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đ On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think about protecting our most valuable asset, our income.
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âSheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we donât have the rules and r...
On business efficiency: take out the things that are big item expenses and try to pare those down. Youâll streamline your business, youâll cut your costs and youâll make yourself more efficient. The m...
âYour ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.â - Bill Heestand
 In this episode, I spoke with Bill He...
â The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. Itâs an important idea that anyone can take action on.â - Sam Renick...
âChange is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecuted -that is not how change is going to happen. Itâs really ...
Itâs a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time. Maxwe...
âItâs your story, you own it, you get to write the story that youâre going to tell, you get to write the story that youâre going to liveâ - Shennandoah Connor
In this episode, I spoke with Shennandoa...
âMy #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I want to retire, what would that look like, how can I possibly get t...
âBe educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.â - Donna Bandelloni
In this episode of GET READY!, I spoke with D...
Quote: Estate planning is not just for when you die, having a proper estate plan means that youâre going to be able to keep control over yourself and your person in the event that youâre incapacitated...
Have a plan. Have goals. But, donât just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might b...
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