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Recent Episodes
189: Take Back Control with Rickson Dsouza
We focused on taking control back in your life, getting clear on what matters and tuning out everything else, the difference between leaving a legacy vs an inheritance, and how to get started, with…
188: Regret Minimization with Leonard Golub
We focused on regret minimization, the true value an advisor brings to relationships, how to merge technology and advice, how every client is unique and must be listened to, and how to get started,…
187: AI Tax Preparation with Sai Dhanak
We focused on AI tax preparation, how a successful marriage of humans and AI can drive down cost and increase agency and confidence, misconceptions about filing income taxes, commonly overlooked tax…
186: What's Your Client Experience?
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…
185: Sketching Out Retirement with Jamie Hopkins
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,…
184: Elevating Your Practice with Eric Brotman
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…
183: Private Placement Life Insurance with Michael Malloy
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,…
182: The Way Forward with Josh Tomeoni
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,…
181: Planning for Business Owners with Dustin Alexander
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…
180: Financial Preparedness with Mike Branham
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…
179: Financial Overwhelm with Jeff Condren
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,…
178: Your Perfect Portfolio with Cullen Roche
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…
177: Generational Wealth with Antony Joffe
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,…
176: Money Together with Heather and Douglas Boneparth
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…
175: Leaving a Legacy with Morgan Nichols
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…
174: Engineering Your Finances with Stan Leong
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…
173: Health As An Asset with Stevyn Guinnip
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…
172: Your Money Relationship with Jonathan Steele
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…
171: Your Money Story with Bill Cates
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…
170: Retirement Income with Erik Brenner
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,…
Frequently Asked Questions
Aligned Money Show has published 433 episodes since December 2023, covering topics in Business, Investing.
Aligned Money Show is currently active with new episodes every few days. Average episode length is 22m.
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