Get Ready!

Insights, conversations, and trusted resources to help you ask better questions, make confident decisions,

and become financially ready before life happens.

Why Disability Insurance Is the Foundation of a Real Financial Plan Mar 06, 2026

On this episode of The Get Ready Before Life Happens Podcast, Tony talks with Maxwell Schmitz, Disability Insurance Specialist and Co-Founde...

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Why Great Financial Planning Starts with Better Questions Mar 03, 2026

On this episode of The Get Ready Before Life Happens Podcast, Tony sits down with Adam Koos, President of Libertas Wealth Management and hos...

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How Women Succeed by Rewriting Their Money Story Feb 27, 2026

On this episode of The Get Ready Before Life Happens Podcast, I spoke with Meghan Dwyer, CFP®, Certified Money Coach®, and host of the Money...

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How to Take Control of Your Money During Major Life Changes Feb 24, 2026

Major life changes can shake your financial confidence. In this episode, Tony sits down with Chris Olofson, Founder of DIVEE Financial, to d...

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How to Create an Aging Plan That Works with Aging-in-Place Expert Carol Chiang Feb 20, 2026

On this episode of the Get Ready Before Life Happens Podcast, I spoke with Carol Chiang, aging-in-place expert and author of Age in Place or...

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How Military Members (and Everyone) Can Outsmart Financial Predators Feb 17, 2026

 

On this episode of the Get Ready Before Life Happens Podcast, I spoke with Brandon Lovingier, Founder of Military Money, about the tactic...

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Empowering Women to Say “I Can” Feb 13, 2026

On this episode of The Get Ready Before Life Happens Podcast, I spoke with Melana Carbary, Private Wealth Manager at Burning River Advisory ...

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Accelerate Your Career with Money, Mindset and Purpose Feb 10, 2026

On this episode of The Get Ready Before Life Happens Podcast, I spoke with Justyn Makarewycz, about how financial fluency fuels better caree...

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The Aging Plan Every Family Needs Feb 06, 2026

On this episode of The Get Ready Before Life Happens Podcast, I spoke with Annalee Kruger, President of Care Right Inc. and author of The In...

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Your Money Has Feelings: Why You Need to Align Money and Mindset Feb 03, 2026

On this episode of The Get Ready Before Life Happens Podcast, I spoke with Shannon Ryan, Financial Literacy Advocate and author of Your Mone...

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The Future of Financial Advice Starts with Great Questions Jan 30, 2026

 

The most powerful tool in financial advice is asking questions, not looking at spreadsheets. 

 

In this episode of Get Ready Before Lif...

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How Self-Advocacy Redefines Success Jan 27, 2026

On this episode of Get Ready Before Life Happens Podcast, I spoke with Dr. Alison Schmidt, founder and CEO of Unconvention and host of the (...

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What If It Is Possible? Rethinking Money and Abundance Jan 23, 2026

 

On this episode of Get Ready Before Life Happens Podcast, I spoke with Michelle Petrowski, CFP®, CDFA®, founder of Being in Abundance, ab...

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Value Investing Secrets and Wall Street’s Blind Spot Jan 20, 2026

 

On this episode of Get Ready Before Life Happens Podcast, I spoke with Jose Mayora, author of Wall Street’s Blind Spot, about the princip...

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Money Made Easy with Rishi Vamdatt Jan 16, 2026

On this episode of Get Ready Before Life Happens Podcast, I’m joined by Rishi Vamdatt, the teenage creator of Easy Peasy Finance, a multi-aw...

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College Planning Made Simple for Divorced & Widowed Parents Jan 13, 2026

On this episode of Get Ready Before Life Happens Podcast, I spoke with Vicki Vollweiler, founder of College Financial Prep and author of Col...

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How to Build the Investor’s Edge: Smarter Choices in Risk and Reward Jan 09, 2026

On this episode of Get Ready Before Life Happens Podcast, I spoke with Joseph Pach, author of Building The Investors Edge and Chief Investme...

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The Seven Habits of Highly Effective Scammers (and How to Outsmart Them) Jan 06, 2026

On this episode of the Get Ready Before Life Happens Podcast, I spoke with Cameron Huddleston, Cathy Sikorski and Neil Granger about The Sev...

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Elevating Financial Voices: Building Community & Credibility with The Plutus Awards Dec 30, 2025

On this episode of The Get Ready Money Podcast, I spoke with Harlan Landes, founder of The Plutus Foundation and The Plutus Awards, about bu...

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Rethinking Community, Caregiving & Financial Planning with the Midlife Concierge Dec 23, 2025

On this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge about how we can all reimagine midlif...

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The Power of Money Conversations: Emotions Over Dollars Dec 16, 2025

On this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of Financial Date Discussion Cards, about how refra...

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What Parenting Can Teach Us About Money Dec 12, 2025

On this episode of The Get Ready Money Podcast, I spoke with Rebecca Gao about her journey from growing up in China to becoming an investmen...

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The Power of Financial Knowledge: Making Confident, Stress-Free Money Decisions Dec 09, 2025

On this episode of The Get Ready Money Podcast, I spoke with Miguel Ferreira, creator of the Finance For All program, about why financial li...

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Empowering First-Generation Women with Financial Confidence Dec 05, 2025

On this episode of The Get Ready Money Podcast, I spoke with Linda Ta Yonemoto, financial literacy advocate and educator, about helping firs...

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