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On the latest episode of The Get Ready Money Podcast, I spoke with Janine Firpo, co-founder of Invest for Better and author of Motivate Your Money about changing the way we think about money and investing in alignment with our values.

In this episode we discussed:

• Transform your thinking: you can invest your money and grow your wealth in ways that give you the world you want to see.
• Why you need to create an Investment Policy Statement.
• Where we collectively put our money has an impact.
• The sooner you start investing, the better you will be.
• How Invest for Better Empowers Women

Janine Firpo is the Co-Founder, Invest for Better. Janine is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, a collaborative effort that involved almost 150 women (and a few men) was published in May 2021 by Wiley. Later that year, Janine co-founded Invest For Better, a non-profit organization that helps women invest their money in ways that align with their values.

Connect with Janine Firpo:

LinkedIn: https://www.linkedin.com/in/janine-firpo-047282/

Invest for Better website: www.investforbetter.org

Invest for Better YouTube Channel: https://www.youtube.com/channel/UCLuMLrqokevlCVdMDmHAobw

Invest for Better Newsletter sign-up: https://investforbetter.org/newsletter/

Invest for Better LinkedIn community: https://www.linkedin.com/groups/8602858/

Invest for Better Facebook: https://www.facebook.com/InvestforBetterTPI/

Book:

Activate Your Money: Invest to Grow Your Wealth and Build a Better World (Amazon)

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On the latest episode of The Get Ready Money Podcast, Christine Simone, CEO and Founder of Caribou joined me to share insights about changing the way we think about money and healthcare planning.

In this episode we discussed:

• Why you need to go beyond premiums and look at total health care expenses.
• How to optimize your health plan.
• The value of focusing on what you are passionate about.
• The importance of saving money.
• Have confidence in yourself and a positive mindset.

Christine Simone is the founder and CEO of Caribou. Although she's years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She's held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO of Caribou, a software solution for the finance industry. She's driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making, and she is within the fraction of women founders who have raised venture capital. Christine has been recognized on Forbes 30 Under 30 in the Healthcare category and WealthManagement.com's Top 10 to Watch in 2024.

Connect with Christine Simone:

Caribou Website: https://www.caribouwealth.com/

LinkedIn (Christine Simone): https://www.linkedin.com/in/christinesimone3/
LinkedIn (Caribou): https://www.linkedin.com/company/caribouwealth

Twitter/X (Christine): https://twitter.com/chris_simone

Twitter/X (Caribou): https://twitter.com/caribou_wealth

Medicare Information Resources Mentioned:

Medicare official website: www.medicare.gov

Social Security Administration official website: www.ssa.gov

Kaiser Family Foundation: www.kff.org

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On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith.

In this episode we discussed:

Success simply means we are better than who we were yesterday.

• The importance of taking one step at a time.
• The value of insurance as your safety net.
• Why you need to be consistent and show up.
• Women can (and should) manage their money.
• The power of paying it forward.

Jaslyn Ng is a Financial Services Director based in Singapore leading a team of 7 financial consultants. In 2017, Jaslyn walked away from a $250K pa remuneration in corporate HR with her last role being a Global HR Director to start all over again as a Financial Consultant. She was burnt out with her asthma and relapsed during those long hours of working. Her eldest daughter was diagnosed with a congenital heart condition at the same time. Fast forward to today, Jaslyn is not just a 7th-time MDRT member with 2 TOTs and 4 COTs under her belt. Jaslyn has spoken on more than 60 occasions on international, regional, and local platforms sharing her experience with fellow leaders and practitioners. She was also selected to share with 7500 pax at the MDRT Speaks segment at the MDRT Global Conference 2023. In 2022, Jaslyn was named the Winner of Regional Digital Agent/Leader of the Year in the 7th Asia Trusted Life Agents & Adviser Award spanning across 12 Asia countries. In 2023, Jaslyn was the finalist for the Regional Insurance Agent of the Year in the 8th Asia Trusted Life Agents & Advisers Award. In the same year, Jaslyn was named the Winner of the Elite Women of the Year 2023 awarded by Insurance Business Asia. Being a single mum of two children, it is Jaslyn’s desire to help more women be financially independent. Since Covid days in 2020, Jaslyn has raised more than $50,000 through her own Charity Coffee Chats to help the underprivileged.

Connect with Jaslyn Ng:

LinkedIn

Book Mentioned:

Atomic Habits by James Clear