Money Savage

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. 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 by clicking here.

On this show, we talked about an exciting new technology which allow anyone (doctors, coaches, chefs, trainers) to simply sell their expertise to anyone all over the world on their terms, with Glenn Geller, Technologist and CoFounder of Symposium.  Listen to learn how this exciting new technology can allow you to immediately monetize your knowledge and skills! For the Difference Making Tip, scan ahead to 17:20. You can learn more about Glenn at Symposium.us, 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 by clicking here.

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.  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 by clicking here.

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. 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 by clicking here.

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. 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 by clicking here.

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. 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 by clicking here.

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. 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 by clicking here.

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. 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 by clicking here.

On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author.  Listen to learn where the opportunities for proactive tax planning are in 2019! For the Difference Making Tip, scan ahead to 17:09. You can learn more about Kelly at TaxGirl.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 by clicking here.

On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U.  Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader! For the Difference Making Tip, scan ahead to 16:48. You can learn more about Steve at NewTraderU.com, LinkedIn, Facebook, Instagram 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 by clicking here.

On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast.  Listen to learn how to set up a system for successfully managing expectations when loaning money to family! For the Difference Making Tip, scan ahead to 19:14. You can learn more about Rianka at www.riankadorsainvil.com, LinkedIn, Facebook, Instagram 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 by clicking here.

On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor.  Listen to learn the important deadlines to keep in mind and the penalties for missing them! For the Difference Making Tip, scan ahead to 19:16. You can learn more about Danielle at BoomerBenefits.com, LinkedIn, Facebook, Instagram 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 by clicking here.

On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, GFS® and President of Veralytic .  Listen to learn how to determine if you can and should sell a life insurance policy! For the Difference Making Tip, scan ahead to 18:43. You can learn more about Barry at Veralytic.com, LinkedIn, 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 by clicking here.

On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to learn how you can get the most out of your 401(k) and your employee benefit program! For the Difference Making Tip, scan ahead to 16:24. You can learn more about Aaron at LinkedIn, Instagram, 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 by clicking here.

On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financial and financial industry veteran.  Listen to learn why buy and hold doesn’t work for many ordinary investors and some alternatives to consider! For the Difference Making Tip, scan ahead to 18:12. You can learn more about Lance at RealInvestmentAdvice.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 by clicking here.

On this show, we talked about goals based investing and how technology is changing the way we invest money, look at financial planning and what retirement will look in 20 years with Tyrone Ross Jr, Managing Partner at Noble Bridge Wealth and Asset Management Services, early stage startup and crypto asset Advisor.  Listen to learn how and why you should know down to the dime, how much you save and spend every month! For the Difference Making Tip, scan ahead to 22:02. You can learn more about Tyrone at NobleBridgeWealth.com, LinkedIn, Instagram 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 by clicking here.

On this show, we talked about the opportunity and challenges of bringing financial literacy to the classroom as well as work places and how best to implement these programs with Trisha Funk, 20 year finance veteran,  advisor, coach, author and non profit executive. Listen to learn how psychology is the missing piece to complete financial wellness! For the Difference Making Tip, scan ahead to 18:21. You can learn more about Trish at TrishaFunk.com, PenniesOnPurpose.net, 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 by clicking here.

On this show, we talked about the science behind trust in relationships, why it plays such an important role in our personal and professional lives and how an organization can build and maintain a high trust culture with Paul Zak, scientist, entrepreneur and author of several books.  Listen to learn some simple strategies for increasing trust in your most important relationships! For the Difference Making Tip, scan ahead to 16:59. You can learn more about Paul at PaulJZak.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 by clicking here.

On this show, we talked about the paradigm shift taking place within human resources, how an organization can most effectively align from top to bottom and help it’s people thrive and feel a part of something special with Stacie Mallen, consultant, coach, author and speaker on a mission to change the People Function in high growth organizations.  Listen to learn how a culture of transparency, autonomy and authenticity can drive profit and growth! For the Difference Making Tip, scan ahead to 20:33. You can learn more about Stacie at TheRebelCode.com, Instagram, LinkedIn, Facebook, and Twitter.