The Get Ready Money Podcast

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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 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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“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.” President Barack Obama recognizing Sheryl during a 2015 speech”.
We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get into. And how to find these people. Sheryl Garrett.
In this episode, I spoke with Sheryl Garrett, Founder of the Garrett Planning Network about being a trailblazer in the financial planning industry and building a network of fee-based financial planners. We also discussed Sheryl’s work as an advocate for the an authentic fiduciary standard and higher standards of care. Lastly, wee covered the unique challenges and opportunities for women in the financial services industry.
Please subscribe to the GET READY! With Tony Steuer podcast,
Bio:
Sheryl Garrett is the founder of Garrett Planning Network and has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people." Sheryl is Consistently recognized as one of the most influential people in financial planning. Sheryl has also been honored to work with the House Subcommittee on Financial Services regarding predatory lending regulation and has testified before Congress on financial literacy and Social Security reform. In addition, Sheryl has authored, coauthored or served as a technical editor on over a dozen books and several magazine columns. These books include Garrett’s Guide to Financial Planning, Just Give Me the Answer$ , Money Without Matrimony, Personal Finance Workbook For Dummies, A Family’s Guide to the Military For Dummies and Investing in an Uncertain Economy For Dummies.

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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 this episode of The Get Ready Money Podcast, I was joined by Maxwell Schmitz and Keaton Modleski, the co-founders of Dingo Technologies to talk about changing the way we think about money and why disability insurance is the best kept secret in financial planning.

Here’s what we discussed:

• Disability insurance is for everyone.
• If you’re dependent upon your income, you should have disability insurance.
• The importance of looking at the big picture of how a disability impacts future income
• How Dingo helps people focus on big picture.
• Dingo is simplifying the process of quoting and applying for disability insurance for insurance agents.

Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist. He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency. He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.

Keaton Modleski is the co-founder of Dingo and while not having an insurance background, has spent the last 3 years learning the ins and outs of the DI world in order to create a platform optimized for DI sales and application management. He sees DI as a piece of the insurance market that is undersold and under advanced and believes Dingo could be the key to growing that market. He is also the President of Modleski Web Design, a software development company he started 6 years ago. He has developed applications for businesses ranging from Mom and Pop shops to Fortune 100. Keaton graduated from Purdue University in 2023 with a degree from the Daniels School of Business. In his free time, he competes as a powerlifter and holds his private pilot's license.

Connect with Maxwell Schmitz:

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

Connect with Keaton Modleski:

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

Connect with Dingo Technologies:

Website (here)

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