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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.

Rethinking Health Care Planning Sep 23, 2025

On this episode of The Get Ready Money Podcast, I spoke with Drew Shockley, Co-Founder of Move Health, about how integrating health care pla...

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Integrating Financial Behavior for Stronger Client Relationships Sep 19, 2025

On this episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial...

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Change the Way You Think About Credit Scores Sep 16, 2025

On this episode of The Get Ready Money Podcast, I spoke with Paul Ryan, founder of Credit Score Experts and author of "Raise or Repair & Ret...

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How Money Mindset Shapes Financial Conversations Sep 12, 2025

On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, abou...

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Building Financial Confidence in Your 20s Sep 09, 2025

In this episode, I’m joined by Nick Batchelder, author of Crush Your 20’s, to talk about empowering students and young adults to take contro...

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Financial Fluency Is the Real Game-Changer Sep 05, 2025

In this episode, I spoke with Bernadette Joy, author, podcast and financial fluency advocate about why financial fluency—not just literacy—i...

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Is Financial Literacy the Ultimate Global Challenge? Sep 02, 2025

On this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy aroun...

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How Storytelling Can Improve Financial Literacy and Money Conversations Aug 26, 2025

On this episode of The Get Ready Money Podcast, I spoke with Allie Zendrian, Founder of AtoZ Communications and host of the Brand Stories Po...

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How to Raise Money-Smart Kids Aug 19, 2025

On this episode of The Get Ready Money Podcast, I spoke with John Lanza, Chief Mammal of The Art of Allowance Project, about raising financi...

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Transform your charitable giving with Donor Advised Funds Aug 15, 2025

In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised...

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Telling Your Story: Legacy, Money, and the Power of Conversation Aug 12, 2025

In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can tr...

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Making a Real Impact in Philanthropy Aug 05, 2025

In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy.

We explore the evolving inters...

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Protecting Our Parents: Rethinking Elder Fraud Prevention Jul 29, 2025

 On this episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate.

Walt and I dive ...

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How To Analyze Your Life Insurance Jul 25, 2025

On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial and Veralytic, about changing ...

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Grow Your Wellth And Live a Longer Healthier Life Jul 22, 2025

🙌  On this episode of The Get Ready Money Podcast, I spoke with Stevyn Guinnip, Author, Speaker and Founder of Grow Wellthy about changing t...

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Shift Your Mindset to Build Lasting Family Wealth! Jul 15, 2025

On this episode of The Get Ready Money Podcast, I spoke with Diana Kahn, attorney, speaker and coach about changing the way we think about m...

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Find Your Passion in Refirement! Jul 11, 2025

On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, author and educator, about why “refirement” is about purpose, no...

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What Drives Your Money Behaviors? Jul 08, 2025

On this episode of The Get Ready Money Podcast, I spoke with Dennis Harhalakis, Founder of Cambridge Money Coaching about changing the way w...

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Will AI Revolutionize Your Finances? Jul 01, 2025

On this episode of The Get Ready Money Podcast, I spoke with Sumedha Rai, an AI strategist, thought leader and data scientist about changing...

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Financial Planners Must Understand Human Behavior! Jun 27, 2025

On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about c...

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Does Money Equal Happiness? Jun 24, 2025

On this episode of The Get Ready Money Podcast, I spoke with Jessica Moorhouse, author, money expert and podcast host about changing the way...

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Empower Women to Take Control of Their Finances! Jun 17, 2025

On this episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podc...

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GET Ready to Maximize Your Travel Rewards! Jun 10, 2025

On this episode of The Get Ready Money Podcast, Michael Gandara, the Founder of Nurse Michael Travels joined me to talk about changing the w...

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Unlock Your Potential: Balance is Key to Wealth! Jun 10, 2025

On this episode of The Get Ready Money Podcast, I spoke with Dr. Preston Cherry, financial harmony expert, educator, and author about changi...

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