Money Savage show

Money Savage

Summary: A savage approach to personal finance featuring financial advisors and subject matter experts.

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  • Artist: George Grombacher
  • Copyright: Copyright 2017 . All rights reserved.

Podcasts:

 #142 Disrupting Asset Management with Scott MacKillop | File Type: audio/mpeg | Duration: 21:02

On this show, we talked about a new, flat fee approach, to asset management and how you can take advantage of it with Scott MacKillop, CEO of First Ascent Asset Management, JD, speaker and writer.  Listen to learn about an elegantly simple alternative to investment managment! For the Difference Making Tip, scan ahead to 18:49. You can learn more about Scott at FirstAscentAM.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 by clicking here.

 #141 Planning for Gen X with Megan Gorman | File Type: audio/mpeg | Duration: 19:56

On this show, we talked about the challenges and opportunites facing members of Generation X and how a comprehensive planning process can benefit them with Megan Gorman, Founding Partner of Chequers Financial Management and regular Forbes contributor.  Listen to learn about some highly impactful strategies you may be overlooking with your HSA at work! For the Difference Making Tip, scan ahead to 18:18. You can learn more about Megan at ChequersFinancial.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 by clicking here.

 #140 Tax Diversification and Asset Location with Steve Pitchford | File Type: audio/mpeg | Duration: 20:26

On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when a Roth IRA conversion might be a good strategy for you! For the Difference Making Tip, scan ahead to 18:17. You can learn more about Steve at TowerPointWealth.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 by clicking here.

 #139 Corporate Principals for Individual Investors with Nina O'Neal | File Type: audio/mpeg | Duration: 19:09

On this show, we talked about the necessity of stress testing your portfolio and truly understanding how much risk you’re willing to tolerate with Nina O’Neal, Partner and Investment Advisor with Archer Investment Management and sought after national thought leader and speaker.  Listen to learn how to apply the best practices of corporate boards of directors to your personal financial situation! For the Difference Making Tip, scan ahead to 17:44. You can learn more about Nina at ArcherInvestmentManagement.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.

 #138 Fairness and Transparency in Investing with Ryan Kirlin | File Type: audio/mpeg | Duration: 18:24

On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen to learn why you should consider owning ETF’s in your taxable account! For the Difference Making Tip, scan ahead to 16:44. You can learn more about Ryan at LinkedIn, Twitter and AlphaArchitect.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.

 #137 Overcoming Limiting Beliefs with Jenean Perelstein | File Type: audio/mpeg | Duration: 20:23

On this show, we talked about why so many Americans feel overwhelmed and how to live a life of purpose and meaning with Jenean Perelstein, an Anthropologist, workplace culture expert, author, speaker and consultant.  Listen to learn how to overcome those beliefs which are keeping you from living your best life! For the Difference Making Tip, scan ahead to 15:35. You can learn more about Jenean at StandInYourStrength.com, Facebook, Instagram 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.

 #136 Woman and Divorce with Russ Thornton | File Type: audio/mpeg | Duration: 20:31

On this show, we talked about the emotional and financial aspects of divorce as well as the role proper expectations play in the process with Russ Thornton, financial advisor and President of Wealthcare For Women.  Listen to learn about the biggest financial considerations in divorce! For the Difference Making Tip, scan ahead to 16:48. You can learn more about Russ at WealthCareForWomen.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.

 #135 Progressing Through the Process with Kine´ Corder | File Type: audio/mpeg | Duration: 22:37

On this show, we talked about how emotions, trauma and stress can have a negative impact on our lives and financial situations and what to do about it with Kine´ Corder, Financial Therapist, Hypnotherapist, CEO of Presidential Lifestyle and best-selling author.  Listen to learn about the process to determine how your past may be impacting your financial future! For the Difference Making Tip, scan ahead to 19:58. You can learn more about Kine´at KineCorder.com, Facebook, Twitter, Instagram 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.

 #134 Being a Successful Investor with Robert Seawright | File Type: audio/mpeg | Duration: 19:33

On this show, we talked about the true value of a financial advisor, how it’s difficult to beat the market and the current state of the American investor with Robert Seawright, Chief Investment and Information Officer with Madison Avenue Securities.  Listen to hear what changes Bob thins would benefit the financial services industry! For the Difference Making Tip, scan ahead to 17:00. You can learn more about Bob at RPSeawright.com, 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.

 #133 Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell | File Type: audio/mpeg | Duration: 21:55

On this show, we talked about the important financial variables to consider before, during and after a divorce with Kayla Sloan and Shanah Bell, the Co-Founders of Cash Wise Ex Wives. Listen to learn how community can help support and play an integral role in successful navigating divorce being financially successful after! For the Difference Making Tip, scan ahead to 19:34. You can learn more about Kayla and Shanah at CashWiseExWives.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.

 #132 Managing Emotions In Succession Planning with Denise Logan | File Type: audio/mpeg | Duration: 20:55

On this show, we talked about the essential first step in a successful business transition and managing the process from start to finish with Denise Logan, Chief Inspiration Officer at Chase What Matters.  Listen to learn how to avoid common missteps and manage emotions in business transition and succession planning! For the Difference Making Tip, scan ahead to 19:37. You can learn more about Denise at Chase-What-Matters.com, 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.

 #131 Persuasion VS Manipulation with Jeff Tippett | File Type: audio/mpeg | Duration: 19:25

On this show, we talked about the difference between legitimate persuasion and manipulation, and how you can use persuasion to positively impact yourself and others with Jeff Tippett, author and professional speaker.  Listen to learn the process through which you can have that positive impact on your community! For the Difference Making Tip, scan ahead to 15:38. You can learn more about Jeff at JeffTippett.com, Instagram, 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.

 #130 Avoiding Income Tax with Noah Rosenfarb | File Type: audio/mpeg | Duration: 19:51

On this show, we talked about paying taxes now as well as the potential benefits of paying later, opportunities for proactive tax planning and why many successful Americans fail to take advantage of them with Noah Rosenfarb, CPA and tax avoidance specialist. Listen to learn about some strategies for avoiding income taxes! For the Difference Making Tip, scan ahead to 17:35. You can learn more about Noah 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.

 #129 The Value of Active Management with Tom Jacobs | File Type: audio/mpeg | Duration: 21:54

On this show, we talked about the importance of disciplined, long term investing, the value of both passive and active money management and how to get the most out of both with Tom Jacobs, Partner with Huckleberry Capital Management.  Listen to learn you can potentially be getting an 8% yield! For the Difference Making Tip, scan ahead to 19:28. You can learn more about Tom at InvestHuckleberry.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 by clicking here.

 #128 Parenting and Money with Shanah Bell | File Type: audio/mpeg | Duration: 20:08

On this show, we talked about the necessary steps for teaching your kids about money with Shanah Bell, consultant, blogger and author. Listen to learn some easy to implement strategies for teaching your kids the value of a dollar! For the Difference Making Tip, scan ahead to 17:40. You can learn more about Shanah at AdaptiveNourishment.com, Instagram, 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.

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