Aligned Money Show

Giving Purpose to Money with Morgen Rochard

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.com Twitter and LinkedIn.
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.com Twitter and LinkedIn.

More vs Enough with Brian Portnoy

On this show, we talked about why our relationship with money can be so hard, the role articulating our feelings plays, and the danger of jargon with Brian Portnoy, CFA, Phd, Founder of Shaping Wealth and the author of How I Invest My Money.  Listen to learn why it’s important to think about the dichotomy of wanting more versus having enough! 
For the difference making tip, scan ahead to 18:31!
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.  Click HERE for a copy of How I Invest My Money.
On this show, we talked about why our relationship with money can be so hard, the role articulating our feelings plays, and the danger of jargon with Brian Portnoy, CFA, Phd, Founder of Shaping Wealth and the author of How I Invest My Money.  Listen to learn why it’s important to think about the dichotomy of wanting more versus having enough! 
For the difference making tip, scan ahead to 18:31!
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.  Click HERE for a copy of How I Invest My Money.

Book Club with Brian Portnoy

On this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning.
For a copy of The Geometry of Wealth, click HERE
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.
On this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning.
For a copy of The Geometry of Wealth, click HERE
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.

Money and Contentment with Brian Portnoy

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

The Estate Planning Process with Dave Lenok

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. 
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Being a Better Benefits Consumer with Kassi O’Brien

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Sticking to the Formula with Buck Joffrey

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Simplifying Investing with Rick Ferri

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Pro Bono Planning with Jon Dauphiné

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Knowing Your Financial Language with Tarra Jackson

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.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.