Welcome to the GET READY! With Tony Steuer podcast in partnership with Insurance NerdsOn the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Ton…

Send us Fan MailOn this episode of The Get Ready Money Podcast, I spoke with Julie Pinkerton, CEO and founder of Evozen and creator of the ClientFirst platform, about why human connection, not algorithms, drives meaningful professional relationships.Julie shares why the most effective way to grow your business often comes through peer relationships, how understanding behavioral styles improves communication, and why authenticity matters even more in a technology-driven world. We also explore how AI can support connection without replacing it, and why you don't need to be an extrovert to be a strong networker.

Send us Fan MailOn this episode of The Get Ready Money Podcast, I spoke with Eric Blake, host of The Simply Retirement Podcast and founder of Blake Wealth Management to talk about how women are redefining retirement, decision-making, and what it means to use money intentionally.As women become the primary recipients of the great wealth transition, Eric explains why traditional financial conversations need to evolve. We explore why women often approach money through the lens of goals and family impact, how caregiving and pay gaps shape financial outcomes, and why listening, education, and partnership matter more than perfect plans.

Send us Fan MailOn this episode of The Get Ready Money Podcast, I spoke with Taj Chiu, divorce coach, about navigating divorce as both a financial and emotional transition, and how clarity, communication, and planning can help people move forward with greater confidence.Taj reframes divorce not as a failure, but as a forcing function that invites reflection, growth, and better alignment with what comes next. We explore why knowledge is one of the strongest antidotes to fear, how emotional and legal divorces differ, and why having a real plan for your money matters more than simply tracking balances.Key Takeaways

Send us Fan MailWhat if learning about money felt more like running a lemonade stand than sitting in a classroom?Can a video game improve financial literacy for kids? In this episode, Mac Gardner joins me to explore how Berryville teaches money, entrepreneurship, and real-world financial habits through hands-on experience.Key Takeaways

Send us Fan MailOn this episode of Get Ready: Before Life Happens, I spoke with Sharan Kaur Varaitch, founder of Build and Conquer Financial Literacy, about her journey growing up paycheck to paycheck, supporting her family from a young age, and discovering how saving, investing, and asking better questions helped her build stability and purpose.

Send us Fan MailFrances Yong, Founder of White Byte and anti-scam evangelist joined me on this episode of The Get Ready Money Podcast in collaboration with the Better Money with the MAIA's podcast. We talked about digital financial literacy, fraud prevention, and how communities can work together to create a safer and more inclusive digital world.Key Takeaways

Send us Fan MailOn this episode of the Get Ready Before Life Happens Podcast, I spoke with Michael Ervolini, author and active management thought leader, about how behavior and emotions shape financial decision-making and why having a simple, intentional process matters more than chasing perfect outcomes.We explore how the unconscious mind influences choices, why emotions are not the enemy of good decisions, and how slowing down helps align actions with long-term intentions.Key Takeaways:

Send us Fan MailOn this episode of The Get Ready Money Podcast, I spoke with Dr. Lalua Rahsiad, the Money Queen, author and podcast host, about digital financial literacy, inclusion, and building financial peace in a modern world.We explore how technology can empower underserved communities, why financial literacy must meet people where they are, and how redefining our relationship with money can lead to greater confidence and well-being.Key Takeaways

Send us Fan MailOn this episode of Get Ready Before Life Happens, Tony sits down with Linda Grizely, creator of the MeMoney™ method and host of the Real Money, Real Life podcast, to explore how women can build a healthier, more empowered relationship with money.Linda shares why putting yourself last creates long-term stress, how fear around spending can actually be protective, and why reconnecting with your personal money patterns is the key to confidence. This conversation reframes money as a tool for self-trust, choice, and readiness rather than guilt or restriction.

Send a textWhat changes when women decide what “enough” really looks like?On this episode of The Get Ready Before Life Happens Podcast, Tony spoke with Melissa Joy, CFP®, President of Pearl Planning and host of the Women's Money Wisdom podcast, to explore how defining “enough” can change the way women think about money. The conversation dives into why women are capable, confident decision-makers and how judgment-free financial conversations create trustKey Takeaways:

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Dr. Julia Myers, founder of Generational Wisdom about what it means to leave a legacy that lasts.Key Takeaways:

Send a textAfter 250 conversations with guests from around the world, one truth stands out: money works best when we start with people, not products.Episode 250 turns the tables. Guest host Faith Teope puts Tony Steuer in the hot seat to reflect on what he's learned from more than 250 conversations with financial experts, advocates, and changemakers from around the worldThe result is a global, human-first look at money as a readiness mindset shaped by identity, access, emotion, and lived experience rather than a product perspective. Key Takeaways

Send a textOn this episode of The Get Ready Before Life Happens Podcast, Tony talks with Maxwell Schmitz, Disability Insurance Specialist and Co-Founder of Dingo Technologies, about why income protection is the core building block of a real financial plan.

Send a textOn this episode of The Get Ready Before Life Happens Podcast, Tony sits down with Adam Koos, President of Libertas Wealth Management and host of The Retirement Fiduciary Podcast to explore why great financial planning starts with relationships, curiosity, and clarity.Key Takeaways:

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Meghan Dwyer, CFP®, Certified Money Coach®, and host of the Money Isn't Scary podcast, about why money isn't scary when you understand your money story and build confidence. Key Takeaways:

Send a textMajor life changes can shake your financial confidence. In this episode, Tony sits down with Chris Olofson, Founder of DIVEE Financial, to discuss how to take control of your money during transitions like divorce, retirement, or other major shifts.Key Takeaways:

Send a textOn this episode of the Get Ready Before Life Happens Podcast, I spoke with Carol Chiang, aging-in-place expert and author of Age in Place or Find a New Space, about how to take control of your aging journey with an aging plan.

Send a textOn this episode of the Get Ready Before Life Happens Podcast, I spoke with Brandon Lovingier, Founder of Military Money, about the tactics financial predators use and how military members (and all of us) can stay one step ahead.Key Takeaways:

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Melana Carbary, Private Wealth Manager at Burning River Advisory Group and founder of enlightenHer to talk about how confidence, authenticity, and action can change the way women engage with money.Key Takeaways:

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Justyn Makarewycz, about how financial fluency fuels better career choices—and a more intentional life.

Send us a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Annalee Kruger, President of Care Right Inc. and author of The Invisible Patient about how creating an aging plan can save time, money, and stress.

Send us a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Shannon Ryan, Financial Literacy Advocate and author of Your Money Has Feelings about how to bridge mindset and money and aligning your money with your values.

Send us a textOn this episode of Get Ready Before Life Happens Podcast, I spoke with Dr. Alison Schmidt, founder and CEO of Unconvention and host of the (un)conversations® podcast, about how being your own advocate can reshape not only your finances, but also your life and values.

Send us a textOn this episode of Get Ready Before Life Happens Podcast, I spoke with Michelle Petrowski, CFP®, CDFA®, founder of Being in Abundance, about one powerful question: What if it is possible?We explored how shifting from a Do-Have-Be mindset to Be-Do-Have changes everything by starting with how do you want to be, then asking how do you want to do it and then asking what could I have?

Send us a textOn this episode of Get Ready Before Life Happens Podcast, I spoke with Jose Mayora, author of Wall Street's Blind Spot, about the principles of value investing and understanding risk.

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Send us a textOn this episode of the Get Ready Before Life Happens Podcast, I spoke with Joseph Pach—author of Building The Investors Edge and Chief Investment Officer of Corcovado Investment Advisors—about building stronger financial decision-making frameworks by understanding risk, opportunity cost, and human behavior.

Send us a textOn this episode of the Get Ready Before Life Happens Podcast, I spoke with Cameron Huddleston, Cathy Sikorski and Neil Granger about The Seven Habits of Highly Effective Scammers.⚠️ The 7 Habits of Highly Effective Scammers1️⃣ They Trigger Emotion, Not Logic Scammers know panic overrides reason. They create fear, urgency, or even excitement so you react before you think.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Harlan Landes, founder of The Plutus Foundation and The Plutus Awards, about building community and the world of financial content creation.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge, about how we can all reimagine midlife with honesty, curiosity, and connection—while preparing for the caregiving and financial realities that come with it.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of the Financial Date Discussion Cards, about why money conversations are really about trust—not just dollars.

Send us a textChanging the way we think (and talk) about money—by connecting parenting, patience, and lifelong learning.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Miguel Ferreira, creator of the Finance For All program, about why financial literacy is the foundation for making confident, informed decisions—and how it helps reduce stress, increase awareness, and improve long-term outcomes.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Linda Ta Yonemoto, financial literacy advocate and educator, about helping first-generation women build wealth, gain confidence, and create financial legacies.

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Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Sandy Yong, award-winning author of The Money Master, about empowering women through financial fluency.

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Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Tim “Jai” Baker, founder of Luminous Wealth and author of The Awakened Investor, about how self-awareness and personal agency can reshape our relationship with money.Key Takeaways:

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams.We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America—about how creating a retirement mission statement helps you define your purpose after work.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact.Key Takeaways:

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, author of A Couple's Guide to Money: Grow Closer, Dream Bigger, Thrive Together and founder of Enso Financial, about how couples can transform money from a source of conflict into a pathway for connection, trust, and shared dreams.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Marla Sofer, Founder & CEO of Knomee and host of the Knowing Me, Knowing You podcast, about how self-awareness transforms our relationship with money—and how financial professionals can better serve their clients by understanding what really drives their decisions.Key Takeaways:

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Ashlyn Brooks—financial content writer about how understanding your financial starting point is essential to building a more secure future. We explored the realities behind affordability, the shifting nature of the American Dream, and why personalized financial literacy is more important than ever.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Shannon Lee Simmons—author, financial planner, and founder of The New School of Finance—about how we can bring more compassion, flexibility, and real-life perspective into the way we talk about and manage money.Shannon shares practical insights on shifting our mindset, having healthier money conversations, and creating financial plans that reflect the way life actually unfolds—not how we think it should.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Michael Banner, host of the 62WhoKnew Podcast, about the double-edged sword of longer lifespans—and what it means for how we plan, spend, and protect our financial futures.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Mohsen Siddiqui, co-founder of GenMo, about how we can better equip the next generation with the tools, mindset, and confidence to navigate their financial future.We explored the power of early money conversations, the role of families and institutions, and why financial literacy must be inclusive and culturally responsive—especially in communities where access is limited.