Money Savage

On this show, we talked about goals based investing, the difference between investment advice versus financial planning and fintech advances with Peter Lazaroff CFP, CFA, the Co-Chief Investment Officer for both PlanCorp and Bright Plan as well as a contributor to The Wall Street Journal and Forbes.  Listen to find out how Peter thinks the democratization of financial advice can benefit you! For the Difference Making Tip, scan ahead to 15:47. You can learn more about Peter at PlanCorp.com, PeterLazaroff.comLinkedIn, 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 positive effects of practicing contentment and how to get started with Stacy Boston, licensed counselor, coach and Founder of Everyday 52.  Listen to find out how Stacy thinks you can live a life free of regret! For the Difference Making Tip, scan ahead to 17:38. You can learn more about Stacy at StacyBoston.com, Facebook, 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 danger of focusing too much on our weaknesses and the opportunity in doubling down on our strengths with David Rendall, Keynote Speaker and Executive Coach and author.  Listen to find out how David thinks you can avoid chronic dissatisfaction and start finding greater fulfillment! For the Difference Making Tip, scan ahead to 19:26. You can learn more about David at DRendall.com, Facebook, LinkedIn, and Twitter. Get a copy of The Freak Factor 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 by clicking here.

On this show, we talked about defining your idea of financial freedom and the various tax considerations associated with planning with Jeff Levine CPA CFP®, retirement and tax expert, speaker, author and CEO of BluePrint Wealth Alliance. Listen to find out how and why Jeff thinks your family should have a mission statement! For the Difference Making Tip, scan ahead to 16:13. You can learn more about Jeff at BPWAlliance.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 importance and challenges of being in compliance with ERISA in regard to retirement with David Donaldson, CEO of ERISA Smart and a former Senior Investigator with the Department of Labor’s Employee Benefit Security Administration.  Listen to find out how David thinks the biggest problems with retirement plans can be solved or avoided! For the Difference Making Tip, scan ahead to 19:16 You can learn more about David at ERISASmart.com, Facebook, 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 mindset, habits and strategies for anyone to get out of debt, no matter how much debt you have, with debt freedom expert, Jackie Beck. Listen to find out why and how Jackie thinks debt doesn’t have to be forever! For the Difference Making Tip, scan ahead to 15:57 You can learn more about Jackie at JackieBeck.com, Facebook, 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 practical techniques and methods for talking with kids about money in order to help them form positive habits with Sam Renick, the Founder of Dream Big Financial Literacy Initiatives at SammyRabbit.com. Listen to find out how Sam thinks you can turn mundane tasks into great learning opportunities for kids! For the Difference Making Tip, scan ahead to 19:34 You can learn more about Sam at SammyRabbit.com, Facebook, 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 side hustling to self-employment with Eric Rosenberg, from PersonalProfitability.com. Listen to find out why Eric thinks it’s so important for you to have multiple streams of income, how TV is killing your productivity and how you get started with your entrepreneurial journey! For the Difference Making Tip, scan ahead to 19:17 You can learn more about Eric at PersonalProfitability.com, LinkedIn, and Twitter. Click here for the Boot Camp giveaway Eric mentioned. 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 what it means to be an independent, fee only advisor, planning for the three stages of your financial life and all that goes into a successful retirement with Michael Angelucci. Listen to find out what Michael thinks you can do to set yourself up for success! For the Difference Making Tip, scan ahead to 17:13 You can learn more about Michael at AWMFinancial.com, LinkedIn, and Twitter. If You Can: How Millennials Can Get Rich Slowly by William Berstein 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 tracking spending habits, keeping planning simple and fun, the role our subconscious brains play and the importance of habits with John Buerger CFP® of Altus Wealth. Listen to find out how to get pain and sacrifice out of your financial life! For the Difference Making Tip, scan ahead to 15:49 “Pay attention and stay positive.” You can learn more about John at AltusWealth.com, Facebook, 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 getting the most out of your relationship with a Realtor, the value they can bring and the questions you should ask with Brian North, CEO of North & Co. For the Difference Making Tip, scan ahead to 17:54 You can learn more about Brian at NorthAndCo.com, Facebook, LinkedIn, Instagramand 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 saving for college with Katie Flynn, the Director of Content at SavingForCollege.com. Listen to learn about the different accounts available, their tax treatment, how the recent tax law change impacts these accounts, as well as some things to watch out for! For the Difference Making Tip, scan ahead to 17:34 You can learn more about Katie at SavingForCollege.com. 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 all things IRS audits Derek Kaczmarek, former Senior Tax Attorney with the IRS and current attorney with Dickinson Wright. Listen to find out what to do should you ever get audited. For the Difference Making Tip, scan ahead to 17:43 You can learn more about Derek at DickinsonWright.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 things people forget to plan for in retirement  with Rodney Brooks, writer and columnist with The Washington Post, US News and World Report, the Undefeated, Next Avenue, Black Enterprise and he was the Deputy Managing Editor of USA Today for 30 years.  Listen to find out what Rodney thinks you can do to better prepare yourself for a successful retirement! For the Difference Making Tip, scan ahead to 17:16 You can learn more about Rodney at RodneyABrooks.com, Facebook, 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 real world financial planning, what to do when your plan doesn’t survive it’s collision with reality and what it means to be a financial grownup with author and podcaster, Bobbi Rebell CFP®. Listen to find out how Bobbi thinks you can position yourself to be financially successful! For the Difference Making Tip, scan ahead to 16:12 You can learn more about Bobbi at BobbiRebell.com, Facebook, LinkedIn, Instagram and Twitter. Listen to the Financial Grownup Podcast. 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.