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Insights, Conversations, and Trusted Resources

Explore ideas and practical perspectives to help you ask better questions, make informed decisions, and become financially ready before life happens.

Why Financial Confidence Takes More Than Just Money money mindset podcast episode Aug 11, 2026

Financial success grows when your money aligns with the life you truly want.

Danqin Fang, CFP®, CFA, RLP®, founder and CEO of Wealth Beyond...

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Can You Learn Money in 2 Minutes a Day? podcast episode Aug 07, 2026

Small, daily habits can turn financial confusion into confidence.

 

Emily Boxall, Founder of the 2Mins App joined Tony on this episode of ...

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Do People Make Better Money Decisions With Logic or Emotion? insurance and risk protection podcast episode Aug 04, 2026

The best financial decisions happen when emotion opens the door and logic helps shape the plan.

 

Bill Comfort and Maxwell Schmitz joined ...

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How to Build a Healthier Relationship With Money money mindset podcast episode Jul 31, 2026

Money works best when it supports the life you want to live.

 

Dana Miranda, author, content creator, and money writer joined me on Get Re...

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How Do You Know Who to Trust for Financial Advice? podcast episode Jul 28, 2026

Financial decisions are becoming more complex every year. This episode explores how to find trusted expertise, ask better questions, and bui...

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Recognizing Financial Abuse: How to Protect Yourself and Find Hope podcast episode Jul 24, 2026

Financial abuse often leaves no visible signs. Recognizing the signs can be the first step toward protecting yourself and finding hope.

 

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How Curiosity Helps Rewire Your Relationship With Money podcast episode Jul 21, 2026

Better money decisions begin when we slow down enough to understand ourselves.

 

On this episode of Get Ready Before Life Happens, Tony si...

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Why Families Need to Talk About Money Before It’s Too Late podcast episode Jul 17, 2026

The most important inheritance conversations are about trust, context, and relationships.

 

Emily Bouchard, TEDx speaker, founder of Famil...

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What It Really Takes to Settle an Estate podcast episode Jul 14, 2026

Being named executor is more than a title. It’s a responsibility that most people are not prepared for.

 

Julie Rains, author and storytel...

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How to Build Financial Confidence in a New Country podcast episode Jul 07, 2026

How do you build financial confidence in a new country? 

 

It starts with learning how money works where you are.

 

On this episode of G...

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Why Authentic Communication Builds Better Relationships podcast episode Jul 03, 2026

It’s easier to be yourself, and that’s what builds real trust.

 

On this episode of Get Ready Before Life Happens, I spoke with Derek Poll...

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How Families Can Have Better Money Conversations podcast episode Jun 30, 2026

Clear money conversations help families prepare before life happens.

 

On this episode of Get Ready Before Life Happens, Tony talks with J...

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How Financial Resilience Protects People from Scams podcast episode Jun 16, 2026

In financial services, three voices dominate the conversation: regulators, institutions, and technology.

 

Julia Chin believes there’s a f...

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Why End-of-Life Planning Is the Ultimate Gift to Your Family podcast episode Jun 12, 2026

End-of-life planning is about more than death, it’s about leaving your family with clarity, stability, and peace of mind.

 

Greg Barnsdale...

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Why Your Financial Plan Should Be as Unique as Your Life podcast episode Jun 09, 2026

The best financial plans start with who you are and the life you want to live.

 

Mike Milligan, CFP and author of The One of a Kind Financ...

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Rethinking Retirement Through a Portfolio Life podcast episode Jun 09, 2026

Rethinking Retirement Through a Portfolio Life

 

What if the next chapter of your career is an opportunity to design a life filled with me...

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Your Health Is Your Greatest Asset podcast episode Jun 09, 2026

Are you trading your health for money?  

 

Stevyn Guinnip, author of Grow Wellthy joined me on the Get Ready Before Life Happens Podcast t...

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The Hidden Psychology Behind Your Money Decisions money mindset podcast episode May 28, 2026

Are you making financial decisions consciously, or being nudged by forces you do not see?

 

Ceres Chua, Money Psychologist and Financial C...

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How Financial Abuse Begins and Why It’s Often Missed podcast episode May 19, 2026

 

Joy Slabaugh, CFP® and licensed therapist and I explore what financial abuse is, how it shows up in relationships, and what advisors and ...

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Why Everyone Needs a Long-Term Care Plan insurance and risk protection podcast episode May 12, 2026

Nathan Sanow President of MasterCare and LTCConsumer.com. breaks down what long-term care really means, how insurance works as a leverage to...

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How Women Can Build Investing Confidence money mindset podcast episode May 05, 2026

Diana Perkins joined me on the Get Ready Before Life Happens Podcast to share how curiosity, emotional regulation, and asking better questio...

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How Highly Sensitive People Can Align Money With Their Values money mindset podcast episode May 01, 2026

 

Diana Yanez, Certified Financial Planner and host of the Highly Sensitive Money Podcast joined Tony on the Get Ready Before Life Happens ...

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Retirement Is Your Encore Chapter life transitions podcast episode Apr 28, 2026

Retirement today looks nothing like it did a generation ago. With fewer pensions, longer lifespans, and more personal responsibility, the re...

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How Financial Trauma Shapes Our Relationship With Money podcast episode Apr 24, 2026

Rahkim Sabree, financial therapist and author of Overcoming Financial Trauma joined Tony on this episode of the Get Ready Before Life Happen...

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