Get Ready!
Insights, conversations, and trusted resources to help you ask better questions, make confident decisions,
and become financially ready before life happens.
Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over you...
Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan ...
“You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources ...
“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. Tha...
In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies.
We ...
“The most important thing is to make sure that obligations to your family can be met under any circumstances and yes, that’s going to involv...
“Be curious. When you have questions, pursue those , ask the question, find out the answer, many people wonder , should I do this, should I ...
“Start by educating yourself, there are resources out there that you can access easily and that you should be taking advantage of. Learn as ...
“Take small forward actions and to be kind to yourself in the process, so try to learn something new every day we’ve never been in a better ...
“The #1 key take-away is to invest, to invest in yourself, to invest in whatever is the vehicle for you, investing in the stock market, inve...
“First of all commit to being financially prepared. There are a great number of resources to be financially prepared. Start with a financial...
“We need to stop over sharing on social media. Every time we’re sharing something, it’s a piece of your personal information.” - Dana Mantil...
Buy enough (life insurance) the first time and don’t let it lapse.
In this episode of GET READY!, I spoke with Bob Bland, the founder of Li...
“Don’t be a bobblehead, don’t just sit there and shake your head. And don’t be afraid to ask for help.” - Dave Seibel
David Seibel, Author ...
“Pay attention. Prepare for the heart to heart college money talk.” - Haruka Yamashita
In this episode of Get Ready, I spoke with Haruka Ya...
“Always have a budget and an emergency fund. Having an emergency fund will cushion you against unforeseen issues that may arise.” - Sheila M...
“Start with your vision. Write down what a day in your life in retirement looks like, and describe it in the present tense (today). This wil...
“Start now and come to the table. Everyone wishes for a lot of things they could have done yesterday, but yesterday’s gone, so we have today...
In this episode, I spoke with Barry Flagg, Founder of Veralytic, Michael Browhawn, founder of Your Life Insurance Solutions and Bill Comfort...
“Knowing what you have and then understanding as much as you can as a foundation for making wise financial decisions going forward.” - Marie...
“Be financially awake and aware of your personal situation, because you cannot be a good steward if you don't know where you're starting fro...
“My #1 tip for retirement planning is to really do it little by little, otherwise there's a tendency to feel overwhelmed of there's so many ...
“Think of your household like a business. Build a balance sheet, so you know what are your assets, what are your liabilities; so that you’ll...
“Ensure that you have a freedom fund, it’s often called an emergency fund. What that allows for is for you to have less stress in case anyth...
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