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Get Ready: Now Available In e-book Format

I’m pleased to announce that Get Ready! is now available in all major e-book formats. In GET READY!, I explain how to organize your financial life with a comprehensive, easy to follow, step-by-step process. After explaining what, exactly, each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! … Read more

Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll … Read more

Here’s how to take ONE simple step each month of 2020 to keep your finances in order:

You’ve resolved to get a handle on your finances in 2020, but will that determination wane by March? With over 80% of people failing to realize their New Years resolutions, it’s likely that you’ll become overwhelmed with checklists and budget-tracking within just a matter of months.  That’s why I suggest ONE simple action item each … Read more

Get Ready Podcast: How Millennials and Technology Are Changing The Insurance Industry.

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that , you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your … Read more

Get Ready Planner New Year’s Give-Away

In celebration of the New Year, I’m giving away 25 copies of Get Ready: A Step-By-Step Planner for Maintaining Your Financial First Aid Kit. This planner will help you get and keep your finances organized. Enter the giveaway on Goodreads (here). Here’s a review for Get Ready: “I wish I had had a copy of … Read more

Get Ready Podcast: What’s Going On With Disability Insurance and Long Term Care Insurance

“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz  In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more

Get Ready Podcast: Improving Life Insurance Review Best Practices with Technology

“The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do” – Mike Pepe In this episode of GET READY!, I spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance … Read more

Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

“Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more