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On the latest episode of The Get Ready Money Podcast, I spoke with Marie Burns, financial planner and women’s financial advocate about changing the way we think about mind, money and motion.

In this episode we discussed:

• Why balance is key.
• How women can gain confidence with their money.
• Taking the emotion out and get started.
• Recognizing that money is a tool, not a reflection of our worth.
• We are all unique. What works for one person, may not work for another.
• The importance of putting your money on auto-pilot, when possible.

Marie Burns, a Certified Financial Planner (CFP®), has been advocating for women’s financial health for over 20 years. Originally from Wisconsin, married 40 years with nine grandchildren, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and educates women in her Mind, Money, Motion financial education business. She also has an independent advisory and investment management practice called Focus Point Planning. She is on the board of The Financial Awareness Foundation, a member of the Financial Planning Association of Greater Phoenix, author of a financial checklist book/e-bundle series, and podcast host of Mind, Money, Motion.

Connect with Marie Burns:

Website: (here) https://mindmoneymotion.com/

LinkedIn: (here) https://www.linkedin.com/in/burnsmarie/

Facebook: (here) https://www.facebook.com/MindMoneyMotion/

Podcast:

The Mind, Money, Motion Podcast (here) https://mindmoneymotion.com/mmm-podcast/

Books:

Itty Bitty® Getting Financially Organized Book: 15 Key Steps to Organizing your Financial Life (Amazon) (https://amzn.to/3wnArfT)

Your Amazing Itty Bitty® “Before” Financial Checklist: 15 Important Actions to Complete Before the Loss of a Loved One (Amazon) (https://amzn.to/3oxedp6)

Your Amazing Itty Bitty AFTER Financial Checklist: 15 Important Actions to Complete After the Loss of a Loved One (Amazon) (https://amzn.to/3f48jIJ)

Your Amazing Itty Bitty® Getting Financially Organized Trilogy: Three Itty Bitty Books Combined to Organize Your Financial Life (Amazon) (https://amzn.to/3bHMj4w)

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On the latest episode of The Get Ready Money Podcast, I spoke with Megan Kopka, Board Chair of the Modern Widows Club and Managing Partner at Apprise Wealth Management about changing the way we think about money and widows.

In this episode we discussed:

• How the Modern Widow’s Club supports widows.
• The importance of leaning in when people are facing tragedy.
• Keeping communication focused on the widow and what they need help with.
• The average age of a widow is 59.
• Why widows need a mentor and a tribe.
• Financial planners should be someone who widows can trust and that have a process in place for widows.
• Widowhood is a women’s health event.

Megan Kopka, CFP®, RLP®, is Board Chair of Modern Widow’s Club and Managing Partner of Apprise Wealth Management. Megan is passionate about helping women, especially- caregivers & widows, find financial security and freedom to live fulfilling lives supported through planning and investing. Her experience as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, partner and feminist gives her unique perspectives on integrating money with life values. Megan co-founded the Cape Fear Community of the Modern Widows Club in May 2020 and served as their community advocate until December 2023. She is also on the Golden Committee for the National Modern Widows Club, a national non-profit organization that serves widows, and Megan is the Board Chair.

Connect with Megan Kopka:

Website: https://timcalise.com

LinkedIn: https://www.linkedin.com/in/tcalise/

Website: apprisewealth.com

LinkedIn (Megan Kopka): https://www.linkedin.com/in/megan-kopka-cfp%C2%AE-rlp%C2%AE-a5271a9/

LinkedIn (Apprise Wealth): https://www.linkedin.com/company/apprise-wealth-management/

Facebook (Megan Kopka): https://www.facebook.com/MKopkaFinance/

Instagram (Megan Kopka): https://www.instagram.com/megan.kopka/

Connect with the Modern Widows Club

Website (resources and more for widows): https://modernwidowsclub.org

Support the Modern Widows Club: Give

Facebook: https://www.facebook.com/modernwidowsclub

Instagram: https://www.instagram.com/modernwidowsclub/

LinkedIn: https://www.linkedin.com/company/modern-widows-club/

Pinterest: https://www.pinterest.com/carolynmoor/modern-widows-club/

YouTube: https://www.youtube.com/channel/UCAej2VmfOybkD3IcLeBKLEw

Book:

Legendary Widows: Stories of Legacy (Amazon)

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On this episode of The Get Ready Money Podcast, I was joined by Joy Loverde and Cathy Sikorski who are both authors and speakers to talk about changing the way we think about money and caregiving.

Here’s what we discussed:

• Plan, plan and then go ahead and plan more
• Why quality of life is the most important thing.
• Asking for advice is a great way to start the conversation
• It’s okay to say that you won’t be the caregiver
• Where you live matters

Joy Loverde is the best-selling author of The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? A seasoned keynote speaker and brand ambassador for the senior-living industry, Joy’s appearances include the Today show, CBS Early Show, ABC News, and NPR. She is quoted in the Wall Street Journal, Washington Post, Time Magazine, and others. Joy works with the senior-housing industry and other professionals as a mature-market consultant.


Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care Planning.

Connect with Joy Loverde:

Website: https://elderindustry.com/

LinkedIn: https://www.linkedin.com/in/joyloverde/

Facebook: https://www.facebook.com/profile.php?id=100083485643213

Instagram: https://www.instagram.com/joyloverde/

Connect with Cathy Sikorski:

Website: https://cathysikorski.com

LinkedIn: https://www.linkedin.com/in/cathysikorski24/

TikTok: https://www.tiktok.com/@cathy_sikorski

Books:

Joy Loverde:

The Complete Eldercare Planner, Revised and Updated 4th Edition: Where to Start, Which Questions to Ask, and How to Find Help (Amazon)

Who Will Take Care of Me When I'm Old?: Plan Now to Safeguard Your Health and Happiness in Old Age (Amazon)

Cathy Sikorski:

Who Moved My Teeth?: Preparing For Self, Loved Ones And Caregiving (Amazon)

12 Conversations: How To Talk to Almost Anyone About Long-Term Care Planning (Amazon)

Showering With Nana: Confessions Of A Serial Caregiver (Amazon)