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Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings

“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 Donna Bandelloni, who is an authority on Planned Giving. Donna and I discussed the value of having a family financial … Read more

The F Word Podcast: Creating Your Financial First Aid Kit

Recently, I had the honor of joining Sheryl Hickerson, founder of Females and Finance, on the F word podcast. We discussed: Financial Literacy: Why are our communities hungry for this. Financial First Aid Kit: Why Tony provides resources for individuals and businesses alike. Financial Preparedness: How we take financial literacy and make it more holistic. … Read more

Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork

“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 there. If you simplify your questions, it doesn’t have to be so overwhelming.  And the more … Read more

The Four Principles For A Successful Family Financial Meeting:

The Get Ready Financial Calendar action item for June is holding a family financial meeting. The goal of a family financial meeting is to review and communicate goals, priorities and intentions. Here are the four principles for a successful family financial meeting Include all family members.  It’s important to involve all members of the family … Read more

Get Ready (Expanded Edition) – Campaign Ending Soon

The Indiegogo campaign to fund the production of the Ready (Expanded Edition): A Financial First Aid Kit ends on June 6th. Please consider supporting my project by pre-ordering your copy or making a contribution (here), The Get Ready! (Expanded Edition): A Financial First Aid Kit is an all-in-one financial organizer that includes the Get Ready … Read more

Get Ready! Giveaway (ends tonight)

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

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