Aligned Money Show

What makes a great user experience, and why do most professionals get it wrong?In this episode, we explore why people don’t experience your intentions, they experience your systems. From Disney World to Apple to everyday professional relationships, the common thread isn’t effort, it’s design.We break down the core elements of a meaningful client experience, why inconsistency erodes trust faster than incompetence, and how your experience exists whether you’ve designed it or not.If you work with clients, customers, or people, this episode is for you.Learn more here:https://www.mymeaningfulfew.com/products/courses/MeaningfuladvisorcourseGeorge’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

We focused on how to break down your retirement and personal finances into digestible parts, getting people engaged in their finances, talking with loved ones about money, and how to get started, with Jamie Hopkins, CEO of Bryn Mawr Trust.     Listen to hear a difference-making tip on the value of mentorship!You can learn more about Jamie at BMT.com, X, and LinkedIn.Get your copy of Your Retirement Sketchbook here:https://amzn.to/4tDPBMA George’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

We focused on elevating and amplifying your practice, mergers and acquisitions of financial firms, how to get your practice to its “next level,” how to know when it’s time to make major decisions about your growth,  and how to get started, with Eric Brotman, Chairman and Chief Growth Officer.     Listen to hear a difference-making tip on how to start treating your practice like a business!You can learn more about Eric at BrotmanConsultingGroup.com, Instagram, Facebook, and LinkedIn.George’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026..

We focused on private placement life insurance, what it is, how it works, how it’s different from traditional life contracts, who it’s a fit for, and how to get started, with Michael Malloy, President of EWP Financial.     Listen to hear a difference-making tip on why it’s smart to only invest in things you understand!You can learn more about Michael at EWP-Financial.com, Facebook, X, and LinkedIn.George’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

We focused on bouncing back from rock bottom and finding the way forward, how to deal with trauma and find your true identity, why there’s always more for you and your life, and how to get started, with Josh Tomeoni, Financial Advisor and Men’s Coach.     Listen to hear a difference-making tip on the value of taking a pause and collecting yourself!Get your copy of Gospel of an Ex Derelict here:  http://exderelict.com/gospel-bookYou can learn more about Josh at ExDerelict.com, Instagram, and LinkedIn. George’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025.

We focused on planning for business owners, recognizing our biases and why it’s so hard to do, the importance of retaining key employees, creating contingency plans, and how to get started, with Dustin Alexander, Founder and President of Stirling Capital.     Listen to hear a difference-making tip on why focusing on less can help you achieve more!You can learn more about Dustin at StirlingCapital.com, and LinkedIn. George’s newest book is available! Get your copy of The Meaningful Few here: https://amzn.to/4qA26X9 Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.. 

We focused on being financially prepared and resilient, what to do should you get laid off, dealing with financial overwhelm and what the logical first steps are, ensuring you cover all your bases when it comes to the benefits you receive from your employer, and how to get started, with Mike Branham, CFP, Shareholder, Sr. Financial Planner at The Planning Center, Inc.       Listen to hear a difference-making tip on how and why the right time to get started is now!You can learn more about Mike at ThePlanningCenter.com, and LinkedIn. Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on dealing with financial overwhelm, asking yourself what would help you sleep better at night, how best to pay for college, setting your course for retirement, and how to get started, with Jeff Condren, CFP, Senior Vice President and Wealth Advisor in Mesirow Wealth Management.       Listen to hear a difference-making tip on taking a personalized approach to risk tolerance and asset allocation!You can learn more about Jeff at Mesirow.com, and LinkedIn. Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on creating your perfect portfolio, how technology has made personalization available to anyone who wants it, why there’s no secret to investing, the importance of not allowing perfect to be the enemy of good, and how to get started, with Cullen Roche, Founder and CIO of Discipline Funds.        Listen to hear a difference-making tip on the necessity of getting clear on your needs versus your wants! Get your copy of Your Perfect Portfolio here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928  You can learn more about Cullen at PragCap.com, X, and LinkedIn.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on being a good steward of and maintaining generational wealth, the in’s and out’s of an independent trust company, how to ensure subsequent generations have your values and work ethic, what proper financial governance is, and how to get started, with Antony Joffe, Chairman of Sterling Trustees         Listen to hear a difference-making tip on how and why it’s critical to live within your means! You can learn more about Antony at SterlingTrustees.com, and LinkedIn.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on finding financial success as a couple, why it’s such a difficult thing, the importance of making financial matters accessible and how to do it, getting down to what truly matters, and how to get started, with Heather and Douglas Boneparth of Bone Fide Wealth and authors.         Listen to hear a difference-making tip on the value of time and the importance of consistency! You can learn more about Heather and Douglas at DoMoneyTogether.com, X, Instagram, LinkedIn, and LinkedIn.  Get your copy of Money Together here: https://domoneytogether.com/  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on leaving a legacy, what that means and the different ways to do it, how to align your finances with your values, measuring your progress in a healthy way, and how to get started, with Morgan Nichols, Private Wealth Advisor and CEO.         Listen to hear a difference-making tip on how your calendar is providing you evidence of what matters most! You can learn more about Morgan at LifeBranchWealth.com, Facebook, and LinkedIn.  Get your copy of Intentional Legacy here: Intentionallegacybook.com Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on engineering your finances, the best practices we can learn from engineers to pursue financial security and success, how to understand and reduce complexity around your finances, and how to get started, with Stanley Leong, Financial Advisor and author.         Listen to hear a difference-making tip on making sure you’re investing your money, not gambling with it! You can learn more about Stanley at EngineeringYourFinancesBook.com, and LinkedIn.  Get your copy of Engineering Your Finances here: https://amzn.to/3LDvGM1  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on treating your health as an asset, why so many professionals struggle with their health and what to do about it, how to know if you’re overweight or not, the power of small and consistent changes, and how to get started, with Stevyn Guinnip, helping financial advisor’s health match their net worth.         Listen to hear a difference-making tip on how to start feeling as good as you used to! You can learn more about Stevyn at GrowWellthy.com, Facebook, and LinkedIn.  Get your copy of Grow Wellthy here: https://amzn.to/3K3gAPD  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on your money relationship, being a good steward of your resources, focusing on what matters and staying out of the weeds, what it means to have a healthy relationship with money, when complexity is a bad thing, and how to get started, with Jonathan Steele, Founder and Chief Investment Officer with One Wealth Advisors.         Listen to hear a difference-making tip on how to position yourself for long-term financial success! You can learn more about Jonathan at OneWealth.net, Facebook, and LinkedIn.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on telling your money story, the internal forces holding you back from the financial success you’re looking for, what to do when you identify a limiting belief about money, why it’s never to late, and how to get started, with Bill Cates, Hall of Fame Speaker, coach, and author.         Listen to hear a difference-making tip on what to do when you identify your thread of discontent! You can learn more about Bill at TheHiddenHeist.com, Facebook, Instagram, and LinkedIn.  Get your copy of The Hidden Heist here: https://amzn.to/4qTv7Os  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on designing retirement income, understanding your risk tolerance, reducing taxes in retirement, the difference between products and strategies, and how to get started, with Erik Brenner, CEO and President of Hilltop Wealth.         Listen to hear a difference-making tip on recognizing it’s not what you do, it’s what you have! You can learn more about Erik at HillTopWealthTax.com, Instagram, Facebook, and LinkedIn.  Get your copy of The Personal CFO Revolution here: https://hilltopwealthtax.com/  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on sustainable investing as well as impact investing, what those terms really mean and how they work, the need for us to stand shoulder to shoulder to ensure a great future for our kids and grandkids, what kind of returns you can expect from this approach, and how to get started, with Carole Laible, CEO of Domini Impact Investing.         Listen to hear a difference-making tip on how to harness the ultimate power of your investing dollars! You can learn more about Carole at Domini.com, Facebook, Instagram, and LinkedIn.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on becoming an investor, how to ensure you’re not paying too much in fees and expenses, why it’s wise to simplify your investing approach, how basis points work and how to tell the total cost of an investment, and how to get started, with Robert Rolih, Financial Expert and Best-Selling Author.         Listen to hear a difference-making tip on the essential first step you must take to become an investor! You can learn more about Robert at RobertRolih.com, Facebook, Instagram, X, and LinkedIn.  Get your copy of the Million Dollar Decision HERE: https://amzn.to/3WCP4Li  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025. 

We focused on green capitalism, why the solution to climate change will be found by entrepreneurs, who the bad actors are and what their incentives are, the importance of being an advocate versus an activist, and how to get started, with Jim Beach, award-winning speaker, radio host, and author.         Listen to hear a difference-making tip on how to remove all excuses for why you haven’t started a business! You can learn more about Jim at JimBeach.com, Facebook, X, and LinkedIn.  Get your copy of the Real Environmentalists HERE: https://amzn.to/4ofkfrR  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/  Find George G’s books here https://amzn.to/3R2gIhH  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2025.