Money Savage

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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. Here are the articles Barbara referenced in the show 1, 2, 3 Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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 Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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. Find the blog post at HumbleDollar. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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 Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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 and Facebook. For a copy of Breaking Through the Status Quo, click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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 Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

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 Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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.com, Facebook, Twitter, and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.