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Insights, Conversations, and Trusted Resources

Explore ideas and practical perspectives to help you ask better questions, make informed decisions, and become financially ready before life happens.

Does It Make Sense? A Better Way to Make Spending Decisions financial dashboard kids financial literacy money mindset podcast episode Aug 28, 2026

A simple pause can change your financial life. 

 

On this episode of Get Ready Before Life Happens, I spoke with Karen Holland, founder of...

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Talk About Money Now So You’re Ready When Life Happens money mindset podcast episode Aug 25, 2026

Money conversations build clarity and confidence. 

On this episode of Get Ready Before Life Happens, I spoke with Tricia Daniel, TEDx speak...

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Why Do You Feel Behind Even With a Good Income? money mindset podcast episode Aug 21, 2026

You can earn a solid income and still feel uncertain about your next financial step. This episode shows how to build clarity, confidence, an...

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What Still Makes You Valuable in an AI-Driven World money mindset podcast episode Aug 18, 2026

Your value grows when you learn how to combine AI with what only you can do as a human.

 

Nikki Barua, author, speaker and CEO & Co-Founde...

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Every Money Decision You Make Sends a Signal maia's collab money mindset podcast episode Aug 14, 2026

Your money decisions show what matters most to you.

Cecile Biccari, sustainable finance specialist and author of Your Money and the World, ...

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Why Financial Confidence Takes More Than Just Money money mindset podcast episode Aug 11, 2026

Financial success grows when your money aligns with the life you truly want.

Danqin Fang, CFP®, CFA, RLP®, founder and CEO of Wealth Beyond...

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Can You Learn Money in 2 Minutes a Day? podcast episode Aug 07, 2026

Small, daily habits can turn financial confusion into confidence.

 

Emily Boxall, Founder of the 2Mins App joined Tony on this episode of ...

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Do People Make Better Money Decisions With Logic or Emotion? insurance and risk protection podcast episode Aug 04, 2026

The best financial decisions happen when emotion opens the door and logic helps shape the plan.

 

Bill Comfort and Maxwell Schmitz joined ...

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How to Build a Healthier Relationship With Money money mindset podcast episode Jul 31, 2026

Money works best when it supports the life you want to live.

 

Dana Miranda, author, content creator, and money writer joined me on Get Re...

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How Do You Know Who to Trust for Financial Advice? consumer advocacy podcast episode Jul 28, 2026

Financial decisions are becoming more complex every year. This episode explores how to find trusted expertise, ask better questions, and bui...

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Recognizing Financial Abuse: How to Protect Yourself and Find Hope consumer advocacy podcast episode Jul 24, 2026

Financial abuse often leaves no visible signs. Recognizing the signs can be the first step toward protecting yourself and finding hope.

 

...
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How Curiosity Helps Rewire Your Relationship With Money podcast episode Jul 21, 2026

Better money decisions begin when we slow down enough to understand ourselves.

 

On this episode of Get Ready Before Life Happens, Tony si...

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Why Families Need to Talk About Money Before It’s Too Late podcast episode Jul 17, 2026

The most important inheritance conversations are about trust, context, and relationships.

 

Emily Bouchard, TEDx speaker, founder of Famil...

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What It Really Takes to Settle an Estate podcast episode Jul 14, 2026

Being named executor is more than a title. It’s a responsibility that most people are not prepared for.

 

Julie Rains, author and storytel...

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How Early Money Conversations Shape Financial Behavior Jul 10, 2026

What you learn about money as a child can shape your decisions for life.

 

On this episode of Get Ready Before Life Happens, Tony talks wi...

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How to Build Financial Confidence in a New Country podcast episode Jul 07, 2026

How do you build financial confidence in a new country? 

 

It starts with learning how money works where you are.

 

On this episode of G...

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Why Authentic Communication Builds Better Relationships podcast episode Jul 03, 2026

It’s easier to be yourself, and that’s what builds real trust.

 

On this episode of Get Ready Before Life Happens, I spoke with Derek Poll...

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How Families Can Have Better Money Conversations podcast episode Jun 30, 2026

Clear money conversations help families prepare before life happens.

 

On this episode of Get Ready Before Life Happens, Tony talks with J...

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What Happens When Financial Planning Starts With Better Questions? Jun 26, 2026

In many financial planning conversations, the loudest voices tend to shape the outcome.

 

Yet some of the most important perspectives in t...

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How Emotions Shape Financial Decisions and Readiness Jun 23, 2026

Many financial decisions feel logical in the moment. Yet emotions often shape the choices we make about money. Understanding that connection...

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Make Your Next Chapter Your Best One Jun 19, 2026

What if your best years are ahead? 

 

On this episode of Get Ready Before Life Happens, I spoke with Tamara Cortoos, midlife coach and fou...

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How Financial Resilience Protects People from Scams consumer advocacy podcast episode Jun 16, 2026

In financial services, three voices dominate the conversation: regulators, institutions, and technology.

 

Julia Chin believes there’s a f...

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Why End-of-Life Planning Is the Ultimate Gift to Your Family podcast episode Jun 12, 2026

End-of-life planning is about more than death, it’s about leaving your family with clarity, stability, and peace of mind.

 

Greg Barnsdale...

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Why Your Financial Plan Should Be as Unique as Your Life podcast episode Jun 09, 2026

The best financial plans start with who you are and the life you want to live.

 

Mike Milligan, CFP and author of The One of a Kind Financ...

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