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What It Really Takes to Settle an Estate

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Being named executor is more than a title. It’s a responsibility most people are not prepared for.


Julie Rains, author and storyteller…

2 months ago

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How Early Money Conversations Shape Financial Behavior

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What you learn about money as a child can shape your decisions for life.


On this episode of Get Ready Before Life Happens, Tony talks …

2 months ago

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How to Build Financial Confidence in a New Country

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How do you build financial confidence in a new country?

It starts with learning how money works where you are.


On this episode of Get R…

2 months, 1 week ago

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Why Authentic Communication Builds Better Relationships

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It’s easier to be yourself, and that’s what builds real trust.


On this episode of Get Ready Before Life Happens, I spoke with Derek Po…

2 months, 1 week ago

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How Families Can Have Better Money Conversations

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Clear money conversations help families prepare before life happens.


On this episode of Get Ready Before Life Happens, Tony talks with…

2 months, 2 weeks ago

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What Happens When Financial Planning Starts With Better Questions?

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In many financial planning conversations, the loudest voices tend to shape the outcome.


Yet some of the most important perspectives in…

2 months, 3 weeks ago

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How Emotions Shape Financial Decisions and Readiness

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Many financial decisions feel logical in the moment.

Yet emotions often shape the choices we make about money.

Understanding that conne…

2 months, 3 weeks ago

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Make Your Next Chapter Your Best One

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What if your best years are ahead? 


On this episode of Get Ready Before Life Happens, I spoke with Tamara Cortoos, midlife coach and f…

2 months, 4 weeks ago

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How Financial Resilience Protects People from Scams

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In financial services, three voices dominate the conversation: regulators, institutions, and technology.

Julia Chin believes there’s a…

3 months ago

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Why End-of-Life Planning Is the Ultimate Gift to Your Family

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End-of-life planning is about more than death, it’s about leaving your family with clarity, stability, and peace of mind.


On this epis…

3 months ago

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