Send us a text On this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge, about how we can all reimagine midlife with honesty, curiosity, and connection—while preparing for the caregiving and financial realities that come with it. 💡 Key Takeaways: 🔹 Midlife is a critical turning point—what served you yesterday may not serve you tomorrow 🔹 Give yourself grace and clarity about who you want to be 🔹 Find a community and people that you can t...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of the Financial Date Discussion Cards, about why money conversations are really about trust—not just dollars. 💡 Key Insights: 🔹 Why money conversations are more about emotions than math 🔹 How childhood experiences shape how we talk about—and handle—money 🔹 The importance of shifting focus from dollars to the “why” behind them 📌 Why It Matters: Money talks can strengthen ...

Send us a text Changing the way we think (and talk) about money—by connecting parenting, patience, and lifelong learning. 💡 Key Insights: Parenting skills and money management share the same foundations: patience, long-term thinking, and communication.Financial confidence comes from effort and learning—not knowing everything upfront.Acknowledging “you don’t know what you don’t know” opens the door to better decision-making. 📌 Why It Matters: Your approach to money often mirrors your appro...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Miguel Ferreira, creator of the Finance For All program, about why financial literacy is the foundation for making confident, informed decisions—and how it helps reduce stress, increase awareness, and improve long-term outcomes. 💡 Key Takeaways 🔹 Financial literacy empowers optimal decisions 🔹 Smart choices reduce financial stress 🔹 Money stress impacts well-being 🔹 Talking about money breaks stigma 🔹 Confidence s...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Linda Ta Yonemoto, financial literacy advocate and educator, about helping first-generation women build wealth, gain confidence, and create financial legacies. 🔹 Your worth is not defined by your wealth. 🔹 Money is a tool to build freedom 🔹 Design your life first, then build your financial strategy around it 🔹 Learn to navigate financial systems not built with you in mind 🔹 Advisors must unde...

Send us a text 🎙️ On this episode of The Get Ready Money Podcast, I spoke with Ashley Quamme, Financial Behavior Officer and host of The Planning & Beyond Podcast, about the hidden forces behind our financial decisions—and how understanding them leads to healthier money choices. 🔑 Key Takeaways: Align your money with your life goals, values, and sense of purpose.Financial therapy helps integrate money into your overall well-being.Understand the full context behind financial decisions....

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Sandy Yong, award-winning author of The Money Master, about empowering women through financial fluency. 💡 Key Takeaways: 🔹 It’s important for women to understand how money works 🔹 Women are fully capable of managing money. 🔹 How women can feel empowered with their money and change their money mindset. 🔹 Your financial planner should understand your needs - listen rather than talk at you. 🔹 ...

Send us a text 🙌 On this episode of The Get Ready Money Podcast, I spoke with Xavier Serrano, Founder and CEO of Marqi Medical about improving our health span so we can more fully enjoy our golden years. 💡 Key Takeaways: 🔹 Asking the right questions is the first step to better long-term health outcomes 🔹 Small actions now can lead to major payoffs later 🔹 Healthcare is the number one expense in retirement. 🔹 Education and lifestyle choices will help you stay healthy 🔹 Maintaining your healt...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Tim “Jai” Baker, founder of Luminous Wealth and author of The Awakened Investor, about how self-awareness and personal agency can reshape our relationship with money. Key Takeaways: 🔹 Self-discovery and personal agency are at the core of our financial journey 🔹 Understand your strengths, blind spots and biases 🔹 Our human potential is unlimited 🔹 Your team of advisors should be philosophically aligned 🔹 Our indust...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams. We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation. 💡 Key Takeaways 🔹 AI boosts personalization 🔹 Automation ...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America—about how creating a retirement mission statement helps you define your purpose after work. 💡 Key Takeaways: 🔹 Money gives you liberty to make the decisions you want to. 🔹 The importance of having purpose in retirement. 🔹 A retirement mission statement helps set a clear intention for your next chapter 🔹 Advisors can bu...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact. Key Takeaways: 🔹 Listening goes deeper than just hearing. 🔹 Life planning enhances financial planning...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, author of A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together and founder of Enso Financial, about how couples can transform money from a source of conflict into a pathway for connection, trust, and shared dreams. 💡 Key Takeaways 🔹 Love and money together can be a superpower. 🔹 Money fights aren’t about dollars—they’re about values, beliefs, and expectations. 🔹 Financial...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Marla Sofer, Founder & CEO of Knomee and host of the Knowing Me, Knowing You podcast, about how self-awareness transforms our relationship with money—and how financial professionals can better serve their clients by understanding what really drives their decisions. Key Takeaways: 🔹 Trust your instincts, believe in yourself, and take smart risks 🔹 The better your advisor understands you, the better they can ser...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks. 💡 Key Takeaways: 🔹 The power of your network is instrumental to reaching the next level 🔹 Independence isn’t just a career move—it’s a defining step toward serving clients on your terms 🔹 Let your wh...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Ashlyn Brooks—financial content writer about how understanding your financial starting point is essential to building a more secure future. We explored the realities behind affordability, the shifting nature of the American Dream, and why personalized financial literacy is more important than ever. 💡 Key Takeaways: 🔹 Don’t make permanent decisions based on temporary circumstances—today’s choices carry long-term co...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Shannon Lee Simmons—author, financial planner, and founder of The New School of Finance—about how we can bring more compassion, flexibility, and real-life perspective into the way we talk about and manage money. Shannon shares practical insights on shifting our mindset, having healthier money conversations, and creating financial plans that reflect the way life actually unfolds—not how we think it should. 💡 Key Ta...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Michael Banner, host of the 62WhoKnew Podcast, about the double-edged sword of longer lifespans—and what it means for how we plan, spend, and protect our financial futures. 💡 Key Takeaways: 🔹 Long-term care insurance can be a game-changer. 🔹 Relying on your kids as caregivers? It’s not a fair—or realistic—plan. 🔹 Longevity is a gift—but it comes with financial consequences many overlook. 🔹 ...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Mohsen Siddiqui, co-founder of GenMo, about how we can better equip the next generation with the tools, mindset, and confidence to navigate their financial future. We explored the power of early money conversations, the role of families and institutions, and why financial literacy must be inclusive and culturally responsive—especially in communities where access is limited. 💡 Key Takeaways: 🔹 Start early—learnin...