On this episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech to share insights on changing the way we think about financial literacy. Here’s what we discussed: Have a vision for what you want, then figure out a plan to get there.Have clarity for your goals.Create a safe space for your clients and community. How technology and artificial intelligence (AI) can help people get the answers they need.How to figure out what information is useful. Chris Mouzon is a Financial Coach and Co-Founder of United Agency where he helps people and families build better lives through finances. With expertise ranging from Entrepreneurship and wealth building to business tax hacks and retirement planning, Chris is knowledgeable in many different areas of Finance and Business. Chris believes in the power of positive energy and daily habits to transform lives and he's sharing what you can do to reach a place of financial (and personal) freedom.  Derrick Wesley is the visionary founder of Seedlyng Financial Education. He is on a mission to bridge the financial literacy gap among youth and young adults. With a background in education and a passion for empowering the next generation, Derrick founded Seedlyng to instill essential money management skills in students worldwide. Through interactive workshops, personalized curriculum, and cutting-edge technology, Seedlyng equips students with practical financial knowledge. Derrick's vision is to create a world where financial literacy is not just a subject in school but a life skill embedded in every young person, empowering them to make informed financial decisions.Faith Teope is a multimedia journalist, children’s financial literacy author, and CEO of Leverage Retirement. She is the Editor of Fortunaire, and MoneyTalk as well as a contributor to Safe in Harm’s Way as a financial abuse advocate. She is also the host of the miniseries, SAVVY, that explores the systemic gaps in financial literacy, and is the keynote for the 2024 Financial Literacy Summit at the Federal Reserve.Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, “Motivate Your Money!”. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. "The Four Money Bears" represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults. Mac also serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology".

On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Shanahan and Karen Chellew, the founders of My Divorce Solution and the hosts of the We Chat Divorce Podcast about changing the way we think about money and divorce preparation.In this episode we discussed:The importance of being informed and financially prepared.Why you need to know what you want and why you want it. How financial clarity will give you more space and lead to better conversations.Why you should be intentional and aware without judgement. The importance of enjoying life and all the opportunities life brings you. Catherine Shanahan is the co-founder of My Divorce Solutions and co-host of the We Chat Divorce Podcast. After 25 years in the financial industry, having raised five children and endured her own experience with divorce, Catherine became a Certified Divorce Financial Analyst (CDFA), trained Mediator and Daily Money Manager (PDMM). Catherine is collaboratively trained and was a member of the Bucks County Collaborative Law Group. She is a member of the American Association of Daily Money Managers (AADMM) the Institute for Divorce Financial Analysts, and the Association of Divorce Financial Planners (ADFP). Catherine is fully dedicated to helping clients understand and navigate all aspects of divorce including planning a secure financial future post-divorce.Karen Chellew is the co-founder of My Divorce Solutions and co-host of the We Chat Divorce Podcast.For over 30 years, Karen has worked in the legal field as a paralegal and business manager. During her career, she served as an affiliated member of the Pennsylvania Bar Association and President-Elect of the ALA (Association of Legal Administrators). Karen now serves clients and the professional team in her role as legal liaison. She is an affiliate member of the American Bar Association (ABA) Dispute Resolution Committee, a certified QDRO Administrator, Founder and President of Sisters U Foundation, and an Auditor of East Rockhill Township. As the mom of three children and one granddaughter, Karen is extremely passionate about helping women in all that she does.Connect with Catherine Shanahan and Karen Chellew:Website: www.mydivorcesolution.comLinkedIn: Catherine Shanahan: https://www.linkedin.com/in/catherine-shanahan-1155a535/LinkedIn: Karen Chellew: https://www.linkedin.com/in/karen-chellew/Podcast: We Chat Divorce Podcast: https://mydivorcesolution.com/we-chat-divorce-podcast/ and https://youtu.be/ournp7sTA-4?si=bs_4XyR7MSDADpGt

On the latest episode of The Get Ready Money Podcast, I spoke with Naseema McElroy, founder of Financially Intentional, Author and Nurse about how we change the way we think about money and being financially intentional.In this episode we discussed:The importance of changing your circle of influence. Why anyone can get on the right path.Learn what real wealth is - be an owner, not a consumer.You can afford anything, just not everything.Naseema McElroy is the founder of Financially Intentional, a platform about personal finance and living life intentionally.  Naseema is the author of Smart Money: The Step-by-Step Personal Finance Plan to Crush Debt. Naseema discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence.  Outside of encouraging people to get their financial act together, Naseema is a mother and Labor & Delivery Nurse.Connect with Naseema McElroy:Website: https://www.financiallyintentional.comLinkedIn: https://www.linkedin.com/in/naseema-mcelroy-162085122/Book: Smart Money: The Step-by-Step Personal Finance Plan to Crush Debt (Amazon) Podcast: Financially Intentional Podcast: https://www.financiallyintentional.com/podcastCommunity:Financially Intentional Community - Facebook (here) https://www.facebook.com/groups/financiallyintentional/

On this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman, financial planner and the co-founder of AllStreet Wealth to talk about changing the way we think about money and why compound interest is the eighth wonder of the world. Here’s what we discussed: What is compound interest?How compound interest worksWhy compound interest is a key factor in saving and investingUnderstanding and applying the rule of 72The importance of understanding the fundamentals of moneyChris Mouzon is a Financial Coach and Co-Founder of United Agency where he helps people and families build better lives through finances. With expertise ranging from Entrepreneurship and wealth building to business tax hacks and retirement planning, Chris is knowledgeable in many different areas of Finance and Business. Chris believes in the power of positive energy and daily habits to transform lives and he's sharing what you can do to reach a place of financial (and personal) freedom.  Derrick Wesley is the visionary founder of Seedlyng Financial Education. He is on a mission to bridge the financial literacy gap among youth and young adults. With a background in education and a passion for empowering the next generation, Derrick founded Seedlyng to instill essential money management skills in students worldwide. Through interactive workshops, personalized curriculum, and cutting-edge technology, Seedlyng equips students with practical financial knowledge. Derrick's vision is to create a world where financial literacy is not just a subject in school but a life skill embedded in every young person, empowering them to make informed financial decisions.Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, “Motivate Your Money!”. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. "The Four Money Bears" represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults. Mac also serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology".Thomas Kopelman is a financial planner and the co-founder of AllStreet Wealth as well as a blogger, podcaster and speaker. Thomas was recognized as one of the 23 best financial advisors for millennials by Business Insider, 2023 Young Advisor to Watch and Top 100 Advisor by Investopedia in 2022 and 2023. Thomas is also the Head of Community at Wealth.com.

On the latest episode of The Get Ready Money Podcast, I spoke with Hirsch Serman, Founder of Lifecycle Financial about changing the way we think about money and creating positive outcomes during times of change. In this episode we discussed:Create positive outcomes by considering your values and goals.Living a values based life (focus on what bring you joy and fulfillment).Why you need to consider the long term consequences of all your options. The importance of starting early and the magic of compound interest. Being mindful with your spending. Hirsch Serman, MBA, CDFA®, CPA founded Lifecycle Financial, LLC through his personal financial experiences related to several life cycles including divorce and an aging parent.   He has worked in finance for over 20 years (including financial planning and tax) and has taught on the university level as well as conducted seminars for high school youth on personal finances.  Hirsch is a member of the American Institute of CPA's (AICPAs), the National Association of Divorce Professionals (The NADP), The Amicable Divorce Network, Institute for Divorce Financial Analysts (IDFA), and the American Association of Daily Money Managers (AADMM). Hirsch is the host of theFinancial Wellness Hour radio show. Connect with Hirsch Serman:Website: www.lifecycle.financialThe Financial Well Hour Radio Show: https://lifecycle.financial/financial-wellness-radio-show/ LinkedIn: https://www.linkedin.com/in/hirschserman/Facebook: https://www.facebook.com/groups/womansfinancialwellness

On the latest episode of The Get Ready Money Podcast, I spoke with J Money, award winning personal finance blogger and experimenter about changing the way we think about money and defining financial success. In this episode we discussed:Focusing on your dream lifestyle and what makes you happy. The less money you spend, the less money you need to earn. Be more conscious with your money - track where your money is going. Set up simple systems - considering minimalism. J. Money is an award winning blogger, consultant, experimenter, and daddy of three funny boys. With over a decade of building communities online, Jay’s projects have reached 40+ million views and are regularly featured in the media. An avid coin collector, skateboarder, and yoga enthusiast, Jay loves getting people excited about finance and is best known for his personal finance blog,BudgetsAreSexy.com. You can learn more about Jay atjmoney.biz.Connect with J Money:Website: https://budgetsaresexy.comWebsite: https://jmoney.bizLinkedIn: https://linkedin.com/in/jmoneyyyyyyFacebook: https://www.facebook.com/jmoneyyyyyyInstagram: https://www.instagram.com/jmoneyyyyyy/Twitter: https://twitter.com/budgetsaresexy @TwitterMerchandise (Amazon)

On the latest episode of The Get Ready Money Podcast, I spoke with Romy Pickron, founder of Asset Achievers and co-founder of Reducify about changing the way we think about money and making it accessible to everyone. In this episode we discussed:Why you should have an accountability partner. The importance of aligning yourself with your goals.Changing your narrative by empowering yourself with positive financial affirmations. The financial impact of the racial and gender gaps. Romy Pickron, CFP®, is the founder of Asset Achievers, a virtual financial management platform and the Co-founder of Reducify, a budding fintech app designed to accelerate student debt payoff. She’s on a mission to empower first generation wealth builders to achieve financial freedom. Romy is an active member of the Association of African American Financial Advisors (AAAA) and was recently awarded 50 under 50. She previously served as a panelist and mentor for the Thurgood Marshall College Institute and the United Negro College Fund (UNCF). She’s also been featured in NerdWallet and Feminist Magazine. Connect with Romy Pickron:Website: https://assetachievers.com/Website: www.reducifyapp.comLinkedIn: https://www.linkedin.com/in/romy-pickron/Twitter: https://twitter.com/AssetAchieverInstagram: https://www.instagram.com/assetachievers/ Facebook: https://www.facebook.com/AssetAchievers/

On this special episode of The Get Ready Money Podcast, I share 60 things to change the way you think about life and money, that I’ve learned over sixty years. Here’s five of the things that I shared:  Be curious. Ask questions.Listen, then listen more. Hear what other people are saying.Be yourself. Be authentic. We are all unique.There’s often no right answer. There’s simply the answer that works for you.Today is the best day to start. It’s never too late to make a positive change.

On the latest episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Chief Educator at Crush Your Money Goals about changing the way we think about money and how to crush our money goals. In this episode we discussed:The value of becoming who you want to be.How we can face our fears. The importance of taking the leap to do what you want. How we can break generational curses and build generational wealth. Bernadette Joy is the Chief Educator at Crush Your Money Goals. Bernadette Joy paid off $300,000 of debt in three years and built her first $1 million of net worth in her 30s as a first generation Filipina-American, the eighth of her father's nine kids!  After being tired of the stale and outdated money advice, she launched Crush Your Money Goals® in 2020, a money media company to serve up practical and fun educational content.  She's featured as a money expert on CNBC, Good Morning America and Business Insider. You can read her money tips in Forbes and as part of the Financial Expert Board for CNET.Connect with Bernadette Joy:WebsiteLinkedInInstagram

On this special 100th episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech. We each shared one thing that we think we know about changing the way we think about money. Here’s what we each think we know and then discussed: We need to help people be curious. We need to help people ask questions, so they can be empowered for themselves. (Tony)We can find new ways to engage people from an earlier age and increase financial capability. (Mac)We need to help the older generation. It’s not too late for them? (Derrick)We need to have vision. We need to clarify what we really want (Faith)We need to focus on inspecting what you expect. (Chris)Chris Mouzon is a Financial Coach and Co-Founder of United Agency where he helps people and families build better lives through finances. With expertise ranging from Entrepreneurship and wealth building to business tax hacks and retirement planning, Chris is knowledgeable in many different areas of Finance and Business. Chris believes in the power of positive energy and daily habits to transform lives and he's sharing what you can do to reach a place of financial (and personal) freedom.  Derrick Wesley is the visionary founder of Seedlyng Financial Education. He is on a mission to bridge the financial literacy gap among youth and young adults. With a background in education and a passion for empowering the next generation, Derrick founded Seedlyng to instill essential money management skills in students worldwide. Through interactive workshops, personalized curriculum, and cutting-edge technology, Seedlyng equips students with practical financial knowledge. Derrick's vision is to create a world where financial literacy is not just a subject in school but a life skill embedded in every young person, empowering them to make informed financial decisions.Faith Teope is a multimedia journalist, children’s financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/Recordkeeper firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm’s Way as a financial abuse advocate. Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope's debut title, The Monster Job, hits bookshelves in April 2024. Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, “Motivate Your Money!”. The book served as a tool to share his extensive experiences in the field of Personal Financial Planning. As his family grew and his clients began to ask him for ways to teach their kids about managing money, he decided to use elements from his first book to develop a financial literacy platform for young children. "The Four Money Bears" represent the four basic functions of money. When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults. Mac also serves as Founder and Chief Education Officer of FinLit Tech.  The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology".

On the latest episode of The Get Ready Money Podcast, I spoke with Sheryl O’Connor and Phil Lubinski, co-founders of IncomeConductor about changing the way we think about money, and managing retirement income to provide retirees peace of mind.  In this episode we discussed:The importance of an implementation roadmap.The value of a time segmented approach is so important to managing retirement income.Why retirees should go from a savings habit to a spending habit.  How you can have a strategy where you don't have to rely on the market performance from a day-to-day perspective.Sheryl O’Connor has spent over 25 years in the financial services industry at insurance and investment management firms where she led strategic business growth and technology innovation.  After leading an investment management firm for 11 years, Sheryl co-founded IncomeConductor in 2017, a retirement income focused wealthtech firm that provides a revolutionary strategy and technology to advisors and their clients that meet the needs of today’s retirees and serves as its CEO.  Sheryl has won numerous leadership awards and serves as a global ambassador to encourage women entrepreneurship in technology. Phil Lubinski, CFP has spent over 35 years as a financial advisor, serving almost exclusively retirement income planning clients. He was first to develop a ‘bucketing’ approach to income planning and has co-developed several fintech systems designed to help advisors create income plans for their clients.  After successfully transitioning his practice, he co-founded IncomeConductor, which utilizes his time-segmented strategy. Phil serves as the firm’s Retirement Income Specialist, contributing his expertise in the areas of advisor training, case design consultation, and software enhancements.Connect with Sheryl O’Connor and Phil Lubinski:Income Conductor Website:  www.incomeconductor.comLinkedIn (Sheryl O’Connor):  https://www.linkedin.com/in/sheryl-o-connor-72170837/LinkedIn (Phil Lubinski):  https://www.linkedin.com/in/phil-lubinski-cfp-3685aa5/

On the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center for Research Methods Consulting about changing the way we think about money and legacy planning. In this episode we discussed:Why you should be thoughtful & deliberate with your money (Kat). Allow your purpose to drive the way you view your money (Philip).The importance of self-reflection (Kat). Learn as much as you can about how money works (Philip) . Kat Walsh is Chief Legacy Officer for the world’s most prolific founders. She designs the strategies and implementation of projects that align with the vision of the family Champion and the extended family. She focuses on realizing the hopes and dreams of the family through philanthropic and for-profit endeavors that achieve personal passion goals, financial benchmarks, and longevity. However, her passion lies in supporting the family by focusing on sharing the family's non-financial, intangible assets that ensure each generation of the family lives a deliberate life in pursuit of their Purposes in LifeDr. Philip Adu is an author and the founder and methodology expert at the Center for Research Methods Consulting, LLC. He has provided research methodology services to clients for over ten years and has facilitated hundreds of workshops with graduate students, program evaluators, faculty members, and practitioners. His skills in demystifying the qualitative research and analysis process are evident in his YouTube videos. He is also a contributing faculty member at Walden University.  Connect with Kat Walsh and Philip Adu:Kat Walsh: LinkedIn: https://www.linkedin.com/in/1katwalsh/Philip Adu, Ph.D.Website: https://www.centerforresearchmethods.com/Website: www.drphilipadu.com YouTube: https://www.youtube.com/c/PhilipAdu Facebook: https://www.facebook.com/drphilipaduBooks by Dr. Philip Adu: A Step-by-Step Guide to Qualitative Data Coding The Theoretical Framework in Phenomenological Research: Development and ApplicationDissertation Research Methods: A Step-by-Step Guide to Writing Up Your Research in Social Sciences

On the latest episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, the founder and CEO of Baoba USA about changing the way we think about money and living your best life. In this episode we discussed:The importance of being confident in your habits.How money is intertwined with life.Have clarity that it’s your money and then make it matter. Why compound interest is the eighth wonder of the world. Prudence Zhu, CPA/PFS is the founder and CEO of Baoba USA. Hailing from rural China and settling in the US, Prudence's story is a tale of dreams, challenges, and tenacity. Landing in 2012 with the basics, she carved out her path to financial freedom by 2021, mastering the art of saving and investing. Now a proud mom in Phoenix, AZ, and the voice behind the YouTube channel Invest with Prudence  (www.youtube.com/@investwithprudence), Prudence extends her wisdom through Baoba USA (www.baoba.us), offering tax advice and financial coaching. To her, financial freedom is not just a bank statement; it's about living with purpose, making informed decisions, and inspiring others to do the same.Connect with Prudence Zhu:Website: http://www.baoba.us/LinkedIn: https://linkedin.com/in/prudencezhuYou Tube: https://www.youtube.com/@InvestWithPrudence

On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think about protecting our most valuable asset, our income. In this episode we discussed:Why we need to think about our income as a long-term asset.The importance of having a contingency plan.Why you need to keep learning and grow.James Leary, DIA is the Co-Founder of OneProtection. With nearly 25 years of dedicated experience in the insurance and financial services sector, James has primarily specialized in individual income protection planning throughout his career. OneProtection stands as a cutting-edge income protection (DI) sales enablement software platform, meticulously crafted to empower insurance agents and financial advisors in effectively presenting, selling, and securing adequate income protection plans for their valued clients.Connect with James Leary:Website: https://one.oneprotection.tech/demo-90-day-free-trialLinkedIn: https://www.linkedin.com/in/james-leary-dia-07a65852/

On the latest episode of The Get Ready Money Podcast, I spoke with Micah Autry, speaker, podcast host, author and entrepreneur about changing the way we think about money and finding the one thing that will make a difference.  In this episode we discussed:Why you should judge your life by your own metrics.The importance of valuing yourself by your expertise, rather than by the hour. Be pro-active with your self-education.Micah Autry is currently a serial entrepreneur that owns Aume Motion Arts LLC, Autry & Stanley Real Estate Investments, and the Secrets of Silent Success podcast. Autry also authored “Dorm Life to Work Life” a millennial’s guide to being an adult, bridging the gap with older generations and finding success. Micah has dedicated his life to improving living conditions for others and breaking generational curses.Connect with Micah Autry:Website: http://dirmicahautry.com/LinkedIn: https://www.linkedin.com/in/micahaumeautryInstagram - https://www.instagram.com/secretsofsilentsuccess/YouTube - https://youtube.com/@Secretsofsilentsuccess?si=hSLTgxC3DoYThkeATikTok - https://www.tiktok.com/@sosspodcastPodcast:Secrets of Silence Success Podcast: https://www.dirmicahautry.com/secretsofsilentsuccesspodcast Book: Dorm life to work life

On the latest episode of The Get Ready Money Podcast, I spoke with Maura Shaftoe, cash flow specialist at Let’s Plan about changing the way we think about money and our cash flow. In this episode we discussed:Why you need to work with professionals who respect you.The importance of learning as much as you can about money. Being intentional with your spending. Maura Shaftoe, CCS, QAFP,  is a financial planner and cash flow specialist. A cornerstone of Maura’s financial planning practice is dedicated to helping people maximize their earning power through effective budget, cash flow and debt management strategies backed by behavioral science. Maura’s coaching approach helps you build awareness and create financial ease while you build a resilient financial future. Maura is also a successful singer/songwriter.Connect with Maura Shaftoe:Website: https://www.domoneylikeitmakessense.caWebsite: https://letsplan.caPersonal WebsiteLinkedInTwitter

On the latest episode of The Get Ready Money Podcast, I spoke with Vicki Vollweiler, Founder and CEO of College Financial Prep about changing the way we think about money and paying for college. In this episode we discussed:Colleges are willing to negotiate because they are businesses.Why math matters when it comes to your money.What divorced parents need to know about FAFSA.Vicki Vollweiler, MBA, CDC, the founder and CEO of College Financial Prep, provides a full range of college funding and college admissions services for families as both parents and students prepare to enter college.  Vicki is both a College Planning Expert and a Divorce Financial Coach helping parents to navigate financial aid, scholarships, student loans and college planning.  With her Master's Degree in Business Administration and expertise in analysis, pricing, return on investment, and negotiations, Vicki brings valuable skills to the table. Vicki is also a Certified Divorce Coach. Connect with Vicki Vollweiler:WebsiteFacebookInstagram:  @CollegeFinancialPrepLinkedIn College Financial prepLinkedInFzPeMZGPX2DUD9ODzbwb

On the latest episode of The Get Ready Money Podcast, I spoke with Emily Rasmussen, CEO and Founder of Grapevine about changing the way we think about money and charitable giving. In this episode we discussed:The importance of investing in yourself.Being open to talking about money.Why everyone should consider a donor advised fundEmily Rasmussen is the Founder & CEO of Grapevine. Emily brings more than 10 years of financing for impact, nonprofit and social enterprise leadership experience to Grapevine. She was the founding Executive Director of NYU’s Center for Ballet and the Arts, launched the Lincoln Center at the Movies global media initiative, and developed innovative financing models for impact at Enterprise Solutions to Poverty. Emily has consulted on event cinema for Disney Theatrical Group, taught Creative and Cultural Entrepreneurship at SUNY Purchase, and spent two years developing microfinance and fair trade programs in India. She is a board member of the Harvard Business School Women’s Association and a member of the LISC Emerging Leaders Council. Previously, she was a professional ballet dancer.Links:Website LinkedIn

On the latest episode of The Get Ready Money Podcast, I spoke with Karl Swanepoel, Founder and CEO of Revolancer about changing the way we think about money and finding freedom as a freelancer. In this episode we discussed:Why money is relative.The importance of thinking about value.How working together compounds success.Karl Swanepoel is the CEO & Founder of Revolancer, a platform that aims to help independent professionals and freelancers barter skills to build their service businesses. He was appointed as the youngest-ever brand ambassador for Europe’s largest business conference, The Business Show, where he was a keynote speaker.Links:Karl’s WebsiteRevolancer’s WebsiteLinkedInRevolancer’s LinkedIn

On the latest episode of The Get Ready Money Podcast, I spoke with Adam Holt, CEO and Founder of Asset Map, about changing the way we think about money and knowing the rules of the money game.In this episode we discussed:The importance of intentionality with your decisions.Build confidence, by becoming fluent with your money. Why financial planners have an obligation to build confidence and empower clients.H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor Podcast.Links:Websites: www.asset-map.com and https://rubgold.comLinkedIn.com: linkedin.com/in/hadamholtRethink. Financial Advice Podcast: https://www.youtube.com/@rethinkfinancialadvice