Podcast Episodes
Back to SearchGet Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews
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“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or per…
5 years, 5 months ago
Get Ready with Peter Kwadwo Asare Nyarko: Global Financial Literacy for Children
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"You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resource…
5 years, 6 months ago
Get Ready with Daniel Lee: Have an Investment Plan
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"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment pl…
5 years, 6 months ago
Get Ready with Chris Hall: Why You Should Review Your Estate Plan
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Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over y…
5 years, 7 months ago
Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings
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“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - D…
5 years, 8 months ago
Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork
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“My #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I want …
5 years, 9 months ago
Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse
Episode 18
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“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prose…
5 years, 10 months ago
Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives
Episode 17
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"It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to live" …
5 years, 11 months ago
Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry
Episode 16
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"It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the fi…
5 years, 11 months ago
Get Ready with Sam Renick: It’s Never Too Early for Financial Education
Episode 15
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“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s a…
6 years ago