, an independent consultant with Your Money Matters and a 20 year veteran of the financial and insurance industries. Listen to learn actionable strategies to reduce your health insurance costs!

For the Difference Making Tip, scan ahead to 20:06.

You can learn more about Michael at YourMoneyGeek.com, FacebookTwitter, and LinkedIn.

#111 Determining Retirement Spending with Wade Pfau

September 26, 2018

On this show, we talked about disappearing pensions, the viability of Social Security and how you can design efficient income in retirement with Wade Pfau PhD, professor of retirement income at The American College, the director of retirement research at McLean Asset Management and author. Listen to learn how what percentage of your assets you’ll be able to spend in retirement!

For the Difference Making Tip, scan ahead to 19:07.

You can learn more about Wade at RetirementResearcher.com, Twitter, Facebook, and LinkedIn.

Click HERE for a copy of How Much Can I Spend In Retirement.

#110 Commission-Free Insurance with David Lau

September 25, 2018

On this show, we talked about disrupting the life insurance and annuity markets through commission-free versions of both products with David Lau, the Founder and CEO of DPL Financial Partners. Listen to learn how you can save a substantial amount of money the next time you buy life insurance or an annuity!

For the Difference Making Tip, scan ahead to 19:34.

You can learn more about David at DPLFP.com, Twitter, and LinkedIn.

#109 Common Financial Sense with Harris Nydick and Greg Makowski

September 24, 2018

On this show, we talked about how focusing on the aspects of your financial life that are within your control and taking a common-sense approach will help position you for long-term success with Harris Nydick and Greg Makowski, CoFounders of CFS Investment Advisory Services, Nationally recognized financial advisors and authors of the book “Common Financial Sense.” Listen to learn how you can gamify your retirement savings plan!

For the Difference Making Tip, scan ahead to 18:27.

You can learn more about Harris and Greg at CFSIAS.com

and LinkedIn.

Click HERE for a copy of Common Financial Sense.

#108 Savings Preferences and Spending Priorities with Jim Koch

September 21, 2018

On this show, we talked about how to determine your saving preferences and your spending priorities and what to do when you and your spouse have differing points of view with Jim Koch, RMA and the founding principal and financial advisor with Koch Capital Management and the creator of the Informed Household. Listen to learn how you can take advantage of Jim’s innovative new technology!

For the Difference Making Tip, scan ahead to 22:17.

You can learn more about Jim at KochCapital.com, InformedHousehold.com, Twitter, and LinkedIn.

#107 A Way of Intentional Living With Greg Sadler

September 20, 2018

On this show, we welcomed Greg Sadler back to show and talked about the history of Stocism, the role self knowledge, daily learning and being honest with ourselves play in our overall happiness and success.  Dr. Gregory Sadler is a practical philosopher, the President of Reason IO, the Editor of Stoicism Today and a YouTuber.  Listen to learn the practical steps for overcoming negative impulses like overspending, anger and overeatin!

For the Difference Making Tip, scan ahead to 25:36.

You can learn more about Greg at ReasonIO.com, Facebook, LinkedIn, InstagramYouTube and Twitter.

#106 Confidence Through Fundamentals with Brad Sherman

September 19, 2018

On this show, we talked about how everyone at some point in time has had financial difficulties and how coming to terms with our own will help us to become more confident and get us on the path to financial success with Brad Sherman, President of Sherman Wealth Management. Listen to learn how important talking with your kids openly and honestly about money is!

For the Difference Making Tip, scan ahead to 17:50.

You can learn more about Brad at ShermanWealth.com, Twitter, Facebook, Instagram and LinkedIn.

#105 Financial Reality Checks with Ericka Young

September 18, 2018

On this show, we talked about how to minimize the impact that emotions can have on our spending, identifying the underlying causes of those behaviors and getting past those causes with Ericka Young, Founder and President of Tailor-Made Budgets, Certified Financial Coach and the author of Naked and Unashamed. Listen to hear about her recent experience with Dave Ramsey!

For the Difference Making Tip, scan ahead to 17:16.

You can learn more about Ericka at TailorMadeBudgets.com, Facebook, Twitter and LinkedIn.

#104 Financial Therapy with Derek Lawson

September 17, 2018

On this show, we talked about the relatively new field of financial therapy and how it brings mental health and financial planning together and what that process actually looks like with Derek Lawson, CFP, faculty member at Texas Tech and Doctoral candidate in personal financial planning. Listen to learn how you and your spouse can strengthen your relationship by strengthening your relationship with money!

For the Difference Making Tip, scan ahead to 18:33.

You can learn more about Derek at DerekRLawson.com, Twitter and LinkedIn.

#103 Benefits of Permanent Life Insurance with Alan Porter

September 14, 2018

On this show, we talked about how permanent life insurance is often misunderstood and the benefits it offers with Alan Porter, a specialist in tax free retirement income, tax planning and savings. Listen to learn who is and who isn’t a good candidate for these products.

For the Difference Making Tip, scan ahead to 18:09.

You can learn more about Alan at AlanPorterNC.com or 910-551-1046.

#102 Owning Your Financial Future with Steve Bealey

September 13, 2018

On this show, we talked about the cornerstones of a successful financial plan, why it’s so difficult for young people to get started saving and some steps they can take to get on the path to success with Steve Bealey, CFP, APMA and author of Financial Success Starts Now-The Young Person’s Guide To Money In America. Listen to learn how to own your future versus renting it!

For the Difference Making Tip, scan ahead to 17:43.

You can learn more about Steve at SteveBealey.com and LinkedIn.

#101 Understanding Credit with Gerri Detweiler

September 12, 2018

On this show, we talked about now to successfully utilize credit, protect your credit score and how to “debitize” a credit card with Gerri Detweiler, Director of Education at Nav.com, author and speaker. Listen to find out whether or not student loans can be discharged in bankruptcy!

For the Difference Making Tip, scan ahead to 17:45.

You can learn more about Gerri at GerriDetweiler.com

Facebook, Twitter and LinkedIn.

StudentLoanHelp.org, TheStudentLoanLawyer.com

#100 Innovate or Die with Dev Patnaik

September 11, 2018

On this show, we talked about how organizations sometimes struggle to keep up with the rapid changes, innovations and disruptions in the marketplace with Dev Patnaik, CEO of Jump, a strategy and innovation firm, keynote speaker, author of Wired To Care as well as the forthcoming book, Unleash. Listen to learn how you can help your organization change and adapt to remain successful!

For the Difference Making Tip, scan ahead to 20:12.

You can learn more about Dev at JumpAssociates.com, Facebook, Twitter and LinkedIn.

Difference Making Tips 68-99

September 10, 2018

In advance of our 100th episode, here are the third 33 guest’s Difference Making Tips!

Difference Making Tips 34-67

September 9, 2018

In advance of our 100th episode, here are second 33 guest’s Difference Making Tips!

Difference Making Tips 1-33

September 8, 2018

In advance of our 100th episode, here are our first 33 guests’ Difference Making Tips!

#099 Avoiding Unnecessary Taxes in Retirement with Craig Adamson

September 10, 2018

On this show, we talked about the dangers of non-specialized advice and the value of working with a professional advisor who can help you avoid little mistakes which can turn into large amounts over time with Craig Adamson, RMA, CRC, CRPS, PRP and advisor at True Wealth Stewardship. Listen to find out why it’s important for you and your parents to have frank conversations about end of life issues.

For the Difference Making Tip, scan ahead to 21:14.

You can learn more about Craig at TrueWealthStewardship.com, Twitter and LinkedIn.

#098 Conscientious Lifetime Planning with Michael Lonier

September 6, 2018

On this show, we talked about all the pieces that go into creating a successful financial puzzle and how those pieces fit together with Mike Lonier, RMA and CEO of the Financial Preserve. Listen to learn about four different portfolios you can use to have a successful retirement!

For the Difference Making Tip, scan ahead to 17:45.

You can learn more about Mike at TheFinancialPreserve.com

Facebook and LinkedIn.

#097 Fixing the Retirement Savings Problem with Ary Rosenbaum

September 5, 2018

On this show, we talked about strategies and changes that can be made to help Americans become more successful saving for retirement with Ary Rosenbaum, ERISA and retirement plan attorney with the Rosenbaum Law Firm. Listen to learn about how technology is impacting the world of 401(k) plans!

For the Difference Making Tip, scan ahead to 18:03.

You can learn more about Ary at TheRosenbaumLawFirm.com, That401KSite.com, Facebook, Twitter and LinkedIn.

#096 Unique Money Making Opportunities with Jasmine Birtles

September 4, 2018

On this show, we talked about getting started making money on the side and how you may be sitting on money without knowing it with Jasmine Birtles, author, speaker, well known UK television and radio presenter and founder of Money Magpie. Listen to learn about many money making opportunities you’ve probably never heard of!

For the Difference Making Tip, scan ahead to 19:45.

You can learn more about Jasmine at MoneyMagpie.com, JasmineBirtles.com, YouTube, Facebook, Twitter, and LinkedIn.

For a copy of Stuffocation, click here.

#095 Focusing On What Matters with Eric Roberge

September 3, 2018

On this show, we talked about how mastering the fundamentals of cash flow, budgeting and saving early in life will position you for great success later in life without sacrificing your lifestyle with Eric Roberge, CFP and founder of Beyond Your Hammock, a fee only fiduciary advisor in Boston. Listen to hear why it’s important to stop focusing on things you can’t control and start focusing on things that matter.

For the Difference Making Tip, scan ahead to 16:55.

You can learn more about Eric at BeyondYourHammock.com, Twitter, Facebook and LinkedIn.

#094 Successfully Managing Your Side Hustle with Tracey Minutolo

August 30, 2018

On this show, we talked about selecting, getting started with and becoming a successful entrepreneur with Tracey Minutolo, side hustle coach and founder of the Side Hustle Success Lab. Listen to learn about the seven areas to focus on!

For the Difference Making Tip, scan ahead to 18:01.

You can learn more about Tracey at TraceyMinutolo.com, her facebook group Facebook, Twitter and LinkedIn.

#093 The Child IRA with Chris Carosa

August 29, 2018

On this show, we talked about a common but underutilized strategy for saving money for your kid’s future with Chris Carosa, the Chief Contributing Editor at FiduciaryNews.Com, award winning writer, speaker and Investment Advisor. Listen to learn about how saving $1,000 for your child can turn into over $2,000,000!

For the Difference Making Tip, scan ahead to 17:40.

You can learn more about Chris at ChildIRA.com, Facebook, Twitter, and LinkedIn.

For a copy of The Child IRA, click here.

#092 Make Money Blogging with Katie Hornor

August 28, 2018

On this show, we talked about a proven process for making money blogging which can provide you with time and location freedom with Katie Hornor, online rockstar and creator of The Blog Connection. Listen to learn the top three ways you can monetize your blog!

For the Difference Making Tip, scan ahead to 17:31.

You can learn more about Katie at TheBlogConnection.com, Twitter, Facebookand Instagram

For the Blog Connection, click here.

For the Retreats, click here.

For her Spanish Homeschool curriculum, click here.

#091 Money and Parenting with Billy Lanter

August 27, 2018

On this show, we talked about practical ways of educating children about money in order to develop positive habits with Billy Lanter CFP, CTFA, AIF and Fiduciary Investment Advisor with Unified Trust Company.  Listen to learn about the three primary reasons parents don’t talk to their kids about money!

For the Difference Making Tip, scan ahead to 20:21.

You can learn more about Billy at UnifiedTrust.com, and LinkedIn.

#090 Intentional Thinking and Feeling with Simone Craig

August 23, 2018

On this show, we talked about utilizing the law of attraction, the importance of understanding the difference between thinking and believing and how best to set goals with Simone Craig, a successful entrepreneur, financial industry veteran and money coach.  Listen to learn how to change your mindset and habits in order to reach your desired future!

For the Difference Making Tip, scan ahead to 19:46.

You can learn more about Simone at SimoneCraig.com, Facebook, TwitterInstagram and LinkedIn.

#089 Planning for Single Women with Jessica Garbarino

August 22, 2018

On this show, we talked about embracing the responsibility of personal finance, the need to protect your income and some practical ways to get and stay out of debt with Jessica Garbarino, the Founder of Every Single Dollar, a company dedicated to helping single women navigate the world of finance. Listen to learn why you need to take control and learn these concepts for yourself!

For the Difference Making Tip, scan ahead to 19:56.

You can learn more about Jessica at EverySingleDollar.com, Facebook,TwitterInstagram and LinkedIn.

Click here for a copy of The Millionaire Next Door.

#088 Leveraging Your Existing Network with David Burkus

August 21, 2018

On this show, we talked about how networking as we know it is flawed and how to best maximize our existing networks with David Burkus, best selling author, speaker, professor and podcaster.  Listen to learn why David thinks you’re one or two people away from almost anyone you want to meet!

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

You can learn more about David at DavidBurkus.com, Twitter, Facebook and LinkedIn.

Click here to buy his book, Friend Of A Friend.

Click here to watch his TED Talk.

#087 Understanding Total Fees with Rick Kahler

August 20, 2018

On this show, we talked about the 6 types of fees which are typically found in investment accounts and how to talk to your advisor about them with Rick Kahler, CFP, MSFP, ChFC, President of Kahler Financial partners, author, speaker and columnist.  Listen to learn how you can identify hidden fees and potentially save yourself thousands of dollars!

For the Difference Making Tip, scan ahead to 19:16.

You can learn more about Rick at KahlerFinancial.com, YouTube, Facebook, Twitter, and LinkedIn.

#086 Estate Planning with Liza Hanks

August 16, 2018

On this show, we talked about the basics of estate planning, who should be thinking about going through the process and how to get started with Liza Hanks, an attorney, author and podcaster.  Listen to learn how Liza thinks you can speak with aging parents about this important process.

For the Difference Making Tip, scan ahead to 19:28.

You can learn more about Liza at LizaHanks.com, TwitterFacebook, LinkedIn and the Life/Death/Law Podcast.

#085 Making Money From Home with Joseph Hogue

August 15, 2018

On this show, we talked about the many avenues and strategies people are using to make money online with Joseph Hogue, CFA and Founder of Peer Finance 101, My Stock Market Basics and My Work From Home Money.  Listen to learn how Joseph thinks you can start making in 3 to 5 hours a week!

For the Difference Making Tip, scan ahead to 19:02.

You can learn more about Joseph at MyWorkFromHomeMoney.com, TwitterFacebook and LinkedIn.

Click here for a copy of Make Money Blogging.

#084 Addressing the Need For Life Insurance with Shervin Eftekhari

August 14, 2018

On this show, we talked about the reasons behind the exponential drop in the number of life insurance policies sold and how to determine proper coverage for you and your family with Shervin Eftekhari, the President of Zander Insurance. Listen to learn about Zander’s history with Dave Ramsey!

For the Difference Making Tip, scan ahead to 19:15.

You can learn more about Shervin at ZanderIns.ComFacebook, Twitter and LinkedIn.

#083 401(k) Rollovers with Diane Pearson

August 13, 2018

On this show, we talked about the five options you have when considering rolling over a 401(k) and the in’s and out’s of each option with Diane Pearson, CFP, PPC, CDFA and wealth advisor with Legend Financial Advisors.  Listen to learn how you need to take control and understand these concepts for yourself!

For the Difference Making Tip, scan ahead to 22:18.

You can learn more about Diane at Legend-Financial.com, Facebook, Twitter, and LinkedIn.

#082 Personal Loans with Ali Man

August 9, 2018

On this show, we talked about the in’s and out’s of the personal loan industry with Ali Man from Personal Money Service.  Listen to learn how Ali thinks people can responsibly utilize a personal loan.

For the Difference Making Tip, scan ahead to 20:21.

You can learn more about Ali at PersonalMoneyService.com, TwitterFacebook, Instagram and LinkedIn.

#081 Financial Wellness in the Workplace with Ilyce Glink

August 8, 2018

On this show, we talked about why many Americans struggle financially and how strategies like gamification to online communications can help change negative behaviors with Ilyce Glink, speaker, author, financial wellness advocate and founder of Best Money Moves.  Listen to learn why Ilyce thinks employers are in a great position to help their employees become more financially successful!

For the Difference Making Tip, scan ahead to 21:06.

You can learn more about Ilyce at BestMoneyMoves.com, ThinkGlink.com, Twitter and LinkedIn.

Click here for a copy of 50 Simple Steps You Can Take to Disaster-Proof Your Finances.

#080 Investing For Your Disposition with Greg Lewin

August 7, 2018

On this show, we talked about how investing is more of an emotional exercise than it is an intellectual one and how you can better position yourself for success with Greg Lewin, a 30 year Wall Street veteran and author of It’s A Matter Of Trust.  Listen to learn how Greg thinks Wall Street has shifted the risks of investing to you!

For the Difference Making Tip, scan ahead to 21:56.

You can learn more about Greg at LinkedIn.

Click here for a copy of It’s A Matter Of Trust.

#079 Shrinking Alpha with Larry Swedroe

August 6, 2018

On this show, we talked about the reasons why it has become more and more difficult for investors and institutional money managers to find alpha in the stock market with Larry Swedroe, author of 16 books, speaker, industry expert and Director of Research for Buckingham Strategic Wealth.  Listen to learn why the number of active money managers keeps getter smaller!

For the Difference Making Tip, scan ahead to 21:28.

You can learn more about Larry at BuckinghamAdvisor.comTwitter and LinkedIn.

Click here for a copy of The Incredible Shrinking Alpha

Click here for a copy of Winning the Loser’s Game

#078 Talking Money with Aging Parents with Cameron Huddleston

August 2, 2018

On this show, we talked about the necessity of talking with your parents about their finances and the problems this tough conversation can help avoid with Cameron Huddleston, personal finance expert, columnist writer, content creator and author.  Listen to learn how Cameron thinks you can bring up this difficult topic!

For the Difference Making Tip, scan ahead to 20:14.

You can learn more about Cameron at LinkedIn, Facebook, and Twitter.

#077 Determining An Investment’s Value with James Watkins

August 1, 2018

On this show, we talked about how you can use a specific metric to determine the value of the investments inside of your retirement plan with James Watkins, JD, CFP, AWMA and Founder and CEO of Invest Sense LLC.  Listen to learn how James thinks 1% today can make a 17% difference 20 years from now!

For the Difference Making Tip, scan ahead to 21:04.

You can learn more about James at InvestSense.com, LinkedIn, and Twitter.

Click here for a copy of A Random Walk Down Wall Street.

Click here for a copy of Winning the Loser’s Game.

Click here for James’ worksheet to determine an investment’s value.

#076 Personal Finance is Personal with Mabel Nunez

July 31, 2018

On this show, we talked about planning for what you want your ideal life to look like and setting the right habits to get there with Mabel Nunez, MBA, Finance and Investing Professional and Founder of Girls On The Money. Listen to learn how Mabel thinks you can take a big goal and turn it into a small habit!

For the Difference Making Tip, scan ahead to 17:12.

You can learn more about Mabel at GirlsOnTheMoney.com, LinkedIn, Instagram,Facebook and Twitter.

#075 Embracing Your Financial HalfTime with Jeff Bernier

July 30, 2018

On this show, we talked about the importance of identifying your core values, understanding your capacity and how to determine where to focus your time and attention with Jeff Bernier, CFP, CFS, ChFc and President of Tandem Growth Advisors.  Listen to learn how Jeff thinks you can begin to more fully understand and embrace your greatest strengths!

For the Difference Making Tip, scan ahead to 21:04.

You can learn more about Jeff at TandemGrowth.com, LinkedIn, Facebookand Twitter.

Click here for a copy of Halftime: Moving From Success To Significance.

#074 Knowing Where Your Money Goes with Jim Katzaman

July 26, 2018

On this show, we talked about what it’s going to take for Americans to get on track financially with Jim Katzaman, advisor with Largo Financial Services.  Listen to find out how Jim thinks you don’t have to save big amounts today to have massive amounts tomorrow!

For the Difference Making Tip, scan ahead to 16:28.

You can learn more about Peter at LargoFinancialServices.com, Medium.com,LinkedIn, Facebook and Twitter.

#073 Business Succession Planning with Peter Huminski

July 25, 2018

On this show, we talked about why so few family businesses successful transfer between generations and how your business can avoid common pitfalls with Peter Huminski, AWMA and President of Thorium Wealth Management.  Listen to find out when Peter thinks business owners should start thinking about succession planning!

For the Difference Making Tip, scan ahead to 22:00.

You can learn more about Peter at ThoriumWealth.com, LinkedIn, Facebook, and Twitter.

#072 The True Cost of Life Insurance with Barry Flagg

July 24, 2018

On this show, we talked about the dangers of not completely understanding all the costs of a life insurance policy and just how common this problem is with Barry Flagg, CFP, CLU ChFC, GFS and founder of Veralytic, the only patented publisher of life insurance pricing and performance research.  Listen to learn how to determine the actual cost of your life insurance policy!

For the Difference Making Tip, scan ahead to 23:46.

You can learn more about Barry at Veralytic.com, LinkedIn and Twitter.

#071 Professional Athletes and Money with Lauryn Williams

July 23, 2018

On this show, we talked about the unique challenges and opportunities professional athletes face with money with Lauryn Williams, CFP, 2X Olympic Gold Medalist and founder of Worth Winning.  Listen to find out why Lauryn thinks real ballers have a plan to retire twice!

For the Difference Making Tip, scan ahead to 18:13.

You can learn more about Lauryn at Lauryn-Williams.com, Worth-Winning.comLinkedIn, Facebook, Instagram, and Twitter.

#070 Being Mindful with Money with Kate Dore

July 19, 2018

On this show, we talked about how paying daily attention to our spending will help us to identify patterns and how major financial changes happen incrementally with Kate Dore, candidate for CFP, personal finance writer, speaker, blogger and money coach.  Listen to find out how Kate thinks having a visual cue associated with your financial goals can increase your odds of achieving it!

For the Difference Making Tip, scan ahead to 18:14.

You can learn more about Kate at CashvilleSkyline.com, Facebook, LinkedIn, Instagram, and Twitter.

#069 The Science of Hope with Libby Gill

July 18, 2018

On this show, we talked about increasing professional engagement, overall productivity and happiness with Libby Gill, an executive coach, speaker and best selling author.  Listen to find out how Libby thinks you can use the science of hope as a strategy in your own life!

For the Difference Making Tip, scan ahead to 16:37.

You can learn more about Libby at LibbyGill.com, Facebook, LinkedIn, Instagram and Twitter.

You can find her newest book, The Hope Driven Leader, here.

#068 Becoming an Entrepreneur with Cady North

July 17, 2018

On this show, we talked about the steps needed to become an entrepreneur without damaging your financial situation with Cady North, CFP, MBA and Founder of North Financial Advisors.  Listen to find out how Cady thinks you can develop an actionable plan to self employment!

For the Difference Making Tip, scan ahead to 17:53.

You can learn more about Cady at NorthFinancialAdvisors.com, LinkedIn, Instagram,and Twitter.

#067 Managing Through Divorce with Niv Persaud

July 12, 2018

On this show, we talked about getting through divorce whether you were planning for it or not, with Niv PersaudCFP®, CDFA™, CRPC®.

Listen to find out how Niv thinks you can get through it and have a great life and maintain great family relationships!

For the Difference Making Tip, scan ahead to 18:35

You can learn more about Niv at TransitionPG.com, Facebook, LinkedIn, and Twitter.

#066 Our Parent’s Impact with Michael Seaver

July 11, 2018

On this show, we talked about how our parents shaped us, for better or worse, and the steps you can take to accentuate or minimize that impact  with Michael Seaver, Executive Coach, Consultant and Thought Leader.  Listen to find out how Michael thinks you can identify patterns in an effort to become the person you needed when you were younger!

For the Difference Making Tip, scan ahead to 19:10.

You can learn more about Michael at MichaelSSeaver.com, Facebook, LinkedIn, Instagram, and Twitter.

#065 Bringing Sanity to Cryptocurrency with Kim Hughes

July 10, 2018

On this show, we talked about using a rational and organized process to invest in Cryptocurrency with Kim Hughes, the creator and host of  the Sane Crypto podcast.  Listen to find out how Kim thinks you can add Cryptocurrency to your portfolio while minimizing your overall risk!

For the Difference Making Tip, scan ahead to 21:38.

You can learn more about Kim at SaneCrypto.com, Facebook, LinkedIn, and Twitter.

#064 Rewarding Quality and Independence with Harlan Landes

July 5, 2018

On this show, we talked about the value of autonomy in financial education, starting a side hustle and keys to becoming financially successful with Harlan Landes, the Executive Director of the Plutus Foundation!

For the Difference Making Tip, scan ahead to 16:27.

You can learn more about Harlan at PlutusFoundation.org, Facebook, LinkedIn, Instagram and Twitter.

#063 Making Budgets Work with Shanah Bell

July 4, 2018

On this show, we talked about the root causes of money trouble and how to address and overcome those challenges with Shanah Bell, the Founder of Adaptive Nourishment.  Listen to find out what Shanah thinks you can do to develop and make a budget work for you and your family!

For the Difference Making Tip, scan ahead to 18:51

You can learn more about Shanah at AdaptiveNourishment.com, Facebook, LinkedIn, and Twitter.

#062 Rewiring Retirement with Jamie Hopkins

July 3, 2018

On this show, we talked fixed vs. variable income needed in retirement and how to efficiently design that income with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Co-Director of the New York Life Center for Retirement Income at the American College and author of Rewirement: Rewiring The Way You Think About Retirement. Listen to find out how Jamie thinks you can avoid common pitfalls!

For the Difference Making Tip, scan ahead to 17:55.

You can find Jamie’s book here.

You can learn more about Jamie at HopkinsRetirement.com, LinkedIn, and Twitter.

#061 Money and Stoicism with Gregory Sadler

June 28, 2018

On this show, we talked about how money fits into the philosophy of Stoicism with Dr. Gregory Sadler, a practical philosopher, the President of Reason IO, the Editor of Stoicism Today and YouTuber.  Listen to find out how Greg thinks Stoics viewed money and how it may benefit you!

For the Difference Making Tip, scan ahead to 22:24.

You can learn more about Greg at ReasonIO.com, Facebook, LinkedIn, InstagramYouTube and Twitter.

#060 Addressing America’s Savings Problem with Rick Unser

June 27, 2018

On this show, we dissect current trends within 401(k) plans with Rick Unser, Host of 401K Fridays podcast, 401(k) consultant and Forbes Contributor.  Listen to find out what Rick thinks we can do to maximize one of our most important employee benefits!

For the Difference Making Tip, scan ahead to 21:40.

You can learn more about Rick at 401kFridays.com, LinkedIn, and Twitter.

#059 Financial Life Planning with Michael Kay

June 26, 2018

On this show, we talked about the importance of understanding our preconceived money notions and the necessity of building money habits that support our values with Michael Kay, CFP and President of Financial Life Focus. Listen to learn how to get rid of the financial bullies in your life!

For the Difference Making Tip, scan ahead to 21:02.

You can learn more about Michael at Financial-LifeFocus.com, MichaelFKay.comTwitter and LinkedIn.

Click here for a copy of The Seven Stages of Money Maturity

#058 Finance Across Generations with Paul Merriman

June 21, 2018

On this show, we talked about how bias can impact investing as well as every aspect of our lives and how personal history impacts saving and investing behaviors with Paul Merriman, long time advisor and founder of the Merriman Financial Education Foundation.  Listen to learn why Paul thinks the simplest answer is often the best answer!

For the Difference Making Tip, scan ahead to 21:06.

You can learn more about Paul at PaulMerriman.com and LinkedIn.

Click here for a copy of Your Money and Your Brain by Jason Zweig.

Click here for Paul’s 10 Things Every Investor Should Know

#057 Multiple Income Streams with Gina Young

June 20, 2018

On this show, we talked about starting a side hustle and making money online with Gina Young, the creator of Money Savvy Living.  Listen to find out what Gina thinks you can do to start a side business without a ton of money!

For the Difference Making Tip, scan ahead to 16:48.

You can learn more about Gina at MoneySavvyLiving.com, Facebook, LinkedIn, Instagram and Twitter.

#056 Being a Fiduciary with Matthew Wolniewicz

June 19, 2018

On this show, we talked about what it means to be a fiduciary, who is and who isn’t one and why it matters with Matt Wolniewicz, the President of fi360, an organization committed helping every investor work with a fiduciary. Listen to learn how to ensure your advisor has your best interest in mind!

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

You can learn more about Matt at fi360.com and LinkedIn.

#055 AI and Machine Learning’s Impact on Markets with Mark Melin

June 14, 2018

On this show, we talked about how AI and Machine Learning impact markets with Mark Melin, writer for Value Walk, author, professor and algorithmic systems analyst who understands reality.  Listen to find out how Mark thinks you can differentiate between what’s real and what’s hype!

For the Difference Making Tip, scan ahead to 19:17.

You can learn more about Mark at ValueWalkPremium.com, Facebook, LinkedIn, and Twitter.

#054 Pre College Planning with Alice Whinnery

June 13, 2018

On this show, we talked about the financial benefits of having a plan for paying for college with Alice Whinnery, the CEO of the LFE Institute. Listen to find out what Alice thinks you can do to save thousands of dollars and avoid common mistakes!

For the Difference Making Tip, scan ahead to 18:25

You can learn more about Alice at LFEInstitute.com, Facebook, LinkedIn, and Twitter.

#053 Success Through Awareness with Greg Sullivan

June 12, 2018

On this show, we talked about the potentially devastating effect emotions can have on someone’s financial situation and how to avoid it with Greg Sullivan, CFP, CPA, author and Co-Founder of Sullivan, Bruyette, Speros and Blayney. Listen to find out how Greg thinks you can have the tough conversations with family that need to be had!

For the Difference Making Tip, scan ahead to 18:49.

You can learn more about Greg at RetirementFail.com, SBSBLLC.com and LinkedIn.

To find Retirement Fail, click here.

#052 Investor Overextrapolation with Peter Kelly

June 7, 2018

On this show, we talked about behavioral finance with Peter Kelly, Assistant Professor of Finance at Notre Dame, and a PhD in Financial Economics. Listen to find out how Peter thinks individual investors can avoid a very common bias that negatively impacts returns!

You can learn more about Peter at his Website.

#051 Utilizing Housing Wealth with Don Graves

June 6, 2018

On this show, we talked about the evolution of reverse mortgages and their current utilization with Don Graves, Principal with HECM Advisors Group, Speaker, Educator and Advocate.  Listen to find out how Don thinks your house could play an important role in your retirement income picture!

For the Difference Making Tip, scan ahead to 20:27.

You can learn more about Don at AskDonGraves.com, Facebook, LinkedIn, and Twitter.

#050 Finances Demystified with Dominique Broadway

June 5, 2018

On this show, we talked about the importance of defining what wealth means to you before you can truly become wealthy with Dominique Broadway, speaker, coach and Founder of Finances Demystified.  Listen to find out how Dominique thinks you can utilize your community to become more successful with money!

#049 Necessity Breeds Innovation with Francois Gadenne

May 31, 2018

On this show, we talked about how dissatisfaction with financial advisory options led to innovation and new approaches to planning with Francois Gadenne, CFA, RMA and Co-founder, Chairman and Executive Director of the CTRI. Listen to find out how Francois thinks you can turn retirement planning into a method!

#048 Social Security and Retirement Income with Tony Isola

May 30, 2018

On this show, we talked about some of the misconceptions associated with Social Security and how it will fit into American’s retirement income picture in the future with Tony Isola, CFP and Advisor with Ritholtz Wealth Management. Listen to find out how Tony thinks you can maximize your social security benefits in retirement!

For the Difference Making Tip, scan ahead to 16:49.

You can learn more about Tony at TonyIsola.com, RitholtzWealth.comLinkedIn, Facebook, and Twitter.

#047 Living a Rich Life with Beau Henderson

May 29, 2018

On this show, we talked about the three critical elements in designing your portfolio and being a good steward of your resources with Beau Henderson, Founder of Rich Life Advisors, best selling author, speaker and contributor. Listen to find out how Beau thinks a tactical approach to retirement planning will help you reach your goals!

For the Difference Making Tip, scan ahead to 17:00.

You can learn more about Beau at BeauHenderson.com, Facebook, LinkedIn, Instagram, and Twitter.

#046 Dealing with Divorce with Sara Davison

May 24, 2018

On this show, we talked about dealing with the stigma surrounding divorce and how the end of a relationship can be an empowering and life affirming event with Sara Davison, the Divorce Coach and author of Uncoupling.  Listen to learn what Sara thinks the most important factors to consider are!

For the Difference Making Tip, scan ahead to 17:31.

You can learn more about Sara at SaraDavison.com, LinkedIn, Facebook, Instagram and Twitter.

Click here for a copy of Uncoupling: How to survive and thrive after breakup and divorce.

#045 Determining Life Insurance Coverage with Marv Feldman

May 23, 2018

On this show, we talked about the misconceptions and current state of life insurance coverage and how to determine the proper amount of coverage with Marv Feldman, President and CEO of LifeHappens.  Listen to find out how much life insurance Marv thanks you should have and how to go about getting coverage!

#044 The Interplay Between Health and Finance with Carolyn McClanahan

May 22, 2018

On this show, we talked about looking for the root cause of financial issues versus simply addressing the symptoms with Carolyn McClanahan, MD, CFP, and Founder of Life Planning, Inc.  Listen to find out how Carolyn thinks you can begin to view money as a tool for finding happiness!

For the Difference Making Tip, scan ahead to 18:01.

You can learn more about Carolyn at WhealthCarePlan.com, Facebook, LinkedIn, Instagram,and Twitter.

#043 The Power of Journaling with Angela Mader

May 17, 2018

On this show, we talked about the importance of avoiding quick fixes and band aid approaches and addressing the real issues with Angela Mader, the Founder and Chief Fitlosopher at Fitlosophy Inc.  Listen to find out how Angela thinks journaling, practicing gratitude and keeping track of activities can get you where you want to go!

For the Difference Making Tip, scan ahead to 16:43.

You can learn more about Angela at GetFitBook.com, Facebook, LinkedIn, Instagram,and Twitter.

For the FitBook, click here.

#042 A Happier and Healthier World with Marc de Sousa Shields

On this show, we talked about Sustainable and Responsible Investing with Marc de Sousa Shields, Founder of ES Global Consulting and author of Invest Like You Give a Damn.  Listen to find out how Marc you can make a difference, earn great returns and get started with SRI!

For the Difference Making Tip, scan ahead to 16:43.

To buy Invest Like You Give a Damn, click here.

You can learn more about Marc at ESGlobal.com, Facebook, LinkedIn, andTwitter.

 

#041 Democratizing Financial Advice with Peter Lazaroff

On this show, we talked about goals based investing, the difference between investment advice versus financial planning and fintech advances with Peter Lazaroff CFP, CFA, the Co-Chief Investment Officer for both PlanCorp and Bright Plan as well as a contributor to The Wall Street Journal and Forbes.  Listen to find out how Peter thinks the democratization of financial advice can benefit you!

#040 Practicing Contentment with Stacy Boston

On this show, we talked about the positive effects of practicing contentment and how to get started with Stacy Boston, licensed counselor, coach and Founder of Everyday 52.  Listen to find out how Stacy thinks you can live a life free of regret!

#039 Finding Strength in Weakness with David Rendall

On this show, we talked about the danger of focusing too much on our weaknesses and the opportunity in doubling down on our strengths with David Rendall, Keynote Speaker and Executive Coach and author.  Listen to find out how David thinks you can avoid chronic dissatisfaction and start finding greater fulfillment!

#038 Tax Considerations in Retirement with Jeffrey Levine

On this show, we talked about defining your idea of financial freedom and the various tax considerations associated with planning with Jeff Levine CPA CFP®, retirement and tax expert, speaker, author and CEO of BluePrint Wealth Alliance.  Listen to find out how and why Jeff thinks your family should have a mission statement!

#037 Understanding ERISA with David Donaldson

On this show, we talked about the importance and challenges of being in compliance with ERISA in regard to retirement with David Donaldson, CEO of ERISA Smart and a former Senior Investigator with the Department of Labor’s Employee Benefit Security Administration.  Listen to find out how David thinks the biggest problems with retirement plans can be solved or avoided!

#036 Debt Isn’t Forever with Jackie Beck

On this show, we talked about the mindset, habits and strategies for anyone to get out of debt, no matter how much debt you have, with debt freedom expert, Jackie Beck. Listen to find out why and how Jackie thinks debt doesn’t have to be forever!

#035 Teaching Kids About Money with Sam Renick

On this show, we talked practical techniques and methods for talking with kids about money in order to help them form positive habits with Sam Renick, the Founder of Dream Big Financial Literacy Initiatives at SammyRabbit.com. Listen to find out how Sam thinks you can turn mundane tasks into great learning opportunities for kids!

#034 Personal Profitability with Eric Rosenberg

On this show, we talked side hustling to self-employment with Eric Rosenberg, from PersonalProfitability.com. Listen to find out why Eric thinks it’s so important for you to have multiple streams of income, how TV is killing your productivity and how you get started with your entrepreneurial journey!

#033 Stages of Your Financial Life with Michael Angelucci

On this show, we talked about what it means to be an independent, fee only advisor, planning for the three stages of your financial life and all that goes into a successful retirement. Listen to find out what Michael thinks you can do to set yourself up for success!

#032 Building Wealth Through Cash Management with John Buerger

On this show, we talked tracking spending habits, keeping planning simple and fun, the role our subconscious brains play and the importance of habits with John Buerger CFP® of Altus Wealth. Listen to find out how to get pain and sacrifice out of your financial life!

#031 Working with a Realtor with Brain North

On this show, we talked about getting the most out of your relationship with a Realtor, the value they can bring and the questions you should ask with Brian North, CEO of North & Co.

#030 529 College Savings Plans with Katie Flynn

On this show, we talked about saving for college with Katie Flynn, the Director of Content at SavingForCollege.com. Listen to learn about the different accounts available, their tax treatment, how the recent tax law change impacts these accounts, as well as some things to watch out for!

#029 IRS Audits with Derek Kaczmarek

On this show, we talked all things IRS audits Derek Kaczmarek, former Senior Tax Attorney with the IRS and current attorney with Dickinson Wright. Listen to find out what to do should you ever get audited.

#028 Taxation of Retirement Income with Rodney Brooks

On this show, we talked about things people forget to plan for in retirement  with Rodney Brooks, writer and columnist with The Washington Post, US News and World Report, the Undefeated, Next Avenue, Black Enterprise and he was the Deputy Managing Editor of USA Today for 30 years.  Listen to find out what Rodney thinks you can do to better prepare yourself for a successful retirement!

#027 Being a Financial Grownup with Bobbi Rebell

On this show, we talked real world financial planning, what to do when your plan doesn’t survive it’s collision with reality and what it means to be a financial grownup with author and podcaster, Bobbi Rebell CFP®. Listen to find out how Bobbi thinks you can position yourself to be financially successful!

#026 Family Finance with Dr. Travis Parry

On this show, we talked about the role shared values and goals play in happy and healthy relationships with Dr. Travis Parry from the Family Financial Institute. Listen to find out what Travis thinks you can do as well as practical tips to strengthen your relationships through open and honest communications about money.

#025 UnRetirement with Chris Farrell

On this show, we talked the economics of an aging population, what everyone wants out of work, and how best to plan your retirement years with Chris Farrell, author of UnRetirement and contributor to Public Radio’s Marketplace, Next Avenue, Minnesota Public Radio and The Star Tribune. Listen to find out what Chris thinks our most valuable asset during retirement is!

#024 Buying Raw Land with Mark Podolsky

On this show, we talked about how to identify opportunities and minimize losses when buying raw land with Mark Podolsky, the Land Geek. Listen to learn about Mark’s definitive process!

#023 Gen Y Planning with Sophia Bera

On this show, we talked navigating career choices, managing tuition payments and maximizing employee benefits with the Founder of Gen Y Planning, Sophia Bera. Listen to find out Sophia’s thoughts on making smart decisions when confronted with major life changes!

#022 Robo-Advisors with Barbara Friedberg

On this show, we talked investing via Robo-Advisors with Barbara Friedberg, an author, teacher, podcaster, former portfolio manager and publisher of RoboAdvisorPros.com. Listen to find out what Barbara thinks the future holds for these disruptive and cost saving technologies!

#021 Impact Investing with Jennifer Kenning

On this show, we talked about what Impact Investing is and how anyone can take part in it with Jennifer Kenning, the Founder and CEO of Align Impact. Listen to find out why Jennifer thinks we’re going to begin seeing more and more opportunities for this and how you can incorporate it into your portfolio!

#020 Commitment, Courage and Capabilities with Charlie Epstein

On this show, we talked about the necessity of commitment and courage in being financially successful as well as having access to the proper capabilities with Charlie Epstein, also known as The 401(k) Coach. Charlie is a veteran advisor as well as an author and trainer. Listen to find out what he thinks you can be doing on a daily basis to be get where you need to be with your money and life.

For the Difference Making Tip, scan ahead to 18:53

You can learn more about Charlie at CharlieEpstein.com, The401KCoach.com, LinkedIn, Facebook and Twitter.

#019 Planning for Long Term Care with Marc Glickman

On this show, we talked the evolution of, need for, and consequences of not having a plan for Long Term Care with Marc Glickman, Director of Sales at LifeCare Assurance Company. Listen to find out how Marc thinks you can put a plan together for you and your family.

For the Difference Making Tip, scan ahead to 17:11

You can learn more about Marc at NGL-EssentialLTC.com, and LinkedIn.

#018 Retirement Income as an Asset Class with Matt Carey

On this show, we talked the importance of guaranteed income in retirement and using annuities to accomplish that with Matt Carey, the Co-Founder of Blue Print Income. Listen to find out why Matt thinks the Personal Pension could be a good addition to a portfolio.

For the Difference Making Tip, scan ahead to 16:00

You can learn more about Matt at BluePrintIncome.comLinkedIn, and Twitter.

#017 Decumulation with Dana Anspach

On this show, we talked about the importance of having a cohesive plan for designing retirement income with Dana Anspach a Certified Financial Planner, Retirement Management Analyst and founder and CEO of Sensible Money. Listen to find out what Dana thinks you need to do to have a successful retirement!

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

You can learn more about Brad at SensibleMoney.com, Facebook, LinkedIn, and Twitter.

#016 Car Buying with Brian Sinuk

On this show, we talked about the car buying process, how people can best research potential cars, work with salespeople, negotiate deals and pitfalls to avoid along the way. Brian Sinuk is the owner of Carsultants and he’s worked in the auto business for his entire career. Listen to find out what you need to know, why it’s important and how to get started.

You can learn more about Brian at Carsults.com and LinkedIn.

#015 Investing for Millennials with Chance Butler

On this show, we talked about the importance of education in successful investing, the dangers of being overly cautious, the value of time and the reasons people work with fiduciaries with Chance Butler, Founder and CEO of InvestingUnder35. Listen to find out what Chance thinks you can do to be a successful investor!

For the Difference Making Tip, scan ahead to 18:48

You can learn more about Chance at InvestingUnder35.com, Facebook, LinkedIn, and Instagram.

#014 Designer Bag Ladies with Cary Carbonaro

On this show, we talked about the financial challenges facing woman with Certified Financial Planner (CFP®) and author, Cary Carbonaro. Listen to find out what Cary thinks both woman and men can do to be more financially successful!

For the Difference Making Tip, scan ahead to 17:12

You can learn more about Cary at UnitedCP.com, CaryCarbonaro.comFacebook, LinkedIn, and Twitter.

Check out Cary’s new book The Money Queen’s Guide- For Women Who want to Build Wealth and Banish Fear.

#013 Understanding Market Indicators with John Waggoner

On this show, we talked about the current stock market, indicators to pay attention to as well as volatility and inflation. John is a nationally known financial journalist who spent 25 with USA Today where he was twice nominated for a Pulitzer Award. He is also an author, speaker and frequent podcast and radio show guest. Listen to find out how you can position yourself for successful investing!

For the Difference Making Tip, scan ahead to 17:54

#012 Improved Performance Through Fitness with Rebecca Clements

On this show, we talked about the link between a healthy lifestyle and work performance, tips for a proper diet and exercise program, the need to have a “why” connected to those programs and a ton of other valuable information. Rebecca runs RC Online Coaching and is a movement and diet expert. Listen to find out what you need to know, why it’s important and how to get started.

For the Difference Making Tip, scan ahead to 16:35

You can learn more about Rebecca at RCOnlineCoaching.com, Instagram and Facebook.

#011 Self-Control in Personal Finance with Pete the Planner

On this show, we talked self-control, personal responsibility and the importance of habits in finance with Peter Dunn, better known as Pete the Planner. Listen to find out how and why Pete thinks you need to commit to becoming a millionaire!

For the Difference Making Tip, scan ahead to 17:07

You can learn more about Pete at PeteThePlanner.com, Facebook, and Twitter.

Click Here for the Million Dollar Plan podcast.

#010 Finding Your Purpose with Louis Efron

On this show, we talked about how individuals and organizations can find and reinforce their purpose and impact with Louis Efron. Louis is a contributor to Forbes and the Huffington Post as well as the author of Purpose Meets Execution. He’s worked with companies such as Stryker, Tesla and is the VP of Teammate Experience with DaVita Kidney Care. Listen to find out what you need to know, why it’s important and how to get started.

For the Difference Making Tip, scan ahead to 18:09

You can learn more about Louis at LouisEfron.com and LinkedIn.

#009 Improving Financial Preparedness with Jeffrey Snyder

On this show, we talked challenges and opportunities in the world of retirement plans with Jeffrey Snyder, the President and CEO of Morning Pulse Inc. a member of the Board of Directors of the National Association of Government Defined Contribution Administrators, and a committee member of the Defined Contribution Real Estate Council. He is considered an Industry Insider with an independent voice. Listen to find out what you can do improve your financial preparedness as well as outcomes!

For the Difference Making Tip, scan ahead to 18:00

You can learn more about Jeffrey at TheMorningPulse.comLinkedIn, and Twitter.

#008 Making Your Money Work for You with Danetha Doe

On this show, we talked cash flow, attitude, the mindset successful people have with money and a whole lot of other great stuff with Danetha Doe, a top 40 under 40 accounting professional, the Founder of Money and Mimosas, and host of “The Future of Accounting” podcast. Listen to find out how Danetha thinks you can have your money better work for you!

For the Difference Making Tip, scan ahead to 20:29

You can learn more about Danetha at MoneyandMimosas.com, Facebook, LinkedIn, and Twitter.

#007 Getting Ready for Retirement with Richard Eisenberg

On this show, we talked getting ready for retirement with Richard Eisenberg, Managing Editor of Next Avenue, The Money and Security Channel as well as Work and Purpose and he spent 20 years as the Executive Editor of Money Magazine. Listen to find out what Richard thinks you can be doing to better prepare for retirement!

For the Difference Making Tip, scan ahead to 15:00

You can learn more about Richard at NextAvenue.Org, Facebook, LinkedIn, and Twitter.

#006 Personal Finance for Millennials with Jessica Moorhouse

On this show, we talked personal finance for Millennials with personal finance expert, award winning blogger, host of the Mo’ Money Podcast and co-founder of Rich and Fit, Jessica Moorhouse. Listen to find out the three things you can do to better organize your financial world.

Track to 19:33  for Jessica’s Difference Making Tip!

You can learn more about Jessica at JessicaMoorhouse.com, Twitter and LinkedIn.

 

#005 Tax Law Changes with Shauna Wekherlien

On this show, we talked Tax Law Changes with Shauna the “Tax Goddess” Wekherlien, the President and CEO of The Tax Goddess. Listen to find out what the recent changes mean for individuals and companies!

For the Difference Making Tip, scan ahead to 19:45.

You can learn more about Shauna at TaxGoddess.com , Facebook, LinkedIn, and Twitter.

#004 Investor Behavior with Victor Ricciardi

On this show, we talked behavioral finance and investor biases with Victor Ricciardi, author of The Psychology of Financial Planning and Investing as well as Financial Behavior.  Victor is an assistant professor at Goucher College. Listen to find how you can avoid potential roadblocks to your success as an investor!  You can learn more about and follow Victor on Twitter.

#003 Blockchain and Cryptocurrency with Brad Bulent Yasar

On this show, we talked Blockchain and Cryptocurrency with Brad Yasar, the Founder of KrowdMentor, co-founder of Blockchain Investors Consortium and COO of d10e. Listen to find out what Brad thinks the future holds for these disruptive and decentralizing technologies!

You can learn more about Brad at KrowdMentor.com, LinkedIn, and Twitter.

#002 Retirement Income with Tom Hegna

On this show, we talked with Tom Hegna about designing retirement income. Tom is an economist, author, speaker and is regarded by many to be THE retirement income expert.

You can learn more about it from Tom at TomHegna.com, Facebook and Twitter.

For any other questions or to contact George, click here.

Thanks for checking it out, let me now what you think!

#001 401(k) Retirement Plans with JD Carlson

On this show, we talked about how 401(k) plans have become more user friendly, how people can best take advantage of them and the confidence you have when you better understand your financial situation. JD is the CEO of Plan Design Consultants and the host of the Retireholi(k)s podcast. Listen to find out what you need to know, why it’s important and how to get started.

You can learn more about JD at PlanDesign.com, RetireHoliks.com and LinkedIn.

#000 Welcome to Money Savage

On our first episode, George talks about what led to the show’s creation, where he sees it going and who he’d like to join the community. Please subscribe however you’re listening, leave a review and share it with someone who appreciates good ideas.