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High Income Business Writing Podcast Appearance

This week, I joined Ed Gandia on the High-Income Business Writing Podcast for Episode #228: A 12-Month Financial Action Plan Anyone Can Follow. We discussed:  The concept of people taking action on one financial item each month to build a healthier financial life. An overview of each month’s financial task. What to do and why it … Read more

Get Ready with Chris Hall: Why You Should Review Your Estate Plan

“Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that you’re incapacitated or that you die.” – Chris Hall  In this episode of GET READY!, I spoke with Chris Hall, the founder … Read more

Sammy’s Money Memories: Insights on kids, money, and financial literacy education

Teaching kids about money is a critical life skill. I’m proud to be a sponsor of Sammy Rabbit’s 1st National Dream Big Read Financial Education Initiative  to provide financial literacy resources to children. Here’s my interview with Sam X. Renick, co-creator of Sammy Rabbit. This was originally published by Team Sammy Rabbit on September 9, 2019. Learn more … Read more

IRS unveils “Dirty Dozen” list of tax scams for 2020

This week, the IRS released their annual Dirty Dozen of the worst tax scams of the year. Compiled annually, the “Dirty Dozen” lists a variety of common scams that taxpayers may encounter anytime but many of these schemes peak during filing season as people prepare their returns or hire someone to help with their taxes. … Read more

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