Get Ready: Before Life Happens Podcast

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement.  In this episode we discussed: Why FIAT is essential for the future of civilization. Imagine if we lived in a trustworthy world.  A great first step is to reflect and listen more.  How we can integrate FIAT into our...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I was joined by Joe Saul-Sehy, Katherine Pomerantz and Rhianna Basore to talk about applying the principles of improv to money by saying yes, and to money.  Here’s what we each think we know and then discussed:  Life is improv.  Find your voice. Everyone wants you to win.  Leaning into play and joy will always make it better - Rhiann...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Christine Luken, Founder of the Financial Dignity Movement and the Wealthy Woman Book Club about changing the way we think about money and financial dignity. In this episode we discussed: You are responsible for your own personal finances, not anyone else’s.  Money is about more than the numbers, it is emotional. Y...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Tindall, CPA and host of the Financial Advisors Want to Know Podcast about changing the way we think about money and proactive tax planning. In this episode we discussed: Address the fear of tax planning by shining a light on it.  Why you should learn how to read your own tax return and learn what’s going...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education at Carefull; Pam Ostrowski, Dementia Caregiving Speaker, Consultant and Author; and Ruschelle Khanna, author and fractional learning officer to talk about Mom and Dad, What’s the Plan?  Here are some key insights:  Conversations need to happen sooner, rather than la...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I was joined by Luke Rother, the Managing Partner at Yetworth Collaborative to talk about busting the top 10 life insurance myths and what advisors need to know. Here are the myths we busted:  Life insurance is only for people who are working/ people who have kids. Life insurance is too expensive. I have health issues, so I can’t get...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Derrick Kinney, author of Good Money Revolution and Founder of Success for Advisors about changing the way we think about money and adding meaning to our money. In this episode we discussed: Live a day of meaning every single day of your life. Ask yourself what it is that you want? Anybody can be good with money. ...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Stina Borth, founder and CEO of Keymaker Services about changing the way we think about money and neurodiversity. In this episode we discussed: Money provides access and opportunities.  Defining the impact of executive functioning on money. Why advisors need to slow down and simplify for their clients. A look at educatio...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Founder of The Bookkeeping Artist and Creator of the Money Storyteller Method™  about changing the way we think about money and writing your future money story.  In this episode we discussed: The importance of understanding your money story.  Why you should reflect on your money decisions.  Mon...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze ’n’ Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters. In this episode we discussed: Why long term care planning is an essential part of financial planning.  How advisors can start to have con...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I spoke with Chris Vermeulen, founder and Chief Investment Officer of The Technical Traders about changing the way we think about money and asset revesting. In this episode we discussed: Success is about bringing in experiences from different areas. The importance of having a plan, systems, processes and checklist.  The power of star...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Jedidiah Collins, author, Founder and CEO of Money Vehicle about changing the way we think about money and why it’s a vehicle for our financial journey. In this episode we discussed: Why education without action fails.  What is a CFP?  Stop worrying about the world sees in you, think about what you see in yourself....

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Cara Macksoud, CEO of Money Habitudes about changing the way we think about money and financial behavior. In this episode we discussed: Maximizing your joy with you what you to have. Money decisions under pressure can be more expensive. Take the time to commit to learning something about money.  Have money conversa...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with George Kinder, author and the Father of Life Planning about changing the way we think about money and why your life is yours.  In this episode we discussed: Live the life that means the most to you.  Your life is yours.  Each moment is yours.   Think about money in terms of your passions. Listen to who your clients...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back into personal finance .  Here are some take-away...

Send us Fan Mail Discover the transformative power of rethinking wealth as we welcome Tess Fessler, the brilliant mind behind Equetica, to our podcast. Tess takes us on a journey from the turbulent 60s and 70s of New Jersey to the intricacies of modern economic systems. We promise you'll walk away with a fresh perspective on how economic opportunities shape wealth distribution, echoing age-ol...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Zach Whelchel, founder at MyBudgetCoach about changing the way we think about money and intentional budgeting. In this episode we discussed: Be intentional with your money (and your spending). Why budgeting is the foundation of a sound financial plan.  Allocate your money to your values. Why budgeting is for everyo...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Karen Holland, Founder of Gifting Sense about teaching our kids to think before they buy.  In this episode we discussed: How the DIMS (does it make sense) score helps kids (and adults) make well-informed decisions before spending money. Basic financial literacy is a human right. Our money personality is relatively...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy.  In this episode we discussed: Simplicity wins with money.  Why a long term mindset and consistency are critical for success. Investing is for everyone, not just for the rich....

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Julie Murphy, Author, Speaker and President of JMC Wealth Management about changing the way we think about financial healing. In this episode we discussed: The best investment you can make is in your health.  Be authentically yourself.  Why you should align your linear brain with your emotional brain.  The importan...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Carolina Perez Sanz, author and advocate for helping people overcome under earning about changing the way we think about money and busting money ghosts. In this episode we discussed: Personal power is what allows you to trust yourself. Money ghosts are behaviors that under-earners show. Ask for what you’re worth. ...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Brad Klontz, author and financial psychologist and Adrian Brambila, internet entrepreneur about changing the way we think about money and living a life of abundance.  In this episode we discussed: How to practice an abundance mindset and shift to a rich mindset.  Why you must believe that you can change your ci...

Send us Fan Mail On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education & Content at Carefull; Cathy Sikorski, author and speaker along with Neil Granger, Consultant and Expert to talk about changing the way we think about money and elder financial abuse.  Here’s what we discussed:  Defining elder financial abuse and prevention tips...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Steve Jarvis, Certified Public Accountant and CEO of Retirement Tax Services about changing the way we think about money and tax planning. In this episode we discussed: Why you shouldn’t tip the IRS Every money decision has a tax impact. The importance of being open to talking about money.  What to look for in a ta...

Send us Fan Mail On the latest episode of The Get Ready Money Podcast, I spoke with Ruschelle Khanna, therapist and fractional Chief Learning Officer about changing the way we think about money and making emotional intelligence our superpower. In this episode we discussed: You have to know yourself, invest the time to listen to yourself. Defining emotional intelligence. The importance of being cur...