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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

Get Ready! Give-away

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 including any brought on by Covid-19 (coronavirus). (click here to enter the giveaway) Stay well, Tony … Read more

Get Ready: Here’s How and Why to Get Financially Organized Because of Covid-19 (Coronavirus)

Over the last few days, for many us, our lives have been completely changed. My family is under a shelter in place order which includes our son participating in online education. We can only leave for essential needs and the occasional walk provided we remain six feet away from those who we do not reside … Read more

Get Ready with Sam Renick: It’s Never Too Early for Financial Education

“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it.  It’s an important idea that anyone can take action on.” – Sam Renick In this episode, I spoke with Sam X Renick, founder of the “It’s a Habit!” Company and co-creator … Read more