Mind Money Motion

Being both a CPA and a CFP, along with achieving financial independence in just nine years after moving to the US from China, makes for a really interesting conversation with Prudence Zhu. She and her new book have lots to discuss about having a healthy relationship with money. She shares tips and stories about communicating, having a shared vision, common mistakes, and more. Listen in and get her...

As a long term care specialist, podcast guest Merridith Gonzalez shares common misconceptions, helpful family considerations, and how to start the discussion with loved ones. Times have changed since our grandparents may have needed care. Now we and our parents are aging, what should we be aware of and thinking about? Tune in for some good food for thought. About Merridith: Merridith Gonzalez* is...

Michael Banner, featured in the Wall Street Journal, CBS, ABC and Fox Business Network, shares his professional insights and personal experience around the double-edged sword of longer life spans. Lessons learned, biggest retirement mistakes to avoid, and a reminder to women all make for good discussion in this podcast. Lean in for more insight and healthy contemplation about your own situation. L...

Long-time health coach Elizabeth Sherman shares sustainable health tips for women around nutrition, movement, and recovery (sleep). She talks about what you can add to your diet vs. takeaway, the importance of seeing movement as part of your stress management, and why sleep helps you make wiser decisions. Which action item that she shares will you choose to act on tomorrow? Connect with Elizabeth...

How does a car accident lead to a 30-year career in financial planning and financial literacy education? Virginia Asher, founder of Whealthy Living LLC, shares her story along with common myths and three tips on the most important personal finance practices you can take action on now. Plus, check out her updated Resource Guide to save yourself time in looking for tools on various financial topics...

Ready for some tips to be inspired to live a happier and more fulfilling second half? Laurie Wright, Master Neurocoach, shares some tips around helping you have a healthier money life related to awareness, the voice in your head, and quality of life. Listen in for the takeaways that speak to you! Laurie Wright, aka "Not Your Average Grandma," identifies herself as a late-in-life purpose-...

Marie Burns has a dynamic discussion with Tony Steuer, CLU, LA, CPFFE, and a renowned financial preparedness advocate and thought leader. In this episode of Mind, Money, Motion, Tony explores why terms like financial literacy and wellness have lost their impact. Recognized for his work in financial advocacy and education, he offers insightful perspectives on the diminishing relevance of these term...

Gerontologist Barbara Micheletti shares her advice to help women reduce their risk of needing long-term care down the road. About half of us will have mobility issues in our 80s so the more you know and can act on now, the better. Join the conversation and walk away with a new awareness and a plan! Follow: Barbara Micheletti https://www.instagram.com/interrupting_aging https://www.linkedin.com/in/...

Did you know 60% of Americans die without estate planning documents in place? I encourage you to pick one of these three commonly overlooked mistakes and make the To-Do associated with it a goal for you to act on this month. Your spouse and/or family will thank you! My Net Worth Statement Checklist: https://bit.ly/3IlUx07 Personal Property Distribution list: https://bit.ly/3JEJAHp "Before" Financi...

Get your finances in order this year! Some of us look at the start of the new year as a way to improve some aspect of our life. So let’s take advantage of those good intentions and get headed in the right direction with a money remodel. Check out these links Before and After Loss Checklist bundle My Net Worth Statement Checklist "Before" Financial Checklist Book Visit us our website

Have you thought about certain items you have that you may want to go to someone specific? Designating beneficiaries on accounts/real property or creating a personal property disposition list is an important task to make sure you complete. Before and Afer Loss Checklist Bundle: https://www.mindmoneymotion.com/before-and-after-loss-checklist-bundle/ "Before" Financial Checklist Book: https://amzn.t...

Are you lifeguarding your legacy? In honor of National Estate Planning Awareness Month, Marie chats with Heidi Thompson, estate planning attorney, to better understand how to protect your family with those important and sometimes overlooked documents and what really happens when you have no documents in place at all. Show Summary Learn more from Heidi on her website, Facebook, Instagram, YouTube,...

Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? That may be a confusing question for you but Marie helps clarify the terminology so you can better understand what you have in place before you speak with your estate planning attorney or financial institutions. Power of Attorney Checklist: https://bit.ly/3jQ2fGm Living Arrangements for the F...

Dealing with our “stuff” is often the most painful part of the process after someone has passed away. So, anything you can decide in advance to identify what you do care specifically about will truly be a gift to your family. It may feel morbid to think about it, but you are saving them unnecessary stress. Personal Property Distribution List: https://bit.ly/2UHDEJC "Before" Financial Checklist Boo...

Even if you take the time to put estate planning documents in place, we often make common mistakes in the process. It’s because we don’t know what we don’t know. Now you'll know! My Net Worth Summary: https://bit.ly/2MjKkKi "Before" Financial Checklist Book: https://amzn.to/2M0Gbuv Visit us at https://www. MindMoneyMotion.com SHOW LESS Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to personal finance and especially as it relates to titling our assets, you need to begin with the end in mind. Marie breaks down the lists you'll need to make and helps you answer the important questions as it relates to your assets so you can save your family much misunderstanding, time, and cost in the end. Get the Book: "Before" Financial Checklist Book Contact Marie; Visit us at...

Do you practice positive self-talk? Dr. Bob Ruotolo shares how to unlearn your fear-based brain habits and practice mental conditioning. It’s time to change your attitude and your life!  Show Summary Learn more from Dr. Bob on his website Contact Marie; Visit us at MindMoneyMotion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you ever find yourself asking these important life questions? “What if my spouse or I die prematurely?” “What if one of us becomes disabled during our working years and is unable to work again?” “What if one of us needs long-term care in retirement?” Marie addresses these “What If” thoughts and worries that everyone thinks about and explains the steps you can take to give yourself peace of mind...

How Financially Prepared are You? Financial Education Officer, Tony Steuer, chats with Marie about smart money choices and how they can dramatically impact your financial life. Show Summary Learn more from Tony on his website Contact Marie; Visit us at MindMoneyMotion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you know if you are financially literate? Valentino Sabuco, Executive Director of The Financial Awareness Foundation discusses various areas of personal finance that can lead to problems for individuals, families, communities, and economies. Show Summary Learn more from Valentino on his website Contact Marie; Visit us at MindMoneyMotion.com Learn more about your ad choices. Visit megaphone....

Before you ask yourself if you can retire comfortably, you need to ask yourself these two important questions first.  Manage your monthly expenses with our Expense Tracker Worksheet Get the Book: "Before" Financial Checklist Book Contact Marie; Visit us at MindMoneyMotion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin shares the importance of a positive mindset, the mind-boggling impact Positive Intelligence can have on your life, and how to get started today to increase your personal happiness and professional success. Show Summary Learn more from Kevin on his website and on LinkedIn Contact Marie; Visit us at MindMoneyMotion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The magic words you are encouraged to think about are your passwords. You not only must keep track of them securely, but you also must remember to set up a contingency plan for when someone else will need to access them on your behalf. Manage your online services and accounts with this Digital and Online Accounts Worksheet Get the Book: "Before" Financial Checklist Book Contact Marie; Visit us at...

Health Coach Gina Reinecke, breaks down why exercise is so important, how do you start wherever you are, a Rehab approach to avoid burnout, and strategies for getting and staying motivated. Join her on March 13, 2021, for a special health session by exploring what health coaching is all about (more info in show summary).  Show Summary Learn more from Gina on her website and on Facebook.  Contact M...

Do you have a list of what you own and what you owe? Marie Burns talks about the importance of having a comprehensive net worth statement and what you can do to get started. Hint: Make sure you get your My Net Worth Statement tool to help!  Get your My Net Worth Statement worksheet Get the Book: "Before" Financial Checklist Book Contact Marie; Visit us at MindMoneyMotion.com Learn more about your...