Get Ready!

Stay up to date on the latest from The Get Ready Money Club

Change the way you think about money!

Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss Jan 22, 2024

“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand

 In this episode, I spoke with Bill He...

Continue Reading...
Get Ready with Sam Renick: It’s Never Too Early for Financial Education Jan 22, 2024

“ 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...

Continue Reading...
Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse Jan 22, 2024

“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 ...

Continue Reading...
Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry Jan 22, 2024

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.  Maxwe...

Continue Reading...
Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives Jan 22, 2024

“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 Shennandoa...

Continue Reading...
Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork Jan 22, 2024

“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 t...

Continue Reading...
Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings Jan 21, 2024

“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 D...

Continue Reading...
Get Ready with Chris Hall: Why You Should Review Your Estate Plan Jan 21, 2024

Quote: 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...

Continue Reading...
Get Ready with Daniel Lee: Have An Investment Plan Jan 21, 2024

Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might b...

Continue Reading...
Get Ready with Peter Kwadwo Asare Nyarko: Global Financial Literacy for Children Jan 21, 2024

“You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources that you can and you will be ready for any financial crisis....

Continue Reading...
Get Ready with Christine Benz: Simplifying Your Investment Strategy Jan 21, 2024

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” -...

Continue Reading...
Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews Jan 19, 2024

In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies.

We also discussed what people should look for when reviewing th...

Continue Reading...
 

Join The Get Ready Movement

Receive the Get Ready Roadmap, Get Ready Money Guide Kit and weekly newsletter with action items, tips, and recommendations to change the way you think about money!

You're safe with me. I'll never spam you or sell your contact info.