Send us a text On this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations. 🔹 Commit fully to the next right step—even if it’s uncertain. 🔹 Trust your partner (or advisor) to have your back when you’re unsure. 🔹 Be fully prese...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams. We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation. 💡 Key Takeaways 🔹 AI boosts personalization 🔹 Automation ...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America—about how creating a retirement mission statement helps you define your purpose after work. 💡 Key Takeaways: 🔹 Money gives you liberty to make the decisions you want to. 🔹 The importance of having purpose in retirement. 🔹 A retirement mission statement helps set a clear intention for your next chapter 🔹 Advisors can bu...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact. Key Takeaways: 🔹 Listening goes deeper than just hearing. 🔹 Life planning enhances financial planning...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, author of A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together and founder of Enso Financial, about how couples can transform money from a source of conflict into a pathway for connection, trust, and shared dreams. 💡 Key Takeaways 🔹 Love and money together can be a superpower. 🔹 Money fights aren’t about dollars—they’re about values, beliefs, and expectations. 🔹 Financial...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Marla Sofer, Founder & CEO of Knomee and host of the Knowing Me, Knowing You podcast, about how self-awareness transforms our relationship with money—and how financial professionals can better serve their clients by understanding what really drives their decisions. Key Takeaways: 🔹 Trust your instincts, believe in yourself, and take smart risks 🔹 The better your advisor understands you, the better they can ser...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks. 💡 Key Takeaways: 🔹 The power of your network is instrumental to reaching the next level 🔹 Independence isn’t just a career move—it’s a defining step toward serving clients on your terms 🔹 Let your wh...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Ashlyn Brooks—financial content writer about how understanding your financial starting point is essential to building a more secure future. We explored the realities behind affordability, the shifting nature of the American Dream, and why personalized financial literacy is more important than ever. 💡 Key Takeaways: 🔹 Don’t make permanent decisions based on temporary circumstances—today’s choices carry long-term co...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Shannon Lee Simmons—author, financial planner, and founder of The New School of Finance—about how we can bring more compassion, flexibility, and real-life perspective into the way we talk about and manage money. Shannon shares practical insights on shifting our mindset, having healthier money conversations, and creating financial plans that reflect the way life actually unfolds—not how we think it should. 💡 Key Ta...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Michael Banner, host of the 62WhoKnew Podcast, about the double-edged sword of longer lifespans—and what it means for how we plan, spend, and protect our financial futures. 💡 Key Takeaways: 🔹 Long-term care insurance can be a game-changer. 🔹 Relying on your kids as caregivers? It’s not a fair—or realistic—plan. 🔹 Longevity is a gift—but it comes with financial consequences many overlook. 🔹 ...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Mohsen Siddiqui, co-founder of GenMo, about how we can better equip the next generation with the tools, mindset, and confidence to navigate their financial future. We explored the power of early money conversations, the role of families and institutions, and why financial literacy must be inclusive and culturally responsive—especially in communities where access is limited. 💡 Key Takeaways: 🔹 Start early—learnin...

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Natasha Bonsu, financial wellbeing advocate, about how lived experience and open conversations can reshape how we approach money—for ourselves and the next generation. Natasha shares insights on the importance of financial wellbeing, especially in protecting vulnerable and at-risk individuals, and why we must normalize making mistakes as part of the learning process. Whether you're a parent, educator, or advocate, t...

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...