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The Get Ready Money Podcast with Sheryl O’Connor and Phil Lubinski: Giving Retirees Peace of Mind Feb 15, 2024

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...

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The Get Ready Money Podcast with Kat Walsh & Philip Adu: Legacy Planning for Everyone Feb 07, 2024

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...

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The Get Ready Money Podcast with Prudence Zhu: Living A Life You Love Jan 31, 2024

On the latest episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, the founder and CEO of Baoba USA about changing the way we think about money and living your best life.

In...

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Get Ready with Tanya Hall: The Future of Written Content Jan 25, 2024

In this episode, I spoke with Tanya Hall. Tanya discussed branding and the future of written content.

We discussed:

Do you know how to build your brand?

What is the future for long form content and...

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Get Ready with Bob Bingham: The Future of Financial Services Jan 25, 2024

Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out?

In this episode, Tony spoke with Bob...

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Get Ready with Chris Hall: The future of estate planning Jan 25, 2024

In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech...

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Get Ready with Sharon Bially and Emily Adams: The Value of PR and Developing Your Brand Jan 25, 2024

“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams

“For every initiative, think about how you can help others rather than what you can get...

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Get Ready with David Paul: The Future of Insurance Company Financial Analysis Jan 25, 2024

Any analysis should be measurable and quantifiable - David Paul

In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance...

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Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse Jan 25, 2024

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger

In this episode of GET READY!, I spoke with Neil Granger who specializes in the...

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GET READY! Using Innovative Technology To Empower Financial Preparedness Jan 24, 2024

Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or...

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GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology Jan 24, 2024

The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do - Mike Pepe

In this episode of...

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Get Ready with Jack Schmitz and Maxwell Schmitz: What’s Going On With Disability Insurance and Long Term Care Insurance Jan 24, 2024

“Work hard & insure your income” Jack Schmitz

“Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no...

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