Send us a text On this episode of The Get Ready Money Podcast, I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape the future of financial planning. Key Insights: Women and minorities often face greater e...
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape the future of financial planning. Key Insights: Women and minorities often face greater e...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Paul Deloughery—author, estate planning and probate litigation attorney—about why effective estate planning is about more than just the documents. We explore how family dynamics, communication, and values play a critical role in whether a plan succeeds—or fails. Paul offers a fresh perspective for advisors, advocates, and families: estate planning isn’t just a legal process—it’s a human one. Key Insights: Estate pla...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape the future of financial planning. Key Insights: Women and minorities often face greater e...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Hillary Gale, finance marketing strategist and host of The Finance Marketing Podcast, about how authenticity and storytelling build stronger relationships. This episode offers a fresh take on how showing up as yourself can be your greatest asset. Key Takeaways: What it really means to have a personal brand. Why authenticity resonates. How to lead with relationships, not just rec...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Drew Shockley, Co-Founder of Move Health, about how integrating health care planning into financial conversations can unlock new opportunities—including early retirement. 💡 Key Takeaways: Health care planning should be a core part of every financial plan.Unlock early retirement with health care planning. Understanding the Advanced Premium Tax Credit can dramatically reduce insurance premiums. Move ...
Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships. Key takeaways: Relationships matter.People connect with personal journeys.Increase your productivity by removing distracting decisions. You can talk about yourself without bragging about yourself. People don’t make decisions purely on fact.Be boring with your investing and bold ...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Paul Ryan, founder of Credit Score Experts and author of Repair or Raise & Retain a Great Credit Score. We explored how to take control of your credit profile—and why it matters. Key Takeaways: Consider a credit freeze to protect yourself from identity theft and unauthorized access.Stay proactive—review and update your credit report regularly to keep your score accurate.Your credit score impacts more than loan...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, about how our mindset drives the way we talk—and think—about money. We explored how money mindset isn’t just about beliefs, but the deep emotions and experiences tied to our financial lives. Whether you're a financial advisor or someone looking to improve your money conversations, this episode will give you tools to lead with purpose, not pre...
Send us a text In this episode, I’m joined by Nick Batchelder, author of Crush Your 20’s, to talk about empowering students and young adults to take control of their financial future. Conversation Highlights: The biggest financial challenges facing studentsStudents should be aware of the credit card trapBuild the habit of saving money consistently Things get easier the more you do themTake your time - it’s a long time journeyYou don’t have to be perfect—just start and stay curi...
Send us a text In this episode, I spoke with Bernadette Joy, author, podcast and financial fluency advocate about why financial fluency—not just literacy—is the next evolution in how we talk about money. Bernadette shares how fluency empowers individuals to take control of their financial lives, ask better questions, and challenge outdated systems. Key Takeaways: Financial education should be shame-free and accessibleFinancial fluency is like learning a new languageFluency is about contex...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world. In this episode we discussed: Why financial literacy is a global issue.Financial literacy is a journey, not a destination. We need to incorporate our value with our money. Teaching your kids to be responsible, independent and money smart for life is the wisest investment (Robin).Always start with your goals, you...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Allie Zendrian, Founder of AtoZ Communications and host of the Brand Stories Podcast, about how the power of storytelling can transform the way we talk about money. We explored how authentic stories and intentional communication can help shift the conversation around financial literacy—making it more relatable, engaging, and impactful. 💡 Key Takeaways: Storytelling is a powerful tool for improving financial conv...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with John Lanza, Chief Mammal of The Art of Allowance Project, about raising financially capable kids and how allowance can be a practical tool for building lifelong money skills. 💡 Key Takeaways: Keep it simple—financial literacy for kids doesn’t have to be complicated. An allowance is a learning tool—it's a hands-on system for experience. Trade-offs build decision-making muscles—help kids understand choices and con...
Send us a text In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving. 💡 Conversation Highlights:What is a Donor Advised Fund? The benefits and key considerations of using a DAF.How DAFs can encourage multi-generational giving.Charitable giving isn’t just for the wealthy. DAF’s can ease the process for small non-profits. Charitable...
Send us a text In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future. We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can build empathy, bridge generations, and spark meaningful planning. 💡 Key Takeaways: Recording helps you reflect. It’s not just about memory—it’s a...
Send us a text In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations. Key takeaways The changing face of philanthropy: How generational shifts are creating new opportunities and challenges.Why family dynamics matter: Philanthropy opens the door to inclusive conversations across generations.Don’t...
Send us a text On the latest episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate. Walt and I dive into the hidden epidemic of elder financial abuse, how it often strikes close to home, and the critical role financial institutions and families play in stopping it. We also explore practical strategies for protecting our aging loved ones—and ourselves. Key Takeaways: What is elder fraud? It’s not always strangers—80–90% of ...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial Services and at Veralytic about changing the way we think about money and life insurance policy analysis. Key takeaways: How independent benchmarks can help.Why life insurance policies are complex. How advisors can get started analyzing a life insurance policy.Why this is a new fiduciary era for life insurance. The value of independent research. Conne...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Stevyn Guinnip, Author, Speaker and Founder of Grow Wellthy about changing the way we think about money and growing wellthy. Key takeaways: Financial wellness and physical wellness are interrelated.The difference between lifespan and healthspan. How do you lengthen your healthspan and reduce your sick span.The number 1 worry in retirement is health. Your money and health are integrated into every aspect of...
Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Diana Kahn, attorney, speaker and coach about changing the way we think about money and generational wealth. Key takeaways: How generational wealth builds opportunities for your childrenWealth preservation is important for everyoneWorking to preserve generational wealth is also putting in a blueprint of worst case scenarios.Be okay with the decisions you're making when you can't do it all.Understand how to bal...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, Author and Educator about changing the way we think about widows, legacy and refirement. Key Takeaways: Retirement is outdated, we need to re-define as refirement. Refirement means finding fulfillment (meaning and purpose). Rethink aging as a positive experience. Financial planning is everyone, not just for rich people The importance of charitable giving.&nb...
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape the future of financial planning. Key Insights: Women and minorities often face greater e...
