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

Book Club with Tom Jacobs

December 7, 2019

On this edition of the Book Club, Tom Jacobs talks about his book How to Retire on Dividends: Earn a Safe 8%, Leave Your Principal Intact.

For a copy of How to Retire on Dividends, click HERE

You can learn more about Tom at InvestHuckleberry.com, Facebook, Twitterand LinkedIn.

The Value of Choice with Karen Weeks

December 5, 2019

On this episode of Money Savage ENGAGE, we talked about the difference between having a career versus a job, the factors that drive culture and the importance of managing expectations from day one with Karen Weeks, SPHR, MS, organizational growth strategist, speaker and writer.  Listen to learn how having more benefits choices can lead to increased satisfaction!

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

You can learn more about Karen at LinkedIn.

Awareness of Opportunity with Doug Whiteman

December 4, 2019

On this episode of Money Savage FURTHER, we talked about how and why mortgage refi’s are popular again, how to get the best deals on hotel rooms and why it’s important to stay abreast of financial opportunities as well as scams with Doug Whiteman, Editor-in-chief of MoneyWise.com.  Listen to learn why, even if you refi’d your mortgage last year, you should still look into doing it again!

You can learn more about Doug at MoneyWise.com, Facebook and LinkedIn.

Mindful Stress Reduction with Naama Pozniak

December 3, 2019

On this episode of Money Savage MAXIMIZE, we talked about the physical and psychological benefits of yoga and meditation and why organizations should consider incorporating them into their employee benefits and wellness offerings with Naama Pozniak, Founder and CEO of A+ Insurance, meditation coach and speaker.  Listen to learn how incorporating meditation at your workplace could have a big impact!

You can learn more about Naama at RightPlan.com, Facebook, Twitter andLinkedIn.

The First Step with James Wilson

December 2, 2019

On this show, we talked about dealing with the constant inflow of new information, the importance of limiting choices and how to break negative inertia to move towards financial success with James Wilson, CFP, Founder and President of JE Wilson Advisors and an Investopedia Top 100 Advisor.  Listen to learn how to manage around the reality that our brains aren’t designed to manage our personal finances!

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

You can learn more about James at JEWilson.com, Facebook, Twitter andLinkedIn.

Optimizing Your Finances with Philip Taylor

November 27, 2019

On this episode of Money Savage FURTHER, we talked about how talking more openly about the history of financial media, the value of automating your finances and the importance of curating the information and media you consume, with Philip Taylor, CPA, Founder of FinCon and Founder of Part Time Money.  Listen to learn how adding firewalls to your bank account could improve your financial situation!

You can learn more about PT at FinConExpo.com, PTMoney.com, FinancialFreedomEvents.com, Facebook, Twitter and LinkedIn.

Increasing Understanding with Lisa Talcott

November 26, 2019

On this episode of Money Savage MAXIMIZE, we talked about how companies can offer best in class benefits and help employees become better consumers of healthcare and how small changes throughout the year can lead to impactful changes over the long term with Lisa Talcott, Employee Benefits Sales Executive with Assured Partners of Minnesota.  Listen to learn how and why innovation like telemedicine can reduce health care costs for you and your family!

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

You can learn more about Lisa at APMinnesota.com, Facebook and LinkedIn.

What If’s with Danna Jacobs

November 25, 2019

On this show, we talked about the importance of judgement free spaces where we can openly talk about and work through problems, being aware of opportunities for improvement and automating as much of our finances as possible with Danna Jacobs, CFP, ADPA, MBA and CoFounder of Legacy Wealth Care.  Listen to learn how to effectively manage your financial responsibilities so you can focus on what’s most important!

For the Difference Making Tip, scan ahead to 18:47!

You can learn more about Danna at LegacyCareWealth.com, Twitter andLinkedIn.

Accessing IPO’s with Scott Coyle

November 21, 2019

On this show, we talked about the history of IPO (initial public offerings), how the regulatory environment has affected them, how the process for distribution works and how it’s changing with Scott Coyle, CEO of Click IPO.  Listen to learn how to get greater education and access to the world of IPO’s!

For the Difference Making Tip, scan ahead to 17:15!

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

Holiday Prepping with Andrea Woroch

November 20, 2019

On this episode of Money Savage FURTHER, we talked about getting financially ready for the holidays by getting great deals on travel, gift giving with family, maximizing points and much more with Andrea Woroch, nationally recognized money saving expert, speaker and media consultant.  Listen to learn some great tips for saving money and getting great deals this Holiday Season!

You can learn more about Andrea at AndreaWoroch.com, Facebook, Twitter, Instagram and LinkedIn.

The Power of Community with Jono Bacon

November 19, 2019

On this episode of Money Savage ENGAGE, we talked about the role community plays in an organization’s success both in terms of it’s customers as well as it’s employees, what orgs can do to foster a healthy one and what keeps them from doing it with Jono Bacon, author, speaker and commentator on community strategy and leadership.  Listen to learn how a strong community can increase your happiness as well as the success of your organization!

You can learn more about Jono at JonoBacon.com, Facebook, Twitter andLinkedIn.

For the Difference Making Tip, scan ahead to 17:41!

Rebalancing with Sheryl Rowling

November 18, 2019

On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal of Rowling and Associates.  Listen to learn how often you should rebalance your portfolio!

For the Difference Making Tip, scan ahead to 17:03!

You can learn more about Sheryl at Rowling.com, Twitter and LinkedIn.

Asset Protection with Brian Bradley

November 14, 2019

On this show, we talked about the exemption planning strategy in asset protection, the role of jurisdiction and how it all fits together with Brian Bradley, Asset Protection attorney, speaker and consultant.  Listen to learn if you’re a good candidate for asset protection planning!

For the Difference Making Tip, scan ahead to 18:37!

You can learn more about Brian at BTBLegal.com, Facebook and LinkedIn.

Your Future Self with Alessandra Malito

November 13, 2019

On this episode of Money Savage FURTHER, we talked about how talking more openly about money could help alleviate stress, shame and pressure and how making better decisions about major purchases could be the best way to save you money with Alessandra Malito, personal finance reporter for MarketWatch.  Listen to learn how to give solid advice to those considering student loans!

You can learn more about Ali at MarketWatch.com, Facebook, Twitter andLinkedIn.

Blockchain’s Promise with Dennis Lewis

November 12, 2019

On this show, we talked about ICO’s (initial coin offerings), why so many tech startup founders make lousy CEO’s and what the future holds for blockchain technology with Dennis Lewis, digital storyteller, ICO marketing specialist and author of Behold the Crytopreneurs.  Listen to learn if blockchain will ever realize it’s potential!

For the Difference Making Tip, scan ahead to 20:10!

You can learn more about Dennis at Cryptopreneurs.club, Twitter andLinkedIn.

The Human Side of Money with Stephanie McCullough

November 11, 2019

On this show, we talked about the human side of money, balancing emotions and logic when making financial decisions and the importance of developing an awareness of our impulses with Stephanie McCullough, Founder and CEO of Sofia Financial.  Listen to learn how we’re hardwired to make certain money decisions and what we can do about it!

For the Difference Making Tip, scan ahead to 18:58!

You can learn more about Stephanie at SofiaFinancial.com, Facebook, Twitterand LinkedIn.

Infinite Banking with Michael Hession

November 7, 2019

On this show, we talked about the Infinite Banking Concept, what it is, how it works and why it’s an attractive strategy with Michael Hession, Private Banking Practitioner, entrepreneur and investor.  Listen to learn how to become your own bank!

For the Difference Making Tip, scan ahead to 20:02!

You can learn more about Michael at PrivateBankingStrategies.com, Facebook and LinkedIn.

Money Mindset with Tess Wicks

November 6, 2019

On this show, we talked about the mental money blocks we all suffer from, how to recognize when we have them and what to do about them with Tess Wicks, Founder of Wander Wealthy, coach and podcast host.  Listen to learn how to overcome the limiting beliefs that stop you from making money from your idea!

For the Difference Making Tip, scan ahead to 21:07!

You can learn more about Tess at WanderWealthy.com, Facebook, Twitter andLinkedIn.

Taxes and Rental Properties with Rob Stephens

November 5, 2019

On this show, we talked about the evolution of the vacation rental market and how to understand and effectively manage lodging taxes and regulatory requirements with Rob Stephens, CoFounder and GM of Avalara MyLodgeTax.  Listen to learn how to develop processes to help alleviate the complexities of managing rental properties!

For the Difference Making Tip, scan ahead to 17:25!

You can learn more about Rob at Avalara.com, Facebook, Twitter andLinkedIn.

Deferred Comp with Michael Mayhew

November 4, 2019

On this show, we talked about what deferred compensation is, why people should consider using it, the problems it addresses and how best to fund it with Michael Mayhew, CFP, CPA, PFS and Managing Member of Mainstay Financial.  Listen to learn if deferred comp is a good fit for you!

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

You can learn more about Michael at MainstayFin.com, Facebook, Twitter andLinkedIn.

Book Club with David Stein

November 2, 2019

On this edition of the Book Club, David Stein talks about his book Money for the Rest of Us: 10 Questions to Master Successful Investing.

For a copy of Money for the Rest of Us, click HERE

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

MP Drug Dealers

November 1, 2019

On this show, George considers the similarities between drug dealers and banks and wonders why anyone would take advice from either of them. 

Tarot with Julia Bramer

October 31, 2019

On this show, our special Halloween edition, we talked about the role Tarot Cards can play in not only our financial situation, but our overall success and how Tarot works with Julia Bramer, Psychic, Professional Tarot Card Reader, author, scholar and poet.  Listen to learn the benefits a reading could have for you!

For the Difference Making Tip, scan ahead to 25:52!

You can learn more about Julia at JuliaGordonBramer.com, Facebook andLinkedIn.

Alleviating Distraction with Nir Eyal

October 30, 2019

On this episode of Money Savage ENGAGE, we talked about why we do things that are against our best interest, technology’s role and responsibility in our addiction to it and how to control our attention and choose the lives we truly want with Nir Eyal, consultant, teacher, entrepreneur and author of Hooked and his newest book Indistractable: How to Control Your Attention and Choose Your Life.  Listen to learn how to break your social media habit!

For the Difference Making Tip, scan ahead to 18:19!

You can learn more about Nir at NirAndFar.com, Indistractable.com, Facebook, Twitter and LinkedIn.

Tax Reduction Planning with Bruce Willey

October 29, 2019

On this show, we talked about what tax reduction planning is, it’s legal status, it’s potential impact on your bottom line and some of the strategies with Bruce Willey, JD, CPA and Tax Reduction Business Coach with American Tax and Business Planning.  Listen to learn if you’re a candidate for tax reduction planning!

For the Difference Making Tip, scan ahead to 16:38!

You can learn more about Bruce at AmericanTBP.com, Facebook andLinkedIn.

Discipline and Dedication with Chris Flis

October 28, 2019

On this show, we talked about the role routines, checklists, discipline and dedication play in your financial success, how to set proper goals and the role perspective plays in overall success with Chris Flis, CFP and Founder of Resilient Asset Management.  Listen to learn how a 21 year career as a Navy Fighter Pilot has helped Chris serve financially!

For the Difference Making Tip, scan ahead to 18:32!

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

Short Window Retirement Planning with Fred Rouse

October 24, 2019

On this show, we talked about how using a time tested process and system of commodities trading can result in positive outcomes for anyone, particularly those who are at or around retirement age and looking for answers with Dr. Fred Rouse, CFP, Founder of Short Window Retirement Planning and frequent contributor to Forbes, CNN and the Wall Street Journal.  Listen to learn what to do if you’re nearing retirement age without much money saved!

For the Difference Making Tip, scan ahead to 16:56!

You can learn more about Fred at DrRouseNow.com and LinkedIn.

Your Life’s Cost with Steve Demaray

October 23, 2019

On this show, we talked about the importance of knowing your financial numbers, clarifying your why, creating a process for your financial success and keeping things simple with Steve Demaray, CFP and owner of the Personal Money Coach.  Listen to learn how understanding how much your life costs could help you move away from scarcity!

For the Difference Making Tip, scan ahead to 19:13!

You can learn more about Steve at PersonalMoneyCoach.ca, Twitter, Facebook and LinkedIn.

Retirement Savings Inertia with Emily Wrightson

October 22, 2019

On this episode of Money Savage MAXIMIZE, we talked about the dangers and opportunities of inertia in retirement savings, tools employers can utilize to encourage saving and what employees can do to position themselves for success with Emily Wrightson, Vice President of Cammack Retirement and top advisor.  Listen to learn why it’s so important to know the percentage of your income that your employer matches your 401(k)!

For the Difference Making Tip, scan ahead to 18:21!

You can learn more about Emily at CammackRetirement.com, Twitter, YouTube and LinkedIn.

Practical Financial Planning with Erin Voisin

October 21, 2019

On this show, we talked about the practical aspects of financial planning, from what one is, to why everyone should have one, when to get started and the reasons and benefits of having one with Erin Voisin, CFP, MS, CDFA, ChFC and Director of Financial Planning at EP Wealth Advisors.  Listen to learn how to get started with you plan , even if you think you’re not ready!

For the Difference Making Tip, scan ahead to 17:21!

You can learn more about Andy at EPWealth.com and LinkedIn.

Sound Retirement Planning with Jason Parker

October 18, 2019

On this show, we talked about successfully planning for your retirement, managing your cash flow once you’re done working and how to be a happier person with Jason Parker, RICP and President of Parker Financial.  Listen to learn how your earliest money memories can impact your finances for life and what to do about it!

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

You can learn more about Jason at Parker-Financial.net, Facebook andLinkedIn.

Money Patriot: Diversity and Equality

October 17, 2019

On this show, George audits the first 400 episodes and shares his thoughts on diversity and equality in the world of finance and beyond.  Thank you to our guests and thank YOU for listening! 

Listening for Engagement with Delta Emerson

October 16, 2019

On this episode of Money Savage ENGAGE, we talked about the reasons behind the existing problem of employee engagement, strategies for increasing it, why engaged employees are profitable and why everyone should work to get engaged at work and why it matters, with Delta Emerson, Founder and Principal of Can You Hear Us, a consultant and speaker.  Listen to learn what to do if you’re not being heard at work!

You can learn more about Delta at CanYouHearUs.com, Twitter and LinkedIn.

Implementing Your Plan with Sean Gerlin

October 15, 2019

On this show, we talked about the emotions and motivations that drive financial behaviors, why and how putting a financial plan together can be cumbersome and practical steps for having difficult conversations with Sean Gerlin CFP, ChFC, CLU and Founder of Envision Wealth Planners.  Listen to learn how to complete the implementation of your financial plan!

For the Difference Making Tip, scan ahead to 19:33!

You can learn more about Sean at EnvisionPlanners.com, and LinkedIn.

Emotions and Actions with Ande Frazier

October 14, 2019

On this show, we talked about the importance of factoring feelings and emotions into the financial planning process, how best to have conversations about our most private and sensitive subjects and how to get started with Ande Frazier CFP, CLU, ChFC, RICP, BFA, ChSNC and CEO and Editor In Chief of MyWorth.  Listen to learn when to listen to feelings versus simply taking action!

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

You can learn more about Ande at MyWorthFinance.com, Twitter, Facebook, Instagram and LinkedIn.

Doing the Hard Things with Jaime Gibbs

October 10, 2019

On this show, we talked about managing through life’s adversities, the proper mindset needed to keep moving forward in a positive direction and how money and status can create unhealthy relationships with Jaime Gibbs, a budgeting coach helping people to better manage their family finances.  Listen to learn how to begin embracing the hard things in life instead of avoiding them!

For the Difference Making Tip, scan ahead to 18:28!

You can learn more about Jaime at LikeABubblingBrook.com  and Facebook.

Knowing Yourself with Gretchen Halpin

October 9, 2019

On this episode of Money Savage ENGAGE, we talked about recognizing the fear and uncertainty we all experience and moving in the direction of our goals in spite of it, and how taking chances can strengthen our self image and help us to live the lives we want with Gretchen Halpin, entrepreneur, consultant and CoFounder of Beyond AUM.  Listen to learn how knowing yourself can lead to more self confidence and success!

For the Difference Making Tip, scan ahead to 20:18!

You can learn more about Gretchen at BeyondAUM.com, Twitter and LinkedIn.

Fit at Work with Lindsay Johnson

October 8, 2019

On this episode of Money Savage MAXIMIZE, we talked about why so many Americans struggle with diet and exercise, why it makes sense for organizations to sponsor these programs for employees and how to determine which type of program is right with Lindsay Johnson, Founder and CEO of FitPros a workplace wellness service provider.  Listen to learn how and why to bring exercise programs to your organization!

For the Difference Making Tip, scan ahead to 18:38!

You can learn more about Lindsay at FitPros.com, Twitter, Facebook, Instagram, YouTube and LinkedIn.

Alleviating Financial Burden with John Phillips

October 7, 2019

On this show, we talked about the importance of simplifying your financial world, having a plan and why you need to get started as soon as possible with John Phillips, CFA, CFP and Chief Investment Officer of Red Door Wealth Management.  Listen to learn the steps and process for thriving financially instead of settling!

For the Difference Making Tip, scan ahead to 17:30!

You can learn more about John at RedDoorWealth.com, Facebook andLinkedIn.

Book Club with Conor Richardson

October 5, 2019

On this edition of the Book Club, Conor Richardson talks about his book Millennial Money Makeover: Escape Debt, Save for Your Future, and Live the Rich Life Now.

For a copy of Millennial Money Makeover, click HERE

You can learn more about Conor at MillennialMoneyMakeover.com, Facebook, Twitter and LinkedIn.

Debt Free Lifestyles with Choncé Maddox

October 3, 2019

On this episode of Money Savage FURTHER, we talked about debt free lifestyles, how committing to one can save you money now and in the future and how to avoid debt relapses with Choncé Maddox, personal finance expert, professional writer and Founder of MyDebtEpiphany.com.  Listen to learn how to ensure your financial situation will improve over the next 12 months!

You can learn more about Choncé at MyDebtEpiphany.com, Twitter, Facebookand LinkedIn.

Wired for Connection with Jenev Caddell

October 2, 2019

On this show, we talked about how strong and secure relationships are the key to helping you reach your full potential in every aspect of your life and how real connection requires bravery and vulnerability with Jenev Caddell, Psychologist, author, founder of MyBestRelationship.com and writer.  Listen to learn why the narrative of the triumph of the individual can be false and damaging!

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

You can learn more about Jenev at MyBestRelationship.com, Instagram, Facebook and LinkedIn.

Avoiding a Retirement Crisis with Andrew Meadows

October 1, 2019

On this episode of Money Savage MAXIMIZE, we talked about the looming retirement crisis, why it’s happening, what to do about it and how you can avoid being a part of it by successfully utilizing your 401(k) with Andrew Meadows, Senior VP of HR, Brand and Culture at Ubiquity Retirement and Savings.  Listen to learn how to avoid getting to retirement age with no money saved!

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

You can learn more about Andrew at MyUbiquity.com, Twitter, Facebook, YouTube and LinkedIn.

Money and Pressure with Paul Sullivan

September 30, 2019

On this show, we talked about the interaction between money and pressure, the importance of removing emotion from financial conversations and how money scripts impact our behaviors with Paul Sullivan, the New York Times “Wealth Matters” columnist and author of the books “The Thin Green Line” and “Clutch.”  Listen to learn why you should be viewing money as nothing more than a means of exchange!

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

You can learn more about Paul at NYTimes.com, Twitter, PaulJSullivan.comand LinkedIn.

Money Patriot: Toilet Paper

September 27, 2019

On this show, George talks about why there aren’t any toilet paper sales people. 

Your Financial Foundation with Anna Sergunina

September 26, 2019

On this show, we talked about what comprises your financial foundation, how to think and talk about your money situation and putting together a roadmap for your long term future with Anna Sergunino, CFP, President and CEO of Mainstreet Financial Planning.  Listen to learn how to know if your financial foundation is solid!

For the Difference Making Tip, scan ahead to 20:04!

You can learn more about Anna at MoneyRoadMapChallenge.com, Twitter, Facebook and LinkedIn.

Freedom Through Discipline with Alex Bustos

September 25, 2019

On this show, we talked about the necessity of systems to become successful, how discipline can serve you in aspects of life from sales to debt repayment and why happiness is the ultimate goal with Alex Bustos, full-time day trader and host of the HealthCare Giants podcast.  Listen to learn how dedicated personal learning can get you to your next level!

For the Difference Making Tip, scan ahead to 18:54!

You can learn more about Alex at Instagram and LinkedIn.

Understanding Immigrant Culture with Nandita Das

September 24, 2019

On this show, we talked about how culture impacts values, which impacts our allocation of resources and how to justify the cost of education with Nandita Das, CFP, CFA, RICP, EA, PhD, Founder and Owner of Das Financial Health and Associate Professor.  Listen to learn how having an immigrant mentality impacts financial behaviors!

For the Difference Making Tip, scan ahead to 17:48!

You can learn more about Nandita at DasFinancialHealth.com, Twitter, Facebook and LinkedIn.

Money Personalities with Scott and Bethany Palmer

September 23, 2019

On this show, we talked about why money problems are at the heart of many unhappy marriages and divorces, how to determine your money personality and how to have happy and successful relationships with other money personalities with Bethany and Scott Palmer, known as The Money Couple.  Listen to learn if you’re married to your money personality opposite!

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

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

Money Patriot: Heat

September 20, 2019

On this show, George talks about how conflict is necessary to sell fights, create interest in politics, finance and every aspect of our lives. 

Wholesaling Real Estate with Raphael Vargas

September 19, 2019

On this show, we talked about the value of hard work and doing the things others aren’t willing to do, what it means to wholesale real estate and what it takes to be successful at it with Raphael Vargas, Founder and CEO of Real Step and Real Empire.  Listen to learn a system for successfully wholesaling real estate!

For the Difference Making Tip, scan ahead to 16:56!

You can learn more about Raphael at RealEmpire.com, Instagram andLinkedIn.

Contentment with Anne Espiritu

September 18, 2019

On this episode of Money Savage ENGAGE, we talked about the ancient practice of contentment, moving from being a human doing, to becoming a human being and how embracing this practice can improve how you show up in every aspect of life with Anne Espiritu, Chief Outreach Officer of the Contentment Foundation.  Listen to learn how to overcome emotional triggers!

For the Difference Making Tip, scan ahead to 21:23!

You can learn more about Anne at Contentment.org, Instagram, Facebook andLinkedIn.

Blockchain’s Future with Bryce Suzuki

September 17, 2019

On this show, we talked about the legal issues surrounding distributed ledger technology, the parties involved in its oversight, how it could impact you in the future and why you should educate yourself on it with Bryce Suzuki, Managing Partner of the Phoenix office of Bryan Cave Leighton Paisner LLP.  Listen to learn about the potential regulation and commercial uses of this emerging technology!

For the Difference Making Tip, scan ahead to 20:04!

You can learn more about Bryce at BCLPLaw.com and LinkedIn.

Intention and Money with Ian Bloom

September 16, 2019

On this show, we talked about how to pursue what’s most important to you, successfully managing your cash flow and the necessity of being intentional in your actions with Ian Bloom, CFP, Owner of Open World Life Planning and co-host of the Financial Foursight podcast.  Listen to learn if you’re going to go broke because of our latte habit!

For the Difference Making Tip, scan ahead to 16:10!

You can learn more about Ian at OpenWorldFP.com and LinkedIn.

Deferred Sales Trusts with Brett Swarts

September 12, 2019

On this show, we talked about common strategies for handling taxes with real estate transactions, how a deferred sales trust works and who it’s a good fit for and who it’s not, with Brett Swarts, Founder of Capital Gains Tax Solutions, Commercial Realty Apartment Advisors and the #1 Deferred Sales Trust coach.  Listen to learn if this tax reducing strategy is a good fit for you!

For the Difference Making Tip, scan ahead to 19:20!

You can learn more about Brett at CapitalGainsTaxSolutions.com andLinkedIn.

No More Wasted Meetings with Elise Keith

September 11, 2019

On this show, we talked about having successful, efficient and engaged meetings and how systems are the lynchpin for making them happen at your organization with Elise Keith, the Meeting Maven, CoFounder of Lucid Meetings and author of “Where the Action is: The Meetings that Make or Break Your Organization.”  Listen to learn how you can stop wasting time in meetings!

For the Difference Making Tip, scan ahead to 20:59!

You can learn more about Elise at LucidMeetings.com, Twitter and LinkedIn.

For an exclusive discount, go to https://school.lucidmeetings.com/  and enter MONEY-SAVAGE

Your Health Care Mindset with Andy Neary

September 10, 2019

On this episode of Money Savage MAXIMIZE, we talked about ways in which employers and employees can reduce health care costs, the role mindset plays in that process and how technology can help bridge the gap between better health care and reduced costs with Andy Neary, Health Care Strategist, Global Coach, Speaker, Author and Consultant.  Listen to learn why asking better questions can directly reduce your health care costs!

For the Difference Making Tip, scan ahead to 17:32!

You can learn more about Andy at AndyNeary.com Twitter, Facebook andLinkedIn.

Your 401(k) and Your Future with Alex Assaley

September 9, 2019

On this show, we talked about behavioral finance, living your best life and the importance of reducing complexity to be more financially successful with Alex Assaley, AIF and Principal and lead advisor with AFS 401(k) Retirement Services.  Listen to learn how the fundamentals of personal finance can help your 401(k) account balance!

For the Difference Making Tip, scan ahead to 15:43!

You can learn more about Alex at MoneyNav.com and LinkedIn.

Financial Independence with Colin Overweg

September 6, 2019

On this show, we talked about goals based financial planning, balancing today’s needs with tomorrow’s wants and planning for different stages of your life with Colin Overweg, CFP and Founder of Advize Wealth.  Listen to learn about the Financial Independence Retire Early movement!

For the Difference Making Tip, scan ahead to 16:01!

You can learn more about Colin at AdvizeWealth.com, Twitter and LinkedIn.

Retirement Risks with David Hays

September 5, 2019

On this show, we talked about the major risks facing us in retirement, the good and bad aspects of annuities and why you should pay attention to tax rates with David Hays, Founder, President and Senior Consultant with Comprehensive Financial Consultants, Inc.  Listen to learn why post tax contributions to your retirement account may be your best option!

For the Difference Making Tip, scan ahead to 17:32!

You can learn more about David at CFCI.us and LinkedIn.

Leading Authentically with Harrison Monarth

September 4, 2019

On this show, we talked about how to have great impact and influence on others, how to be a more authentic leader and why you need to be constantly growing and evolving with Harrison Monarth, CEO of GuruMaker, Executive Coach and New York Times best selling author.  Listen to learn how you can live a more authentic life!

For the Difference Making Tip, scan ahead to 20:43!

You can learn more about Harrison at GuruMaker.com, Twitter and LinkedIn.

Mapping Your Life with Lauren Zangardi Haynes

September 3, 2019

On this show, we talked about being able to answer the question “am I doing the right things with my money,” setting a plan and making adjustments and how stay on track with Lauren Zangardi Haynes, CFP, CIMA and Founder of Spark Financial Advisors.  Listen to learn the power of mapping out an ideal day and how to do it!

For the Difference Making Tip, scan ahead to 16:03!

You can learn more about Lauren at SparkFinancialAdvisors.com andLinkedIn.

Money Patriot: Professional

September 2, 2019

On this show, George talks about the history of Labor Day, what it means to be a professional and how to determine if you are one. 

Money Patriot: GE

August 30, 2019

On this show, George talks about the GE accounting scandal and his personal experience with it. 

Interested in starting your own podcast, click HERE

Avoiding Stress and Burnout with Andrew Musbach

August 29, 2019

On this show, we talked about the unique challenges facing MD’s, how to go about minimizing financial stress and burnout and how diversification fits into your financial situation with Andrew Musbach, CFP and CoFounder of MD Wealth Management.  Listen to learn what lessons anyone can take away from how doctors and dentists approach their finances!

For the Difference Making Tip, scan ahead to 16:41!

You can learn more about Andrew at MDWMLLC.com, Facebook andLinkedIn.

Accountability with Sam Silverstein

August 28, 2019

On this episode of Money Savage ENGAGE, we talked about the meaning, value and importance of accountability, how, if successfully executed, can make all the difference in our interactions with one another and how to do it with Sam Silverstein, Keynote Speaker on a mission to empower people to live accountable lives, transform the way we do business and thrive at extraordinary levels.  Listen to learn how to inspire authentic and committed relationships at every level of your family and organization!

For the Difference Making Tip, scan ahead to 18:15!

You can learn more about Sam at SamSilverstein.com, Twitter, InstagramFacebook and LinkedIn.

Paying Less for Health Care with David Contorno

August 27, 2019

On this show, we talked about why health insurance premiums have increased exponentially but the quality of cae and results have not, why there is no pricing transparency and how the only way to pay less for health care is to pay less for health care with David Contorno, Founder of EPowered Benefits, 20 year employee benefits veteran, speaker and thought leader.  Listen to learn how to begin bringing down your health insurance costs!

For the Difference Making Tip, scan ahead to 26:38!

You can learn more about David at EPoweredBenefits.com, Twitter andLinkedIn.

Total Well-Being with Brie Mason

August 26, 2019

On this show, we talked about taking emotions and physical health into consideration when planning your financial life, how to set up a personal board of directors and when to get started planning with Brieanna Mason, Principal Advisor with Woman’s Worth and COO of Regent Wealth Management.  Listen to learn about the unique financial challenges women face!

For the Difference Making Tip, scan ahead to 16:02!

You can learn more about Brie at WomansWorth.net and LinkedIn.

Taxes and Real Estate with Nick Aiola

August 23, 2019

On this show, we talked about the biggest opportunities and challenges of real estate investing as well as tax planning and important tax considerations with Nick Ailoa, CPA and Owner of Aiola CPA.  Listen to learn the common drivers of successful real estate investors!

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

You can learn more about Nick at AiolaCPA.com, Twitter, Facebook andLinkedIn.

The Value of Advice with Krista Cavalieri

August 22, 2019

On this show, we talked about how and why professional advice is so valuable to busy individuals and families, how it can help you avoid common mistakes and how to get started with Krista Cavalieri, CFP and Owner of Evolve Capital.  Listen to learn why understanding your cash flow is integral to your long term financial success!

For the Difference Making Tip, scan ahead to 17:24!

You can learn more about Krista at EvolveCap.com and LinkedIn.

Avoiding Transactional Blindness with Mark Goulston

August 21, 2019

On this episode of Money Savage ENGAGE, we talked about how to have breakthrough conversations with anyone from coworkers to family and what keeps us from having real and authentic interactions with Dr. Mark Goulston, one of the world’s foremost authorities on listening with his book “Just Listen,” international speaker, consultant and podcaster.  Listen to learn tips and strategies for becoming a better listener!

You can learn more about Dr. G at MarkGoulston.com, Twitter, YouTube andLinkedIn.

Find Dr. G’s books HERE and his podcast HERE.

LTCi as an Employee Benefit with Marc Glickman

August 20, 2019

On this episode of Money Savage MAXIMIZE, we talked about the history and current state of long term care in America, how paying for the cost of it has changed and why employers offering it could make a lot of sense with Marc Glickman, FSA, CLTC, LTCP and CoFounder of BuddyIns.  Listen to learn the tax and general advantages of offering long term care insurance as an employee benefit!

For the Difference Making Tip, scan ahead to 18:07!

You can learn more about Marc at BuddyIns.com, Facebook and LinkedIn.

The Most Important Things with Jennifer Harper

August 19, 2019

On this show, we talked about the importance of making your goals the center of your planning conversations and making sure you’re focusing and spending time on what’s most important to you with Jennifer Harper, CFP, MBA, EA and Director of Bridge Financial Planning.  Listen to learn how it’s possible to be doing the right things, but missing out on the big things and what to do about it!

For the Difference Making Tip, scan ahead to 17:33!

You can learn more about Jennifer at BridgeFinancialPlanning.com andLinkedIn.

Creating Capital with Ted Prince

August 15, 2019

On this show, we talked about how principles of behavioral finance and behavioral economics can help us to assess whether or not a leader will actually help an organization make money or not with Ted Prince, PhD, Founder and CEO of Perth Leadership Institute, author, speaker and consultant.  Listen to learn if you’re a creator or a consumer of capital!

For the Difference Making Tip, scan ahead to 19:40!

You can learn more about Ted at PerthLeadership.org and LinkedIn.

Growth Through Discomfort with Judy Ryan

August 14, 2019

On this episode of Money Savage Engage, we talked about thow to help people love their lives, how organizations can help position their people for success and why not all organizations do it with Judy Ryan, CEO of Lifework Systems, culture transformation specialist, consultant, trainer, author and columnist.  Listen to learn the four core needs everyone needs to have met!

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

You can learn more about Judy at LifeWorkSystems.com and LinkedIn.

Trust But Verify with Derek Winn

August 13, 2019

On this episode of Money Savage MAXIMIZE, we talked about how the ever increasing cost of healthcare is impacting us and what employees and employers can do to maximize benefits and overall engagement with Derek Winn, Lead Consultant at the Business Benefit Group, CoFounder of Distilled Concepts, and a Rising Star by EBA Magazine.  Listen to learn how getting a second opinion can save you a lot of money!

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

You can learn more about Derek at BBGBroker.com, Distilled-Concepts.comand LinkedIn.

Creating Your Plan with Deva Panambur

August 12, 2019

On this show, we talked about common mistakes people make, the importance of aligning your plan with your values and which variables you can control with Deva Panambur, CFA, CFP, MBA, Founder of Sarsi LLC and consultant.  Listen to learn the steps to take to best position yourself for success!

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

You can learn more about Deva at SarsiLLC.com and LinkedIn.

Money Patriot: Life is Killing Us

August 9, 2019

On this show, George talks about how isolation, anxiety and stress are wreaking havoc on us and what the way forward is. 

Freedom Lifestyles with Rupa Patil

August 8, 2019

On this show, we talked about no longer trading time for money, how a lack of money is the root of evil and how online businesses could provide you with the flexibility you desire with Rupa Patil, Certified Freedom Business Coach.  Listen to learn how you can spend less time worrying about money and more time doing what you want!

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

You can learn more about Rupa at Rupa.Live/Freedom and LinkedIn.

Ultralearning with Scott Young

August 7, 2019

On this episode of Money Savage Engage, we talked about the differences between formal and informal learning and education, how technology is helping and hurting us and how “ultralearning” can help us rise to the level we want to with Scott Young, programmer, entrepreneur and author of the book Ultralearning.  Scott’s been featured on TEDX, MIT Open Course, Life Hacker, Popular Mechanics, the New York Times and many more. Listen to learn how learning a new skill could put hundreds of thousands of dollars in your pocket!

For the Difference Making Tip, scan ahead to 21:22!

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

Clarity in Planning with Ryan Mohr

August 6, 2019

On this show, we talked about the right questions to ask regarding your finances, dealing with the complexities of modern financial life and the necessity of prioritization with Ryan Mohr, CFP, Principal and Founder of Clarity Capital Management.  Listen to learn how to avoid feeling overwhelmed by money issues!

For the Difference Making Tip, scan ahead to 17:27!

You can learn more about Ryan at ClarityCapitalMGMT.com, Facebook andLinkedIn.

Sustainable Investing with Scott Arnold

August 5, 2019

On this show, we talked about impact/ESG investing, how the space has evolved over the years and how it’s possible to get great returns and manage risk with that strategy with Scott Arnold, CFP and Partner at ImpactFolio LLC.  Listen to learn how to develop a portfolio of socially conscious companies!

For the Difference Making Tip, scan ahead to 19:25!

You can learn more about Scott at ImpactFolio.co and LinkedIn.

Book Club with Karen Cordaway

August 3, 2019

On this edition of the Book Club, Karen Cordaway, former nationally syndicated personal finance writer joins us to about her book “The Everyday Bucket List: 10 Steps to Bring More Exciting Experiences to Everyday Life.” Listen to learn why you don’t need to be retired to pursue a bucket list and how you can turn small, daily things into great experiences!

For a copy of Bucket List Book, click HERE

You can learn more about Karen at KarenCordaway.com and Twitter.

If you’d like to take part in the our discussion group, you can learn about it it here as well as MoneyAlignmentAcademy.com.

Money Patriot: Confidence

August 2, 2019

On this show, George talks about the one super power we all have access to – confidence. 

End of Life Issues with Valerie Rind

August 1, 2019

On this show, we talked about getting over the “ick factor” that surrounds end of life issues, how the ways in which we remember loved ones is changing and what you can do to proactively prepare for the inevitable with Valerie Rind, award winning author, free-lance writer and attorney.  Listen to learn why it’s important to proactively address end of life issues!

For the Difference Making Tip, scan ahead to 18:59!

You can learn more about Valerie at ValerieRind.com, Facebook, Twitter, andLinkedIn.

Managing Stress with Heidi Hanna

July 31, 2019

On this show, we talked about what stress is, how it works and impacts us and what practical things we can do to minimize it’s negative byproducts with Heidi Hanna PhD, Founder and Chief Energy Officer at Synergy and the Director of Education at the American Institute for Stress.  Listen to learn how to effectively manage and live with stress!

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

You can learn more about Heidi at HeidiHanna.com, Facebook, Twitter, Instagram and LinkedIn.

Integrated Planning with Wayne Titus

July 30, 2019

On this show, we talked about the dangers of having silos in your financial world, how to recognize when you have them and what to do to get past this common phenomenon with Wayne Titus, CPA, PFS, AIFA, Founder of AMDG Financial and author of THe Entrepreneur’s Guide to Financial Wellbeing.  Listen to learn about the different kinds of advisors!

For the Difference Making Tip, scan ahead to 17:23!

You can learn more about Wayne at AMDGServices.com, Facebook, Instagram and LinkedIn.

Get a copy of Wayne’s book HERE

Managing Through Chaos with Jennifer Luzzatto

July 29, 2019

On this show, we talked about what needs to happen when a loved one dies, how to get started, get organized and put an actionable plan together, as well as dealing with emotions with Jennifer Luzzatto, CFA, CFP and Financial Advisor with Summit Financial Partners. Listen to learn the steps to manage through the death of a loved one!

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

You can learn more about Jennifer at SummitFinancialPartnersRVA.com,  andLinkedIn.

For a copy of Jennifer’s book, click HERE

Money Patriot: Misdirection

July 26, 2019

On this show, George talks about how much he hates credit card companies. 

Making Purposeful Decisions with Rob Stromberg

July 25, 2019

On this show, we talked about what it means to make wise and purposeful money decisions, how technology is benefiting investors and whether or not you need an investment philosophy with Rob Stromberg, CFP and Founder of Mountain River Financial.  Listen to learn how to understand the opportunity costs of your spending behaviors!

For the Difference Making Tip, scan ahead to 18:37!

You can learn more about Rob at MountainRiverFinancial.com,  Facebook,  Twitter and LinkedIn.

Maximizing Resources with Grant Bledsoe

July 24, 2019

On this show, we talked about the importance of building a personal vision that’s aligned with your work, protecting and growing your assets, and maximizing the planning process with Grant Bledsoe, CFA, CFP and President of Three Oaks Capital Management.  Listen to learn about getting the most out of your time and your money!

For the Difference Making Tip, scan ahead to 16:40!

You can learn more about Grant at 3OaksCapital.com, AboveTheCanopy.us,  Facebook,  Twitter and LinkedIn.

Rightsizing Your Finances with Kaya Ladejobi

July 23, 2019

On this show, we talked about the planning needs and considerations for “builders,” those in their 30’s, 40’s and 50’s, and how to position oneself for long term financial success without sacrificing too much along the way with Kaya Ladejobi, CFP and Founder of Earn Into Wealth.  Listen to learn how to manage your major expenditures so you’re not compromising your overall financial success!

For the Difference Making Tip, scan ahead to 14:34!

You can learn more about Kaya at EarnIntoWealth.com,  Instagram andLinkedIn.

Trial Retirement with Tom Hegna

July 22, 2019

On this show, we talked about putting a plan in place for retirement, the role purpose and perspective play and how to financially ensure you’ll enjoy life when everyday’s Saturday with Tom Hegna, retirement expert, economist, best selling author and top international speaker.  Listen to learn what you should be considering when thinking about retirement!

For the Difference Making Tip, scan ahead to 18:38!

You can learn more about Tom at TomHegna.com and LinkedIn.

Money Patriot: Manners

July 19, 2019

On this show, George talks about how to have good financial manners and why doing so will benefit you. 

Real Estate Note Investing with Jim Maffuccio

July 18, 2019

On this show, we talked about the pro’s and con’s of real estate note investing, what to expect from the process and how to become successful doing it, with Jim Maffuccio, Founder of Aspen Funds.  Listen to learn how to get started investing in real estate notes!

For the Difference Making Tip, scan ahead to 17:23!

You can learn more about Jim at AspenFunds.US and LinkedIn.

Millennials and Money with TJ van Gerven

July 17, 2019

On this show, we talked about effective financial planning for Millennials, key areas to focus on and why it’s important to be mindful of what we spend our money on with TJ van Gerven, CFP and Financial Planner at Modern Wealth Builders.  Listen to learn strategies for balancing the desire for flexibility and convenience with long term savings objectives!

For the Difference Making Tip, scan ahead to 15:14!

You can learn more about TJ at ModernWealthBuilders.com, Instagram, Facebook, Twitter and LinkedIn.

Tending Your Financial Garden with Jennipher Lommen

July 16, 2019

On this show, we talked about designing, cultivating and managing your financial situation as well as dealing with unforeseen problems and circumstances with Jennipher Lommen, CFP, EA and Founder of Wildflower Financial.  Listen to learn how to successfully manage through money emergencies!

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

You can learn more about Jennipher at WildFlowerFinancial.com, Facebook Twitter and LinkedIn.

Avoiding Overwhelm with Vincent Barbera

July 15, 2019

On this show, we talked about how the first step to getting your financial life together is understanding cash flow, planning in five year increments and how you can best manage the cost of your children’s education with Vincent Barbera CFP, MSFS and Co-Founder and Managing Partner at Newbridge Wealth Management.  Listen to learn ow to avoid getting overwhelmed by all of your financial needs and priorities!

For the Difference Making Tip, scan ahead to 19:35!

You can learn more about Vincent at NewBridgeWealth.com,  Twitter andLinkedIn.

Money Patriot: Prime Day

July 12, 2019

On this show, George gives some history and statistics on Amazon and Prime day as well as his thoughts on surviving it.

Understanding Trusts with Geoff Madsen

July 11, 2019

On this show, we talked about the challenges associated with intergenerational wealth, successfully managing trusts and the importance of clear expectations when planning, with Geoff Madsen, Chairman of the Independent Trust Company.  Listen to learn the fundamentals of trusts and how they work!

For the Difference Making Tip, scan ahead to 18:42!

You can learn more about Geoff at IndependentTrust.com and  LinkedIn.

Understanding Your 401(k) with Tom Parks

July 10, 2019

On this show, we talked about how 401(k) plans have improved over the past 20 years, what individuals and companies can do to get great results and how to position yourself for long term success with Tom Parks AIF, CRPS and Director of Retirement Plan Services at Annex Wealth Management.  Listen to learn how 30 minutes could mean millions for you!

For the Difference Making Tip, scan ahead to 16:08!

You can learn more about Tom at AnnexWealth.com and LinkedIn.

Cross Border Planning with Hui-chin Chen

July 9, 2019

On this show, we talked about the unique financial planning challenges facing people who live in two or more countries, the primary things to consider and how to successfully do it, with Hui-chin Chen, CFP, owner and financial planner at Pavlov Financial Planning.  Listen to learn about all the variables to consider when living abroad!

For the Difference Making Tip, scan ahead to 17:06!

You can learn more about Hui-chin at PavlovFP.com, MoneyMattersForGlobeTrotters.com,  Twitter  and LinkedIn.

Trust and Independence with Ron Carson

July 8, 2019

On this show, we talked about the value of independence and trust between clients and advisors, how best to organize your financial world and why so many Americans struggle financially with Ron Carson, Founder and CEO of Carson Group.  Listen to learn how you can have the most successful and productive relationship with your advisor!

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

You can learn more about Ron at CarsonGroup.com, LinkedIn, Twitter and Facebook.

Determining Natural Ability with Ray Giese

July 5, 2019

On this show, we talked about the importance of working in a profession that maximizes your abilities and aligns with your goals and values as well as how to help young people figure out the right career with Ray Giese CFP, CCSP, MS, Career and Personal Finance Coach with Financial Pathways.  Listen to learn how and why to determine your strongest natural abilities!

For the Difference Making Tip, scan ahead to 17:51!

You can learn more about Ray at CFPathways.com, Facebook, Twitter  andLinkedIn.

Money Patriot: Your Independence Day

July 4, 2019

On this show, George urges you to declare your independence from whatever is holding you back from living the life you want.  

Retirement Income Planning with Evan Beach

July 3, 2019

On this show, we talked about the important transition from accumulating money for retirement to actually turning that money into income and all the variables to consider with Evan Campbell CFP, AWMA and Director of Wealth Advisory at Campbell Wealth Management.  Listen to learn the biggest concerns and challenges facing retirees today!

For the Difference Making Tip, scan ahead to 18:07!

You can learn more about Evan at CampbellWealth.com, Facebook, Twitter and LinkedIn.

Emotional Net Worth with Abby Havermann

July 2, 2019

On this show, we talked about recognizing, understanding and changing our inner voice to serve us, knowing our primary purpose and finding the courage to do the things we need to do with Abby Havermann, Advisor with Havermann Financial, authenticity enthusiast, impact seeker and author.  Listen to learn how to increase your emotional net worth!

For the Difference Making Tip, scan ahead to 17:34!

You can learn more about Abby at HavermannFinancial.com, Facebook,  andLinkedIn.

Planning for Independence with Peter Disch

July 1, 2019

On this show, we talked about the importance of incremental increases to monthly savings combined with an actionable plan can help people to become financially successful, as well as what to look for in an advisor with Peter Disch, Founder, Portfolio Manager and Wealth Advisor with Great Point Wealth Management.  Listen to learn how to get started on the path to financial independence!

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

You can learn more about Peter at GreatPointWealth.com and LinkedIn.

Your Success Formula with Robert Luxenberg

June 28, 2019

On this show, we talked about the formula you can follow to become a millionaire in any field and how you can also teach your kids these important concepts with Robert Luxenberg, real estate investor, trainer and author.  Listen to learn what you should have been taught about money in school!

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

You can learn more about Robert at MindMoneyandWealth.com, Facebook and LinkedIn.

Get a copy of Mind Money and Wealth HERE

The Moment of Truth with Alec Robinette

June 27, 2019

On this show, we talked about defining and organizing your most important financial and life goals, successfully managing your cash and resources to determine if you’re able to pursue your biggest dreams with Alec Robinette CFP and Founder of Elemental Financial.  Listen to learn how to prepare for your moment of truth!

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

You can learn more about Alec at ElementalFinancial.com, Facebook, Twitter and LinkedIn.

A Golden Civilization with George Kinder

June 26, 2019

On this show, we talked about the many problems which led to the 2008 banking crisis, lessons that should have been learned and how we need to move forward individually and as a society with George Kinder, father of the Life Planning Movement, advisor, trainer and author.  Listen to learn how and why you can and should work to create more freedom in your life!

For the Difference Making Tip, scan ahead to 18:19!

You can learn more about George at AGoldenCivilization.com, Twitter,  Facebook and LinkedIn.

Get a copy of A Golden Civilization HERE

Financial Confidence with Amy Schultz

June 25, 2019

On this show, we talked about the unique financial challenges facing woman and how to overcome them with Amy Schultz, Money Coach and CEO of Smart Girl Money.  Listen to learn how increasing your financial confidence can help in all areas of your life!

For the Difference Making Tip, scan ahead to 17:39!

You can learn more about Amy at SmartGirlMoneyCoach.com, Facebook, Twitter, Instagram  and LinkedIn.

Planning for You with Diana Bacon

June 24, 2019

On this show, we talked about the important role community plays in financial success, why you need to live your life and be aware and embrace the realities of the world you’re living in with Diana Bacon, CFP and Partner with Financial Strategies Group.  Listen to learn how and why you need to stay aware of legislation in your home state!

For the Difference Making Tip, scan ahead to 21:05!

You can learn more about Diana at FSGAdvisers.com, Facebook and LinkedIn.

Hustle to Your Best Life with Mimi Boyer

June 21, 2019

On this show, we talked about how to start moving in the direction of your wants and dreams through getting started with a side hustle, understanding and confronting what’s holding you back and how to make what you want happen with Mimi Boyer, Founder and Coach at Happy On Mondays, podcast host and trainer.  Listen to learn how to break free of the corporate 9 to 5!

For the Difference Making Tip, scan ahead to 16:13!

You can learn more about Mimi at Instagram, LinkedIn, Facebook and HappyOnMondays.com .

Keys to Entrepreneurship with Barry Habib

June 20, 2019

On this show, we talked about what makes a successful entrepreneur and how to determine if you’re cut out for it, as well as indicators to be paying attention to which could impact the housing and stock market with Barry Habib, entrepreneur, top real estate forecaster, speaker, producer, actor and Finalist for Ernst and Young’s Entrepreneur of the Year.  Listen to learn the keys to becoming a successful entrepreneur!

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

You can learn more about Barry at MBSHighway.com, Twitter, LinkedIn andFacebook.

Your Money Community with Sunaina Mehra

June 19, 2019

On this show, we talked about the financial challenges present during life’s transitions, how identifying and involving those closest to us can help and how talking about our money stories can help us have more successful financial futures with Sunaina Mehra, Director of Client Relations and Marketing at Francis Financial Inc.  Listen to learn some practical tools for talking about money with those closest to you!

For the Difference Making Tip, scan ahead to 18:06!

You can learn more about Sunaina at FrancisFinancial.com, Twitter, Facebookand LinkedIn.

Time, Money and Happiness with Ashley Whillans

June 18, 2019

On this show, we talked about the interplay between time, money and happiness, what we can do on a daily basis to increase our happiness by using small amounts of time and money, and how to become healthier through being more intentional with Ashley Whillans PhD and Assistant Professor at Harvard Business School.  Listen to learn if more time and or money will make you a happier person!

For the Difference Making Tip, scan ahead to 17:08!

You can learn more about Ashley at AWhillans.com, HBS.Edu,  Twitter,  andLinkedIn.

Focus on the Fundamentals with Jim White

June 17, 2019

On this show, we talked about the importance of planning for the unexpected, why your financial foundation is so important and the appropriate mindset to take into the planning process with Jim White CFP, EA and President of JH White Financial.  Listen to learn how and why you should approach your personal finances like a business!

For the Difference Making Tip, scan ahead to 15:10!

You can learn more about Jim at JHWFS.com, Twitter, LinkedIn andFacebook.

Money Patriot: Paycheck to Paycheck

June 15, 2019

On this show, George cracks the code on how to stop living paycheck to paycheck.  

Life’s Purpose and Core Values with Laura Scharr

June 14, 2019

On this show, we talked about finding your life’s purpose, defining your core values and how to bring about fulfillment in your life with Laura Scharr, CFP and Executive and Personal Coach.  Listen to learn how to eliminate negative self talk from your life!

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

You can learn more about Laura at LinkedIn.

Tax and Growth Strategies with Toby Mathis

June 13, 2019

On this show, we talked about what everyone considering entrepreneurship should consider, what asset protection and tax strategies business owners need to be aware of and how to get started with real estate investing with Toby Mathis, Attorney and Founding Partner of Anderson Law Group, trainer, author and podcast host.  Listen to learn why you need to balance tax reduction strategies with long term growth needs!

For the Difference Making Tip, scan ahead to 17:26!

You can learn more about Toby at AndersonAdvisors.com, Twitter, Facebookand LinkedIn.

Your Financial Reality with Kate Mielitz

June 12, 2019

On this show, we talked about getting your financial foundation set, being clear in how you define success , balancing need and wants, and how to get started saving and investing with Kate Mielitz, PhD, AFC and Assistant Professor of Family Financial Planning at Oklahoma State University.  Listen to learn how you can ensure you’re living your financial reality and not someone else’s!

For the Difference Making Tip, scan ahead to 17:56!

You can learn more about Kate at Oklahoma State University , Twitter, andLinkedIn.

Overcoming Inaction with Ashby Daniels

June 11, 2019

On this show, we talked about the importance of using critical thinking when considering retirement planning decisions, steps you can take to position yourself for success and how to get started with Ashby Daniels, CFP, Financial Advisor and Retirement Planner with ShoreBridge Wealth Management.  Listen to learn how to overcome the fears we all have regarding making bad investment decisions!

For the Difference Making Tip, scan ahead to 17:41!

You can learn more about Ashby at RetirementFieldGuide.com, Twitter, andLinkedIn.

Overcoming Procrastination with Patrick Healey

June 10, 2019

On this show, we talked about the major financial challenges facing our country, what can be done about them and how goal setting and focusing on the lifestyle you want can lead us to success with Patrick Healy, MBA, CFP, Founder and CEO of Caliber Financial Partners.  Listen to learn about the dangers of procrastination and what we can do to avoid it!

For the Difference Making Tip, scan ahead to 14:36!

You can learn more about Patrick at CaliberFinancialPartners.com, Twitter, Facebook and LinkedIn.

Money Patriot: You Do You

June 8, 2019

On this show, George shares his thoughts on the first 300 shows and his hopes and wants for everyone involved with the show.

Repurpose Your Career with Marc Miller

June 7, 2019

On this show, we talked about how creative destruction has eliminated jobs and left many people without work and wondering what they’ll be able to do to earn a living and what can be done about it with Marc Miller, Founder of Career Pivot, author and host of the Repurpose Your Career podcast.  Listen to learn what you can do it you’re retirement age, but not able to retire!

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

You can learn more about Marc at CareerPivot.com, Twitter, Facebook andLinkedIn.

Your Retirement Roadmap with Zach Gray

June 6, 2019

On this show, we talked about the reasons why people fail to have a successful retirement, the variables to be considered and how to get started with Zach Gray, CPRC, LACP and Investment Advisor Representative with Wall Street Financial Group.  Listen to learn a set by step process for planning your retirement!

For the Difference Making Tip, scan ahead to 18:45!

You can learn more about Zach at WallStreetFinancialGroup.org, Facebook, and LinkedIn.

Developing a Strategic Mindset with Katharine Halpin

June 5, 2019

On this show, we talked about how, in today’s world with so many demands on our time and attention, it’s easy to fall into a reactive mode versus being able to respond to life strategically, and what to do about it with Katharine Halpin, Founder and CEO of the Halpin Company.  Listen to learn how to break the cycle of feeling behind and exhausted!

For the Difference Making Tip, scan ahead to 18:21!

You can learn more about Katharine at HalpinCompany.com, Twitter, Facebook and LinkedIn.

Your Financial Headspace with Benjamin Brandt

June 4, 2019

On this show, we talked about the importance of being an educated investor, why planning should be done during good economic times and the most important factors to consider in retirement planning with Benjamin Brandt, CFP and Founder and President of Capital City Wealth Management and host of Retirement Starts Here Radio.  Listen to learn how to maximize contentment and minimize boredom in retirement!

For the Difference Making Tip, scan ahead to 15:52!

You can learn more about Benjamin at RetirementStartsToday.com, Twitter, and LinkedIn.

Becoming a Sustainable Investor with Wes Gray

June 3, 2019

On this show, we talked about the important role education plays in cutting through the noise and confusion surrounding finance, and understanding the role technology plays in successful investing with Wes Gray, MBA, PhD and CEO of Alpha Architect.  Listen to learn what you can do to become a more educated and sustainable investor!

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

You can learn more about Wes at AlphaArchitect.com, Twitter, Facebook andLinkedIn.

Book Club with Jonathan Clements

June 1, 2019

On this edition of the Book Club, Jonathan Clements, former personal finance writer for the Wall Street Journal and Founder of HumbleDollar.com joins us to about his book “From Here to Financial Happiness: Enrich Your Life In Just 77 Days.” Listen to learn how five to 10 minutes a day could change your relationship with money forever!

For a copy of From Here to Financial Happiness, click HERE

You can learn more about Jonathan at HumbleDollar.com, Twitter, Facebookand LinkedIn.

If you’d like to take part in the our discussion group, you can learn about it it here as well as MoneyAlignmentAcademy.com.

Impacting Affordable Housing with Eddie Lorin

May 31, 2019

On this show, we talked about wisdom learned over a 30 year career in Real Estate, creating communities, not just apartment complexes and how to become successful in business with Eddie Lorin, member of the Forbes Real Estate Council and Founder of Strategic Realty Holdings.  Listen to learn about investing in opportunity zones!

For the Difference Making Tip, scan ahead to 18:12!

You can learn more about Eddie at StrategicRealtyHoldings.com and LinkedIn.

Your Millionaire Plan with Tony Bradshaw

May 30, 2019

On this show, we talked about overcoming financial adversity, making the conscious choice to become a success, and what it takes to become financially independent and successful with Tony Bradshaw, President of the Millionaire Choice and author of the The Millionaire Choice: Millionaire or Not, You Can Choose.  Listen to learn the steps to become a millionaire!

For the Difference Making Tip, scan ahead to 21:42!

You can learn more about Tony at TheMillionaireChoice.com, Twitter, Facebook and LinkedIn.

Click HERE for a copy of The Millionaire Choice.

Focusing Your Attention with Will Rassman

May 29, 2019

On this show, we talked about how humanity’s main priorities have shifted over time and how in our modern age of information, attention is our most valuable asset and how this impacts personal finance with William Rassman, CFP and Wealth Advisor at Centric Capital Advisors.  Listen to learn why it’s imperative to be selective with what you focus your attention on!

For the Difference Making Tip, scan ahead to 18:05!

You can learn more about Will at WilllRassman.com, CentricCapitalAdvisors.com, Twitter,  Facebook and LinkedIn.

For a copy of Atlas Shifts click HERE

Innovating Financial Planning with Misty Lynch

May 28, 2019

On this show, we talked about the importance a proper mindset plays in your financial success, how accountability can improve our chances of reaching our goals and how the first step is often the most important with Misty Lynch, CFP and Head of Financial Planning at John Hancock.  Listen to learn how technological innovations have made the financial planning process easier and less expensive!

For the Difference Making Tip, scan ahead to 18:15!

You can learn more about Misty at JohnHancock.com, Twitter, Instagram andLinkedIn.

Money Patriot: Small Amounts Big Results

May 27, 2019

The Investor’s Mindset with Gino Barbaro

May 24, 2019

On this show, we talked about determining your real estate niche, learning the business, getting started and building a great team with Gino Barbaro, CoFounder of Jake and Gino, investor and podcaster.  Listen to learn how you can be ready to start investing in apartments in 6 to 12 months!

For the Difference Making Tip, scan ahead to 17:36!

You can learn more about Gino at JakeAndGino.com, Facebook, Twitter andLinkedIn.

For a copy of their book, click HERE

#287 Defining and Enacting Purpose with Dan Pontefract

May 23, 2019

On this show, we talked about the role and responsibility both organizations and individuals have in the problem of low engagement and steps that you can take to begin solving that problem with Dan Pontefract, Founder and CEO of the Pontefract Group, author, keynote speaker and human whisperer.  Listen to learn about how to define and declare your purpose and why it could be one of the most important things you’ll ever do!

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

You can learn more about Dan at DanPontefract.com, Twitter, Instagram, Facebook and LinkedIn.

#286 Mobile Home Investing with Jefferson Lilly

May 22, 2019

On this show, we talked about the benefits of mobile home park investing, what makes it unique and how you can get involved with Jefferson Lilly, Founding Partner at Park Avenue Partners, a self-made millionaire, consultant and podcast host.  Listen to learn why mobile home park investing is the best way to invest in real estate!

For the Difference Making Tip, scan ahead to 18:16!

You can learn more about Jefferson at ParkAvenuePartners.com, MobileHomeParkInvestors.com and LinkedIn.

#285 Increasing Financial Confidence with Melissa Joy

May 21, 2019

On this show, we talked about getting past financial insecurity, building confidence and understanding the fluidity of the financial planning process with Melissa Joy, CFP, CDFA, Founder and Financial Planner at Pearl Planning.  Listen to learn a process for becoming more confident with money!

For the Difference Making Tip, scan ahead to 17:49!

You can learn more about Melissa at PearlPlan.com, Twitter,  Facebook, YouTube and LinkedIn.

#284 Making Work Optional with Taylor Schulte

May 20, 2019

On this show, we talked about the importance of focusing on and working to control the aspects of our financial lives that are within our control, reducing taxes and investing smarter with Taylor Schulte CFP, Founder and CEO of Define Financial and host of the Stay Wealthy Podcast.  Listen to learn what you need to do to one day make working optional!

For the Difference Making Tip, scan ahead to 17:29!

You can learn more about Taylor at YouStayWealthy.com, Twitter,  Facebook, Instagram and LinkedIn.

#283 Rental Income with Jeff Schechter

May 17, 2019

On this show, we talked about the best time to invest in real estate, how to develop a streamlined process and how to determine the right markets with Jeff “Shecky” Schechter, CoFounder and CEO of High Return Real Estate.  Listen to learn about how you can invest for rental income without the headaches!

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

You can learn more about Shecky at HighReturnRealEstate.com, Twitter, Facebook and LinkedIn.

#282 Your Ideal Retirement with Brandon Opre

May 16, 2019

On this show, we talked about the characteristics of successful investors, how best to educate yourself and deal with the news media, and what you should stop doing immediately with Brandon Opre CFP, MBA and owner of TrustTree Financial.  Listen to learn about what mini-retirements are and how to make them a reality!

For the Difference Making Tip, scan ahead to 16:59!

You can learn more about Brandon at TrustTreeFinancial.com, Twitter, Facebook and LinkedIn.

#281 Evaluating Markets with Lee Kearney

May 15, 2019

On this show, we talked about the proper mindset for real estate investing, how to success in up as well as down markets, and how to get started wholesaling houses with Lee Kearney, CEO of Spin Real Estate and Flip Your Income.  Listen to learn about the key indicators to know the strength or weakness of a housing market!

For the Difference Making Tip, scan ahead to 19:23!

You can learn more about Lee at FlipYourIncome.com, Facebook andLinkedIn.

#280 Modernizing 401(k)s with Roger Lee

May 14, 2019

On this show, we talked about how only 14% of companies with less than 100 employees offer a 401(k), why the plans have traditionally been so cumbersome and expensive, and how technology has changed all that with Roger Lee, CEO and CoFounder of Human Interest, a company helping small businesses offer modern 401(k)’s to their employees.  Listen to learn how your organization can have a 401(k) set up in 30 minutes!

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

You can learn more about Roger at HumanInterest.com, Twitter, Facebookand LinkedIn.

#279 Value Investing with Ben Muchler

May 13, 2019

On this show, we talked about classic value investing, the role indexing plays in a portfolio and how technology has changed the industry with Benjamin Muchler CFP and Managing Director at Boston Research and Management.  Listen to learn the process professional money managers use to evaluate companies!

For the Difference Making Tip, scan ahead to 18:30!

You can learn more about Ben at BostonRM.com, Twitter, Facebook andLinkedIn.

#278 Mobile Payment Technology with Michelle Tinsley

May 10, 2019

On this show, we talked about the speed and proliferation of mobile payment technologies, how institutions go about evaluating and implementing these technologies and the primary concerns and opportunities surrounding them, with Michelle Tinsley, CEO of Remitter, 26 year Intel team member, public company board member and leader in retail digital transformation.  Listen to learn about the future of mobile payment technology and how it benefits you!

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

You can learn more about Michelle at Remitter.com, Twitter and LinkedIn.

#277 Breaking Free of Your W2 with Ross Stryker

May 9, 2019

On this show, we talked about the role education and mentorship play in becoming successful, and the importance of understanding and evaluating potential investment opportunities with Ross Stryker, CEO of Smart Asset Opportunities.  Listen to learn the steps and timeline for breaking free of your W2 income!

For the Difference Making Tip, scan ahead to 16:39!

You can learn more about Ross at SmartAssetOpportunties.com, Facebook, and LinkedIn.

#276 Investing for You with Ian Harvey

May 8, 2019

On this show, we talked about the importance of following a process, the value of goals based investing and how you can position yourself for success with Ian Harvey CFP and financial planner with Financial Asset Management Corporation.  Listen to learn how and why your investment strategy should be designed specifically for you!

For the Difference Making Tip, scan ahead to 16:12!

You can learn more about Ian at FAMCorporation.com, Twitter, Facebook andLinkedIn.

#275 Technical and Behavioral Analysis with David Keller

May 7, 2019

On this show, we talked about understanding the fundamentals of the stock market, appreciating the role our behaviors play in investing and where the biggest opportunities for returns are with David Keller CMT, President and Chief Strategist at Sierra Alpha Research.  Listen to learn if you need to make a choice between active or passive investing!

For the Difference Making Tip, scan ahead to 19:04!

You can learn more about David at MarketMisbehavior.com, Twitter andLinkedIn.

#274 The Pre-Tax Problem with Rebecca Walser

May 6, 2019

On this show, we talked about how and why 401(k) became the primary retirement planning option, the history of individual tax rates and how our tax rates could increase dramatically in the future with Rebecca Walser, JD, LLM, CFP, President of Walser Wealth Management, author and speaker.  Listen to learn how retiring Baby Boomers, a lack of personal savings and an increasing national debt will impact your tax rate in retirement!

For the Difference Making Tip, scan ahead to 21:16!

You can learn more about Rebecca at WalserWealth.com, Facebook, Twitter, Instagram and LinkedIn.

Click HERE for a copy of Wealth Unbroken.

#273 Book Club with Peter Lazaroff

May 4, 2019

On this edition of the Book Club, Peter Lazaroff, CFA, CFP, Co Chief Investment Officer at Plan Corp and Bright Plan joins us to about his book “Making Money Simple: The Complete Guide to Getting Your Financial House In Order and Keeping it That Way.”  Listen to learn about the habits he’s hoping to help people break, build as well as his advice to readers and what he’s hoping you’ll get out of the book!

For a copy of Making Money Simple, click HERE

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

#272 Systematic Real Estate Investing with Zach Beach

May 3, 2019

On this show, we talked about the time, money and attention it takes to get started as a real estate investor, the different ways to invest in real estate and why buying on terms can be an attractive option with Zach Beach, entrepreneur, real estate investor, coach and marketer.  Listen to learn what it takes to start from scratch with real estate investing!

For the Difference Making Tip, scan ahead to 18:30!

You can learn more about Zach at SmartRealEstateCoach.com, LinkedIn, and Facebook.

#271 Fundamentals of Crypto Assets with Jonathan Kaplan

May 2, 2019

On this show, we talked about understanding the fundamentals of crypto assets, the cycles they go through, what part of the cycle we’re currently in and how you can start investing with Jonathan Kaplan, Founder of Numeris Capital.  Listen to learn about when the right time to buy crypto assets is!

For the Difference Making Tip, scan ahead to 18:12!

You can learn more about Jonathan at Numeris Capital, LinkedIn and Facebook.

#270 Buying Physical Gold with Ken Lewis

May 1, 2019

On this show, we talked about the case for investing in precious metals, what impacts the price of this asset class, and how to buy and actually take possession of physical gold and silver with Ken Lewis, CEO of APMEX, the largest precious metals retailer in N. America.  Listen to learn how to buy gold and have it delivered to you!

For the Difference Making Tip, scan ahead to 20:43!

You can learn more about Ken at APMEX.com, YouTube, Instagram, Twitter, Facebook and LinkedIn.

#269 Uncomplicate Retirement with Gerry Dougherty

April 30, 2019

On this show, we talked about how the way Americans retire has shifted since pensions have been disappearing, and how to take the money we’ve saved and turn it into income we won’t outlive, with Gerry Dougherty, President of Boston Independence Group, author and host of Making Money Last, America’s Retirement Resource.  Listen to learn how to uncomplicate the retirement planning process!

For the Difference Making Tip, scan ahead to 16:59!

You can learn more about Gerry at BostonIndependenceGroup.com, Twitterand LinkedIn.

Click HERE for a copy of Uncomplicated Money.

#268 Narrative in Planning with Victor Ricciardi

April 29, 2019

On this show, we talked about how taking a more holistic approach to planning and incorporating narrative into goals based investing can greatly increase your chances of long term success with Victor Ricciardi, behavioral finance expert, finance professor, speaker and author.  Listen to learn what lessons anyone can learn from the financial behaviors of high net worth individuals!

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

You can learn more about Victor at Twitter and LinkedIn.

For a copy of Financial Behavior, click HERE

#267 Money Patriot: Meaning in Responsibility

April 27, 2019

On this show, George shares his thoughts on the idea that meaning is found in responsibility and how that applies to the cancelling student loans for 95% of Americans.

#266 Car Insurance Shopping with Andrew Rose

April 26, 2019

On this show, we talked about how a handful of the 300 auto insurance companies spend the vast majority of the $7 billion in advertising every year, how different companies charge different premium amounts and how you can potentially save a of money by going with a smaller company with Andrew Rose, Founder and CEO of Compare.com.  Listen to learn how you could save $50,000 in premium over your lifetime!

For the Difference Making Tip, scan ahead to 18:12!

You can learn more about Andrew at Compare.com, LinkedIn, Facebook, YouTube and Twitter.

#265 Retiring with Confidence with Craig Kirsner

April 25, 2019

On this show, we talked about the necessary steps to optimize your retirement, manage risk and leave a legacy with Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors, Nationally recognized speaker and author.  Listen to learn the biggest risks you’ll face in having a secure and successful retirement!

For the Difference Making Tip, scan ahead to 19:11!

You can learn more about Craig at StuartPlanning.com, LinkedIn, and Facebook.

Click for a copy of Retire with Confidence

#264 Growing Passive Income with Jack Gibson

April 24, 2019

On this show, we talked about the reasons why many Americans don’t reach the level of financial success they desire, the optimal balance between being financially defensive versus offensive and how to begin investing for passive income with Jack Gibson, CoFounder of High Return Real Estate.  Listen to learn the steps to begin generating $10,000 in monthly passive income!

For the Difference Making Tip, scan ahead to 20:25!

You can learn more about Jack at HighReturnRealEstate.com, LinkedIn, Facebook, YouTube and Twitter.

#263 Managing Student Loans with Meagan Landress

April 23, 2019

On this show, we talked about the current state of student loan debt, navigating the complexity of repayment options and how to get started by putting a plan together with Meagan Landress, Certified Student Loan Professional.  Listen to learn about all available options for managing student loan debt!

For the Difference Making Tip, scan ahead to 18:37!

You can learn more about Meagan at FinancialCoachMeagan.com, LinkedIn, Instagram and Facebook.

#262 Optimizing Financial Planning with Alex Chalekian

April 22, 2019

On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial.  Listen to learn if and when technology will ever replace financial planners!

For the Difference Making Tip, scan ahead to 18:11!

You can learn more about Alex at LakeAveFinancial.com, LinkedIn, Facebookand Twitter.

#261 Money Patriot: Starter Homes

April 20, 2019

On this show, George shares his thoughts on the origins of the term “starter homes” and how the American Dream of home ownership has changed and evolved over the past 70 years.

Find the blog post at HumbleDollar.

Do Your Part By Doing Your Best

#260 Being Financially Proactive with David Flores Wilson

April 19, 2019

On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com.  Listen to learn about the future of Social Security!

For the Difference Making Tip, scan ahead to 16:09!

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

#259 Must-Have Insurance with Sa El

April 18, 2019

On this show, we talked about three of the most important types of insurance; life, dental, disability, why they’re important and key aspects you should understand with Sa El, Co-Founder of Simply Insurance and a writer obsessed with insurance, money and content marketing.  Listen to learn how the life insurance buying process has been streamlined over the past several years!

For the Difference Making Tip, scan ahead to 20:54!

You can learn more about Sa at SimplyInsurance.com, LinkedIn, Facebook, and Twitter.

#258 Living a Realistic Lifestyle with Sean Cooper

April 17, 2019

On this show, we talked about how to ensure you can have a nice lifestyle without compromising your financial future with Sean Cooper, best selling author, fee only money coach journalist and speaker.  Listen to learn how he made a $170,000 down payment then paid off his mortgage in three years!

For the Difference Making Tip, scan ahead to 17:14!

You can learn more about Sean at LinkedIn, SeanCooperWriter.com, Facebook, Twitter .

For a copy of Burn Your Mortgage, click HERE

#257 Evaluating Investment Opportunities with Charles Rotblut

April 16, 2019

On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities!

For the Difference Making Tip, scan ahead to 19:06!

You can learn more about Charles at AAII.com, LinkedIn, Facebook, andTwitter.

#256 Amazon’s Taxes with Kelly Erb

April 15, 2019

On this show, we talked about the history behind our tax code, how and why businesses benefit from it and what an individual can learn from it with Kelly Erb, Managing Shareholder at the Erb Law Firm and Senior Editor at Forbes.  Listen to learn whether or not Amazon actually pays taxes!

For the Difference Making Tip, scan ahead to 19:40!

You can learn more about Kelly at TaxGirl.com, LinkedIn, Facebook andTwitter.

#255 Money Patriot: Taking Advantage

April 13, 2019

On this show, George shares his thoughts on the good and bad that comes with things being given away for free and how you can take advantage of the many free financial resources and continue moving in the direction of your financial goals.

Find the blog post at HumbleDollar.

Do Your Part By Doing Your Best

#254 Countering Chaos with Ron Nakamoto

April 12, 2019

On this show, we talked about the meaning of true wealth in today’s world, the role gratitude plays in happiness, well being and what can be done to accentuate it with Ron Nakamoto, CEO of Empowered Wealth.  Listen to learn a step by step process for living life intentionally!

For the Difference Making Tip, scan ahead to 19:21!

You can learn more about Ron at LinkedIn, EmpoweredWealth.com andTwitter.

#253 Your Money Perspective with Jen Hemphill

April 11, 2019

On this show, we talked about the important role mindset and perspective play with your personal finances as well as strategies for understanding and improving yours with Jen Hemphill, Accredited Financial Counselor, Money Confidence Coach and host of the Her Money Matters and Su Dinero Importo podcasts as well as an author.  Listen to learn how to increase your confidence level with money!

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

You can learn more about Jen at LinkedIn, JenHemphill.com, Facebook andTwitter.

For a copy of Her Money Matters, click HERE

#252 Cash Flow Investing with Marco Santarelli

April 10, 2019

On this show, we talked about how so many Americans are interested in real estate investing but so few actually do it, as well as best practices for being successful at it, with Marco Santarelli, Founder of Norada Real Estate and the host of the Passive Real Estate Investing podcast.  Listen to learn a turnkey process for investing for cash flow!

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

You can learn more about Marco at PassiveRealEstateInvesting.com, LinkedIn, Facebook, Instagram and Twitter.

To listen to Marco’s podcast, click HERE

#251 Advocacy and Literacy with Randy Bruns

April 9, 2019

On this show, we talked about how schools have begun offering enhanced financial curriculums both for knowledge as well as career growth, how financial literacy has changed over time and what we should expect moving forward with Randy Bruns, CFP, RICP and Founder of Model Wealth.  Listen to learn how elected officials are thinking about financial literacy!

For the Difference Making Tip, scan ahead to 20:24!

You can learn more about Randy at ModelWealth.com, LinkedIn, Facebook, and Twitter.

#250 Embracing Professional Help with Anjali Jariwala

April 8, 2019

On this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors.  Listen to learn how to ensure you and your spouse are on the same page when it comes to money!

For the Difference Making Tip, scan ahead to 18:24!

You can learn more about Anjali at FitAdvisors.com, Facebook, Twitter, and LinkedIn.

#249 Book Club with Michael Kay

April 6, 2019

On this edition of the Book Club, Michael Kay, President of Financial Life Focus, Keynote Speaker and Author talked about his book “The Feel Rich Project: Reinventing Your Understanding of True Wealth To Find True Happiness.”  Listen to learn about the habits he’s hoping to help people break, build as well as his advice to readers and what he’s hoping you’ll get out of the book!

For a copy of The Feel Rich Project, click HERE

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

#248 Checkbook Control Retirement Accounts with Bernard Reisz

April 5, 2019

On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com  Listen to learn the process for using your retirement account to invest in real estate and alternatives!

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

You can learn more about Bernard at 401KCheckBook.com, Twitter, Facebook and LinkedIn.

#247 FinTech and 401(k)’s with Barbara Friedberg

April 4, 2019

On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager.  Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan!

For the Difference Making Tip, scan ahead to 22:14!

You can learn more about Barbara at RoboAdvisorPros.com, Twitter, and LinkedIn.

#246 Finding Meaning and Joy with Michael Nathanson

April 3, 2019

On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group.  Listen to learn how and why to you should work to find meaning and you at work and in life!

For the Difference Making Tip, scan ahead to 19:11!

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

#245 Accumulating Assets with Patricia Sklar

April 2, 2019

On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces!

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

You can learn more about Patricia at Brightworth.com, Twitter, Facebook and LinkedIn.

#244 Your Financial Priorities with Adam Grossman

April 1, 2019

On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm.  Listen to learn a strategy for investing in the stock market during both good and bad times!

For the Difference Making Tip, scan ahead to 17:01!

You can learn more about Adam at Mayport.com, Twitter, HumbleDollar and LinkedIn.

#243 Money Patriot: The Bridge Builder

March 30, 2019

On this show, George shares his thoughts on the necessity of knowing your place in the world, being mindful of what we’re leaving to our children and grandchildren and how to go about having a positive impact.

#229 with Romina Boccia

#239 with Helaine Olen

Do Your Part By Doing Your Best

#242 Credit Card Debt with Leslie Tayne

March 29, 2019

On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of the Tayne Law Group, speaker and best selling author.  Listen to learn the starting point for getting out of credit card debt!

For the Difference Making Tip, scan ahead to 18:43.

You can learn more about Leslie at Attorney-NewYork.com, Twitter, Instagram, Facebook and LinkedIn.

#241 A Client Centric Approach with Michael Solari

March 28, 2019

On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially!

For the Difference Making Tip, scan ahead to 15:16.

You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.

#240 Your Financial Road Map with Daphne Jordan

March 27, 2019

On this show, we talked about how to get started with a financial plan, the essential elements, common pitfalls and what makes an ideal client with Daphne Jordan, CFP and Wealth Advisor with Pioneer Wealth Management Group.  Listen to learn the importance of having a long term vision for you finances as well as understanding the steps along the way!

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

You can learn more about Daphne at PioneerWealth.com, Twitter, Instagram, Facebook and LinkedIn.

#239 Income and Wealth Inequality with Helaine Olen

March 26, 2019

On this show, we talked about the dangers of and reasons behind wealth and income inequality, as well as what individuals can do to make changes to the overall system with Helaine Olen, Washington Post writer, author, speaker and one of Business Insiders 50 Women Who Are Changing the World.  Listen to learn where you can get high quality news and information!

You can learn more about Helaine at WashingtonPost.com, Twitter, and LinkedIn.

Get a copy of Pound Foolish here.

Get a copy of The Index Card here.

#238 Financial Literacy that Works with Zach Teutsch

March 25, 2019

On this show, we talked about the value of financial literacy and wellness when done correctly, how best to deploy the program and how consumers can become better educated with Zach Teutsch, Founder and CEO of Values Added Financial.  Listen to learn about some of the reasons traditional financial education fails to produce good results and what can be done to change it!

For the Difference Making Tip, scan ahead to 16:30.

You can learn more about Zach at ValuesAddedFinancial.com, Twitter and LinkedIn.

#237 What I Value

March 23, 2019

On this show, George shares his thoughts on the necessity of clarifying and crystalizing your core values, why it’s important, what’s at stake if you don’t, and how to go about it.

#236 Determining Your Likes and Skills with Shanah Bell

March 22, 2019

On this show, we talked about the value and possibilities of having a nontraditional career, how to determine what you like and what you’re good at and how to make it happen with Shanah Bell, consultant, blogger and author of The Art of Being a PITA.  Listen to learn the steps you can take to break free of the rat race!

For the Difference Making Tip, scan ahead to 19:14!

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

For a copy of The Art of Being a PITA, click HERE

#235 Focusing on Your Plan with Bill Parrott

March 21, 2019

On this show, we talked about how being clear in your goals and values and having a solid plan can help you to be a successful investor with Bill Parrott, CFP and President and CEO of Parrott Wealth Management.  Listen to learn the common reasons people underperform the market and how to avoid doing them!

For the Difference Making Tip, scan ahead to 15:36.

You can learn more about Bill at ParrottWealth.com, LinkedIn, Facebook, and Twitter.

#234 Thinking Long Term with Sara Stanich

March 20, 2019

On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of Cultivating Wealth, a fee only Registered Investment Advisor.  Listen to learn about the value and necessity of thinking long term when it comes to money!

For the Difference Making Tip, scan ahead to 17:08.

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

#233 Reducing Health Care Costs with Derek Rine

March 19, 2019

On this show, we talked about our healthcare system, some of the reasons behind why insurance has become so expensive and actionable strategies for driving down the cost of healthcare with Derek Rine, Vice President of David Rine Insurance, healthcare innovator, best selling author and 2018 Rising Star Advisor.  Listen to learn how individuals and organizations can being driving down the cost of healthcare!

For the Difference Making Tip, scan ahead to 20:18.

You can learn more about Derek at DavidRineInsurance.com, LinkedIn andFacebook.

For a copy of Breaking Through the Status Quo, click HERE

#232 Behavioral Investing with Daniel Crosby

March 18, 2019

On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital.  Listen to learn how the four primary drivers for investor behavior and how to recognize them in yourself!

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

You can learn more about Daniel at Twitter and LinkedIn.

For a copy of The Behavioral Investor, click HERE

#231 Building Business Credit with Ty Crandall

March 15, 2019

On this show, we talked about the reasons many businesses fail at obtaining funding and the methods and timelines for building credit and getting financing with Ty Crandall, CEO of Credit Suite, speaker, author and podcast host.  Listen to learn the step by step process for obtaining and building business credit!

For the Difference Making Tip, scan ahead to 19:11.

You can learn more about Ty at CreditSuite.com, Facebook, Instagram, Twitter, YouTube and LinkedIn.

#230 Navigating Private Equity with Adam Coffey

March 14, 2019

On this show, we talked about the history of private equity, how a business can benefit from it’s infusion multiple times and what you need to be aware of with Adam Coffey, successful CEO, former GE executive, an alumnus of the UCLA Anderson Executive Program, a pilot, and is a Veteran of the US Army. Adam’s first book – The Private Equity Playbook is out now.  Listen to learn how you can financially benefit from private equity investment even if you’re not the CEO!

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

You can learn more about Adam at LinkedIn.

For a copy of his book, click HERE

#229 Our National Debt with Romina Boccia

March 13, 2019

On this show, we talked about the National Debt, budget deficit, the main drivers behind their increases, what the implications will be for future generations and what can be done about it with Romina Boccia, Director of the Grover M. Herman Center for the Federal Budget in the Heritage Foundation.  Listen to learn what you, as an individual, can do to change the current negative trajectory!

You can learn more about Romina at Heritage.org, SpendingTracker.org, FederalBudgetInPictures.comFacebook, Twitter, and LinkedIn.

#228 No Fee ETFs with Todd Rosenbluth

March 12, 2019

On this show, we talked about no fee ETFs, how companies can offer them and still remain profitable and the steps you should take to best understand if a particular investment is right for you with Todd Rosenbluth, Director of ETF/Mutual Fund research with CFRA.  Listen to learn how the trend of no fee ETFs will impact you and the entire financial industry!

For the Difference Making Tip, scan ahead to 18:46!

You can learn more about Todd at LinkedIn, CFRAResearch.com, Facebook, Twitter .

#227 Understanding Your 401(k) with Jeanne Fisher

March 11, 2019

On this show, we talked about modernizing 401(k)’s, effective plan design and what can be done to maximize participant success with Jeanne Fisher, CFP, CPFA and MBA, Senior Financial Advisor and Retirement Plan Advisor with ARGI Financial Group.  Listen to learn about the potential benefits of the Roth option inside your 401(k)!

For the Difference Making Tip, scan ahead to 16:30.

You can learn more about Jeanne at ArgiFinancialGroup.com, YouTube, Twitterand LinkedIn.

#226 Negotiating Rent with Justin Pogue

March 8, 2019

On this show, we talked about how everyone has the ability to negotiate theri rent, now to gather the appropriate data and how to approach the property owner or leasing agent with Justin Pogue, MBA, consultant and author.  Listen to learn a step by step process for negotiating your rent!

For the Difference Making Tip, scan ahead to 19:47.

You can learn more about Justin at RentalSecrets.net and LinkedIn.

#225 Self-Directed IRA’s with Terry White

March 7, 2019

On this show, we talked about the structure of self directed IRA’s what you can invest in with them and what to watch out for with Terry White, President and CEO of SunWest Trust.  Listen to learn a step by step process for using an IRA to invest in real estate!

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

You can learn more about Terry at SunWestTrust.com, Facebook, Twitter, YouTube and LinkedIn.

#224 Planning for Educators with Breanna Reish

March 6, 2019

On this show, we talked about the necessary elements of planning for teachers, evaluating investment choices and inspiring confidence with Breanna Reish CFP, Founder and Financial Planner at Wealth of Confidence.  Listen to learn the right questions to ask to ensure fee transparency!

For the Difference Making Tip, scan ahead to 17:27.

You can learn more about Breanna at WealthOfConfidence.com, Instagram,  Twitter, Facebook and LinkedIn.

#223 Joint Venture Commercial Real Estate with Tim Bratz

March 5, 2019

On this show, we talked about becoming a real estate investor, scaling a portfolio and the mindset necessary to successfully grow a great team with Tim Bratz, CEO of CLE Turnkey Real Estate.  Listen to learn how to get started investing in commercial real estate!

For the Difference Making Tip, scan ahead to 18:47.

You can learn more about Tim at CommercialEmpire.com, Facebook and LinkedIn.

#222 Business Succession with Justin Goodbread

March 4, 2019

On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business!

For the Difference Making Tip, scan ahead to 19:13.

You can learn more about Justin at FinanciallySimple.com, Facebook, Twitterand LinkedIn.

#221 Book Club with Kimberly Foss

March 2, 2019

On this edition of the Book Club, Kimberly Foss, CFP, President and Founder of Empyrion Wealth Mgmt. Inc talked about her book “Wealthy by Design: A Five-Step Plan for Financial Security.”  Listen to learn about the habits she’s hoping to help people break, build as well as her advice to readers and what she’s hoping you’ll get out of the book!

For a copy of Wealthy by Design, click HERE

You can learn more about Kimberly at KimberlyFoss.com, Twitter and EmpyrionWealth.com.

#220 Buying On Terms with Chris Prefontaine

March 1, 2019

On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks!

For the Difference Making Tip, scan ahead to 16:57.

You can learn more about Chris at SmartRealEstateCoach.com, YouTubeFacebook and LinkedIn.

For a free copy of his book, click here

#219 Investing in Alternatives with Eric Satz

February 28, 2019

On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor!

For the Difference Making Tip, scan ahead to 18:47.

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

#218 Inspiring Action with James Matthews

February 27, 2019

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success!

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

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

#217 Navigating Medicare with Joanne Giardini-Russell

February 26, 2019

On this show, we talked about the history of Medicare, the process for enrolling, when to start thinking about it and what to avoid with Joanne Giardini-Russell, Owner and Medicare guru at Boomer Health Group.  Listen to learn about the penalties for missing Medicare deadlines and how to avoid them!

For the Difference Making Tip, scan ahead to 19:06.

You can learn more about Joanne at BoomerHealthGroup.com, Facebook and LinkedIn.

#216 Money and Reality with Robert Fragasso

February 25, 2019

On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success!

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

You can learn more about Bob at FragassoAdvisors.com, Facebook, Twitter, and LinkedIn.

#215 Cannabis Investing with Eric Clarke

February 22, 2019

On this show, we talked about the opportunities and challenges facing the cannabis industry as well as it’s growth potential with Eric Clarke, Vice President of Inception REIT.  Listen to learn how to begin investing in the growing cannabis industry!

For the Difference Making Tip, scan ahead to 20:07.

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

#214 Money and Time with Miranda Marquit

February 21, 2019

On this show, we talked about the often contentious relationship between money and time, how taking value-driven approach can help and how you can use money to buy time with Miranda Marquit, entrepreneur, freelance journalist, money expert, author and podcaster.  Listen to learn some strategies for using your time the way you want!

For the Difference Making Tip, scan ahead to 19:18.

You can learn more about Miranda at PlantingMoneySeeds.com, Facebook, Instagram, Twitter, and LinkedIn.

Also check out the Money Tree Podcast!

#213 Wealth and Abundance with Reshell Smith

February 20, 2019

On this show, we talked about the necessary steps towards wealth and abundance and how important perspective is in that process with Reshell Smith, MBA, CFP, Founder and CEO of AMES Financial Solutions and author.  Listen to learn about creating a legacy for your loved ones and community!

For the Difference Making Tip, scan ahead to 14:52.

You can learn more about Reshell at ReshellSmith.com, Facebook, Instagram, Twitter, and LinkedIn.

#212 Philanthropy in Your Community with Phil Cubeta

February 19, 2019

On this show, we talked about being intentional with your philanthropic giving, identifying and crystalizing the communities with which you most identify with Phil Cubeta, CLU, CHFC, AEP, Masters in Financial Services and Chair in Philanthropy at the American College.  Listen to learn some practical tactics for helping your kids to become more generous and giving!

For the Difference Making Tip, scan ahead to 20:38.

You can learn more about Phil at TheAmericanCollege.Edu, Facebook, Twitter, and LinkedIn.

#211 Commitment and Community with Kara Pérez

February 18, 2019

On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast.  Listen to learn how to overcome feelings of isolation, shame and overall financial stress!

For the Difference Making Tip, scan ahead to 16:41.

You can learn more about Deacon at BravelyGo.co, Twitter, Facebook, Instagram and LinkedIn.

Click Here for the Fairer Cents podcast.

#210 Alternative Investments with Craig Cecilio

February 15, 2019

On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor.  Listen to learn how you can begin directly investing in alternative investments!

For the Difference Making Tip, scan ahead to 16:20.

You can learn more about Craig at Diversyfund.com, Twitter, Facebook, Instagram and LinkedIn.

#209 Managing Debt with Jordan Goodman

February 14, 2019

On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor.  Listen to learn 7 specific strategies for saving money!

For the Difference Making Tip, scan ahead to 18:32.

You can learn more about Jordan at MoneyAnswers.com, Facebook, Twitterand LinkedIn.

#208 Debt Elimination with Deacon Hayes

February 13, 2019

On this show, we talked about how a proper mindset is key to getting out of debt and how small actions can lead to big benefits with Deacon Hayes, President of Well Kept Wallet, speaker and author.  Listen to learn what beliefs may be keeping you from getting out of debt!

For the Difference Making Tip, scan ahead to 16:46.

You can learn more about Deacon at WellKeptWallet.com, Twitter, Facebook, and LinkedIn.

#207 Money and Perspective with Lorraine Ell

February 12, 2019

On this show, we talked about how our ever changing lives deserve and require that we consistently revisit our financial plan with Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters and Whiz Bangs.  Listen to learn about how all of your life experiences help to form and shape how you handle your finances!

For the Difference Making Tip, scan ahead to 17:20.

You can learn more about Lorraine at BetterFinancialDecisions.com, Twitter, Facebook, and LinkedIn.

#206 Embracing Fundamental and Technical Analysis with Andrew Thrasher

February 11, 2019

On this show, we talked about timing the market, key indicators to keep in mind and how to think about broad based indexes with Andrew Thrasher, CMT, Portfolio Manager at The Financial Enhancement Group and Founder of Thrasher Analytics.  Listen to learn how you can get started developing your knowledge base and process for successful investing!

For the Difference Making Tip, scan ahead to 18:57.

You can learn more about Andrew at AThrasher.com, Twitter and LinkedIn.

#205 Self-Banking with Mark Willis

February 8, 2019

On this show, we talked about the concept of becoming your own bank, the pro’s and con’s and who the program is a good fit for with Mark Willis, CFP, best selling author, Owner of Lake Growth Financial podcast host.  Listen to learn about a method of building wealth and paying off debt you may not be familiar with!

For the Difference Making Tip, scan ahead to 20:42.

You can learn more about Mark at NotYourAverageFinancialPodcast.com, and LinkedIn.

#204 What Makes a Good Investor with Dan Kern

February 7, 2019

On this show, we talked about how investing and the overall market has changed over the past 30 years, what the future holds for investing and how to be the best investor you can be with Dan Kern, CFA, 30 year investment industry veteran and Chief Investment Officer of TFC Financial Management.  Listen to learn about the negative investor behaviors to avoid!

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

You can learn more about Dan at TFCFinancial.com, LinkedIn and Facebook.

#203 Rules Based Investing with Hunter Irby

February 6, 2019

On this show, we talked about rules based investing, utilizing durable themes to improve investing outcomes and avoiding mistakes brought about by emotions with Hunter Irby, Principal and Chief Investment Officer of Tone Capital.  Listen to learn about why and how process is an integral part of being a successful investor!

For the Difference Making Tip, scan ahead to 18:12.

You can learn more about Hunter at ToneCapital.com, Instagram, and LinkedIn.

#202 Giving Purpose to Money with Morgen Rochard

February 5, 2019

On this show, we talked about the importance of breaking through the complexity of personal finance and financial planning and making it more simplified process with Morgen Rochard, CFP, CFA, Managing Member and Financial Planner at Origin Wealth Advisers and podcast host at Money Owners.  Listen to learn about how you can be more deliberate in your thinking and feeling about money!

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

You can learn more about Morgen at MoneyOwners.com, OriginWA.comTwitter and LinkedIn.

#201 Money and Contentment with Brian Portnoy

February 4, 2019

On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money.  Listen to learn how to reconcile being happy with what you have and striving for more!

For the Difference Making Tip, scan ahead to 19:36.

You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.

You can find a copy of Geometry of Wealth at Amazon.

#200 Monetizing You with Glenn Geller

February 1, 2019

On this show, we talked about an exciting new technology which allow anyone (doctors, coaches, chefs, trainers) to simply sell their expertise to anyone all over the world on their terms, with Glenn Geller, Technologist and CoFounder of Symposium.  Listen to learn how this exciting new technology can allow you to immediately monetize your knowledge and skills!

For the Difference Making Tip, scan ahead to 17:20.

You can learn more about Glenn at Symposium.us, LinkedIn, Facebook, and Twitter.

#199 The Estate Planning Process with Dave Lenok

January 31, 2019

On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started!

For the Difference Making Tip, scan ahead to 16:39.

You can learn more about Dave at WealthManagement.com, LinkedIn, Facebook, and Twitter.

#198 Being a Better Benefits Consumer with Kassi O’Brien

January 30, 2019

On this show, we talked about the already high and ever increasing costs of healthcare and what individuals and families can do to manage and reduce their premiums with Kassi O’Brien, employee benefits champion, cost containment professional and consultant.  Listen to learn about some tactics for keeping your benefits costs down!

For the Difference Making Tip, scan ahead to 16:52.

You can learn more about Kassi at LinkedIn.

#197 Sticking to the Formula with Buck Joffrey

January 29, 2019

On this show, we talked about the importance of breaking complex problems down to simple steps and how leverage can help you to become a more successful investor with Buck Joffrey, MD, entrepreneur, author, podcast host, investor and advisor.  Listen to learn Buck’s formula for successful investing!

For the Difference Making Tip, scan ahead to 22:55.

You can learn more about Buck at WealthFormula.com, Facebook, Twitter and LinkedIn.

#196 Simplifying Investing with Rick Ferri

January 28, 2019

On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine.  Listen to learn the four stages of investing and why you should be paying close attention!

For the Difference Making Tip, scan ahead to 20:41.

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

#195 Pro Bono Planning with Jon Dauphiné

January 25, 2019

On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning.  Listen to learn about their pro bono financial planning resources available to families fighting cancer!

For the Difference Making Tip, scan ahead to 14:06.

You can learn more about Jon at FoundationForFinancialPlanning.Org, LinkedIn, Facebook, and Twitter.

#194 Knowing Your Financial Language with Tarra Jackson

January 24, 2019

On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial expert, author, tv/radio personality, speaker and founder of Madam Money.  Listen to learn about the four financial languages and why it’s important to understand yours!

For the Difference Making Tip, scan ahead to 16:06.

You can learn more about Tarra at MadamMoney.com, LinkedIn, Facebook, Instagram and Twitter.

#193 Understanding Tax Reform with Kelly Erb

January 23, 2019

On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author.  Listen to learn where the opportunities for proactive tax planning are in 2019!

For the Difference Making Tip, scan ahead to 17:09.

You can learn more about Kelly at TaxGirl.com, LinkedIn, Facebook, and Twitter.

#192 Becoming a Successful Trader with Steve Burns

January 22, 2019

On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U.  Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader!

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

You can learn more about Steve at NewTraderU.com, LinkedIn, Facebook, Instagram and Twitter.

#191 First Generation Wealth with Rianka Dorsainvil

January 21, 2019

On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast.  Listen to learn how to set up a system for successfully managing expectations when loaning money to family!

For the Difference Making Tip, scan ahead to 19:14.

You can learn more about Rianka at www.riankadorsainvil.com, LinkedIn, Facebook, Instagram and Twitter.

#190 Understanding Medicare with Danielle Roberts

January 18, 2019

On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them!

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

You can learn more about Danielle at BoomerBenefits.com, LinkedIn, Facebook, Instagram and Twitter.

#189 Life Insurance Policy Settlements with Barry Flagg

January 17, 2019

On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, GFS® and President of Veralytic .  Listen to learn how to determine if you can and should sell a life insurance policy!

For the Difference Making Tip, scan ahead to 18:43.

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

#188 Maximizing Your 401(k) with Aaron Pottichen

January 16, 2019

On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to learn how you can get the most out of your 401(k) and your employee benefit program!

For the Difference Making Tip, scan ahead to 16:24.

You can learn more about Aaron at LinkedIn, Instagram, and Twitter.

#187 The Fallacy of Buy and Hold with Lance Roberts

January 15, 2019

On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financial and financial industry veteran.  Listen to learn why buy and hold doesn’t work for many ordinary investors and some alternatives to consider!

For the Difference Making Tip, scan ahead to 18:12.

You can learn more about Lance at RealInvestmentAdvice.com, LinkedIn, Facebook, and Twitter.

#186 Goals Based Planning with Tyrone Ross Jr.

January 14, 2019

On this show, we talked about goals based investing and how technology is changing the way we invest money, look at financial planning and what retirement will look in 20 years with Tyrone Ross Jr, Managing Partner at Noble Bridge Wealth and Asset Management Services, early stage startup and crypto asset Advisor.  Listen to learn how and why you should know down to the dime, how much you save and spend every month!

For the Difference Making Tip, scan ahead to 22:02.

You can learn more about Tyrone at NobleBridgeWealth.com, LinkedIn, Instagram and Twitter.

#185 Money’s Universal Impact with Trisha Funk

January 11, 2019

On this show, we talked about the opportunity and challenges of bringing financial literacy to the classroom as well as work places and how best to implement these programs with Trisha Funk, 20 year finance veteran,  advisor, coach, author and non profit executive. Listen to learn how psychology is the missing piece to complete financial wellness!

For the Difference Making Tip, scan ahead to 18:21.

You can learn more about Trish at TrishaFunk.com, PenniesOnPurpose.net, LinkedIn, Facebook, and Twitter.

#184 The Science of Trust with Paul Zak

January 10, 2019

On this show, we talked about the science behind trust in relationships, why it plays such an important role in our personal and professional lives and how an organization can build and maintain a high trust culture with Paul Zak, scientist, entrepreneur and author of several books.  Listen to learn some simple strategies for increasing trust in your most important relationships!

For the Difference Making Tip, scan ahead to 16:59.

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

#183 Building Authentic and Profitable Organizations with Stacie Mallen

January 9, 2019

On this show, we talked about the paradigm shift taking place within human resources, how an organization can most effectively align from top to bottom and help it’s people thrive and feel a part of something special with Stacie Mallen, consultant, coach, author and speaker on a mission to change the People Function in high growth organizations.  Listen to learn how a culture of transparency, autonomy and authenticity can drive profit and growth!

For the Difference Making Tip, scan ahead to 20:33.

You can learn more about Stacie at TheRebelCode.com, Instagram, LinkedIn, Facebook, and Twitter.

#182 Crypto Assets In Real Life with Tim Picciott

January 8, 2019

On this show, we talked about the history of Bitcoin, it’s price has fluctuated, what the future holds and why it may be a good addition to a portfolio with Tim Picciott, CFP, President of Crypto Self Direct and host of the Liberty Advisor podcast.  Listen to learn about the real world and practical applications of crypto assets like Bitcoin!

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

You can learn more about Tim at TheLibertyAdvisor.com, LinkedIn, Facebook, and Twitter.

#180 Entrepreneurship Through Acquisition with Walker Deibel

January 4, 2019

On this show, we talked about how to determine if entrepreneurship is right for you, why so many fail and how acquiring and growing an existing business could be a great option with Walker Deibel, acquisition entrepreneur, business owner, and author of Buy, Then Build.  Listen to learn how and why using an SBA loan to buy a business could make sense for you!

For the Difference Making Tip, scan ahead to 18:32.

You can learn more about Walker at BuyThenBuild.com, LinkedIn, Facebook, and Twitter.

#179 Small Changes Big Results with Victoria Bogner

January 3, 2019

On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO of McDaniel Knutson.  Listen to learn how to avoid common financial mistakes that can derail your budget and long term goals!

For the Difference Making Tip, scan ahead to 16:01.

You can learn more about Victoria at McDanielKnutson.com, LinkedIn, Facebook, and Twitter.

#178 Thriving In a Changing World with Cameron Brown

January 2, 2019

On this show, we talked about the limiting beliefs that hold people back from the lives they want, the necessity of increasing emotional intelligence in today’s world and how both individuals and organizations can help empower people towards positive behaviors with Cameron Brown, consultant, keynote speaker and National Geographic Explorer.  Listen to learn the tactics needed to improve your emotional intelligence!

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

You can learn more about Cameron at ThrivingCollective.com, LinkedIn, Facebook, Instagram, YouTube and Twitter.

Money Patriot

January 1, 2019

Using his grandparent’s generation to contrast our lives today, George makes a plea for change.  He introduces the concept of becoming a Money Patriot, laying out who should become one and how to do it.

Please only share this episode with people who give a sh@#.

#177 Constructing a Portfolio of ETF’s with Nate Geraci

December 28, 2018

On this show, we talked about how asset classes fluctuate from year to year, the role that niche or speculative sectors play in a portfolio and how investor behavior drives financial success with Nate Geraci, Co-Founder and President of the ETF Store and host of the ETF Prime podcast.  Listen to learn how you can use ETF’s to create a tax efficient, low cost and diversified portfolio!

For the Difference Making Tip, scan ahead to 18:05.

You can learn more about Nate at ETFStore.com, LinkedIn, Facebook and Twitter.

Click here for the ETF Prime Podcast

#176 The Power of Cash Flow with Jeff Brainard

December 27, 2018

On this show, we talked about living your best life through controlling your saving and spending, getting over the fear and discomfort surrounding talking about money with Jeff Brainard, Co-Founder and Managing Director of Noble Wealth Partners.  Listen to learn how you can begin to have constructive conversations about money with your loved ones.

For the Difference Making Tip, scan ahead to 16:07.

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

#175 Money and Choice with Kimberly Foss

December 26, 2018

On this show, we talked about the importance of commitment in the planning process, being intentional about designing your financial future and why you should pay less attention to the financial media with Kimberly Foss, CFP, CPWA, Founder and President of Empyrion Wealth Management.  Listen to learn about the relationship between money and choice and how you can position yourself for long term success!

For the Difference Making Tip, scan ahead to 16:29 .

You can learn more about Kimberly at EmpyrionWealth.com,  LinkedIn, Facebook and Twitter.

#174 Community and Communication with David Rae

December 24, 2018

On this show, we talked about the importance of looking at your finances in the context of your overall lifestyle, why talking about money is important and whether or not you should buy a house with David Rae, CFP, AIF, Founder and President of DRM Wealth Management.  Listen to learn how a positive and supportive community can help you reach your financial goals!

For the Difference Making Tip, scan ahead to 17:05 .

You can learn more about David at DavidRaeFP.com,  LinkedIn, Facebook, Twitter, Instagram.

#173 Cash Flow and Land Investing with Jack Bosch

December 21, 2018

On this show, we talked about the opportunity that exist for investing in land, what variables to consider and what the income potential is with Jack Bosch Real Estate Investor, speaker, author and podcaster.  Listen to learn how to get started with buying land with no experience!

For the Difference Making Tip, scan ahead to 25:05.

You can learn more about Jack at LandProfitGenerator.com, Facebook, Facebook Group,  Twitter, Instagram and LinkedIn.

Click here to find the Forever Cash Life podcast.

#172 Starting and Selling Companies with Andy Nunemaker

December 20, 2018

On this show, we talked about the key aspects of successful startups, the risks and rewards of entrepreneurship and what the role of luck is with Andy Nunemaker, an entrepreneur who has started and sold two businesses.  Listen to learn how if and when you should seek outside funding to help grow your business!

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

#171 Effective Financial Literacy with Pamela Capalad

December 19, 2018

On this show, we talked about what financial literacy is not about, what is’ truly about and how you can best position yourself for success with Pamela Capalad CFP, AFC, Founder of Brunch and Budget, host of the Brunch and Budget podcast and CoFounder of Pocket Change.  Listen to learn about how you can determine the best plan for your personal financial future!

For the Difference Making Tip, scan ahead to 17:38 .

You can learn more about Pamela at BrunchAndBudget.com,  LinkedIn, Facebook, Twitter, Instagram.

Click here for the Brunch and Budget podcast.

#170 The Future of Crypto Assets with Kevin Kelly

December 18, 2018

On this show, we talked about the brief but extensive evolution of crypto assets, their peer to peer, web 3.0 and security token uses as wells as what their future holds with Kevin Kelly, CFA and CoFounder of Delphi Digital.  Listen to learn whether or not you’ll be using cryptocurrency to buy coffee or even fractional ownership in real estate!

For the Difference Making Tip, scan ahead to 17:41.

You can learn more about Kevin at DelphiDigital.io, Twitter, and LinkedIn.

#169 Planning for H.E.N.R.Y’s with Priya Malani

December 17, 2018

On this show, we talked about financial planning for High Earners, Not Rich Yet, the challenges of a work/life balance and the importance of talking about money with Priya Malani, Founder of Stash Wealth.  Listen to learn how automating your savings can free you up to spend money on what you really want!

For the Difference Making Tip, scan ahead to 15:42.

You can learn more about Priya at StashWealth.com, LinkedIn, Facebook, Instagram and Twitter.

For $100 off a planning session, click HERE and enter MSHOOKUP.

#168 College Savings Trends with Paul Curley

December 14, 2018

On this show, we talked about trends in saving for college, the cost of education and the availability of scholarships to pay for it with Paul Curley, CFA and the Director of college savings research at Strategic Insight .  Listen to learn about what you can currently pay for with a 529 plan and what additional things the future may allow!

For the Difference Making Tip, scan ahead to 17:57.

You can learn more about Paul at Strategic-I.com, Twitter, and LinkedIn.

#167 Positive Habits for the Next Generation with Patrina Dixon

December 13, 2018

On this show, we talked about how the lack of transparent conversations and knowledge stops parents from talking and teaching their children about money with Patrina Dixon, Certified Financial Education Instructor, author, speaker and podcaster.  Listen to learn how you and your community can help young people become better with money!

For the Difference Making Tip, scan ahead to 18:05.

You can learn more about Patrina at ItsMyMoneyJournal.info, Facebook, Twitter, Instagram and LinkedIn.

Click here for the It’s My Money podcast.

#166 Cultures of Care with Louis Efron

December 12, 2018

On this show, we talked about how the $50 Billion tattoo industry went from back alleys to the mainstream and how creating a caring environment can help any business become successful with Louis Efron, globally recognized thought leader, speaker, writer and Fortune 200 executive.  Listen to learn how to implement a culture of caring within your organization!

For the Difference Making Tip, scan ahead to 18:26.

You can learn more about Louis at LouisEfron.com, Facebook, Twitter, Instagram and LinkedIn.

For a copy of Beyond the Ink: Lessons From the Transformation of an Industry, click HERE

#165 Technology and Behavioral Finance with Dan Egan

December 11, 2018

On this show, we talked about improving investor behavior and outcomes through technological designs as well as behavioral finance with Dan Egan, Director of Investing and Behavioral Finance at Betterment.  Listen to learn about how about how and why Betterment was founded and the success they’ve experienced over the past 10 years!

For the Difference Making Tip, scan ahead to 16:20.

You can learn more about Dan at Betterment.com, DPEgan.com, Facebook, Twitter and LinkedIn.

#164 Embracing Market Corrections with Bob Bacarella

December 10, 2018

On this show, we talked about the need to set a diversified foundation, choose top quality growth stocks and invest consistently using dollar cost averaging with Bob Bacarella, Founder and Portfolio Manager at Monetta Financial.  Listen to learn how to select the best growth stocks to invest in!

For the Difference Making Tip, scan ahead to 18:34.

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

#163 Tax and Risk Free Retirement with Jay Beattey

December 7, 2018

On this show, we talked about helping Americans get out of debt, get their kids into the best college possible and have a secure retirement with Jay Beattey, CEO of Velomon Group .  Listen to learn how you can incorporate a tax free, risk free income stream into your retirement!

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

You can learn more about Jay at Velomon.com, Facebook, and LinkedIn.

#162 From Rust Belt to High Tech with Steve Blue

December 6, 2018

On this show, we talked about how culture plays an integral role in moving an organization forward in today’s highly competitive and technology driven world with Steve Blue, CEO of Miller Ingenuity and author of Metamorphosis.  Listen to learn a three step process for moving an organization from low to high tech!

For the Difference Making Tip, scan ahead to 20:01.

You can learn more about Steve at StevenLBlue.com, Facebook, Twitter and LinkedIn.

#161 Simplification Via Technology with Mansi Singhal

December 5, 2018

On this show, we talked about how AI and machine learning are helping at every stage of an investors life and changing the face of the financial industry with Mansi Singhal, CoFounder of QPlum .  Listen to learn how technology is helping to reduce costs as well as increase efficiency and transparency!

For the Difference Making Tip, scan ahead to 22:34.

You can learn more about Mansi at QPlum.Co, Facebook, Twitter, Instagramand LinkedIn.

#160 Patience and Investing Success with Pat Sweeny

December 4, 2018

On this show, we talked about how to have a great advisor/client relationship, how technology has and will continue to impact investing and keys to being a successful investor with Pat Sweeny, CoFounder and Principal of Symmetry Partners.  Listen to learn why diversification is still one of the most important aspects of successful investing!

For the Difference Making Tip, scan ahead to 17:28.

You can learn more about Pat at SymmetryPartners.com, UnFilteredFinance.com Facebook, Twitter, and LinkedIn.

#159 Palatable and Actionable Strategies with Aja McClanahan

December 3, 2018

On this show, we talked about the process of getting out of debt, increasing your income and building wealth with Aja McClanahan, personal finance writer blogger and influencer.  Listen to learn how Aja and her family paid off over $120,000 in debt!

For the Difference Making Tip, scan ahead to 17:41.

You can learn more about Aja at PrinciplesofIncrease.com, Facebook, Instagram and LinkedIn.

#158 Paying for College with Mark Kantrowitz

November 30, 2018

On this show, we talked about the trends in secondary education, the available sources for paying for college and how you can best understand them with Mark Kantrowitz, Publisher and VP of Research at SavingForCollege.com.  Listen to learn the best resources for getting a college scholarship!

For the Difference Making Tip, scan ahead to 21:42.

You can learn more about Mark at SavingForCollege.com, StudentAidPolicy.com, Facebook, and LinkedIn.

#157 Investing Like a Girl with Tiffany Mcghee

November 29, 2018

On this show, we talked about Wall Street’s unnecessary complexity and why it’s important to simplify and have fun with investing with Tiffany Mcghee, Partner at Momentum Advisors and Creator of StocSavvy.  Listen to learn the value of setting up a mock portfolio to learn about trading stocks!

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

You can learn more about Tiffany at StocSavvy.com, Facebook, Twitter , Instagram and LinkedIn.

#156 Living Your Retirement with Fritz Gilbert

November 28, 2018

On this show, we talked about planning for early retirement and achieving a balance once you’re there with Fritz Gilbert, Founder of The Retirement Manifesto blog.  Listen to learn some practical strategies for planning and scheduling your time in retirement!

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

You can learn more about Fritz at TheRetirementManifesto.com, Facebook, Twitter , Instagram and LinkedIn.

#155 Crypto and Blockchain Investing with Dusty Granet

November 27, 2018

On this show, we talked about cryptocurrency and blockchain investing, how they have evolved and what companies are doing to make it easier and less risky to invest in with Dusty Granet, Managing Partner of Digital Bridge Partners, a blockchain and crypto asset fund.  Listen to learn how a changing industry will impact your ability to invest in these technologies!

For the Difference Making Tip, scan ahead to 18:28.

You can learn more about Dusty at DigitalBridge.capital, and LinkedIn.

#154 Limiting Fees, Taxes and Inflation with Damion Lupo

November 26, 2018

On this show, we talked about taking control of your financial future, developing a great team around you and achieving the life you truly want with Damion Lupo, author, speaker, entrepreneur and CoFounder of Total Control Financial.  Listen to learn how you can minimize the impact that fees, taxes and inflation have on your retirement and net worth!

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

You can learn more about Damion at QRPBook.com, Facebook, Twitter , Instagram and LinkedIn.

#154 Limiting Fees, Taxes and Inflation with Damion Lupo

November 26, 2018

On this show, we talked about taking control of your financial future, developing a great team around you and achieving the life you truly want with Damion Lupo, author, speaker, entrepreneur and CoFounder of Total Control Financial.  Listen to learn how you can minimize the impact that fees, taxes and inflation have on your retirement and net worth!

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

You can learn more about Damion at QRPBook.com, Facebook, Twitter , Instagram and LinkedIn.

#153 Children and Mindfulness with Andrew Newman

November 23, 2018

On this show, we talked about the value of incorporating mindfulness into the last 20 minutes of your child’s day with Andrew Newman, author and CEO of Conscious Bedtime Stories.  Listen to learn the benefits of raising a more mindful child!

For the Difference Making Tip, scan ahead to 15:09.

You can learn more about Andrew at ConsciousStories.com, Twitter, Instagram, Facebook and LinkedIn.

For Andrew’s books, click HERE

#151 The Intersection of Planning and Consulting with Levar Haffoney

November 21, 2018

On this show, we talked about bringing the worlds of managment consulting and financial planning together, what that process looks like and how you can take advantage of it with Levar Haffoney, Principal of Fayohne Advisors.  Listen to learn how to have a tough conversation with an advisor who is not performing!

For the Difference Making Tip, scan ahead to 17:21.

You can learn more about Levar at Fayohne.com, Twitter, Instagram, Facebook and LinkedIn.

#150 Budgeting For the Holidays with Andrea Woroch

November 20, 2018

On this show, we talked about putting a plan in place for managing Holiday spending, reducing unexpected and ancillary expenses and having an open dialogue with family about gift giving with Andrea Woroch, consumer and money saving expert, writer, speaker and TV personality.  Listen to learn about some online tools that can help you save money this Holiday season!

For the Difference Making Tip, scan ahead to 17:09 .

You can learn more about Andrea at AndreaWoroch.com,  LinkedIn, Facebook, Twitter, Instagram.

#149 Planning as a Process with Larry Sprung

November 19, 2018

On this show, we talked about the importance of approaching financial planning as an educational process rather than a one time event with Larry Sprung, Founder and Financial Advisor with Mitlin Financial.  Listen to learn how to have important and impactful conversations with family about money!

For the Difference Making Tip, scan ahead to 15:59.

You can learn more about Larry at MitlinFinancial.com, Facebook, Twitter Instagram and LinkedIn.

#148 Maximizing Loan Repayment Plans with Ian Hoffman

November 16, 2018

On this show, we talked about the Public Service Loan Forgiveness Program and how it may be a financially superior method of paying off six figures of student loan debt, with Dr. Ian Hoffman, Founder and CEO of the Student Loan Eraser.  Listen to learn about this little known program and how it’s helped save millions of dollars in interest!

For the Difference Making Tip, scan ahead to 14:51.

You can learn more about Ian at EraseMyStudentLoans.com, Facebook, Twitter , Instagram and LinkedIn.

This link will take you to a webinar explaining the program

www.EraseMyStudentLoans.com/webinar-reg

This link will get you 75% off the program

www.EraseMyStudentLoans.com/Rocket

#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.