Get Ready!

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 Funds (DAFs) can be a great vehicle for charitable giving.

In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future...

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

We explore the evolving intersection of wealth, values, and giving—and how financial profe...

 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 into the hidden epidemic of elder financial abuse, how it of...

On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial and Veralytic, about changing the way we think about independent life insurance analysis a...

🙌  On this episode of The Get Ready Money Podcast, I spoke with Stevyn Guinnip, Author, Speaker and Founder of Grow Wellthy about changing the way we think about money and growing wellthy.

Key Tak...

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 money and generational wealth.

Key takeaways:

🔹 How generat...

On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, author and educator, about why “refirement” is about purpose, not just money, and how aging can be a positive experience. 

On this episode of The Get Ready Money Podcast, I spoke with Dennis Harhalakis, Founder of Cambridge Money Coaching about changing the way we think about money and our behaviors.

In this episode we d...

On this episode of The Get Ready Money Podcast, I spoke with Sumedha Rai, an AI strategist, thought leader and data scientist about changing the way we think about money, AI and financial fraud protec...

On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education....

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

In this episode we dis...