Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Megan Kopka, Board Chair of the Modern Widows Club and Managing Partner at Apprise Wealth Management about changing the way we think about money and widows. In this episode we discussed:How the Modern Widow’s Club supports widows. The importance of leaning in when people are facing tragedy.Keeping communication focused on the widow and what they need help with.The average age of a widow is 59.W...
Send us a Text Message.On this episode of The Get Ready Money Podcast, I was joined by Joy Loverde and Cathy Sikorski who are both authors and speakers to talk about changing the way we think about money and caregiving. Here’s what we discussed: Plan, plan and then go ahead and plan moreWhy quality of life is the most important thing. Asking for advice is a great way to start the conversation It’s okay to say that you won’t be the caregiver Where you live mattersJoy L...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Rachel Donnelly, Founder of AfterLight and co-founder of Professionals of After Loss Services about changing the way we think about money and navigating loss. In this episode we discussed:Why planning is the greatest gift you can give your love ones.The importance of having conversations with your loved ones.How getting organized, as best possible, is the first step to overcoming overwhelm.Why you n...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Deborah Price, Founder of The Money Coaching Institute about changing the way we think about money and behavior. In this episode we discussed:The importance of considering your main purpose.Why math is probably one of the greatest reasons why people fail at life.Why you should not be ashamed about money.Be aware of why you are the way you are with money. Why you should follow your vision now.&n...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Janine Firpo, co-founder of Invest for Better and author of Motivate Your Money about changing the way we think about money and investing in alignment with our values. In this episode we discussed:Transform your thinking: you can invest your money and grow your wealth in ways that give you the world you want to see.Why you need to create an Investment Policy Statement. Where we collectively put...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, Christine Simone, CEO and Founder of Caribou joined me to share insights about changing the way we think about money and healthcare planning. In this episode we discussed:Why you need to go beyond premiums and look at total health care expenses.How to optimize your health plan. The value of focusing on what you are passionate about.The importance of saving money. Have confidence in yourself and a posit...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith. In this episode we discussed:Success simply means we are better than who we were yesterday.The importance of taking one step at a time.The value of insurance as your safety net.Why you need to be consistent and show up.Women can (and should) manage their mo...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Anne Lester, author of “Your Best Financial Life” about changing the way we think about money and living a better life. In this episode we discussed:Why it’s okay to say no to other people. The value of compounding. The importance of paying yourself first.How there is never a perfect time.How you can establish guardrails. Anne Lester is a retirement expert, author of Your Best Financi...
Send us a Text Message.On this episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech to share insights on changing the way we think about financial literacy. Here’s what we discussed: Have a vision...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Shanahan and Karen Chellew, the founders of My Divorce Solution and the hosts of the We Chat Divorce Podcast about changing the way we think about money and divorce preparation.In this episode we discussed:The importance of being informed and financially prepared.Why you need to know what you want and why you want it. How financial clarity will give you more space and lead to better conver...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Naseema McElroy, founder of Financially Intentional, Author and Nurse about how we change the way we think about money and being financially intentional.In this episode we discussed:The importance of changing your circle of influence. Why anyone can get on the right path.Learn what real wealth is - be an owner, not a consumer.You can afford anything, just not everything.Naseema McElroy is the founde...
Send us a Text Message.On this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman, financial planner and the co-founder of AllStreet Wealth to talk about changing the way we think about money and why compound interest is the e...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Hirsch Serman, Founder of Lifecycle Financial about changing the way we think about money and creating positive outcomes during times of change. In this episode we discussed:Create positive outcomes by considering your values and goals.Living a values based life (focus on what bring you joy and fulfillment).Why you need to consider the long term consequences of all your options. The importance ...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with J Money, award winning personal finance blogger and experimenter about changing the way we think about money and defining financial success. In this episode we discussed:Focusing on your dream lifestyle and what makes you happy. The less money you spend, the less money you need to earn. Be more conscious with your money - track where your money is going. Set up simple systems - consid...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Romy Pickron, founder of Asset Achievers and co-founder of Reducify about changing the way we think about money and making it accessible to everyone. In this episode we discussed:Why you should have an accountability partner. The importance of aligning yourself with your goals.Changing your narrative by empowering yourself with positive financial affirmations. The financial impact of the r...
Send us a Text Message.On this special episode of The Get Ready Money Podcast, I share 60 things to change the way you think about life and money, that I’ve learned over sixty years. Here’s five of the things that I shared: Be curious. Ask questions.Listen, then listen more. Hear what other people are saying.Be yourself. Be authentic. We are all unique.There’s often no right answer. There’s simply the answer that works for you.Today is the best day to start. It’s never too late to ...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Chief Educator at Crush Your Money Goals about changing the way we think about money and how to crush our money goals. In this episode we discussed:The value of becoming who you want to be.How we can face our fears. The importance of taking the leap to do what you want. How we can break generational curses and build generational wealth. Bernadette Joy is the Chief Educ...
Send us a Text Message.On this special 100th episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech. We each shared one thing that we think we know about changing the way we think about money. Here’s wha...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Sheryl O’Connor and Phil Lubinski, co-founders of IncomeConductor about changing the way we think about money, and managing retirement income to provide retirees peace of mind. In this episode we discussed:The importance of an implementation roadmap.The value of a time segmented approach is so important to managing retirement income.Why retirees should go from a savings habit to a spending habit. &...
Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center for Research Methods Consulting about changing the way we think about money and legacy planning. In this episode we discussed:Why you should be thoughtful & deliberate with your money (Kat). Allow your purpose to drive the way you view your money (Philip).The importance of self-reflection (Kat). Learn as much as you ...