Mind Money Motion

Being both a CPA and a CFP, along with achieving financial independence in just nine years after moving to the US from China, makes for a really interesting conversation with Prudence Zhu. She and her new book have lots to discuss about having a healthy relationship with money. She shares tips and stories about communicating, having a shared vision, common mistakes, and more.

Listen in and get her new book "A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together" here: https://www.amazon.com/dp/B0FS58FXFG ‪@InvestWithPrudence‬ More about Prudence Zhu👉 Website: www.InvestwithPrudence.com👉 LinkedIn:   / prudencezhu  👉 YouTube:    / @investwithprudence  More from Marie Burns👉 https://mindmoneymotion.com/👉 Facebook:  / mindmoneymotion  👉LinkedIn:  / burnsmarie  

As a long term care specialist, podcast guest Merridith Gonzalez shares common misconceptions, helpful family considerations, and how to start the discussion with loved ones. Times have changed since our grandparents may have needed care. Now we and our parents are aging, what should we be aware of and thinking about? Tune in for some good food for thought.

About Merridith:Merridith Gonzalez* is a Certified Long-Term Care Specialist and Health & Wealth Concierge who empowers women in midlife to confidently navigate their health, financial planning, and caregiving responsibilities. With over 20 years of experience in healthcare and wellness, she specializes in long-term care, disability income planning, cognitive health awareness, and menopause support. Merridith connects clients with trusted professionals and coordinates essential resources to create personalized strategies that promote independence, financial security, and generational stability.Website: https://www.proverbsfinancial.com/Social: https://www.linkedin.com/in/merridith-gonzalez/*Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 4085903.

Michael Banner, featured in the Wall Street Journal, CBS, ABC and Fox Business Network, shares his professional insights and personal experience around the double-edged sword of longer life spans. Lessons learned, biggest retirement mistakes to avoid, and a reminder to women all make for good discussion in this podcast. Lean in for more insight and healthy contemplation about your own situation.

Learn more about Michael below:

• ⁠62 Who Knew - The Podcast⁠
• ⁠Facebook⁠
• ⁠LinkedIn

Long-time health coach Elizabeth Sherman shares sustainable health tips for women around nutrition, movement, and recovery (sleep). She talks about what you can add to your diet vs. takeaway, the importance of seeing movement as part of your stress management, and why sleep helps you make wiser decisions. Which action item that she shares will you choose to act on tomorrow?

Connect with Elizabeth Sherman:

Ready for some tips to be inspired to live a happier and more fulfilling second half? Laurie Wright, Master Neurocoach, shares some tips around helping you have a healthier money life related to awareness, the voice in your head, and quality of life. Listen in for the takeaways that speak to you!

Laurie Wright, aka "Not Your Average Grandma," identifies herself as a late-in-life purpose-finder who had a 30+ year career in corporate America before finding her true passion as a certified Master Neurocoach. 

With her signature program, The Second Half S.P.A.R.K. School™, and in-person Get Sparked LIVE! retreat Laurie helps women ignite a later-in-life spark by reconnecting with their authentic self and uncovering what they truly want out of life so they will stop wondering “Is this it?”

She also has a podcast called “Living Your Sparked Second Half” where she covers topics intended to inspire listeners to live a happier and more fulfilling second half.

Website: notyouraveragegrandma.com   

Facebook: facebook.com/LaurieColvinWright   

Instagram: instagram.com/not_your_average_grandma  

Youtube: youtube.com/c/NotYourAverageGrandma  

Marie Burns has a dynamic discussion with Tony Steuer, CLU, LA, CPFFE, and a renowned financial preparedness advocate and thought leader. In this episode of Mind, Money, Motion, Tony explores why terms like financial literacy and wellness have lost their impact. Recognized for his work in financial advocacy and education, he offers insightful perspectives on the diminishing relevance of these terms.

Tony Steuer is an award-winning author, top-ranked podcaster, and speaker who is changing the way we think about money. He is an Advisor at Insurance Nerds, Paperwork and Dingo Technologies. He is also a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. You can find more on Tony at the links below:

Website: https://www.tonysteuer.com

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

Instagram: https://www.instagram.com/tonysteuerauthor/@tonysteuerauthor

YouTube: https://youtube.com/tonysteuer

Gerontologist Barbara Micheletti shares her advice to help women reduce their risk of needing long-term care down the road. About half of us will have mobility issues in our 80s so the more you know and can act on now, the better. Join the conversation and walk away with a new awareness and a plan!

Follow: Barbara Micheletti

https://www.instagram.com/interrupting_aging

https://www.linkedin.com/in/interruptingaging

https://www.facebook.com/interruptingaging

More from Mind Money Motion

https://www.mindmoneymotion.com/

Did you know 60% of Americans die without estate planning documents in place? I encourage you to pick one of these three commonly overlooked mistakes and make the To-Do associated with it a goal for you to act on this month. Your spouse and/or family will thank you!

My Net Worth Statement Checklist: https://bit.ly/3IlUx07

Personal Property Distribution list: https://bit.ly/3JEJAHp

"Before" Financial Checklist Book: https://amzn.to/2M0Gbuv

Visit us at https://www.MindMoneyMotion.com

Some of us look at the start of the new year as a way to improve some aspect of our life. So let’s take advantage of those good intentions and get headed in the right direction with a money remodel.