Get Ready: Before Life Happens Podcast

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about changing the way we think about money and women. In this episode we discussed: We have to enable women to do it their way. It’s okay to talk about money, we need to have conversations about money.  It’s important to take agency...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Cary Carbonaro, financial advisor, speaker, author and female advocate about changing the way we think about women and wealth. In this episode we discussed: Women can do money.  How women can feel comfortable with money. Why are there so few women in financial services (only 24% of CFP’s are women). Women should lo...

Send us Fan Mail On this episode of The Get Ready Money Podcast, Michael Gandara, the Founder of Nurse Michael Travels joined me to talk about changing the way we think about money and unlocking opportunities with travel reward cards. In this episode we discussed: Be intentional with your actions and your money.  Smart strategies help unlock opportunities. How do travel reward credit cards work. ...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Dr. Preston Cherry, financial harmony expert, educator, and author about changing the way we think about money and finding balance.  In this episode we discussed: Give yourself permission to prosper. Is your life design aligned with your money? All financial plans are life plans. We are all unique with our visions of suc...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Tokiso “TKay” Nthebe author, speaker and podcast host about changing the way we think about money and changing the script on our relationship with money.  In this episode we discussed: It’s important to forgive yourself for your money mistakes. Financial well -being is 80 % behavior and 20 % knowledge. Financial advice i...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream team.  In this episode we discussed: How to build your financial dream team. What is a financial dream team and how can it help you? How advisors can start to feel comfortable with collaborating. Going beyond your expertise can cost yo...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation.  In this episode we discussed: Why life insurance agents struggle to succeed. The compensation structure is at the heart of the issue and needs to be revamped.  Very few agents are taugh...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Bryan Jepson, Author, Financial Advisor and Emergency Medicine Physician about changing the way we think about special needs planning. In this episode we discussed: How a Chartered Special Needs Consultant can help clients who have family members with special needs.  How an ABLE Account can help with Special Needs Planni...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with David Gatchell, Author and Financial Literacy Advocate about changing the way we think about money and financial empowerment. In this episode we discussed: Everyone can be financially literate. We need to quantify our goals, otherwise it’s a dream. Our money habits reflect our life experiences. Are you showing your wealt...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Author, Podcaster and Founder of Crush Your Money Goals about changing the way we think about money, health and financial independence.  In this episode we discussed: Retirement means prioritizing your peace. We all deserve financial independence and have free choice.  Curate your money, know what you hav...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, Charlene Cong guest hosted and we spoke about changing the way we think about whole life insurance.  In this episode we discussed: Why whole life insurance is not an investment. Common misunderstandings when people purchase whole life insurance. Whole life insurance is a long term insurance contract that is illiquid with high s...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Chad Holmes, Author and Owner of Formula Wealth about changing the way we think about money and creating an inheritance playbook. In this episode we discussed: Proactively planning together with the next generation maximizes financial legacies (include all generations). Pay attention to your clients - ask them what...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Shannah Game, CFP, author, podcaster and money wellness expert about changing the way we think about money and her book “Unraveling Your Relationship With Money”.  Key takeaways: There isn’t a perfect way to do money.  Your self worth does not equal your net worth. Create a mindful spending plan with real data.  Grant yo...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Odonoo Idersaikhan, Founder of Your Financial Guide about changing the way we think about money and believing in ourselves.  In this episode we discussed: Believe that you deserve success. Money is for everyone, not just for rich people Be compassionate with yourself. Money is a tool to have a good life, whatever that me...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Prisca Benson, Founder and CEO of Our Green Life about changing the way we think about money and how we can all achieve financial freedom. In this episode we discussed: Be intentional with your money - and set your limits.   Financial success is achievable for everyone, we can all get there. Health and wealth go together...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big.  In this episode we discussed: It takes courage to make big changes like taking a sabbatical or starting a business.  Women are more intentional and tend to think longer term. You s...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Nate Hoskin, Founder of Hoskin Capital and Co-Founder of N2 Content Marketing about changing the way we think about money and sharing our knowledge. In this episode we discussed: Ask your audience what they want to know. Establish yourself as a source of trust, most people don’t know what you know.  Basic financial infor...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Chris Heye, Founder of Whealthcare Planning and Whealthcare Solutions about changing the way we think about money and health.  In this episode we discussed: You can’t separate great health from wealth. Why it’s important to have productive conversations on health related events. Have conversations with other family...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Robin Growley, Managing Director, Head of Consumer Deposits at Bank of America about changing the way we think about money and savings.  Key take-aways:  What is America Saves Week. Pay yourself first and automate your savings.  Why you should break down big goals into smaller goals.  Align your finances to your values &...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Kathleen Kingsbury, author, podcaster and founder of KBK Wealth Connection about changing the way we think about money and Breaking Money Silence. In this episode we discussed: It’s okay to talk about the emotions of money.  Advisors should be genuinely curious about your clients.  Curiosity helps you gain a mutual under...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Farnoosh Torabi, Author and Podcaster about changing the way we think about money and taxes, Key Takeaways:  Know that you don't have to go it alone.  See fear as a signal to get moving.  Asking for help is an act of intelligence. Taxes don’t need to be complicated.  We all have the ability to handle our taxes. How...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Scott Carson, President of We Close Notes and Host of The Note Closers Podcast about changing the way we think about money and investing in debt. Key Takeaways: Always get qualified expertise. Tips and resources if you’re struggling with debt. How buying a note works. The importance of compound interest, the rule o...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Tanya Taylor, author, TedX speaker and Founder of Grow Your Wealth about changing the way we think about money and growing your wealth. In this episode we discussed: Dreams to Disability. Every woman can take control of their money. Don’t be fearful. Why we need to shift our mind completely about our money stories. Align...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Misty Lynch, CEO of Sound View Advisors, podcast and reality tv show host about changing the way we think about our relationship with money, In this episode we discussed: Be accepting of the way things are.  Don’t let labels hold you back, it’s important to not think of things as good or bad.  Question your beliefs.  Cou...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Anthony Delauney, author and financial dadvisor about changing the way we think about money and helping kids become financially literate.  In this episode we discussed: The number one reason that people don’t achieve their goals is fear of judgment. Help your kids form their own opinion. Let your kids make the choi...