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Explore ideas and practical perspectives to help you ask better questions, make informed decisions, and become financially ready before life happens.
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 pas...
“Work hard & insure your income” Jack Schmitz
“Challenge yourself to think about others who’ve had major health issues. You can live throug...
“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s...
“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside fo...
🙌 On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think...
“Sheryl 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...
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll c...
“Your 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 y...
“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an ...
“Change 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 prosecu...
It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the finan...
“It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to live” - ...
“My #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...
“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Don...
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...
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