Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins

Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers. 

We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Rebecca Wiggins

Rebecca Wiggins is the Executive Director of the Association for Financial Counseling and Planning Education® (AFCPE®) where she leads the professional membership and certification organization for the field of financial counseling and education and provides an annual research and training symposium for field professionals. She is a hands-on executive with over 15 years of experience in nonprofit organizational management. As a respected leader, she has built motivated staff teams with strategic vision and diligence, while optimizing operational efficiencies and creative opportunities. 

Ms. Wiggins holds a Masters of Family Financial Planning and a Masters in Business Administration. She is deeply committed to AFCPE’s mission and focused efforts to build, support and ensure the integrity of the Personal Finance profession and improve the economic well-being of all individuals and families worldwide.

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Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting

This week we discuss how to think about budgeting when you don't want to think about budgeting. 

This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode.

Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Nick True

Nick True is a married twenty-something from Tennessee and father to four fur-children. Through their YouTube channel and podcast, Nick & his wife Hanna write and speak about personal finance, budgeting, and Slow-FI, all while traveling full-time in a 27ft Airstream. Nick is passionate about teaching people to enjoy their money now, while also saving and investing for the future. 

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Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia

The stock market is approaching all time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff It was below 4%. What am I missing???

How should an investor invest in this market? 

Buy and hold, DCA, market timing, or another secret strategy...

We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update.

types of wealth management firms


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

The History of Money Interview With John Sneisen

Have you ever wondered why there is such a large wealth gap in the US?

Do you know why the middle class is disappearing?

Have you thought about why our financial system is so unstable?

You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show.

history of money


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  John Sneisen

John is a Best-Selling Author of two books: The End of Freedom: How Our Monetary System Enslaves Us(2014), a world bestseller in the category of Financial Risk Management. Canada, The Greatest Economy In The World? (2015) Which has been a Canadian bestseller in many categories, including Economics, Finance, Macroeconomics and Financial Risk Management. The End of Freedom is an overview over 3000 years of history of money and how monetary pattern repeats themselves throughout history and how to mitigate the hit of these risks. Canada, The Greatest Economy In The World? is a book that takes a grand view of the Canadian Economy and points out the many dangers lurking in the Economic dark that most politicians and economists are not aware of or ignorant of.

 

John is an international speaker. He has spoken in 6 countries on three topics in two languages. John is working closely with world best-selling author G. Edward Griffin as a Leadership Council member of Freedom Force International. John has been interviewed and featured on various Alternative Media and Mainstream Media CBC, BBC, CTV and Citytv. He has written 100's of articles, and some have been featured in InvestitIn, Billionaire Chronicle and The Dollar Vigilante Newsletters. He has also advised two Blockchains Companies, one in the Real Estate sector and one in the Ratings and Review sector.

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Smart Beta vs Dumb Beta … Which is Better? A Discussion About ETFs

Is your ETF employing the best strategies for this market?

This week we discuss ETFs and why you should consider them for your portfolio.

We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out indexing, quant strategies, gold, and more. 


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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Will Rhind

Will Rhind is the Founder and CEO of GraniteShares, a New York City-based ETF issuer that seeks to launch innovative and disruptive investments. Will is an established ETF entrepreneur with more than 20 years of experience in the industry. Prior to founding GraniteShares, he served as the CEO of the world's largest gold ETF owned by the World Gold Council. He was also a senior executive at ETF Securities from 2007 to 2013 as well as a principal at iShares and one of the original team members in Europe.

Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City.”

Will's Online Presence:


Today's Panelists

Social Security Benefits: What You Need To Know About Maximizing Your Benefits

Are you trying to maximize your social security benefits? 

Confused by the complexity of when to apply?

Looking for someone to make it easy?

This week we interview a social security expert, Devin Carroll about the best practices, helpful tips and tools you can use to optimize your social security benefits.


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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

The 5 F’s of Financial Fraud

The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and more.

The best part about this episode is literally the day we recorded it I got an email that hit all 5 Fs on their first outreach. It was priceless. Most frauds are easy to spot to the trained eye and the diligent investor.

This special episode is the start of a series we are doing on financial fraud.

This is a must listen episode...


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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Stan Haithcock

Stan The Annuity Man is America’s top independent agent & annuity educator.  He is licensed in all 50 states, has published 7 books on the subject, and has written over 400 articles on the controversial annuity topic.  Known as “the walking middle finger of annuity truth”, Stan only focuses on the contractually guaranteed transfer of risk benefits that annuities can provide.  He has offices in Ponte Vedra Beach & Las Vegas, and has over 3 decades of experience in the financial services industry.

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Today's Panelists

Are Generation 4 Nuclear Reactors The Holy Grail of Energy? Mark Schneider Explains What We Don’t Know About This Secret Trend

This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors 

Think about all the problems you think you know about nuclear energy... Those are all solved with generation 4 nuclear reactors. 

This week we talk with the leading expert in nuclear energy who has the ear of both political parties. Big changes are afoot. Find out how you can participate in the trend.


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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Mark Schneider

Mark Schneider is a nuclear futurist and a leading expert in emerging Gen IV Nuclear. He has a Bachelors Degree in Nuclear Engineering Technology and has spent 20 years working with advanced, small-scale reactors within the US Naval Nuclear Power Program.

Mark dedicates himself to educating the public about the implications of Gen IV nuclear technology. 

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Today's Panelists

The Wealthy Gardner Interview with John Soforic

Looking to create $20,000 a month in passive income?

We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a strong passive cash flow, retired at 49 years old and why he has decided to teach others his secrets.


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Listen on
Apple Podcasts​​​​
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  John Soforic

John Soforic (so-4-ic) achieved financial freedom at 49, retired and then wrote a book for his son called The Wealthy Gardener: Lessons on Prosperity between Father and Son. The book sold 50,000 copies in its first year, became an Amazon bestseller, was translated into three foreign languages, and was recently bought by Penguin.

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Today's Panelists

Learn How Your Company’s Financial Wellness and 401k Plan Can Make Your Life Better

Does your employer love you? 

Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most employers don't have them. Want to know why?

This week we discuss financial wellness plans, 401k plans, and George's podcast, Money Savage. This is a great interview with one of the industry's famous podcast hosts.


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Listen on
Apple Podcasts​​​​
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Stitcher Radio

Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  George Grombacher

I'm a former Division 1 scholarship athlete in tennis.  I serve on the Foundation Board for Goodwill of Central and Northern Arizona, the Phoenix Police Department's Citizen Review Board and I'm the President of the Phoenix Alumni Chapter of Sigma Chi. 

I'm the President of Financial Consulting Professionals and the Founder and Chief Community Officer of Money Alignment Academy. 

I've been named to Investopedia's list of the Top 100 Most Influential Financial Advisors.  

I'm the host of the Money Savage podcast and the cohost of the Figure it Out podcast.  

Emilie is my wife and James and Jack are my boys.

George Online Presence:


Today's Panelists