197: Navigating Transitions with Adam Cox

197: Navigating Transitions with Adam Cox

We focused on navigating life’s transitions, the importance of tax planning, the psychological challenges associated with selling a business and moving into retirement, and the role values play in effective planning, with Adam Cox, Wealth Management Executive with Prairie View Wealth Partners.   Listen to hear a difference-making tip on how to find peace of mind! You can learn more about Adam at PrarieViewWP.com [https://www.prairieviewwp.com/], and LinkedIn [https://www.linkedin.com/in/adamcoxwealthmanagement/]. 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/ [https://www.mymeaningfulfew.com/]  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow [https://ratethispodcast.com/alignedmoneyshow]  Learn more and engage at MoneyAlignmentAcademy.com [https://moneyalignmentacademy.com/], Twitter [https://twitter.com/glgrombacher], LinkedIn [https://www.linkedin.com/in/georgegrombacher/], Instagram [https://www.instagram.com/lifeblood.live/], YouTube [https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA] and Facebook [https://www.facebook.com/george.grombacher].  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood [https://www.buymeacoffee.com/lifeblood] Have George G speak https://moneyalignmentacademy.com/speaking/ [https://moneyalignmentacademy.com/speaking/]  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ [https://moneyalignmentacademy.com/]  Find George G’s books here https://amzn.to/3R2gIhH [https://amzn.to/3R2gIhH]  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

195: Owning Your Finances with Gretchen Meyer

We focused on owning your finances, the philosophy of abundance versus mere asset accumulation, the importance of personal agency, a goal-based approach to financial planning and the reality that true financial security cannot be found through others, but must be built by individuals, with Gretchen Meyer, Private Wealth Advisor with Pachira Wealth Management.   Listen to hear a difference-making tip on the value of partnership in financial success! You can learn more about Gretchen at PachiraWealthManagement.com [https://www.pachirawealthmanagement.com/], Instagram [https://www.instagram.com/pachirawealthmanagement], Facebook [https://www.facebook.com/pachirawealthmanagement/#], and LinkedIn [https://www.linkedin.com/in/gretchen-meyer/]. 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/ [https://www.mymeaningfulfew.com/]  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow [https://ratethispodcast.com/alignedmoneyshow]  Learn more and engage at MoneyAlignmentAcademy.com [https://moneyalignmentacademy.com/], Twitter [https://twitter.com/glgrombacher], LinkedIn [https://www.linkedin.com/in/georgegrombacher/], Instagram [https://www.instagram.com/lifeblood.live/], YouTube [https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA] and Facebook [https://www.facebook.com/george.grombacher].  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood [https://www.buymeacoffee.com/lifeblood] Have George G speak https://moneyalignmentacademy.com/speaking/ [https://moneyalignmentacademy.com/speaking/]  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ [https://moneyalignmentacademy.com/]  Find George G’s books here https://amzn.to/3R2gIhH [https://amzn.to/3R2gIhH]  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

194: Financial Peace of Mind with Connor Sung

We focused on finding financial peace of mind, cutting through the noise and overload of information, thinking about money as a tool versus the destination, and the value of financial advice in the age of AI, with Connor Sung, Director, Financial Planning at eMoney Advisor.      Listen to hear a difference-making tip on the value of simplifying financial matters! You can learn more about Connor at EMoneyAdvisor.com [https://emoneyadvisor.com/], X [https://x.com/eMoneyAdvisor], Facebook [https://www.facebook.com/eMoneyAdvisor/], and LinkedIn [https://www.linkedin.com/in/ben-carlson-cfa-97661244/]. 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/ [https://www.mymeaningfulfew.com/]  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow [https://ratethispodcast.com/alignedmoneyshow]  Learn more and engage at MoneyAlignmentAcademy.com [https://moneyalignmentacademy.com/], Twitter [https://twitter.com/glgrombacher], LinkedIn [https://www.linkedin.com/in/georgegrombacher/], Instagram [https://www.instagram.com/lifeblood.live/], YouTube [https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA] and Facebook [https://www.facebook.com/george.grombacher].  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood [https://www.buymeacoffee.com/lifeblood] Have George G speak https://moneyalignmentacademy.com/speaking/ [https://moneyalignmentacademy.com/speaking/]  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ [https://moneyalignmentacademy.com/]  Find George G’s books here https://amzn.to/3R2gIhH [https://amzn.to/3R2gIhH]  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

193: Risk and Reward with Ben Carlson

We focused on exploring the behavioral and emotional dimensions of investing, personal risk profile frameworks, investment decision-making trade-offs, and the importance of simplicity in financial planning., with Ben Carlson, CFA, and Director of Institutional Asset Management at Ritholtz Wealth Management.      Listen to hear a difference-making tip on the simplicity in your finances! You can learn more about Ben at AWealthOfCommonSense.com [https://awealthofcommonsense.com/], X [https://x.com/awealthofcs], Instagram [https://www.instagram.com/financialfootwork/], and LinkedIn [https://www.linkedin.com/in/ben-carlson-cfa-97661244/]. Get your copy of Risk and Reward here: https://amzn.to/4vitXOo [https://amzn.to/4vitXOo]  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/ [https://www.mymeaningfulfew.com/]  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow [https://ratethispodcast.com/alignedmoneyshow]  Learn more and engage at MoneyAlignmentAcademy.com [https://moneyalignmentacademy.com/], Twitter [https://twitter.com/glgrombacher], LinkedIn [https://www.linkedin.com/in/georgegrombacher/], Instagram [https://www.instagram.com/lifeblood.live/], YouTube [https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA] and Facebook [https://www.facebook.com/george.grombacher].  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood [https://www.buymeacoffee.com/lifeblood] Have George G speak https://moneyalignmentacademy.com/speaking/ [https://moneyalignmentacademy.com/speaking/]  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ [https://moneyalignmentacademy.com/]  Find George G’s books here https://amzn.to/3R2gIhH [https://amzn.to/3R2gIhH]  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

192: Financial Authenticity with Hillary Seiler

We focused on the financial authenticity, the importance of the income-expense gap in building wealth, personalized budgeting strategies, and the unique financial challenges of professional athletes, with Hillary “Coach Hill” Seiler, money coach for professional athletes, and corporate wellness expert.      Listen to hear a difference-making tip on the importance of working with professionals you trust! You can learn more about Hillary at FinancialFootwork.com [https://financialfootwork.com/], X [https://x.com/FinancialFTwork], Instagram [https://www.instagram.com/financialfootwork/], and LinkedIn [https://www.linkedin.com/in/hillaryseiler/]. 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/ [https://www.mymeaningfulfew.com/]  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow [https://ratethispodcast.com/alignedmoneyshow]  Learn more and engage at MoneyAlignmentAcademy.com [https://moneyalignmentacademy.com/], Twitter [https://twitter.com/glgrombacher], LinkedIn [https://www.linkedin.com/in/georgegrombacher/], Instagram [https://www.instagram.com/lifeblood.live/], YouTube [https://www.youtube.com/channel/UC1wAuE8eULqlOGHt9tdPYrA] and Facebook [https://www.facebook.com/george.grombacher].  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood [https://www.buymeacoffee.com/lifeblood] Have George G speak https://moneyalignmentacademy.com/speaking/ [https://moneyalignmentacademy.com/speaking/]  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentacademy.com/ [https://moneyalignmentacademy.com/]  Find George G’s books here https://amzn.to/3R2gIhH [https://amzn.to/3R2gIhH]  The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.