Get Ready!

It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time.  Maxwe...

“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” - Shennandoah Connor

In this episode, I spoke with Shennandoa...

“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 retire, what would that look like, how can I possibly get t...

“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Donna Bandelloni

In this episode of GET READY!, I spoke with D...

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 to begin with and following that investment plan. It might b...

“You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources that you can and you will be ready for any financial crisis....

“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 to your goal.” -...

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 th...

“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 than that, it’s making ...

“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 solutions. So I...