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Money Alignment Academy
United States
Приєднався 12 бер 2019
We work tirelessly to help people get better at money so they can live how they want.
Through a common sense, easy to understand approach to personal finance, you'll learn to become financial successful.
Through a common sense, easy to understand approach to personal finance, you'll learn to become financial successful.
A Cash Flow Revolution with David Mozeika
We focused on shifting the way we think about and manage our cash flow, how a simple shift from a spending account to a savings account can improve saving’s rate by 6Xs, why so many of us struggle to get ahead financially, and how to position yourself for financial success, with David Mozeika, Founder of Currence, and top Financial Advisor.
Listen to hear a difference-making tip on how to start putting yourself and your family first when it comes to your finances!
You can learn more about David at LiveCurrence.com, Instagram, Facebook, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, UA-cam and Facebook.
Buy George G a coffee (he loves coffee)
www.buymeacoffee.com/lifeblood
Have George G speak
moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
moneyalignmentacademy.com/
Find George G’s books here
amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.
Listen to hear a difference-making tip on how to start putting yourself and your family first when it comes to your finances!
You can learn more about David at LiveCurrence.com, Instagram, Facebook, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, UA-cam and Facebook.
Buy George G a coffee (he loves coffee)
www.buymeacoffee.com/lifeblood
Have George G speak
moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
moneyalignmentacademy.com/
Find George G’s books here
amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.
Переглядів: 11
Відео
Humanizing Personal Finance with David Steele
Переглядів 3721 день тому
We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur. Listen to hear a difference-making tip on why setting goals is a form of human magic! You can lea...
Know Your Client with Jai Baker
Переглядів 1821 день тому
We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author. Listen to hear a difference-making tip on why a team is essential to get the results...
Board Management with Kevin White
Переглядів 2428 днів тому
We focused on proper board management, developing executive presence as a Founder and leader, the important growth considerations of buy-side and sell-side companies, managing an influx of institutional capital, and why trust is everything, with Kevin White, Founder and Managing Director with Exbo Group. Listen to hear a difference-making tip on why it’s essential to operate with a sense of urg...
AI and the Stock Market with Andrew Einhorn
Переглядів 29Місяць тому
We focused on AI and the stock market, how AI can and is improving investing, investing in stocks versus indexes, understanding what moves stock prices and how to capitalize on opportunities, with Andrew Einhorn, Founder and CEO of LevelFields, an org using AI to improve investing. Listen to hear a difference-making tip on how to invest in covered calls and what you stand to gain! You can learn...
Financial Literacy with Jeff Panik
Переглядів 27Місяць тому
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 a...
How to Retire with Eric Brotman
Переглядів 31Місяць тому
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, r...
The Sustainable Family Office with Scott Saslow
Переглядів 42Місяць тому
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 ...
Stick to the Plan with Adam Koós
Переглядів 132 місяці тому
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 ...
The Value of Time with Travis Freeman
Переглядів 312 місяці тому
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 ...
Impact Investing with Tanaha Hairston
Переглядів 272 місяці тому
We focused on impact investing, making investing more accessible to woman 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.c...
August 22nd, 2024 NAIFA California Presentation
Переглядів 232 місяці тому
Watch George G deliver his The Most Important Conversation You'll Ever Have talk to a NAIFA California.
AI and Personal Finance with Gabe Rissman
Переглядів 202 місяці тому
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, ...
Your Money Game with James Alexander
Переглядів 162 місяці тому
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 le...
Time Freedom with Mark Anderson
Переглядів 252 місяці тому
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 ...
Business Exit Planning with Joe LoPresti
Переглядів 772 місяці тому
Business Exit Planning with Joe LoPresti
Uplevelving Your Life and Money with Thomas Blottenberger
Переглядів 463 місяці тому
Uplevelving Your Life and Money with Thomas Blottenberger
Tax Mitigation Strategies with Mark Miller
Переглядів 103 місяці тому
Tax Mitigation Strategies with Mark Miller
Accessing Alternative Investments with Bob Elliott
Переглядів 1613 місяці тому
Accessing Alternative Investments with Bob Elliott
Focus On What Matters with Mick Heyman
Переглядів 283 місяці тому
Focus On What Matters with Mick Heyman
I love this approach to managing cash flow!
Could a simple shift in how you manage your cash flow make a big difference for you?
How well does your financial advisor know you?
When you know your client beyond simple numbers, magic can happen!
Great insights on developing executive presence!
How can AI improve your trading?
Very interesting information, Joe.
Get started learning money as early as possible!
A perspective on why it's so important to learn about money as soon as possible.
Some great insight into having a happy retirement,
What will you do once you step away from full-time employment?
Impact investing can bridge generational gaps; Scott talks about to do it.
Do you have a financial plan? What's stopping you?
Do you know how much your time is worth?
We vote with our dollars every day!
Thanks for the opportunity!
Harris Melissa Clark Jeffrey Lopez Melissa
What does the future hold for financial advice and artificial intelligence?
Curios how to win your money game? Check this one out!
Great topic for business owners. Never too early to plan out your exit strategy.
What would it be like to be financially free and enjoy time freedom?
Not everyone can beat the market, but some do everyday. Can that be you?
You don't want to be like 80% of people who regret selling their business. These steps will help!
Great episode! Ricky's care for people and love of God is very evident.
Agreed! It was a pleasure having him on!
Are your current habits serving you, or keeping you stuck?
What would it take for you to feel in control of your financial life?
A lot of wisdom to learn from!
Ricky has almost 50 years of marriage as well as 50 years as a financial advisor to draw from!
A thoughtful conversation about faith and money!
Learn to invest like a billionaire!
There's a lot to be learned and put to work in your life!
It's always great to learn from someone who worked closely with Ray Dalio at Bridgewater!
A great perspective on sustainable investing!
Having agency over your finances and life is critical. Chad talks about how to do it.
A great convo on taking control of your money now, and in retirement.
Is it possible to invest without anxiety and stress? Mick Heyman talks about how to do it.
Great thoughts from a financial advisor on finding success in the markets.
Community can get you there a lot quicker.
Excellent insight on building wealth through real estate.
Financial freedom is available to everyone.
If you're wondering how to make this happen, this one's for you.
😃
Such an important and overlooked topic.
Gotta keep things moving.
It's up to you!
What would it take for you to change your financial future?
Is it possible to enjoy your work regardless of what you're doing? Is that too Polianna?
What do you think?
It's possible.
Who will do a better job? Biden or Trump?
Will it matter?
@@chubbdiggity We need to pay closer attention.
We can all do a better job with this.
Amen.
so much spending.
Someone's gotta pay for this.
2 contradictory things are mostly always true at the same time! Adult :)
It's important to look into any and all conflicts.
It is.
We can figure out anything!