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.

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, X, and LinkedIn.

George’s newest book is available! Get your copy of The Meaningful Few here:
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/

Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

What makes a great user experience, and why do most professionals get it wrong?

In this episode, we explore why people don’t experience your intentions, they experience your systems. From Disney World to Apple to everyday professional relationships, the common thread isn’t effort, it’s design.

We break down the core elements of a meaningful client experience, why inconsistency erodes trust faster than incompetence, and how your experience exists whether you’ve designed it or not.

If you work with clients, customers, or people, this episode is for you.

Learn more here:
https://www.mymeaningfulfew.com/products/courses/Meaningfuladvisorcourse

George’s newest book is available! Get your copy of The Meaningful Few here:
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/

Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026..

We focused on how to break down your retirement and personal finances into digestible parts, getting people engaged in their finances, talking with loved ones about money, and how to get started, with Jamie Hopkins, CEO of Bryn Mawr Trust.

Listen to hear a difference-making tip on the value of mentorship!

You can learn more about Jamie at BMT.com, X, and LinkedIn.

Get your copy of Your Retirement Sketchbook here:
https://amzn.to/4tDPBMA

George’s newest book is available! Get your copy of The Meaningful Few here:
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/

Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amzn.to/3R2gIhH
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026..