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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)

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On the latest episode of The Get Ready Money Podcast, I spoke with Rachel Donnelly, Founder of AfterLight and co-founder of Professionals of After Loss Services about changing the way we think about money and navigating loss.

In this episode we discussed:

• Why planning is the greatest gift you can give your love ones.
• The importance of having conversations with your loved ones.
• How getting organized, as best possible, is the first step to overcoming overwhelm.
• Why you need to do your legacy planning, even if it is uncomfortable.
• Life is expensive, so is death. And it’s more expensive if you don’t plan ahead.

Rachel Donnelly is the founder of AfterLight and the co-founder of Professionals of After Loss Services (PALS). AfterLight assists clients in managing the intricate administrative tasks of legacy planning and estate administration, offering solace and support in times of grief. As the CEO of AfterLight, Rachel has been pivotal in developing unique services, such as the Legacy Building Formula™, a 6-step coaching program aiding clients in preserving their stories and safeguarding their families' futures. Her expertise extends to managing complex cases involving digital assets and cross-border estates, testament to her comprehensive approach in estate administration.

Rachel's entrepreneurial spirit is further exemplified in her co-founding of Professionals of After Loss Services (PALS), the first organization setting industry standards for after loss professionals. Here, she has played a critical role in creating the PALS Training Program™ , an innovative online course shaping skilled professionals worldwide.

Connect with Rachel Donnelly:

AfterLight Website: https://myafterlight.com/

Professionals of After Loss Services (PALS) Website: http://afterlosspros.com/

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

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On the latest episode of The Get Ready Money Podcast, I spoke with Deborah Price, Founder of The Money Coaching Institute about changing the way we think about money and behavior.

In this episode we discussed:

• The importance of considering your main purpose.
• Why math is probably one of the greatest reasons why people fail at life.
• Why you should not be ashamed about money.
• Be aware of why you are the way you are with money.
• Why you should follow your vision now.

Deborah Price is the pioneer of the field of Behavioral Money Coaching. As a Certified Money Coach(CMC)®and Founder of the Money Coaching Institute, she provides money coaching, business consulting and training to individuals, couples and businesses. She is a former financial advisor with for over twenty years of wealth management for firms such as Merrill Lynch, Mass Mutual, AIG and London Pacific Advisors.

Deborah is the author of Money Magic: Unleashing Your Potential for Wealth and Prosperity, Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity and The Heart of Money - A Couple's Guide to Creating Financial Intimacy.

About The Money Coaching Institute:

The purpose of the Money Coaching Institute is to provide money coaching and workshops to both individuals and organizations. MCI also provides training and certification programs for those who wish to become a Money Coach.

Coping with money issues, both practically and psychologically, continues to be a major life struggle for millions of people and yet, there is very little help available. The mission of the Money Coaching Institute is to fill this greatly needed gap through increased education, awareness and empowerment, so that people may live more purposeful and prosperous lives.

Our unique coaching programs help clients to solve common problems associated with money choices, unconscious money patterns, and practical guidance of the day-to-day management of money issues. People often have unconscious patterns, beliefs and behaviors around money that prevent them from fully experiencing their true potential. Money Coaching assists individuals in identifying and moving beyond these restrictions. Our programs help people to achieve greater levels of personal satisfaction, prosperity and fulfillment in their life.

Connect with Deborah Price:

The Money Coaching Institute Website: http://www.moneycoachinginstitute.com/

LinkedIn: https://www.linkedin.com/in/deborah-price-mci/

Books:

Money Magic: Unleashing Your Potential for Wealth and Prosperity (Amazon)

Money Therapy: Using the Eight Money Types to Create Wealth and Prosperity (Amazon)

The Heart of Money - A Couple's Guide to Creating Financial Intimacy (Amazon)

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On the latest episode of The Get Ready Money Podcast, I spoke with Janine Firpo, co-founder of Invest for Better and author of Motivate Your Money about changing the way we think about money and investing in alignment with our values.

In this episode we discussed:

• Transform your thinking: you can invest your money and grow your wealth in ways that give you the world you want to see.
• Why you need to create an Investment Policy Statement.
• Where we collectively put our money has an impact.
• The sooner you start investing, the better you will be.
• How Invest for Better Empowers Women

Janine Firpo is the Co-Founder, Invest for Better. Janine is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, a collaborative effort that involved almost 150 women (and a few men) was published in May 2021 by Wiley. Later that year, Janine co-founded Invest For Better, a non-profit organization that helps women invest their money in ways that align with their values.

Connect with Janine Firpo:

LinkedIn: https://www.linkedin.com/in/janine-firpo-047282/

Invest for Better website: www.investforbetter.org

Invest for Better YouTube Channel: https://www.youtube.com/channel/UCLuMLrqokevlCVdMDmHAobw

Invest for Better Newsletter sign-up: https://investforbetter.org/newsletter/

Invest for Better LinkedIn community: https://www.linkedin.com/groups/8602858/

Invest for Better Facebook: https://www.facebook.com/InvestforBetterTPI/

Book:

Activate Your Money: Invest to Grow Your Wealth and Build a Better World (Amazon)

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On the latest episode of The Get Ready Money Podcast, Christine Simone, CEO and Founder of Caribou joined me to share insights about changing the way we think about money and healthcare planning.

In this episode we discussed:

• Why you need to go beyond premiums and look at total health care expenses.
• How to optimize your health plan.
• The value of focusing on what you are passionate about.
• The importance of saving money.
• Have confidence in yourself and a positive mindset.

Christine Simone is the founder and CEO of Caribou. Although she's years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She's held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO of Caribou, a software solution for the finance industry. She's driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making, and she is within the fraction of women founders who have raised venture capital. Christine has been recognized on Forbes 30 Under 30 in the Healthcare category and WealthManagement.com's Top 10 to Watch in 2024.

Connect with Christine Simone:

Caribou Website: https://www.caribouwealth.com/

LinkedIn (Christine Simone): https://www.linkedin.com/in/christinesimone3/
LinkedIn (Caribou): https://www.linkedin.com/company/caribouwealth

Twitter/X (Christine): https://twitter.com/chris_simone

Twitter/X (Caribou): https://twitter.com/caribou_wealth

Medicare Information Resources Mentioned:

Medicare official website: www.medicare.gov

Social Security Administration official website: www.ssa.gov

Kaiser Family Foundation: www.kff.org

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On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith.

In this episode we discussed:

Success simply means we are better than who we were yesterday.

• The importance of taking one step at a time.
• The value of insurance as your safety net.
• Why you need to be consistent and show up.
• Women can (and should) manage their money.
• The power of paying it forward.

Jaslyn Ng is a Financial Services Director based in Singapore leading a team of 7 financial consultants. In 2017, Jaslyn walked away from a $250K pa remuneration in corporate HR with her last role being a Global HR Director to start all over again as a Financial Consultant. She was burnt out with her asthma and relapsed during those long hours of working. Her eldest daughter was diagnosed with a congenital heart condition at the same time. Fast forward to today, Jaslyn is not just a 7th-time MDRT member with 2 TOTs and 4 COTs under her belt. Jaslyn has spoken on more than 60 occasions on international, regional, and local platforms sharing her experience with fellow leaders and practitioners. She was also selected to share with 7500 pax at the MDRT Speaks segment at the MDRT Global Conference 2023. In 2022, Jaslyn was named the Winner of Regional Digital Agent/Leader of the Year in the 7th Asia Trusted Life Agents & Adviser Award spanning across 12 Asia countries. In 2023, Jaslyn was the finalist for the Regional Insurance Agent of the Year in the 8th Asia Trusted Life Agents & Advisers Award. In the same year, Jaslyn was named the Winner of the Elite Women of the Year 2023 awarded by Insurance Business Asia. Being a single mum of two children, it is Jaslyn’s desire to help more women be financially independent. Since Covid days in 2020, Jaslyn has raised more than $50,000 through her own Charity Coffee Chats to help the underprivileged.

Connect with Jaslyn Ng:

LinkedIn

Book Mentioned:

Atomic Habits by James Clear