Send us a text

On the latest episode of The Get Ready Money Podcast, I spoke with Sheryl Moore, President and CEO of Moore Market Intelligence and Wink, Inc. about changing the way we think about money, annuities and building relationships.

In this episode we discussed:

• How building relationships contributes to your success
• If you don’t understand something, you shouldn’t buy it.
• Why annuities are misunderstood
• The importance of leveraging credible sources of information
• The power of annuities for you to receive a paycheck for as long as you live (personal pension plan)
• Why you need to monitor your health insurance for changes

Sheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market Report and Wink’s Index Intelligence Report.

Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the life insurance and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services and insight to select financial services companies. She has authored books on indexed products and her articles are featured in dozens of industry trade publications. She works closely with regulators and legislators in the insurance market. Neither Sheryl J. Moore, nor Moore Market Intelligence sell or endorse any financial services products.

Connect with Sheryl Moore:

Website:www.WinkIntel.com and www.SherylJMoore.com

LinkedIn:LinkedIn

Facebook: Facebook

Twitter/X: Twitter

You Tube: YouTube

Book:

Why I Bought Indexed Annuities (Amazon) https://amzn.to/3wX3MUf

Sheryl Moore's book details her first-hand experience using indexed annuities to save for retirement

Support the show

Send us a text

On the latest episode of The Get Ready Money Podcast, I spoke with Gayle Reaume, CEO and Founder of Moolah U about changing the way we think about money and creating financially savvy kids.

In this episode we discussed:

• Why you can only teach, if people are interested in learning.
• How entrepreneurship brings empathy.
• The importance of having money work for you. Use money to make money.
• Why you need to avoid a scarcity mindset.
• Being grateful for what you have.

Gayle Reaume is the founder of Moolah U. Her mission is to equip the next generation for lives of financial capability. With 20 years immersed in researching this field, she’s developed a science-based methodology that teaches kids financial literacy through real-life, hands-on money experiences within the family setting.

Thousands of families have trusted Gayle to share best practices for raising financially savvy children through our nationally recognized summer entrepreneur camps and parent courses featured in the WSJ, NBC Nightly News, and Bankrate.com.

Connect with Gayle Reaume:

LinkedIn: https://www.linkedin.com/in/gayle-reaume-46a1453/

Moolah U:

Website: www.moolahu.com

App: Moolah U app (here) https://moolahu.com/kids-learn-money-2/

Support the show

Send us a text

On the latest episode of The Get Ready Money Podcast, I spoke with Erinn Andrews, the founder and CEO of GiveTeam about changing the way we think about money and giving with intention.

In this episode we discussed:

• Why we need to talk more openly about giving.
• Being intentional with your giving.
• Aligning your personal values with your personal donations.
• How financial advisors can support their clients with their giving.
• Engage your kids in conversations about giving.

Erinn Andrews, the current VP and incoming President of the National Board of Advisors in Philanthropy and serial social entrepreneur, is the founder and CEO of GiveTeam. With an extensive background in philanthropic research and education at Stanford University and nonprofit strategy at GuideStar, Erinn has created a unique consultancy that collaborates closely with financial advisors to help clients be more intentional in their giving.

Connect with Errin Andrews:

Website: https://www.thegiveteam.com/

LinkedIn: https://www.linkedin.com/in/erinn-andrews/

Support the show