Aligned Money Show

Planning for Educators with Breanna Reish

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.
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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Create featuring Tim Bratz

On this edition of Money Savage CREATE, we talked about the importance of reflection and introspection, how to ask yourself the right questions and how to level up with Tim Bratz, entrepreneur, real estate investor and coach.  Listen to learn how to make yourself more resourceful!
For the Difference Making Tip, scan ahead to 18:25!
You can learn more about Tim at CommericalEmpire.com, Facebook, Instagram and LinkedIn.
On this edition of Money Savage CREATE, we talked about the importance of reflection and introspection, how to ask yourself the right questions and how to level up with Tim Bratz, entrepreneur, real estate investor and coach.  Listen to learn how to make yourself more resourceful!
For the Difference Making Tip, scan ahead to 18:25!
You can learn more about Tim at CommericalEmpire.com, Facebook, Instagram and LinkedIn.

tim bratz 1

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.
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.

Business Succession with Justin Goodbread

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, Twitter and LinkedIn.
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, Twitter and LinkedIn.

Buying On Terms with Chris Prefontaine

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, YouTube Facebook and LinkedIn.
For a free copy of his book, click here
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, YouTube Facebook and LinkedIn.
For a free copy of his book, click here

Investing in Alternatives with Eric Satz

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.
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.

Inspiring Action with James Matthews

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.
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.

Money and Reality with Robert Fragasso

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.
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.

Money and Time with Miranda Marquit

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!
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!

Wealth and Abundance with Reshell Smith

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.
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.