The Get Ready For The Future Show

Small businesses of 500 employees or fewer make up 99.9% of all U.S. businesses and 99.7% of firms with paid employees. That's a BIG deal! If you're a small business owner, you’ve put in a lot of blood, sweat, and tears to build your business, and we’re all better off for it! This week we're discussing unique challenges (and solutions!) for business owners trying to secure the future retirement th...

If you've tried putting together a puzzle only to find that it was missing a piece, it can be the most frustrating thing! What if you get to retirement and realize there are pieces missing? Today we're going over four pieces that you don't want to miss on the road to retirement. Originally aired 4/27/2022

Many Americans live paycheck to paycheck, worrying if there's going to be more month left than money. If you're one who is living with no financial margin, we want to give you some ways to break out of that cycle so you can build toward financial independence! Originally aired 4/20/2022

While there's no such thing as free money, getting a refund check that’s worth a couple of thousand dollars can sure feel like it! We know this show is called what to do with your tax return, but we'll also be covering some of the worst things to do with your refund! Catch the straight talk on finance, investing, and how to make the most of your return this year. Originally aired 4/13/2022

April Fool's Day has come and gone and today we want to give you three things to avoid so that your money doesn't make a fool out of you!  We're also joined once again by Ryan Detrick, Chief Market Strategist with LPL Financial, for an update on the markets, what's coming down the pike, and his best April Fool's prank. Originally aired 4/6/2022

In the world of finances and investments, there is a lot of industry jargon that gets bandied about. But what does it all mean? Today we're talking about QCDs (Qualified Charitable Distributions). What are they? And how can they benefit YOU at the same time as benefitting others? Originally aired 3/30/2022

Whether your kids are grown, are working their way there, or are some distant idea in the future, it’s safe for us to assume that you want to lay the groundwork and provide a foundation for them to succeed. So, this begs the question: how can you help set up the next generation to win financially? Originally aired 3/23/2022

We can't talk much about certainties in the financial industry because, well, there aren't many! But we can say with certainty that the market goes up and the market goes down. In today's episode, we're talking all about market madness and how to deal with it, and we're joined by LPL Chief Market Strategist Ryan Detrick. Originally aired 3/16/2022

You wouldn't go to your mechanic or hairstylist without knowing the cost. And whether it's an attorney or a contractor, you know you're going to pay for the services they provide. We pride ourselves in transparency and on today's show we want to clear up some confusion on exactly how financial advisors get paid and, more importantly, what YOU can expect. Originally aired 3/9/2022

March is Women's History Month. On our all-female show today, we're looking specifically at how many women approach their financial future. And bonus: we have a special guest! Karen Oeser, author of Mind of Gold: A Girlfriend's Guide to Financial Freedom, has some great resources for women looking for financial freedom. Financial Literacy for Her   Originally aired 3/2/2022

We're in the middle of what many are calling the "Great Resignation." And if you are among the many who are seeking new opportunities elsewhere, we're talking you through some essential financial decisions you'll need to make! Originally aired 2/23/2022

As one of life's certainties, taxes can be one of the most complex aspects of your retirement journey. What taxes you pay, and how much, after you retire depends on your income. We're going to cut through some of the confusion on today's show to help you account for taxes in retirement!

If you're 5-10 years from retirement, you're in what we like to call the "retirement red zone." We're pulling out the playbook on today's show to help you score in retirement!

"For the love of money is a root of all kinds of evils" is a phrase often used and just as often misquoted. But money is just a tool; a resource. On today's show, we're talking about how your intentions are the key that can make or break your relationship with money.

Are financially fit or financially frumpy? On today's show, we're going to put you through the wringer and give you a bit of a workout to test your financial fitness!

Inflation! It's a major buzzword for 2022. But what is it? How does it work? And more importantly, how does it affect you? We've got all you need to know on today's show! Originally aired 1/19/2022

In short, it's a savings account with tax advantages you can use to save and invest long-term. But what IS it? That's what we're talking about on today's show! Originally aired 1/12/2022

New Year's resolutions - many make them, but few keep them. To kick off 2022, we want to help you develop the kind of habits that allow you to achieve the goal of financial independence. Because pursuing financial independence shouldn’t feel like you’re stuck on a treadmill - putting in work but never actually moving forward.  Originally aired 1/5/2022

The new year is here and we're bringing back our most listened to episode of 2021! In this episode of the Get Ready For The Future Show, we’re talking about how to fan the flame and keep your pursuit of financial independence shining bright! Originally aired 6/30/2021

As we wrap up the year, we want to make sure that you are on track if you're looking to retire soon. Today we're looking at what you need to know if you plan to be retired by this time next year! We're also pleased to be joined once again by Ryan Detrick, LPL's Chief Market Strategist, for some market insights! Originally aired 12/22/2021

Financial independence can be life-changing for you. But it can also have an incredible impact on future generations! As the holidays approach, you can give your family one of the most important gifts: a plan. And don't miss out on a special offer we're offering on today's show! Originally aired 12/15/2021

If you haven't already, it's time for ALL members of Generation X to get serious about investing for retirement. In today's show, we've got a trio of Gen Xers with some advice on essential money moves you can make to build (or even start) momentum toward the future you want. Originally aired 12/8/2021

Surprise expenses are almost never fun, and they're even worse if you aren't prepared for them.  Today we're helping you identify some of these expenses so they're NOT a surprise and instead, part of your plan. And speaking of plans, we have a special guest today: Terry Trespicio. Terry is a writer, speaker, and brand advisor with a new book on the way, Unfollow Your Passion. Find out more ab...

The future is fuzzy and planning looks a little different depending on each stage of life. But wherever you are in life, it's important to have a clear view of where you're going. In today's show, we're looking at different life stages and how to bring a plan into focus. Originally aired 11/24/2021

Nobody wants to settle for a mediocre retirement. But how do you move from "good enough" to "more than enough?" We've got some tips on today's show, along with a market update from LPL's Chief Market Strategist Ryan Detrick.