On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial.  Listen to learn if and when technology will ever replace financial planners! For the Difference Making Tip, scan ahead to 18:11! You can learn more about Alex at LakeAveFinancial.com, LinkedIn, Facebook and Twitter. Click here for WealthCompass 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, George shares his thoughts on the origins of the term “starter homes” and how the American Dream of home ownership has changed and evolved over the past 70 years. Find the blog post at HumbleDollar. Do Your Part By Doing Your Best 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, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com.  Listen to learn about the future of Social Security! For the Difference Making Tip, scan ahead to 16:09! You can learn more about David at PlanningToWealth.com, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about three of the most important types of insurance; life, dental, disability, why they’re important and key aspects you should understand with Sa El, Co-Founder of Simply Insurance and a writer obsessed with insurance, money and content marketing.  Listen to learn how the life insurance buying process has been streamlined over the past several years! For the Difference Making Tip, scan ahead to 20:54! You can learn more about Sa at SimplyInsurance.com, LinkedIn, Facebook, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how to ensure you can have a nice lifestyle without compromising your financial future with Sean Cooper, best selling author, fee only money coach journalist and speaker.  Listen to learn how he made a $170,000 down payment then paid off his mortgage in three years! For the Difference Making Tip, scan ahead to 17:14! You can learn more about Sean at LinkedIn, SeanCooperWriter.com, Facebook, Twitter . For a copy of Burn Your Mortgage, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how to become a better investor, becoming more aware of psychological biases we all have and the importance of investing for your personality with Charles Rotblut, CFA, VP at American Association of Individual Investors.  Listen to learn a step by step process for evaluating potential investment opportunities! For the Difference Making Tip, scan ahead to 19:06! You can learn more about Charles at AAII.com, LinkedIn, Facebook, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the history behind our tax code, how and why businesses benefit from it and what an individual can learn from it with Kelly Erb, Managing Shareholder at the Erb Law Firm and Senior Editor at Forbes.  Listen to learn whether or not Amazon actually pays taxes! For the Difference Making Tip, scan ahead to 19:40! You can learn more about Kelly at TaxGirl.com, LinkedIn, Facebook 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, George shares his thoughts on the good and bad that comes with things being given away for free and how you can take advantage of the many free financial resources and continue moving in the direction of your financial goals. Find the blog post at HumbleDollar. Do Your Part By Doing Your Best 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, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the meaning of true wealth in today’s world, the role gratitude plays in happiness, well being and what can be done to accentuate it with Ron Nakamoto, CEO of Empowered Wealth.  Listen to learn a step by step process for living life intentionally! For the Difference Making Tip, scan ahead to 19:21! You can learn more about Ron at LinkedIn, EmpoweredWealth.com 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the important role mindset and perspective play with your personal finances as well as strategies for understanding and improving yours with Jen Hemphill, Accredited Financial Counselor, Money Confidence Coach and host of the Her Money Matters and Su Dinero Importo podcasts as well as an author.  Listen to learn how to increase your confidence level with money! For the Difference Making Tip, scan ahead to 19:02! You can learn more about Jen at LinkedIn, JenHemphill.com, Facebook and Twitter. For a copy of Her Money Matters, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how so many Americans are interested in real estate investing but so few actually do it, as well as best practices for being successful at it, with Marco Santarelli, Founder of Norada Real Estate and the host of the Passive Real Estate Investing podcast.  Listen to learn a turnkey process for investing for cash flow! For the Difference Making Tip, scan ahead to 21:06! You can learn more about Marco at PassiveRealEstateInvesting.com, LinkedIn, Facebook, Instagram and Twitter. To listen to Marco’s podcast, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how schools have begun offering enhanced financial curriculums both for knowledge as well as career growth, how financial literacy has changed over time and what we should expect moving forward with Randy Bruns, CFP, RICP and Founder of Model Wealth.  Listen to learn how elected officials are thinking about financial literacy! For the Difference Making Tip, scan ahead to 20:24! You can learn more about Randy at ModelWealth.com, LinkedIn, Facebook, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the challenges and opportunities successful young people face, the lessons that can be learned from top performers and how to embrace money and emotions relationship with Anjali Jariwala, CPA, CFP and Founder of FIT Advisors.  Listen to learn how to ensure you and your spouse are on the same page when it comes to money! For the Difference Making Tip, scan ahead to 18:24! You can learn more about Anjali at FitAdvisors.com, Facebook, Twitter, and LinkedIn. For the Money Checkup podcast, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this edition of the Book Club, Michael Kay, President of Financial Life Focus, Keynote Speaker and Author talked about his book “The Feel Rich Project: Reinventing Your Understanding of True Wealth To Find True Happiness.”  Listen to learn about the habits he’s hoping to help people break, build as well as his advice to readers and what he’s hoping you’ll get out of the book! For a copy of The Feel Rich Project, click HERE You can learn more about Michael at MichaelFKay.com, Twitter, Facebook and LinkedIn. Here's Michael's suggested reading list- Finance for Normal People: How Investors & Markets Behave (Meir Statman) Act From Choice: Robert Goldmann The Behavior Gap: Carl Richards The Opposite of Spoiled: Ron Lieber Heads I Win/Tails I Win: Spencer Jakob From Here to Financial Happiness: Jonathan Clements Drive: The Surprising Truth About What Motivates Us: Daniel H. Pink Your Meaning Legacy: How to Cultivate and Pass On Non-Financial Assets: Laura A. Roser Breaking Money Silence: Kathleen Kingsbury Why Zebras Don’t Get Ulcers: Robert M. Sapolsky If you’d like to take part in the our discussion group, you can learn about it it here. You can also learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about checkbook control retirement accounts, how they work, the IRS guidelines, what you can invest in and what to watch out for with Bernard Reisz, CPA, CPCU and Principal of Resure Financial Advisors and 401KCheckbook.com  Listen to learn the process for using your retirement account to invest in real estate and alternatives! For the Difference Making Tip, scan ahead to 17:40. You can learn more about Bernard at 401KCheckBook.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 at [email protected].

On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager.  Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan! For the Difference Making Tip, scan ahead to 22:14! You can learn more about Barbara at RoboAdvisorPros.com, Twitter, and LinkedIn. Here are the articles Barbara referenced in the show 1, 2, 3 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the meaning of financial peace of mind, the steps to follow to achieve it and the elements you’ll need with Michael Nathanson, JD, LLM, Chairman and CEO of the Colony Group.  Listen to learn how and why to you should work to find meaning and you at work and in life! For the Difference Making Tip, scan ahead to 19:11! You can learn more about Michael at TheColonyGroup.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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces! For the Difference Making Tip, scan ahead to 16:55. You can learn more about Patricia at Brightworth.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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about why determining your current and future priorities is an integral step towards financial success as well as the many variables to consider with Adam Grossman, CFA and Founder of Mayport, a flat fee financial planning and investment firm.  Listen to learn a strategy for investing in the stock market during both good and bad times! For the Difference Making Tip, scan ahead to 17:01! You can learn more about Adam at Mayport.com, Twitter, HumbleDollar 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, George shares his thoughts on the necessity of knowing your place in the world, being mindful of what we’re leaving to our children and grandchildren and how to go about having a positive impact. #229 with Romina Boccia #239 with Helaine Olen Do Your Part By Doing Your Best 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, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how credit card debt has evolved over the past 20 years, why so many Americans struggle with it and what can be done with Leslie Tayne, Founder and Managing Director of the Tayne Law Group, speaker and best selling author.  Listen to learn the starting point for getting out of credit card debt! For the Difference Making Tip, scan ahead to 18:43. You can learn more about Leslie at Attorney-NewYork.com, Twitter, Instagram, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially! For the Difference Making Tip, scan ahead to 15:16. You can learn more about Mike at SolariFinancial.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 at [email protected].

On this show, we talked about how to get started with a financial plan, the essential elements, common pitfalls and what makes an ideal client with Daphne Jordan, CFP and Wealth Advisor with Pioneer Wealth Management Group.  Listen to learn the importance of having a long term vision for you finances as well as understanding the steps along the way! For the Difference Making Tip, scan ahead to 16:27. You can learn more about Daphne at PioneerWealth.com, Twitter, Instagram, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the dangers of and reasons behind wealth and income inequality, as well as what individuals can do to make changes to the overall system with Helaine Olen, Washington Post writer, author, speaker and one of Business Insiders 50 Women Who Are Changing the World.  Listen to learn where you can get high quality news and information! You can learn more about Helaine at WashingtonPost.com, Twitter, and LinkedIn. Get a copy of Pound Foolish here. Get a copy of The Index Card 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the value of financial literacy and wellness when done correctly, how best to deploy the program and how consumers can become better educated with Zach Teutsch, Founder and CEO of Values Added Financial.  Listen to learn about some of the reasons traditional financial education fails to produce good results and what can be done to change it! For the Difference Making Tip, scan ahead to 16:30. You can learn more about Zach at ValuesAddedFinancial.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 at [email protected].

On this show, George shares his thoughts on the necessity of clarifying and crystalizing your core values, why it’s important, what’s at stake if you don’t, and how to go about it. Find the blog post at HumbleDollar. 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, MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the value and possibilities of having a nontraditional career, how to determine what you like and what you’re good at and how to make it happen with Shanah Bell, consultant, blogger and author of The Art of Being a PITA.  Listen to learn the steps you can take to break free of the rat race! For the Difference Making Tip, scan ahead to 19:14! You can learn more about Shanah at AdaptiveNourishment.com, Facebook, Twitter, and LinkedIn. For a copy of The Art of Being a PITA, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about how being clear in your goals and values and having a solid plan can help you to be a successful investor with Bill Parrott, CFP and President and CEO of Parrott Wealth Management.  Listen to learn the common reasons people underperform the market and how to avoid doing them! For the Difference Making Tip, scan ahead to 15:36. You can learn more about Bill at ParrottWealth.com, LinkedIn, Facebook, 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 at [email protected].

On this show, we talked about the role habits play in financial success, both good and bad and how financial stress can wreak havoc on relationships if unchecked with Sara Stanich, MBA, CFP, CDFA and Founder of Cultivating Wealth, a fee only Registered Investment Advisor.  Listen to learn about the value and necessity of thinking long term when it comes to money! For the Difference Making Tip, scan ahead to 17:08. You can learn more about Sara at CultivatingWealth.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 at [email protected].

On this show, we talked about our healthcare system, some of the reasons behind why insurance has become so expensive and actionable strategies for driving down the cost of healthcare with Derek Rine, Vice President of David Rine Insurance, healthcare innovator, best selling author and 2018 Rising Star Advisor.  Listen to learn how individuals and organizations can being driving down the cost of healthcare! For the Difference Making Tip, scan ahead to 20:18. You can learn more about Derek at DavidRineInsurance.com, LinkedIn and Facebook. For a copy of Breaking Through the Status Quo, click 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 at [email protected].

On this show, we talked about behavioral psychology, finance and investing as well as the sociological, neurological and physiological impediments to investment decisions with Dr. Daniel Crosby Ph.D, Psychologist, behavioral finance expert and Chief Behavioral Officer at Brinker Capital.  Listen to learn how the four primary drivers for investor behavior and how to recognize them in yourself! For the Difference Making Tip, scan ahead to 18:01. You can learn more about Daniel at Twitter and LinkedIn. For a copy of The Behavioral Investor, click 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 at [email protected].

On this show, we talked about the reasons many businesses fail at obtaining funding and the methods and timelines for building credit and getting financing with Ty Crandall, CEO of Credit Suite, speaker, author and podcast host.  Listen to learn the step by step process for obtaining and building business credit! For the Difference Making Tip, scan ahead to 19:11. You can learn more about Ty at CreditSuite.com, Facebook, Instagram, Twitter, YouTube 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 at [email protected].

On this show, we talked about the history of private equity, how a business can benefit from it's infusion multiple times and what you need to be aware of with Adam Coffey, successful CEO, former GE executive, an alumnus of the UCLA Anderson Executive Program, a pilot, and is a Veteran of the US Army. Adam's first book - The Private Equity Playbook is out now.  Listen to learn how you can financially benefit from private equity investment even if you're not the CEO! For the Difference Making Tip, scan ahead to 17:31! You can learn more about Adam at LinkedIn. For a copy of his book, click 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about the National Debt, budget deficit, the main drivers behind their increases, what the implications will be for future generations and what can be done about it with Romina Boccia, Director of the Grover M. Herman Center for the Federal Budget in the Heritage Foundation.  Listen to learn what you, as an individual, can do to change the current negative trajectory! You can learn more about Romina at Heritage.org, SpendingTracker.org, FederalBudgetInPictures.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 at [email protected].

On this show, we talked about no fee ETFs, how companies can offer them and still remain profitable and the steps you should take to best understand if a particular investment is right for you with Todd Rosenbluth, Director of ETF/Mutual Fund research with CFRA.  Listen to learn how the trend of no fee ETFs will impact you and the entire financial industry! For the Difference Making Tip, scan ahead to 18:46! You can learn more about Todd at LinkedIn, CFRAResearch.com, Facebook, 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, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about modernizing 401(k)’s, effective plan design and what can be done to maximize participant success with Jeanne Fisher, CFP, CPFA and MBA, Senior Financial Advisor and Retirement Plan Advisor with ARGI Financial Group.  Listen to learn about the potential benefits of the Roth option inside your 401(k)! For the Difference Making Tip, scan ahead to 16:30. You can learn more about Jeanne at ArgiFinancialGroup.com, YouTube, 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 at [email protected].

On this show, we talked about how everyone has the ability to negotiate their rent, now to gather the appropriate data and how to approach the property owner or leasing agent with Justin Pogue, MBA, consultant and author.  Listen to learn a step by step process for negotiating your rent! For the Difference Making Tip, scan ahead to 19:47. You can learn more about Justin at RentalSecrets.net 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 at [email protected].

On this show, we talked about the structure of self directed IRA’s what you can invest in with them and what to watch out for with Terry White, President and CEO of SunWest Trust.  Listen to learn a step by step process for using an IRA to invest in real estate! For the Difference Making Tip, scan ahead to 18:03. You can learn more about Terry at SunWestTrust.com, Facebook, Twitter, YouTube 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 at [email protected].

On this show, we talked about the necessary elements of planning for teachers, evaluating investment choices and inspiring confidence with Breanna Reish CFP, Founder and Financial Planner at Wealth of Confidence.  Listen to learn the right questions to ask to ensure fee transparency! For the Difference Making Tip, scan ahead to 17:27. You can learn more about Breanna at WealthOfConfidence.com, Instagram,  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 at [email protected].

On this show, we talked about becoming a real estate investor, scaling a portfolio and the mindset necessary to successfully grow a great team with Tim Bratz, CEO of CLE Turnkey Real Estate.  Listen to learn how to get started investing in commercial real estate! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Tim at CommercialEmpire.com, 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 at [email protected].

On this show, we talked about strategic planning for business owners, why so few make it to a second or third generation and what can be done to change that trend with Justin Goodbread, CFP, CEPA, CVGA, Wealth Manager and owner of Heritage Investors.  Listen to learn the necessary steps for getting ready to successfully transition or sell your business! For the Difference Making Tip, scan ahead to 19:13. You can learn more about Justin at FinanciallySimple.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 at [email protected].

On this edition of the Book Club, Kimberly Foss, CFP, President and Founder of Empyrion Wealth Mgmt. Inc talked about her book “Wealthy by Design: A Five-Step Plan for Financial Security.”  Listen to learn about the habits she’s hoping to help people break, build as well as her advice to readers and what she’s hoping you’ll get out of the book! For a copy of Wealthy by Design, click HERE You can learn more about Kimberly at KimberlyFoss.com, Twitter and EmpyrionWealth.com. If you’d like to take part in the our discussion group, you can learn about it it here. You can also learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

On this show, we talked about buying real estate “on terms,” what it means and how to do it with Chris Prefontaine, 25 real estate veteran, coach, author, podcaster and investor.  Listen to learn how to buy real estate without using your own capital and without banks! For the Difference Making Tip, scan ahead to 16:57. You can learn more about Chris at SmartRealEstateCoach.com, YouTube Facebook and LinkedIn. For a free copy of his book, click 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 at [email protected].

On this show, we talked about what alternative investing is, how it’s changed over the past 15 years and how people can being investing with Eric Satz, Founder and CEO of Alto IRA.  Listen to learn about the various alternative investment opportunities available to the ordinary investor! For the Difference Making Tip, scan ahead to 18:47. You can learn more about Eric at AltoIRA.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 at [email protected].

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success! For the Difference Making Tip, scan ahead to 17:17. You can learn more about James at CPlanning.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 at [email protected].   Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Condolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian. 2019-72206 exp 01/21

On this show, we talked about the history of Medicare, the process for enrolling, when to start thinking about it and what to avoid with Joanne Giardini-Russell, Owner and Medicare guru at Boomer Health Group.  Listen to learn about the penalties for missing Medicare deadlines and how to avoid them! For the Difference Making Tip, scan ahead to 19:06. You can learn more about Joanne at BoomerHealthGroup.com, 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 at [email protected].

On this show, we talked about the role an effective advisor plays for their clients, how clients can best engage with their advisor and how best to think about the different aspects of your financial life with Bob Fragasso, Chairman and CEO of Fragasso Financial Advisors, author and industry veteran.  Listen to learn how being realistic factors into your overall financial success! For the Difference Making Tip, scan ahead to 18:25. You can learn more about Bob at FragassoAdvisors.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 at [email protected].

On this show, we talked about the opportunities and challenges facing the cannabis industry as well as it’s growth potential with Eric Clarke, Vice President of Inception REIT.  Listen to learn how to begin investing in the growing cannabis industry! For the Difference Making Tip, scan ahead to 20:07. You can learn more about Eric at InceptionREIT.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 at [email protected].