Get Ready with Christine Benz: Simplifying Your Investment Strategy

“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.” – Christine Benz In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about … Read more

Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews

“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or perform in a certain way, you’ve got to observe it. It’s the same thing for your financial future whether it’s your 401(k) or your life insurance policy, if you’re not … Read more

Get Ready with Peter Kwadwo Asare Nyarko: Global Financial Literacy for Children

“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.” – Peter Kwadwo Asare Nyarko.  In this episode of GET READY!, I spoke with Peter Kwadwo Asare Nyarko, the … Read more

Get Ready with Daniel Lee: Have An Investment Plan

“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 be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think … Read more

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