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LifeBlood
A Human Wellbeing and Flourishing podcast, featuring professionals and subject matter experts, released daily. Get Better, Live How You Want.
212: Philanthropy in Your Community with Phil Cubeta
On this show, we talked about being intentional with your philanthropic giving, identifying and crystalizing the communities with which you most identify with Phil Cubeta, CLU, CHFC, AEP, Masters in Financial Services and Chair in Philanthropy at the American College. Listen to learn some practical tactics for helping your kids to become more generous and giving!
For the Difference Making Tip, scan ahead to 20:38.
You can learn more about Phil at TheAmericanCollege.Edu, 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].
22:3119/02/2019
211: Commitment and Community with Kara Pérez
On this show, we talked about the role community and commitment play in personal financial success with Kara Pérez, Founder of Bravely, speaker, writer and podcast host of the Fairer Cents podcast. Listen to learn how to overcome feelings of isolation, shame and overall financial stress!
For the Difference Making Tip, scan ahead to 16:41.
You can learn more about Kara at BravelyGo.co, Twitter, Facebook, Instagram and LinkedIn.
Click Here for the Fairer Cents podcast.
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].
18:3318/02/2019
210: Alternative Investments with Craig Cecilio
On this show, we talked about how a change in regulations has allowed more Americans access to alternative investments and who these opportunities may be a good fit for with Craig Cecilio, Founder and CEO of Diversyfund, whose mission is to disrupt traditional asset investing and empower the average investor. Listen to learn how you can begin directly investing in alternative investments!
For the Difference Making Tip, scan ahead to 16:20.
You can learn more about Craig at Diversyfund.com, Twitter, 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 at [email protected].
18:0515/02/2019
209: Managing Debt with Jordan Goodman
On this show, we talked about how too many Americans are being crushed by debt and what can be practically done about it with Jordan Goodman, nationally recognized personal finance expert known as America’s Money Answers Man, author and frequent television contributor. Listen to learn 7 specific strategies for saving money!
For the Difference Making Tip, scan ahead to 18:32.
You can learn more about Jordan at MoneyAnswers.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].
20:2314/02/2019
208: Debt Elimination with Deacon Hayes
On this show, we talked about how a proper mindset is key to getting out of debt and how small actions can lead to big benefits with Deacon Hayes, President of Well Kept Wallet, speaker and author. Listen to learn what beliefs may be keeping you from getting out of debt!
For the Difference Making Tip, scan ahead to 16:46.
You can learn more about Deacon at WellKeptWallet.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].
17:5813/02/2019
207: Money and Perspective with Lorraine Ell
On this show, we talked about how our ever changing lives deserve and require that we consistently revisit our financial plan with Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters and Whiz Bangs. Listen to learn about how all of your life experiences help to form and shape how you handle your finances!
For the Difference Making Tip, scan ahead to 17:20.
You can learn more about Lorraine at BetterFinancialDecisions.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].
20:0612/02/2019
206: Embracing Fundamental and Technical Analysis with Andrew Thrasher
On this show, we talked about timing the market, key indicators to keep in mind and how to think about broad based indexes with Andrew Thrasher, CMT, Portfolio Manager at The Financial Enhancement Group and Founder of Thrasher Analytics. Listen to learn how you can get started developing your knowledge base and process for successful investing!
For the Difference Making Tip, scan ahead to 18:57.
You can learn more about Andrew at AThrasher.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.
20:4311/02/2019
205: Self-Banking with Mark Willis
On this show, we talked about the concept of becoming your own bank, the pro’s and con’s and who the program is a good fit for with Mark Willis, CFP, best selling author, Owner of Lake Growth Financial podcast host. Listen to learn about a method of building wealth and paying off debt you may not be familiar with!
For the Difference Making Tip, scan ahead to 20:42.
You can learn more about Mark at NotYourAverageFinancialPodcast.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.
22:4908/02/2019
204: What Makes a Good Investor with Dan Kern
On this show, we talked about how investing and the overall market has changed over the past 30 years, what the future holds for investing and how to be the best investor you can be with Dan Kern, CFA, 30 year investment industry veteran and Chief Investment Officer of TFC Financial Management. Listen to learn about the negative investor behaviors to avoid!
For the Difference Making Tip, scan ahead to 17:22.
You can learn more about Dan at TFCFinancial.com, LinkedIn and Facebook.
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.
19:1907/02/2019
203: Rules Based Investing with Hunter Irby
On this show, we talked about rules based investing, utilizing durable themes to improve investing outcomes and avoiding mistakes brought about by emotions with Hunter Irby, Principal and Chief Investment Officer of Tone Capital. Listen to learn about why and how process is an integral part of being a successful investor!
For the Difference Making Tip, scan ahead to 18:12.
You can learn more about Hunter at ToneCapital.com, 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.
25:1706/02/2019
202: Giving Purpose to Money with Morgen Rochard
On this show, we talked about the importance of breaking through the complexity of personal finance and financial planning and making it more simplified process with Morgen Rochard, CFP, CFA, Managing Member and Financial Planner at Origin Wealth Advisers and podcast host at Money Owners. Listen to learn about how you can be more deliberate in your thinking and feeling about money!
For the Difference Making Tip, scan ahead to 18:14.
You can learn more about Morgen at MoneyOwners.com, OriginWA.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].
19:4805/02/2019
201: Money and Contentment with Brian Portnoy
On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money. Listen to learn how to reconcile being happy with what you have and striving for more!
For the Difference Making Tip, scan ahead to 19:36.
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.
You can find a copy of Geometry of Wealth at Amazon.
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.
23:1104/02/2019
200: Monetizing You with Glenn Geller
On this show, we talked about an exciting new technology which allow anyone (doctors, coaches, chefs, trainers) to simply sell their expertise to anyone all over the world on their terms, with Glenn Geller, Technologist and CoFounder of Symposium. Listen to learn how this exciting new technology can allow you to immediately monetize your knowledge and skills!
For the Difference Making Tip, scan ahead to 17:20.
You can learn more about Glenn at Symposium.us, 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 by clicking here.
19:0901/02/2019
199: The Estate Planning Process with Dave Lenok
On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine. Listen to learn some practical steps to get the estate planning process started!
For the Difference Making Tip, scan ahead to 16:39.
You can learn more about Dave at WealthManagement.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 by clicking here.
18:5731/01/2019
198: Being a Better Benefits Consumer with Kassi O’Brien
On this show, we talked about the already high and ever increasing costs of healthcare and what individuals and families can do to manage and reduce their premiums with Kassi O’Brien, employee benefits champion, cost containment professional and consultant. Listen to learn about some tactics for keeping your benefits costs down!
For the Difference Making Tip, scan ahead to 16:52.
You can learn more about Kassi 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.
18:5030/01/2019
197: Sticking to the Formula with Buck Joffrey
On this show, we talked about the importance of breaking complex problems down to simple steps and how leverage can help you to become a more successful investor with Buck Joffrey, MD, entrepreneur, author, podcast host, investor and advisor. Listen to learn Buck’s formula for successful investing!
For the Difference Making Tip, scan ahead to 22:55.
You can learn more about Buck at WealthFormula.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.
25:4229/01/2019
196: Simplifying Investing with Rick Ferri
On this show, we talked about why an investor should endeavor to remove complexity from investing and move towards simplicity with Rick Ferri, CFA, CEO of Core 4 Investing, author and retired Marine. Listen to learn the four stages of investing and why you should be paying close attention!
For the Difference Making Tip, scan ahead to 20:41.
You can learn more about Rick at RickFerri.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.
21:5828/01/2019
195: Pro Bono Planning with Jon Dauphiné
On this show, we talked about how a comprehensive financial plan delivered by an objective advisor can help families to make the best possible money decisions while going through medical treatment with Jon Dauphiné, CEO of The Foundation For Financial Planning. Listen to learn about their pro bono financial planning resources available to families fighting cancer!
For the Difference Making Tip, scan ahead to 14:06.
You can learn more about Jon at FoundationForFinancialPlanning.Org, 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 by clicking here.
16:5125/01/2019
194: Knowing Your Financial Language with Tarra Jackson
On this show, we talked about how money conversations can be difficult as well as uncomfortable, which can cause us to put them off unless we have the right tools, with Tarra Jackson, international financial expert, author, tv/radio personality, speaker and founder of Madam Money. Listen to learn about the four financial languages and why it’s important to understand yours!
For the Difference Making Tip, scan ahead to 16:06.
You can learn more about Tarra at MadamMoney.com, LinkedIn, Facebook, 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, or contact George by clicking here.
17:3624/01/2019
193: Understanding Tax Reform with Kelly Erb
On this show, we talked about the major changes included in the recent tax reform bill, how to stay on top of them and how best to evaluate potential tax professionals with Kelly Erb, Managing Shareholder of the Erb Law Firm, Forbes columnist and author. Listen to learn where the opportunities for proactive tax planning are in 2019!
For the Difference Making Tip, scan ahead to 17:09.
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, or contact George by clicking here.
19:1923/01/2019
192: Becoming a Successful Trader with Steve Burns
On this show, we talked about the different approaches to trading, how to get started doing it and how technologies like AI, Machine Learning are impacting the world of trading with Steve Burns, a long time stock and options trader, author and founder of New Trader U. Listen to learn what it takes from a personality, behavioral and financial standpoint to be a successful trader!
For the Difference Making Tip, scan ahead to 16:48.
You can learn more about Steve at NewTraderU.com, LinkedIn, Facebook, 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, or contact George by clicking here.
19:0422/01/2019
191: First Generation Wealth with Rianka Dorsainvil
On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast. Listen to learn how to set up a system for successfully managing expectations when loaning money to family!
For the Difference Making Tip, scan ahead to 19:14.
You can learn more about Rianka at www.riankadorsainvil.com, LinkedIn, Facebook, 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, or contact George by clicking here.
20:3221/01/2019
190: Understanding Medicare with Danielle Roberts
On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor. Listen to learn the important deadlines to keep in mind and the penalties for missing them!
For the Difference Making Tip, scan ahead to 19:16.
You can learn more about Danielle at BoomerBenefits.com, LinkedIn, Facebook, 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, or contact George by clicking here.
21:3818/01/2019
189: Life Insurance Policy Settlements with Barry Flagg
On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, GFS® and President of Veralytic . Listen to learn how to determine if you can and should sell a life insurance policy!
For the Difference Making Tip, scan ahead to 18:43.
You can learn more about Barry at Veralytic.com, LinkedIn, 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 by clicking here.
22:0617/01/2019
188: Maximizing Your 401(k) with Aaron Pottichen
On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor. Listen to learn how you can get the most out of your 401(k) and your employee benefit program!
For the Difference Making Tip, scan ahead to 16:24.
You can learn more about Aaron at 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, or contact George by clicking here.
19:1016/01/2019
187: The Fallacy of Buy and Hold with Lance Roberts
On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful investor in today’s market with Lance Roberts, Editor in Chief of RealInvestmentAdvice.com, host of the Real Investment Show, Lance Roberts show, Chief Investment Strategist and Economist at Clarity Financial and financial industry veteran. Listen to learn why buy and hold doesn’t work for many ordinary investors and some alternatives to consider!
For the Difference Making Tip, scan ahead to 18:12.
You can learn more about Lance at RealInvestmentAdvice.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 by clicking here.
20:2815/01/2019