The Get Ready Money Podcast

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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 a

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On the latest episode of The Get Ready Money Podcast, I spoke with Larry Frazier and Debbie Todd, co-founders and co-CEO’s of The Dollars and Good Sense Foundation about changing the way we think about money and financial empowerment for the family.

In this episode we discussed:

• Stay focused on your goals and dreams.
• The importance of whole family education.
• How healthy families lead to healthy communities.
• You are in charge of your money.
• Today is the best day to start.

Debbie Todd, CPA is the co-founder and co-CEO of the Dollars and Good Sense Foundation. As the eldest child of a humble, yet proud and dedicated military family, Debbie grew up learning first-hand the value of making your money stretch...as well as understanding how quickly impulsive choices can get you trapped. With over 25 years as a licensed CPA, her passion to help families learn and grow in their core financial knowledge is the perfect backdrop for teaching practical, fun and financially sound money habits...for kids as well as adults!

Larry Frazier is the co-founder and co-CEO of the Dollars and Good Sense Foundation. Larry is an internationally recognized IT, logistics and training expert, with over two decades of business and training experience with tech enterprise giant Oracle. Right out of high school, he began his love of technology during his service to our country in the United States Air Force. Holding a BS in computer science as well as being Six Sigma certified, Larry knows how to maximize learning – whether in the classroom or in the field - anywhere in the world. Larry’s professional expertise with technology, his passion for numbers and logistics and his “honest school of real life” teaching style allows him to bring a uniquely fresh, understandable and action-focused experience to helping families gain practical skills with their money - for LIFE!
Connect with Larry Frazier and Debbie Todd:

LinkedIn - Larry Frazier: https://www.linkedin.com/in/larryfrazier/

LinkedIn - Debbie Todd: https://www.linkedin.com/in/deborahmtodd/

Dollars and Good Sense Foundation:

Website: https://dollarsandgoodsense.org

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

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On the latest episode of The Get Ready Money Podcast, I spoke with Mark Yegge, author, podcaster and Director and CEO at Destiny Creation & Cash Flow Machine about changing the way we think about money and building wealth.

In this episode we discussed:

• Why financial education is more important than anything else in the world of money.
• Why time is our most valuable asset.
• Embracing abundance.
• Be positive with your money.
• The importance of having your money work for you with passive income.

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise. Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his learning ecosystem at DestinyCreation.com. He is also the host of the Wealth Architect Podcast - WealthArchitectPodcast.com.
Connect with Mark Yegge:

Facebook: https://www.facebook.com/mark.yegge11

Facebook Group: https://www.facebook.com/groups/551434932601334

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

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

Twitter: https://twitter.com/markyegge?s=20&t=Hbtm9dcLgpWuU3dwdXev0w

Books:

Cash Flow Machine Fundamentals: How to Make Safe, Reliable Income for Early Retirement and Passive Income (Amazon)

Negotiate to Win-Win: A Simple System That Creates Incredible Results (Amazon)

Passive Income for Doctors: The Covered Call Prescription for Prosperity (Amazon)

The 20 Keys To Pure Relationships: Strategies for romantic, friendship, family and business relationships (Amazon)

The Secrets Of Business (Amazon) https://amzn.to/3IS0pk7

Podcast:

Wealth Architect Podcast: https://wealtharchitectpodcast.com/

Websites:

Mark Yegge: Markyegge.com

Cash Flow Machine:https://cashflowmachine.io/

Destiny Creation:Destinycreation.com

Hacking Money: HackingMoney.com

Light Circle: Light Circle

YouTube Channels:

Mark Yegge - Wealth Architect: https://www.youtube.com/@MarkYeggeWealthArchitect

Covered Calls channel: https://www.youtube.com/@coveredcalls

Mastermind Group channel: https://www.youtube.com/@Light_Circle

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On the latest episode of The Get Ready Money Podcast, I spoke with Stoy Hall, the founder and CEO of Black Mammoth about changing the way we think about money and focusing on memories and experiences.

In this episode we discussed:

• Focus on what brings you joy.
• Why true wealth is happiness.
• Understanding that money is just a tool, to help you get to your goals.
• The importance of investing in yourself (financially, physically and mentally)
• Why it takes a team to be successful.

Stoy Hall, CFP®, is a distinguished figure in the realm of financial planning, recognized for his innovative approach to wealth management and his dedication to promoting financial literacy. As the CEO and Founder of Black Mammoth, Hall has carved a niche in the financial industry by focusing on inclusivity, collaboration, and the holistic well-being of his clients. His expertise is not limited to financial advisement; Hall is also the Founder and Fund Manager at Kālā Capital, where his strategic insights drive the firm's success.

Hall's approach to financial planning extends beyond numbers, emphasizing emotional intelligence and the psychological aspects of wealth management. This philosophy is evident in his work with Black Mammoth, where he introduces a Modern Family Office approach, offering comprehensive services that integrate seamlessly into all aspects of his clients' lives.
As the host of the NoBS Wealth Podcast, Hall shares his insights and experiences, engaging with industry leaders and innovators to uncover the realities of wealth and mindset. The podcast serves as a platform for transparent discussions, aiming to demystify financial concepts and empower listeners with knowledge and strategies for financial success and personal growth.
Connect with Stoy Hall:

Facebook: https://www.facebook.com/stoy.hall/

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

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

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

Twitter: https://twitter.com/Stoy_Hall

YouTube: https://www.youtube.com/@stoyhall

Black Mammoth website: www.blackmammoth.com

Newsletter:

Own Your Money Mindset with Stoy Hall, CFP https://moneymindset-stoyhall.beehiiv.com/

Substack: https://stoyhall.substack.com/

Podcast:

NoB$ Wealth Podcast: https://nobswealthpodcast.com/

Spotify: https://open.spotify.com/show/5hRolFyn4QkcTXPCqyDNbp?si=4b07b6c931554a3d

Apple: https://podcasts.apple.com/us/podcast/nobs-wealth/id1598154326

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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.com

LinkedIn (Sheryl O’Connor): https://www.linkedin.com/in/sheryl-o-connor-72170837/

LinkedIn (Phil Lubinski): https://www.linkedin.com/in/phil-lubinski-cfp-3685aa5/

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