Pleased to host a Goodreads give-away for Get Ready: A Step-by-step planner for maintaining your financial first aid kit. Get Ready is all about helping you organize your financial life so that you can be prepared for any financial emergency. Get Ready guides you through each step of creating and maintaining your financial first aid … Read more
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How to be financially prepared during uncertain times
“Difficult to see. Always in motion is the future.” Yoda Yoda is on the money, the future tends to be different than what we expect. As a writer and advocate, my mission is to help people be financially prepared for any emergency. And while you can be prepared for an emergency, you can’t predict with … Read more
Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse
“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecuted -that is not how change is going to happen. It’s really going to happen when the companies themselves start looking at those trends and the data and reining … Read more
Top 4 Things You Need to Do Now to Organize Your Financial Life
Safety efforts like hand washing and mask-wearing are helping lower risks in the current COVID-19 crisis, but there’s another critical safety step you may not be taking — one that can significantly reduce stress on your family and on society amid this crisis: Organizing your financial life. Amid a surge in demand for things like … Read more
Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspective
“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 Shennandoah Connor, Vice President of Strategy and Client Services at Connor Creative about how advisors can focus on … Read more
Financial First Aid – Audio Course
Glad to have the opportunity to be a part of a new free audio course from knowable.fyi teaching lessons in helping you protect your bank account, navigating uncertainty, and more. Coronavirus changed the world in ways we never thought possible, leaving people everywhere, including those who “did everything right,” feeling blindsided, helpless, and financially insecure. … Read more
Covid-19: Understanding Your Financial Resources and Options
Over the last month, our lives have been partially or completely disrupted. My city has been under a shelter-in-place order like so many other people for what seems like months. Covid-19 and Coronavirus is taking a toll on all of us physically and financially. We must work with the circumstances that we are given and … Read more
Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry
“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.” Maxwell Schmitz “Everyone has a plan, until they get punched in the mouth”. Mike Tyson In this episode, I spoke with Maxwell Schmitz, the … Read more