Aligned Money Show

We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP, MSFS, CRPS, Principal with Balance Wealth Partners, and author.
Listen to hear a difference-making tip on finding out if you have money in an account you’ve forgotten about!
You can learn more about Jeff at JeffreyPanik, Facebook, Instagram, YouTube, and LinkedIn.
Get your copy of Your Future is Now here:
https://amzn.to/3ZviGgr
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Eric Brotman, CEO of BFG Financial Advisors, author and speaker.
Listen to hear a difference-making tip on the importance of doing an annual financial checkup, regardless of your age!
You can learn more about Eric at BrotmanMedia, Facebook, Instagram, YouTube, and LinkedIn.
Get your copy of Don’t Retire, Graduate here:
https://amzn.to/3MIOW89
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on building a sustainable office, the role impact investing can play in that process, why a focus on the social and emotional aspects of business can lead to greater success, and why so few family offices make it from one generation to the next, with Scott Saslow, Entrepreneur, Investor, and author.
Listen to hear a difference-making tip on the value of a broad, diverse network!
You can learn more about Scott at OneWorld.Investments, and LinkedIn.
Get your copy of Building a Sustainable Family Office here:
https://amzn.to/3ZhFiAW
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management.
Listen to hear a difference-making tip on when people make financial plans and when they ought to!
You can learn more about Adam at LibertasWealth, Facebook, YouTube, X, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on the value of time, how to understand how much your time is worth, when to take calculated risks and when to avoid them, the danger of a steady paycheck, and how to deal with complexity, with Travis Freeman, CFP, Partner with Moneta, and author of The Fortune of Youth.
Listen to hear a difference-making tip on the necessity of making plans and writing them down!
You can learn more about Travis at GrowthInfo, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on impact investing, making investing more accessible to women and first-time investors, the power you can have when paying attention to your spending and investing, and how to get started, with Tanaha Hairston, Founder of RISE the Movement.
Listen to hear a difference-making tip on the power and impact of voting with your dollars!
You can learn more about Tanaha at RiseTheMovement, Facebook, Instagram, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on AI and personal finance, the current uses of AI by financial advisors, where this exciting technology is headed, whether or not financial advisors will be replaced in the future, and what’s next, with Gabe Rissman, CoFounder and President of YourStake.
Listen to hear a difference-making tip on why you shouldn’t take anyone’s advice!
You can learn more about Gabe at YourStake.org, X, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on understanding your money game, how and why staying focused is essential, the role greed and fear play, how our finances are like chess and checkers, and four important questions to ask yourself, with James Alexander, CFP and Partner with Edge Financial Advisors.
Listen to hear a difference-making tip on why thinking about your financial life like a marathon makes sense!
You can learn more about James at EdgeFA, Facebook, X, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on business exit planning, all the variables to consider and plan for, how to ensure you take care of the financial aspects as well as personal, why 80% of business owners regret selling within one year, and how to have a happy and successful exit, with Joe LoPresti, President of Arlington Wealth Management and author.
Listen to hear a difference-making tip on how to know whether or not your business is ready to be sold!
You can learn more about Joe at Arlington-Wealth, and LinkedIn.
Get your copy of Exit By Design here:
https://amzn.to/4fwryYK
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

We focused on finding time freedom, how most anyone can find it over a 10 year period with the right plan, how technology has and continues to impact trading, why not everyone beats the market but some people do, and how to get started, with Mark Anderson, Hedge Fund Managing Partner with MBH Capital.
Listen to hear a difference-making tip on why it’s imperative to have positive self-talk over negative!
You can learn more about Mark at MBHCapitalManagement, YouTube, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast /alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https:// buymeacoffee /lifeblood
Have George G speak
https://moneyalignmentacademy /speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy /
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.