Aligned Money Show Podcast
1) 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 ...Show More
2) 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, with...Show More
3) 183: Erik Brotman
4) 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, wi...Show More
5) 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 Dusti...Show More
6) 182: Private Placement Life Insurance with Michael Malloy
7) 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 whe...Show More
8) 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, with...Show More
9) 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 b...Show More
10) 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, wha...Show More