Aligned Money Show

191: The Enlightened Bottom Line with Jenna Nicholas

We focused on the intersection of spirituality, business, and investing,  socially responsible investing, the philosophy of enoughness, seven generations thinking, and how individuals can align their daily financial decisions with their personal values, with Jenna Nicholas, Investor, Entrepreneur, Speaker, Coach, and Author.      Listen to hear a difference-making tip on the necessity of taking the first step in the direction of what you want! You can learn more about Jenna at Jenna-Nicholas.com [https://www.jenna-nicholas.com/], X [https://x.com/ricksondsouza], Facebook [https://www.facebook.com/rickson.j.dsouza], Instagram [https://www.instagram.com/ricksonjdsouza], and LinkedIn [https://www.linkedin.com/in/jennanicholas/]. Get your copy of The Enlightened Bottom Line here:  https://amzn.to/4nCJdme [https://amzn.to/4nCJdme]  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.

190: Legacy On the Line with Andrea Lustig

We focused on the importance of proactive wealth transfer planning, overcoming financial blind spots, aligning actions with values to build and communicate a lasting legacy, and how to get started, with Andrea Lustig, Financial Advisor and Author.      Listen to hear a difference-making tip on how to find the right team of advisors! You can learn more about Andrea at FischerStralem.com [https://fischerstralem.com/], and LinkedIn [https://www.linkedin.com/in/andrea-baumann-lustig-9b76b01/]. Get your copy of Legacy on the Line here:  https://amzn.to/4eLWFSp [https://amzn.to/4eLWFSp]  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.

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 Rickson Dsouza, Life Insurance Specialist.      Listen to hear a difference-making tip on how to regain control of your life! You can learn more about Rickson at RicksonDsouza.com [https://ricksondsouza.com/], X [https://x.com/ricksondsouza], Facebook [https://www.facebook.com/rickson.j.dsouza], Instagram [https://www.instagram.com/ricksonjdsouza], and LinkedIn [https://www.linkedin.com/in/ricksondsouza/]. Get your copy of Take Control here:  https://amzn.to/4eXyNuR [https://amzn.to/4eXyNuR]  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.

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, with Leonard Golub, President of New Capital Management.      Listen to hear a difference-making tip on staying humble with money! You can learn more about Leonard at NewCapitalMGMT.com [https://www.newcapitalmgmt.com/], and LinkedIn [https://www.linkedin.com/in/leonard-golub-a233b513/]. 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.

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 planning opportunities, and how to get started, with Sai Dhanak, Founder and CEO of Deduction.com [http://Deduction.com].      Listen to hear a difference-making tip on the value and impact of the new Trump accounts! You can learn more about Sai at Deduction.com [https://deduction.com/], X [https://x.com/SaiDhanak], and LinkedIn [https://www.linkedin.com/in/saayuj/]. George’s newest book is available! Get your copy of The Meaningful Few here:  https://amzn.to/4qA26X9 [https://amzn.to/4qA26X9]  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.