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“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you...
In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies.
We also discussed what people should look for when reviewing...
“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 involve adequate insurance. And, it’s more...
“Be curious. When you have questions, pursue those , ask the question, find out the answer, many people wonder , should I do this, should I do that. However, they don’t really look for...
“Start by educating yourself, there are resources out there that you can access easily and that you should be taking advantage of. Learn as much about personal finance as you can, so that you...
“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 age to learn about money and about personal...
“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, investing in real estate, investing in life insurance -...
“First of all commit to being financially prepared. There are a great number of resources to be financially prepared. Start with a financial preparedness checklist, give yourself a deadline...
“We need to stop over sharing on social media. Every time we’re sharing something, it’s a piece of your personal information.” - Dana Mantilia
In this episode of Get...
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 Lifequotes about the future of life insurance. Bob...
“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 of Don’t Run Out of...
“Pay attention. Prepare for the heart to heart college money talk.” - Haruka Yamashita
In this episode of Get Ready, I spoke with Haruka Yamashita, Founder of Plan-It-Education about...
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