Get Ready: Before Life Happens Podcast

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Natasha Bonsu, financial wellbeing advocate, about how lived experience and open conversations can reshape how we approach money—for ourselves and the next generation. Natasha shares insights on the importance of financial wellbeing, especially in protecting vulnerable and at-risk individuals, and why we must normalize...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Paul Deloughery—author, estate planning and probate litigation attorney—about why effective estate planning is about more than just the documents. We explore how family dynamics, communication, and values play a critical role in whether a plan succeeds—or fails. Paul offers a fresh perspective for advisors, advocates, an...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Hillary Gale , finance marketing strategist and host of The Finance Marketing Podcast , about how authenticity and storytelling build stronger relationships.  This episode offers a fresh take on how showing up as yourself can be your greatest asset.  Key Takeaways:  What it really means to have a personal brand.  Why au...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Drew Shockley , Co-Founder of Move Health , about how integrating health care planning into financial conversations can unlock new opportunities—including early retirement. 💡 Key Takeaways: Health care planning should be a core part of every financial plan . Unlock early retirement with health care planning.    Underst...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships. Key takeaways: Relationships matter. People connect with personal journeys. Increase your productivity by removing distracting decisions.  You can talk about yourself without bragging about your...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Paul Ryan , founder of Credit Score Experts and author of "Raise or Repair & Retain A Great Credit Score". We explored how to take control of your credit profile—and why it matters. Key Takeaways: Consider a credit freeze to protect yourself from identity theft and unauthorized access. Stay proactive —revi...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, about how our mindset drives the way we talk—and think—about money. We explored how money mindset isn’t just about beliefs, but the deep emotions and experiences tied to our financial lives. Whether you're a financial advisor or someone looki...

Send us Fan Mail In this episode, I’m joined by Nick Batchelder, author of Crush Your 20’s , to talk about empowering students and young adults to take control of their financial future.  Conversation Highlights: The biggest financial challenges facing students Students should be aware of the credit card trap Build the habit of saving money consistently  Things get easier the more you do them Take...

Send us Fan Mail In this episode, I spoke with Bernadette Joy, author, podcast and financial fluency advocate about why financial fluency—not just literacy—is the next evolution in how we talk about money. Bernadette shares how fluency empowers individuals to take control of their financial lives, ask better questions, and challenge outdated systems. Key Takeaways: Financial education should be sh...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world.  In this episode we discussed: Why financial literacy is a global issue. Financial literacy is a journey, not a destination.  We need to incorporate our value with our money.  Teaching your kids to be responsible, independent and...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with Allie Zendrian , Founder of AtoZ Communications and host of the Brand Stories Podcast , about how the power of storytelling can transform the way we talk about money. We explored how authentic stories and intentional communication can help shift the conversation around financial literacy—making it more relatable, engagi...

Send us Fan Mail On this episode of The Get Ready Money Podcast , I spoke with John Lanza , Chief Mammal of The Art of Allowance Project , about raising financially capable kids and how allowance can be a practical tool for building lifelong money skills. 💡 Key Takeaways: Keep it simple —financial literacy for kids doesn’t have to be complicated. An allowance is a learning tool —it's a hands...

Send us Fan Mail In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving.  💡 Conversation Highlights:What is a Donor Advised Fund?  The benefits and key considerations of using a DAF. How DAFs can encourage multi-generational giving. Charitable giving isn’...

Send us Fan Mail In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future. We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can build empathy, bridge generations, and spark meani...

Send us Fan Mail In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy.  We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations.  Key takeaways The changing face of philanthropy: How generational shifts are creating new opportunities and challenges. Why family dynami...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate.  Walt and I dive into the hidden epidemic of elder financial abuse, how it often strikes close to home, and the critical role financial institutions and families play in stopping it. We also explore practical strategies for protecting our aging loved ones...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial Services and at Veralytic about changing the way we think about money and life insurance policy analysis. Key takeaways: How independent benchmarks can help. Why life insurance policies are complex.  How advisors can get started analyzing a life insurance policy. Why this...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Stevyn Guinnip, Author, Speaker and Founder of Grow Wellthy about changing the way we think about money and growing wellthy. Key takeaways: Financial wellness and physical wellness are interrelated. The difference between lifespan and healthspan.  How do you lengthen your healthspan and reduce your sick span. The number...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Diana Kahn, attorney, speaker and coach about changing the way we think about money and generational wealth. Key takeaways: How generational wealth builds opportunities for your children Wealth preservation is important for everyone Working to preserve generational wealth is also putting in a blueprint of worst cas...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, Author and Educator about changing the way we think about widows, legacy and refirement.  Key Takeaways:  Retirement is outdated, we need to re-define as refirement.   Refirement means finding fulfillment (meaning and purpose).  Rethink aging as a positive experience.   Financial planning is everyone, not...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Dennis Harhalakis, Founder of Cambridge Money Coaching about changing the way we think about money and our behaviors.  In this episode we discussed: Create a positive story of how you can live. Overcoming the fear of scarcity.  The benefits of healing your money trauma. Every financial behavior makes perfect sense when y...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Sumedha Rai, an AI strategist, thought leader and data scientist about changing the way we think about money, AI and financial fraud protection. How AI is changing the world of money. AI can help reduce fraud by identifying patterns.  How a human financial planner adds value through their creativity. AI can supplement th...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education. In this episode we discussed: How psychology applies to financial planning.  There are the same number of financial planners today as there was 10 years ago. How education accelerate...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Jessica Moorhouse, author, money expert and podcast host about changing the way we think about money and happiness. In this episode we discussed: How money and happiness are interrelated. Personal finance isn’t just about the money, it’s about the story.  Everyone can be good with money.  Things happen when they’re suppo...