The Get Ready List 7/12/2024

Welcome to The Get Ready List. This list spotlights helpful information to help you change the way we think about money.

Habits and Planning

?? How To Plan For Aging in Place with Carol Chiang OTR/L, CAPS, ECHM, CHAMP for the Sassy Septuagenarian presented by Keena Pettijohn . Read the article on LinkedIn (here).?

?? IncomeConductor Trailblazer Series: Increasing 'Whealthspan' with guest Scott Fulton . July 23rd at 11:30 and 4:30 ET, virtual. Scott will share unique insights into the aging experience and extending healthspan, wealth and resilience.?Learn more and view registration links (for 11:30 ET)(for 4:30 ET).?

?? Philip H. Weiss, CFA, CPA, RLP? talks with Maggie Nielsen, MBA and Dr. Barbara Provost, EdD, MS Ed, MBM talk about Financial Planning For New Beginnings on the Women & Money: The Shit We Don’t Talk About podcast. Watch it on YouTube (here).

??? Daisha Kennedy talks with Jean Chatzky about Navigating Financial Advice As A Black Woman on the Her Money Podcast. According to the Institute for Women’s Policy Research, while white women earn 82 cents for every dollar earned by a white man, Black women earn just 64 cents. Check it out on Apple Podcasts (here).?

Your Team

?? Managing Caregiving Without Losing Yourself - Elite Cruises - November 30 to December 7, 2024. A Caregiver Conference in the Caribbean with senior care planning concierge and founder of Care Right Inc. ., Annalee Kruger . This cruise is designed to empower and re-energize caregivers, provide a safe and supported travel environment for seniors, and guide individuals and families to an appropriate aging plan made through informed decisions. Learn more (here).?

?? Teens lack financial literacy and maths skills for digital economy, OECD report finds by Amy Barrett for The Financial Times . Study highlights gap in rich countries between access to banking products and an understanding of how finance works. Read the article (here).?

Cash Flow

??? Chris Corinthian talks with Naseema McElroy about How To Graduate College Debt-Free With Money In Your Pocket on the Financially Intentional Podcast. Chris shares how his Debt Free Degree Triangle makes this possible.?Check it out on Apple Podcasts (here).?

?? The Psychology of Retirement Income: From Saving to Spending by Samantha Lamas for 晨星 . Are you lost in the retirement consumption puzzle? Read the article (here).?

Net Worth

??? Alissa Krasner Maizes, Esq. and I talk about Amplifying Our Wealth on The Get Ready Money Podcast. Creating habits over time will help you change your money mindset. Check it out (here).

Your Legacy

?? Write Your Own Obituary to Live Your Ideal Life by Elliott Appel, CFP?, CLU?, RLP? for Kindness Financial Planning . Not only can it be a gift for family and friends, it can help you live your ideal life. Read the article (here).?

?? Connelly Decision from Supreme Court & Impact on Buy/Sell Agreements. The Supreme Court’s recent decision in the Connelley vs Internal Revenue Service will impact how buy/sell agreements can be structured moving forward. John Hancock’s Carly Brooks discusses what we know today and how can address these changes moving forward. Check it out on Vimeo (here).

Financial Independence

??? Serena Wong talks with Charlene H. Cong, CFA about Financial Independence for Women and the Secrets of Being Financially Free. Also discussed are women as Family CFO’s: secrets to success and managing finances during divorce. Check it out on YouTube (here).?

??? Dr. William Bernstein talks with Barry Ritholtz about Changing Your Behavior For Better Investing on the At the Money podcast. When it comes to investing, we are our own worst enemies. Why is this, and what can we do to avoid this fate? Listen to the podcast (here).?

?? How Does Inflation Impact Retirement by Nick Maggiulli for Of Dollars and Data. Is it better to have high inflation earlier or later in retirement? Read the article (here).

Find Value

?? You Miss 100% of the Shots You Don’t Take — Here Are Topics You Should Talk to Your Credit Card Issuers About by Matt Schulz for Lending Tree . You’re still likely to get a break from your credit card issuer if you ask for it in 2024. Read the article (here).

?? Understanding income taxation of Social Security benefits by Andy Panko, CFP?, RICP?, EA in the Retirement Planning Insights newsletter. Social Security benefits are potentially taxable on a federal level and some states. Check it the article (here on page two).

Wrap up loose ends

??? Darrell Young and I talk about Closing The Wealth Gap: The $14 million problem on The Get Ready Money Podcast. How the study of economics and the study of scarce resources is the solution. Check out the podcast (here).

??? The Financial Consequences of Undiagnosed Memory Disorders from the Federal Reserve Bank of New York . Years prior to eventual diagnosis, average credit scores begin to weaken and payment delinquency begins to increase, overall and for mortgage and credit card accounts specifically. Read the report (here).?

Thanks for checking this out.

Let me know if you have anything to include for future editions!

Until next week, let’s change the way we think about money.?

Tony

P.S. For more from me: Join The Get Ready Money Club at (www.tonysteuer.com)?