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!
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.
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!
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.
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!
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!
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.
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!
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!
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!
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!
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!
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
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
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
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
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.
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
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
Check out Cary’s new book The Money Queen’s Guide- For Women Who want to Build Wealth and Banish Fear.
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
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
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
Click Here for the Million Dollar Plan podcast.
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
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
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
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
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!
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.
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.
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!
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.
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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.
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.