Podcast appearances and mentions of tony steuer

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Nate Hoskin, Founder of Hoskin Capital and Co-Founder of N2 Content Marketing about changing the way we think about money and sharing our knowledge.In this episode we discussed:Ask your audience what they want to know.Establish yourself as a source of trust, most people don't know what you know. Basic financial information is the most useful, and opens the door to more complex topics. Understand the true power of compound interest. Money is a product of generosity and risk. We need to believe that money is abundant rather than scarce.Connect with Nate Hoskin, CFP®, AWMA™: Hoskin Capital Website (here)N2 Content Marketing Website (here)Instagram (here) LinkedIn (here)TikTok (here) YouTube (here)Resources mentioned:Free resources from Nate for advisors (Freebies page).The Power of Compound Interest: The Get Ready Money Podcast (here)Humphrey Yang (YouTube)Monarch Money (money management app): https://www.monarchmoney.comQuicken Money (here)Rich Habits Podcast (here)100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi (Bookshop)Bio: Nate Hoskin, CFP®, AWMA™ is the Co-Founder N2 Content Marketing and Founder of Hoskin Capital. As one of the first financial advisors to embrace short-form video, Nate built his firm Hoskin Capital without any selling whatsoever. Instead, he built trust at scale by providing massive value for free on social media. Today, he has grown his audience to over 250,000 followers and has earned over 150,000,000 lifetime views. His guiding light is making financial literacy a basic human right. To multiply his impact beyond his own audience, Nate helps other financial advisors build trust at scale with short-form video through his other project: N2 Content Marketing. Nate is an Investopedia Top 100 Most Influential AdvisorSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Chris Heye, Founder of Whealthcare Planning and Whealthcare Solutions about changing the way we think about money and health. In this episode we discussed:You can't separate great health from wealth.Why it's important to have productive conversations on health related events.Have conversations with other family members.Our capacity to make good decisions declines with age.Poor financial decision making is an early sign of cognitive decline.Working on your self-awareness.Connect with Chris Heye, PhD:LinkedIn (here)Whealthcare Planning Website (here)Whealthbot (here)Resources mentioned:Is Joe Biden Too Old To Be President? Is Donald Trump? (LinkedIn)The Cognitive Impairment Probability Calculator (here) The Decision-Making Fitness Check-Up Assessment (here) The Power of Compound Interest - The Get Ready Money Podcast episode (here)Chris Heye, PhD is the Founder of Whealthcare Planning LLC and Whealthcare Solutions, Inc. He is a technology entrepreneur, writer, researcher, speaker, and product innovator with a passion for crafting solutions to the challenges and opportunities that reside at the intersection of personal finance, health, and longevity.  Chris is also a published author and frequent industry conference speaker, excelling in both internal and external communications and guiding teams and clients through change and innovation. He has a unique ability to translate complex concepts and problems into actionable plans and products. Extensive experience aligning activities, strategies, and messaging across product development, marketing, and sales teams.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Robin Growley, Managing Director, Head of Consumer Deposits at Bank of America about changing the way we think about money and savings. Key take-aways: What is America Saves Week.Pay yourself first and automate your savings. Why you should break down big goals into smaller goals. Align your finances to your values & your goals.Be intentional with your spending - understand the different between needs and wants. How to balance savings, paying off debt and expenses. Connect with Robin Growley:LinkedIn (here)Resources mentioned:America Saves Week (here)Better Money Habits (here)  Bio: Robin Growley is responsible for the strategic direction and growth of our everyday banking, savings, and payments solutions for 42MM consumer clients. In this role, she leads the company's efforts to provide a full range of consumer deposit products and payments, including checking, savings, CDs, IRAs, Debit Card, Wires, and ACH. Robin is responsible for a $775B deposit portfolio, which has achieved a #1 position for retail estimated deposit market share and U.S. Debit Card Issuer. Robin holds a master's degree in business administration from Winthrop University and a bachelor's degree in business administration from the University of South Carolina. She is active in enterprise-wide efforts to support women and Hispanic Latino teammates. She serves on the Deposits and Payments Committee for the Consumer Bankers Association and recently served as a mentor for the Cherie Blair Foundation for Women, which supports female entrepreneurs in low- to middle-income countries.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Kathleen Kingsbury, author, podcaster and founder of KBK Wealth Connection about changing the way we think about money and Breaking Money Silence.In this episode we discussed:It's okay to talk about the emotions of money. Advisors should be genuinely curious about your clients. Curiosity helps you gain a mutual understanding . How to unleash your true value: be resilient and learn.People need to dare to break their money silence by having recurring money conversations.People want an advisor who knows who they are as a person.Connect with Kathleen Kingsbury:Website: kbkwealthconnection.comLinkedIn: https://www.linkedin.com/in/kathleenburnskingsbury/Facebook: https://www.facebook.com/breakingmoneysilence.comBooks:Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances and Live a Richer Life (Amazon)  Creating Wealth From The Inside Out Workbook (Amazon) How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs (Amazon)How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients (Amazon)Weight Wisdom: Affirmations to Free You from Food and Body Concerns - co-author: Mary Ellen Williams (Amazon)Podcast:Unleash Your True Value, A Breaking Money Silence Podcast (here)Resources mentioned:Women Money Power: The Rise and Fall of Economic Equality by Josie Cox (Amazon)Bio: Kathleen Burns Kingsbury isn't your average money mindset coach; she's a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she's dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.Recognized by The New York Times, The Wall Street Journal, and others, Kathleen is the author of several books on wealth psychology and financial communication. The second edition of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, will be published 1/14/2025.And she's not all business—when she's not trailblazing the field of women and wealth, she's conquering ski slopes and exploring the great outdoors in Vermont, living life to the fullest.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Farnoosh Torabi, Author and Podcaster about changing the way we think about money and taxes,Key Takeaways: Know that you don't have to go it alone. See fear as a signal to get moving. Asking for help is an act of intelligence.Taxes don't need to be complicated. We all have the ability to handle our taxes.How does do it yourself tax software work? Connect with Farnoosh Torabi:Website (here)LinkedIn (here)Instagram (here) Books:A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life (Amazon)Psych Yourself Rich: Get the Mindset and Discipline You Need to Build Your Financial Life (Amazon)When She Makes More: The Truth About Navigating Love and Life for a New Generation of Women (Amazon)You're So Money: Live Rich, Even When You're Not (Amazon)Podcast:So Money Podcast (here)Resources mentioned:TaxAct (here)Bio: Farnoosh Torabi is one of America's leading personal finance experts. She is the host of the award-winning podcast So Money, which has earned over 30 million downloads. She is a sought-after speaker and author of multiple books. Her newest is entitled A Healthy State of Panic, part-memoir, part-guidebook on how fear can be a superpower to achieve true wealth and career success. Along with being featured in The New York Times, The Wall Street Journal, and Time Magazine, Farnoosh has appeared frequently on Today, Good Morning America, and more. She is a graduate of Pennsylvania State University with a degree in finance and international business and holds a master's degree from the Columbia University Graduate School of Journalism. Farnoosh lives on the East Coast with her husband and two children.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Let me ask you something: if a crisis hit tomorrow, would your finances be ready? In this episode, I'm joined by financial preparedness expert Tony Steuer, and we're talking about something most people avoid—getting your financial life organized. Whether it's life insurance, estate planning, or simply knowing where your documents are, having a Financial First Aid Kit is one of the most important (and overlooked) ways to protect yourself and your family. We get into the why behind the avoidance, how to break through the intimidation, and exactly what you need to have in place so you're not left scrambling when life throws you a curveball. No shame. Just action steps you can actually follow. If you've been putting this off, this episode is your sign to start. Here's what we talk about: Why so many of us avoid financial planning (and how to stop) What belongs in your Financial First Aid Kit How to think about life insurance in a totally new way Why digital and physical copies of documents are essential Resources I Mention: Tony Steuer's Website & Tools Create Your Financial First Aid Checklist Let's Connect: Instagram: @shannahgame Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Scott Carson, President of We Close Notes and Host of The Note Closers Podcast about changing the way we think about money and investing in debt.Key Takeaways:Always get qualified expertise.Tips and resources if you're struggling with debt.How buying a note works.The importance of compound interest, the rule of 72 and how it can work for you or against you.Failing to plan is planning to fail.Why taking care of your health is part of financial success. Connect with Scott Carson: Website: https://weclosenotes.comLinkedIn: https://www.linkedin.com/in/1scottcarson/Resource:Free One Day Class: Http://NoteWeekend.comPodcasts: The Note Closers Show Podcast: https://weclosenotes.com/note-closers-show-podcast/Note Night In America: https://weclosenotes.com/note-night-in-america-podcast/Mentioned in this episode:The Power of Compound Interest - The Get Ready Money Podcast (here) https://www.tonysteuer.com/blog/the-get-ready-money-podcast-financial-five-episode-with-chris-mouzon-derrick-wesley-mac-gardner-and-thomas-kopelman-the-power-of-compound-interestDIMS SCORE® Calculator (from Giftingsense.org): https://giftingsense.org/gift-survey/Stacking Benjamins Podcast - Joe Saul-Sehy: Stacking BenjaminsFinCon: The Business Event For Money Creators: https://finconexpo.com Bio: Scott Carson (aka “the Note Guy”) is a highly sought-after guest and host of the popular podcast, the Note Closers Show.  An active entrepreneur, he is an expert in real estate investing, raising capital and marketing.  He speaks regularly at different events and industry conventions focused on real estate, marketing, and podcasting. He also helps thousands of investors and entrepreneurs each year create wealth through his debt buying classes, podcasts and coaching.  An avid sports fan, he spends his free time traveling, gardening, and making memories.  He calls Austin, Texas home.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Tanya Taylor, author, TedX speaker and Founder of Grow Your Wealth about changing the way we think about money and growing your wealth.In this episode we discussed:Dreams to Disability.Every woman can take control of their money.Don't be fearful.Why we need to shift our mind completely about our money stories.Align our spending with our goals.The importance of a safety net with the right amount of disability insurance. Tanya Taylor, CPA, MBA. With over two decades of helping people improve their financial lives, Tanya is on a mission to stop the cycle of poverty and build generational wealth.  She is an author, TEDx speaker, and the founder and CEO of Grow Your Wealth. This financial education platform empowers women to achieve confidence in managing their finances so that they can retire worry-free. Tanya infuses her knowledge from learning and teaching about wealth building, wealth with her 24 years on Wall Street in the banking and insurance industries. She has been featured in publications such as Business Insider and Black Enterprise, sharing her story from an undocumented immigrant as an impoverished Jamaican traveling to the U.S. alone at 16 to capitalizing on the opportunity to build wealth and changing the trajectory of her and her family's lives.  Tanya's core belief relies on the balance of wealth building and personal goals, in which she continues to jet-set the world with more than 60 countries visited.Connect with Tanya Taylor: WebsiteLinkedInInstagramTiktokFacebook GroupYouTubeBooks:Broke to Wealth: How To Build a Strong Financial Foundation, Implement Effective Strategies, and Sustain Financial Growth (Amazon)Broke to Wealth Companion Workbook: How to Build a Strong Financial Foundation, Implement Effective Strategies, and Sustain Financial Growth (Amazon)Limitations To Limitless: Seven Proven Strategies to Protect Your Finances From Life's Curveballs (Amazon)Your Roadmap to 850: The Ultimate 6-Step Guide to a Perfect Credit Score (Amazon)Mentioned in this episodeThe Power of Compound Interest - The Get Ready Money Podcast (here)IRS Tax Withholding Estimator (W-4 calculator and information)CNBCMarket WatchMotley FoolNerdwalletSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Misty Lynch, CEO of Sound View Advisors, podcast and reality tv show host about changing the way we think about our relationship with money,In this episode we discussed:Be accepting of the way things are. Don't let labels hold you back, it's important to not think of things as good or bad. Question your beliefs. Couples should be open minded about what's important to each other.How to overcome fear with our money. Ask yourself what's the worst case scenario? It's oftentimes not that bad. Misty Lynch, CFP® is the CEO of Sound View Financial Advisors. Misty helps busy business owners and executives handle finances (and life) with confidence using financial planning, investment management, and money mindset coaching strategies. Misty hosts the reality TV series Heartbroke and the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report named her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice".Connect with Misty Lynch:Website:https://mistylynch.comLinkedIn: https://www.linkedin.com/in/mistylynch/Sound View Advisors Website: https://www.soundviewadvisors.comBooks:Demystifying Money: Permanently Reprogram Your Money Mindset to Achieve the Wealth and Success You Deserve (Amazon) https://amzn.to/497aQwuPodcast:Demystifying Money Podcast: https://mistylynch.com/podcast/TV Series:Heartbroke: https://mistylynch.com/heartbroke/Resources mentioned:Monarch Money (money management app): https://www.monarchmoney.comBrightfin (budgeting/spending app): https://brightfin.ioSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Anthony Delauney, author and financial dadvisor about changing the way we think about money and helping kids become financially literate. In this episode we discussed:The number one reason that people don't achieve their goals is fear of judgment.Help your kids form their own opinion.Let your kids make the choice.You can introduce concepts at an early age. The most critical lessons are the fundamentals. Anthony Delauney is a financial Dadvisor and the founder of Owning the Dash, LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. Delauney has written a series of award-winning children's picture books that each teach basic lessons about money. He has also authored two financial self-help books geared toward helping young couples start their financial journey and toward helping older couples prepare for their transition into retirement.  In addition to writing, Anthony has worked in the financial services industry since 2003. He has acquired the professional certifications of Certified Financial Planner(TM) practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor(SM), Retirement Income Certified Professional®, and Behavioral Financial Advisor(TM).Connect with Anthony Delauney: Website (here) Facebook (here) Instagram (here) LinkedIn: Anthony Delauney (here) - Owning the Dash (here)Book:Owning the Dash (Amazon) https://amzn.to/3CHhaygOwning the Dash: The No-Regrets Retirement Roadmap (Amazon) https://amzn.to/3CufLetOwning the Dash Kids' Books series:Dash and Nikki and The Jellybean Game (the Owning the Dash Kids' Books series Book 1) - (Amazon). https://amzn.to/48TKXQyLilly and May Learn Why Mom and Dad Work (the Owning the Dash Kids' Books series Book 2) - (Amazon) https://amzn.to/3OaEd7fRohan and Nyra and Big Sister's Bet (the Owning the Dash Kids' Books series Book 3) - (Amazon) https://amzn.to/4ez6pveMichael and Hannah and the Magic Money Tree (the Owning the Dash Kids' Books series Book 4) - (Amazon) https://amzn.to/4hRORxfAkash and Mila and the Big Jump (the Owning the Dash Kids' Books series Book 5) - (Amazon) https://amzn.to/41867J1Iver and Luke and the Friends-for-Others Club (the Owning the Dash Kids' Books series Book 6) - (Amazon)  https://amzn.to/3AMDVApVisit the Owning the Dash store with up to Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement. In this episode we discussed:Why FIAT is essential for the future of civilization.Imagine if we lived in a trustworthy world. A great first step is to reflect and listen more. How we can integrate FIAT into our lives, and lead from our personal integrityWithout a fiduciary standard, democracy is undermined and civilization can die. Why institutions have a higher obligation and need to be trustworthy. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website (here)LinkedIn (here) Instagram, Facebook, X and YouTube: @georgedkinderThe Fiduciary in All Things website (here) The Kinder Institute website (here)Life Planning for You website (here) Books:The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YoursLife Planning for You: How to Design & Deliver the Life of Your DreamsLighting the Torch: The Kinder Method(TM) of Life PlanningThe Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your LifeA Golden Civilization and The Map of MindfulnessA Song for Hana & the Spirit of Leho'ulaTransforming Suffering into Wisdom: Mindfulness aSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Joe Saul-Sehy, Katherine Pomerantz and Rhianna Basore to talk about applying the principles of improv to money by saying yes, and to money. Here's what we each think we know and then discussed: Life is improv. Find your voice.Everyone wants you to win. Leaning into play and joy will always make it better - RhiannaTrust ourselves with our money, - KatherineFeel the fear and do it anyway - Joe Joe Saul-Sehy is the creator and co-host of the Stacking Benjamins show and the author of Stacked: Your Super Serious Guide to Modern Money Management. Stacked was called the #1 book on personal finance by CNN for 2023. Stacking Benjamins has been called the top personal finance podcast by Kiplinger and Bankrate, and FastCompany calls the show the "perfect blend of finance and humor." Joe lives in Texarkana, Texas with his spouse Cheryl and cat Cooper.Katherine Pomerantz is the Founder of The Bookkeeping Artist. Katherine is an actress turned accountant, has capitalized on her artistic background to create the Money Storyteller MethodTM - a mindset and accounting framework that helps business owners master the creative language of money to map out and easily achieve ambitious goals. She believes every idea has the ability to change the world if given the right financial support. She leads an accounting firm & financial education company, and her expertise has been featured by VICE Media, Discover Card, The Penny Hoarder, and the Stacking Benjamins Podcast. She loves yoga, walking dogs, and throwing rad birthday parties. Rhianna Basore is the innovative founder and CEO of Self Trust Fund, a pioneering platform dedicated to empowering high-achieving women to build confidence and achieve financial success. With a background in both business and creative psychology, Rhianna integrates these disciplines to offer a comprehensive approach to personal and financial development. At Self Trust Fund, Rhianna combines her expertise in financial planning with a deep understanding of self-trust principles. Her work focuses on helping clients align their financial decisions with their personal values, fostering a sense of self-efficacy and long-term prosperity. Rhianna's methodology emphasizes the importance of self-awareness and strategic financial management, guiding individuals towards a more empowered and fulfilling financial future.  Rhianna is recognized for her ability to simplify complex financial concepts and make them accessible to a broad audience. Her professional credentials include being an award-winning director, international actor and professional writer with over twenty years of experience on stage and screen. Connect with Joe Saul-Sehy:WebsiteInstagramTwitterFacebookConnect with Katherine Pomerantz:WebsiteLinkedInConnect with Rhianna Basore:WebsiteLinkedInSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Christine Luken, Founder of the Financial Dignity Movement and the Wealthy Woman Book Club about changing the way we think about money and financial dignity.In this episode we discussed:You are responsible for your own personal finances, not anyone else's. Money is about more than the numbers, it is emotional.You should feel positive and peaceful with your money.Financial professionals can help their clients gain financial dignity by asking questions to understand their why.The power of compound interest - start saving early and often.Christine Luken is the Founder of the Financial Dignity® Movement, Christine has coached hundreds of high-earning professionals, business owners, and divorcing women to pay off staggering amounts of debt and massively increase their net worth. The author of four books and host of the Wealthy Woman Book Club™, Christine blends wise money management with emotional intelligence. When she's not connecting with her global online community or coaching clients from her office in beautiful Kentucky, you can find Christine on the golf course, by the pool, or curled up with a good book, a fluffy cat, and a strong cup of coffee. Connect with Christine Luken:Website (here)LinkedIn (here)Instagram (here) Facebook (here) TikTok (here)  YouTube (here)  Books: Financial Dignity® After Divorce: A Woman's Guide to Healing Her Relationship with Money (Amazon) https://amzn.to/3YVhqCGManage Money Like a Boss: A Financial Guide for Creative Entrepreneurs (Amazon) https://amzn.to/48HeexDMoney is Emotional: Prevent Your Heart From Hijacking Your Wallet (Amazon) https://amzn.to/4hEkP02Provider Money Pleasure Money: The Energetics of Personal Finance (Amazon) https://amzn.to/4favkXfBook Club:The Wealthy Woman Book Club (here) Podcast:Money is Emotional Podcast (here)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Catherine Tindall, CPA and host of the Financial Advisors Want to Know Podcast about changing the way we think about money and proactive tax planning.In this episode we discussed:Address the fear of tax planning by shining a light on it. Why you should learn how to read your own tax return and learn what's going on.You can gain control by learning how the tax system works.Know when you need a CPA and the questions to ask when looking for a CPA. Dial in your relationship with your tax professional, their process and how they can support you. Catherine Tindall, CPA, is a strategic tax planner and partner at Dominion Enterprise Services, specializing in optimizing tax strategies for Registered Investment Advisors (RIAs), Independent Broker-Dealers (IBDs), and 1099 financial advisors with annual revenues between $500k and $10M. Passionate about proactive tax planning, Catherine focuses on collaboration to empower her clients to achieve growth and financial success. With a track record of helping advisors save significantly on taxes, She is dedicated to ensuring her clients futures are secure and prosperous.Catherine also hosts the "Financial Advisors Want to Know Podcast, " where she shares insights on reducing income taxes, staying compliant, and sustainably growing advisory firms. In each short form episode she tackles targeted topics with expert guests aimed at helping advisors scale intelligently and build their practices to 7-8 figures.Connect with Catherine Tindall, CPA:Dominion Enterprise Services (here) LinkedIn (here)YouTube (here)Podcast:Financial Advisors Want to Know Podcast (Spotify)Resources mentioned:Internal Revenue Service (here)Simple Numbers, Straight Talk, Big Profits!: 4 Keys to Unlock Your Business Potential by Greg Crabtree and Beverly Herzog (Amazon)The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber (Amazon)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education at Carefull; Pam Ostrowski, Dementia Caregiving Speaker, Consultant and Author; and Ruschelle Khanna, author and fractional learning officer to talk about Mom and Dad, What's the Plan? Here are some key insights: Conversations need to happen sooner, rather than later - not in an emergencyCome from a place of collaborationEmotions have to be dealt with first, the conversation has to be normalizedHow to start the conversation, even with someone who doesn't want to have it. We need to communicate to protect our needs and dignity. Cameron Huddleston is the author of "Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances." She is an award-winning journalist who has been writing about personal finance for more than 20 years. She also was a caregiver for more than 12 years for her mom, who had Alzheimer's disease. Cameron is currently the director of education and content at Carefull, the first service built to organize and protect the daily finances of older adults.Pam Ostrowski, CSA, CDP, CDC is a Dementia Caregiving Speaker, Consultant and Author of "It's Not That Simple: Helping Families Navigate the Alzheimer's Journey,". Dementia caregiving coach and guide, Pam Ostrowski, provides a path to relieve the fear, anxiety, and confusion that family members experience when a loved one is diagnosed with dementia. Pam is the founder of Alzheimer's Family Consulting. She is also the author of the highly rated Alzheimer's guidebook, "It's Not That Simple: Helping Families Navigate the Alzheimer's Journey," which is based on Pam's 14-year dementia and Alzheimer's journey with her parents. She works with organizations such as financial advisors and long-term care professionals to educate them on the need for more client conversations on aging well and planning for possible later-in-life cognitive impairment.Ruschelle Khanna, LCSW is an Advisor and Therapist for High Net Worth Females & Families. Ruschelle specializes in helping leaders and teams develop high EQ skills to effectively blend strategic thinking, creative problem solving and effective communication. She serves as a Fractional Learning Officer for families in enterprise.  Ruschelle is a Gottmann Method Facilitator. She was formerly the Clinical Director at Samaritan Daytop Village. Connect with Cameron Huddleston: WebsiteLinkedInX/TwitterFacebookConnect with Pam Ostrowski: Alzheimer's Family ConsultingLinkedInFacebookYouTubeConnect with Ruschelle Khanna:WebsiteWebsiteLinkedInSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Luke Rother, the Managing Partner at Yetworth Collaborative to talk about busting the top 10 life insurance myths and what advisors need to know.Here are the myths we busted: Life insurance is only for people who are working/ people who have kids.Life insurance is too expensive.I have health issues, so I can't get life insurance.Group life insurance takes care of life insurance needs.Always buy term, never buy permanent insurance.Life insurance policies are set it and forget it. You don't need to review them.Life insurance is an investment (nope, it's insurance with an investment component)You can be your own banker.Indexed Universal Life policies are a ‘scam'.Fee based products (no-load policies) are always better options than commission based products.Luke Rother, CLU, CEPA is a life insurance specialist that has a passion for collaborating with trusted advisors to develop and implement risk protection related strategies to enhance the value that advisors bring their clients.  He entered financial services after working in the nonprofit sector following in the footsteps of his father, Randy, who has been a life insurance specialist for over 40 years. After working with a large insurance carrier, and working with his Dad, Luke decided to join the Yetworth team to expand his product expertise and to launch a dream business that caters to fee-only advisors.Connect with Luke Rother, CLU, CEPA:LinkedIn (here) Yetworth website: (here)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Derrick Kinney, author of Good Money Revolution and Founder of Success for Advisors about changing the way we think about money and adding meaning to our money.In this episode we discussed:Live a day of meaning every single day of your life.Ask yourself what it is that you want?Anybody can be good with money. The most successful ideas are not overnight successes,Bet on yourself. Why and how women can ask for the pay they deserve.Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution. After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world.Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon.Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren't taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities.Connect with Derrick Kinney:Website: SuccessForAdvisors.comLinkedIn: https://www.linkedin.com/in/derrickkinney/Instagram: https://www.instagram.com/derricktkinneyBooks:Good Money Revolution: How to Make More Money to Do More Good (Amazon)  https://amzn.to/3VHWc8mMaster the Media to Attract Your Ideal Clients: A Personal Marketing System for Financial Professionals (Amazon) https://amzn.to/3xIM1sdPodcast:The Good Money Podcast (Apple Podcasts)Resources mentioned:Get the raise you want from Derrick Kinney: the 3 questions to ask: https://www.gettheraiseyouwant.comPeter Lynch - One Up On Wall Street: How To Use What You Already Know To Make Money In The Market (Amazon) https://amzn.to/4dlvyJpThe Richest Man in Babylon by George Clason (Amazon) Bohemian Rhapsody (movie)Shawshank Redemption (movie)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Stina Borth, founder and CEO of Keymaker Services about changing the way we think about money and neurodiversity.In this episode we discussed:Money provides access and opportunities. Defining the impact of executive functioning on money.Why advisors need to slow down and simplify for their clients.A look at education savings account like ABLE accounts. Overcome fear of money through normalizing money with our loved ones.Create a strategy to model money conversations with kids.  Stina Borth, founder and CEO of Keymaker Services Inc., is an expert in productivity and workplace innovation, specializing in neurodiversity and inclusivity. She believes embracing individuals' unique dynamics boosts creativity, productivity, and collaboration. Her training programs aid professionals, including neurodivergent individuals, optimize work patterns, leading to transformative outcomes. The strategies Stina uses have been proven to increase productivity, retention, and profits. Her approach creates work cultures where every team member feels empowered.Through Keymaker Youth Support Services Inc., Stina also empowers high-achieving youth to gain a competitive edge in academics, work, and life. Her programs develop key skills such as time management, strategic planning, and emotional intelligence, aiding youth and young adults to excel. Stina's approach is individualized, emphasizing flexibility and self-regulation to unlock each individual's strengths. Whether with executives or youth/young adults, Stina Borth is committed to inclusivity, innovation, and delivering real-world results.Connect with Stina Borth:LinkedIn (here)Instagram: @Keymakerservices (Instagram)Facebook: (Facebook)Psychology Today: (HERE)Connect with Keymaker Services:Youth/Young Adult Services focused: (HERE) Youth/YA New Client Intake Form: (HERE)Professional/Corporation/Organization Focused: (HERE)Free Consultation Form for services: (HERE)Mentioned this episode:“Slow is smooth, smooth is fast” U.S. Navy Seals mantra. Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart (Amazon) A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life by Farnoosh Torabi (Amazon). Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Founder of The Bookkeeping Artist and Creator of the Money Storyteller Method™  about changing the way we think about money and writing your future money story. In this episode we discussed:The importance of understanding your money story. Why you should reflect on your money decisions. Money is abundant,Anyone can be financially successful.Think about money as a resource (as a tool).Compound interest is magic.Katherine Pomerantz is the Founder of The Bookkeeping Artist. Katherine is an actress turned accountant, has capitalized on her artistic background to create the Money Storyteller MethodTM - a mindset and accounting framework that helps business owners master the creative language of money to map out and easily achieve ambitious goals. She believes every idea has the ability to change the world if given the right financial support. She leads an accounting firm & financial education company, and her expertise has been featured by VICE Media, Discover Card, The Penny Hoarder, and the Stacking Benjamins Podcast. She loves yoga, walking dogs, and throwing rad birthday parties. Connect with Katherine Pomerantz:Website: https://www.katherinepomerantz.comLinkedIn: https://www.linkedin.com/in/katherinepomerantz/Mentioned in this episode:The Get Ready Money Podcast: The Power of Compound Interest episode (here)Headspace app (learn more here)Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger (Amazon)The Hero's Journey: Joseph Campbell on His Life and Work by Joseph Campbell (Amazon)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze 'n' Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters.In this episode we discussed:Why long term care planning is an essential part of financial planning. How advisors can start to have conversations on long term care planning. Why long term care insurance is just part of the puzzle - it's a funding mechanism.The future of long term care insurance. How business valuations help with succession planning. Barry J. Fisher is the CEO of Blaze ‘n Bear Insurance Services, Inc. a firm dedicated to helping small and medium sized business owners achieve financial success by concentrating on matters pertaining to business continuation, succession and estate planning.  Blaze ‘n Bear's business valuation service is the centerpiece of its planning practice. In 1999 Barry co-founded the American Association for Long Term Care Insurance (“AALTCI”).  As AALTCi's first president, Barry helped create the Long-Term Care Professional (“LTCP”) designation.  He is also past-president of the California Association of Health Underwriters (2001) and Chairman of CAHU-PAC (2004-2006) where he helped raise over $1,000,000 for political advocacy. Barry has served on the California Department of Insurance (“CDI”) Curriculum Board and on various CDI workgroups pertaining to legislation and insurance agent education. He is also a Past Chairman of the ILTCI Conference and served on the Society of Actuaries Long-Term Think Tank. He has been a frequent contributor to industry publications on a wide range of insurance and legislative topics and is a sought-after speaker at industry events.Barry hosts a weekly 90-minute radio broadcast on KPRL (1230AM) called “Protecting What Matters”, and supports a number local & national charities and organizations dedicated to creating better communities.Connect with Barry Fisher:Website (here).LinkedIn (here).Radio Show:Protecting What Matters Radio Show (here).Mentioned on this episode:Investopedia: www.investopedia.comReal Clear Politics: Realclearpolitics.comPlanning for Long-Term Care survey findings (Lincoln)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Chris Vermeulen, founder and Chief Investment Officer of The Technical Traders about changing the way we think about money and asset revesting.In this episode we discussed:Success is about bringing in experiences from different areas.The importance of having a plan, systems, processes and checklist. The power of starting early, saving at least a little and doing so consistently. Why you need to diversify asset classes.The stock market is a long game. Defining technical trading. The more you know, the more successful you will be. Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting signals and education on using technical analysis and position and risk management. He is also the author of the books “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method.Chris' investment philosophy is grounded in the belief that diversification and the buy- and-hold strategy can be dangerous for mature investors. Instead, he advocates for only owning assets that are rising in value, selling those that are in decline, and using technical analysis to identify and confirm these trends and price action. This approach helps investors achieve above-average returns while minimizing risk.Connect with Chris Vermeulen:Website: https://thetechnicaltraders.com/LinkedIn: https://www.linkedin.com/in/ruschelle-khanna-lifestyle-for-legacy/YouTube Channel:The Technical Traders: https://www.youtube.com/c/TheTechnicalTradersBooks:Asset Revesting: How To Exclusively Hold Assets Rising in Value, Profit During Bear Markets and Continue Building Wealth in Retirement by Chris Vermeulen and Ashley Mulock (Amazon) https://amzn.to/3BeHH5GTechnical Trading Mastery, Second Edition: 7 Steps To Win With Logic by Chris Vermeulen (Amazon) https://amzn.to/47BfhPqMentioned this episode:Bloomberg Five Things To Start Your Day: https://www.bloomberg.com/account/newslettersSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Financial Fitness for Real Estate Investors: A Conversation with Tony SteuerIn the fast-paced world of real estate, it's easy to get caught up in the thrill of the deal. But what about your financial fitness? This week, we had the pleasure of speaking with financial expert Tony Steuer, who is changing the way we think about money. Tony's insights are as relevant to your personal finances as they are to your investment strategy. His advice could be exactly what you need to kick-off 2025 on the right foot.Tony's Journey:Tony's journey from life insurance agent to internationally recognized financial preparedness advocate and Forbes Insurance Advisory Board member is nothing short of inspiring. This conversation wasn't just about money; it was about mindset! He started by recognizing a crucial gap in the financial industry—a lack of clear communication around insurance products, which leaves many people confused and vulnerable.Debunking Insurance Myths:Tony debunks common misconceptions surrounding insurance, particularly life insurance. He clarifies the following points:Life insurance isn't an investment: While some life insurance policies have an investment component, they are primarily designed to provide risk protection, not wealth generation. (Think of it as a safety net, not a get-rich-quick scheme!)Surrender charges are real: Be aware of hefty fees charged if you withdraw your money before a specific period. These can dramatically impact your returns, especially in the early years of the policy.Your insurance needs change: What made sense at 30 might not make sense at 60. Regularly review and adjust your coverage to reflect your evolving financial situation and risk tolerance.Term vs. Whole Life: Understand the differences to better decide which is right for you!The importance of planning: Tony stresses that a comprehensive financial plan should encompass all aspects of your financial life – including insurance, investments, debt, and estate planning.The Get Ready System:Tony's “Get Ready System,” detailed in his book, The Get Ready Blueprint, is a game-changer. It provides a structured, step-by-step approach to achieving financial fitness. The system uses a weekly calendar, prompting users to tackle different financial areas each week. This is a practical, easily-implementable strategy that's perfect for busy entrepreneurs who need to stay organized. (It might even help you finally tackle that overflowing inbox!)Why a Holistic Approach Matters:Tony emphasizes the importance of taking a holistic view of your finances, integrating all aspects of your financial life into one comprehensive plan. He discusses issues such as:The legacy you want to leave: Most people want to leave something for their children, but don't communicate their wishes to their families.The importance of long-term care planning: As we age, the need for long-term care increases. Planning ahead can significantly reduce financial burdens and emotional stress for both you and your loved ones.The impact of global warming on insurance: Insurance companies are already reacting to the impact of climate change, resulting in increased premiums and reduced coverage in high-risk areas.Humor to Relate To:“Sometimes, landlord life feels more like a reality TV show than a lucrative business.”“You may never need your insurance... but what if you do?”Call to Action:Ready to take control of your financial future? Check out Tony's work via the links in the show notes!Connect with Tony HERE!Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Jedidiah Collins, author, Founder and CEO of Money Vehicle about changing the way we think about money and why it's a vehicle for our financial journey.In this episode we discussed:Why education without action fails. What is a CFP? Stop worrying about the world sees in you, think about what you see in yourself. If we can change the way we see money, we can change our future.Questions are your framework for financial success. Jedidiah Collins has gone from NFL Player to Certified Financial Planner® in pursuit of empowering 1 million high school students to speak money. Author of best-selling Your Money Vehicle and Professor of Personal Finances, Jed then became the founder of EdTech company Money Vehicle. Money Vehicle delivers a Roadmap for educators and a License for students to Drive Financial Literacy.Connect with Jedidiah Collins, CFP®: Website: https://jedidiahcollins.comMoney Vehicle Website: https://yourmoneyvehicle.comLinkedIn: https://www.linkedin.com/in/jedidiah-collins/Instagram: https://www.instagram.com/fullbackoffinanceYouTube: https://www.youtube.com/@jedidiahcollins8198Book:Your Money Vehicle: How to Begin Driving to Financial Freedom! (Amazon). https://amzn.to/4djUIbvMentioned this episode:Number 1 resource - The Founders Podcast - biographies  https://www.founderspodcast.comPoor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger by Charles T. Munger (Amazon) https://amzn.to/3ZgYj6FSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Cara Macksoud, CEO of Money Habitudes about changing the way we think about money and financial behavior.In this episode we discussed:Maximizing your joy with you what you to have.Money decisions under pressure can be more expensive.Take the time to commit to learning something about money. Have money conversations openly and non-judgmentally.Money decisions under pressure can be more expensive. Cara Macksoud, FBS® is the CEO of Money Habitudes. After a 15-year career as a trader on Wall Street and serving as the Chief Financial Officer for a nonprofit organization in New York City, Cara transitioned into the behavioral finance space. She earned a Graduate Certificate in Financial Therapy from Kansas State University and holds a Bachelor of Science in Finance from the NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association, where she serves on the board as the Chair of Student Engagement. Additionally, she is a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an Accredited Financial Counselor (AFC) candidate.Connect with Cara Macksoud:Website: www.moneyhabitudes.comLinkedIn: https://www.linkedin.com/in/caramacksoud/Mentioned this episode:The Tony Steuer Podcast with Ben Miller: Money Equals Time (here).Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions by Dr. Dan Ariely (Amazon)Dollars and Sense: How We Misthink Money and How to Spend Smarter by Dr. Dan Ariely (Amazon) Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with George Kinder, author and the Father of Life Planning about changing the way we think about money and why your life is yours. In this episode we discussed:Live the life that means the most to you. Your life is yours. Each moment is yours. Think about money in terms of your passions.Listen to who your clients really want to be.Even if you're in a tough place, you can always find things to celebrate. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website: www.georgekinder.comLinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/X and Facebook: @georgedkinderInstagram: @george_kinder YouTube: @gdkinder The Kinder Institute: Website: www.kinderinstitute.comInstagram and X: @kinderinstitute Facebook: @kinderlifeplanningLinkedIn: @kinderinstituteoflifeplanning YouTube: @kinderinstituteoflifeplanningLife Planning for You website: https://www.lifeplanningforyou.comBooks:Life Planning for You: How to Design & Deliver the Life of Your Dreams (Amazon) Lighting the Torch: The Kinder Method(TM) of Life Planning (Amazon) The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (Amazon)A Golden Civilization and The Map of Mindfulness (Amazon) A Song for Hana & the Spirit of Leho'ula (Amazon) The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back into personal finance. Here are some take-aways: Every woman needs to take an active role with her money.Think about goals first, what do you want?Be intentional and talk with your loved ones about money.Get curious, ask what am I missing?Figure out what is important to you and prioritize it, it probably costs less money than you think. (Elliott Appel)Create a life with your money, using it as a tool that brings you joy. (Laura Adams)You don't need to wait till tomorrow to enjoy your passions and priorities. (Marguerita Cheng)Take the time to really visualize how you want to live your life and then hold on to it. (Faith Teope)Elliott Appel is a fee-only, fiduciary financial planner and the founder of Kindness Financial Planning, LLC, which focuses on helping widows and caregivers gain control of their financial life. In addition to writing regularly about financial planning strategies, aging, and caregiving, Elliott co-hosts a podcast called ME and Money. Elliott enjoys playing tennis, hiking, biking, photography, and cooking. He currently lives in Madison, Wisconsin to support his wife's career in medicine, but calls the Pacific Northwest home.Faith Teope is a multimedia journalist, children's financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/Recordkeeper firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm's Way as a financial abuse advocate. Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope's debut title is The Monster Job. Laura Adams is an award-winning author, speaker, host of Money Girl podcast (43 million downloads), and founder of The Money Stack. She was named one of Empower's "Top 50 Women in Personal Finance" and is a Forbes Advisory Board Member. As a frequent source for the national media, millions of viewers and readers benefit from her practical financial advice. Laura's mission is to empower consumers to make smart money decisions through her speaking, spokesperson, and advocacy work. She received an MBA from the University of Florida and lives in Vero Beach, Florida.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life's most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

In this episode, I sit down with Tony Steuer, CLU, LA, CPFFE, an internationally recognized financial preparedness advocate, podcaster, and award-winning author of The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. Tony shares powerful insights and practical tips from his book, designed to help you take control of your finances and redefine your relationship with money. We discuss the importance of understanding your money, why mindset is key to financial success, and how The Get Ready Method can serve as a blueprint for achieving your financial goals. Whether you're looking to create a budget, save for the future, or build wealth, this episode is packed with actionable advice to help you along your journey. What You'll Learn in This Episode: Why changing your mindset is the first step to financial freedom. The core principles of The Get Ready Method and how to apply them. Practical tips for integrating financial products and working with advisors. How to create a sustainable financial plan that works for you. Key takeaways from The Get Ready! Blueprint. Resources Mentioned: Tony Steuer's Website: http://www.tonysteuer.com/ The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money (Available on Amazon and other retailers) Follow Tony Steuer on Instagram: https://www.instagram.com/tonysteuerauthor/ Visit our website: businessbeautynetwork.com https://linktr.ee/Btaylor --- Support this podcast: https://podcasters.spotify.com/pod/show/bbnp/support

Is Life Insurance a ripe opportunity for financial advisors? In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.We chat about:The shift in financial adviceThe error of neglecting life insuranceThe complexity of insurance productsRegulatory & Market issuesThe Consumer DisconnectAdvice for improving our IndustryRecommendations for Financial Planners and AUM RIAsAnd moreResources: Follow RethinkFA on LinkedInConnect With Tony Steuer:Follow Tony on LinkedInJoin Tony's Money Club on his websiteBuy Tony's Book: Questions and Answers on Life InsuranceConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Couplr AILinkedIn: Derek NotmanAbout Our Guest:Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast. Hosted on Acast. See acast.com/privacy for more information.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Karen Holland, Founder of Gifting Sense about teaching our kids to think before they buy. In this episode we discussed:How the DIMS (does it make sense) score helps kids (and adults) make well-informed decisions before spending money.Basic financial literacy is a human right.Our money personality is relatively stable and established by adolescence.Thinking before buying is a simple habit. Slow down with your money: FOMO (fear of missing out leads to spending with speed, which can lead to regret.Think about the total cost - lay bare the facts of a purchase.Karen Holland has been making learning about money immediately helpful to school-aged children for over 9 years through her early financial education Not-For-Profit Gifting Sense, home of the DIMS - DOES IT MAKE SENSE?® SCORE Calculator. A free and safe online tool that introduces children to the habit of asking & answering simple questions about typical childhood purchases, before, anyone spends a dime. Karen worked for Canada's largest bank before having a family that is now grown up. She has an Honours Bachelor of Arts Degree in Economics and a Master's Degree in Economic History. Gifting Sense has been recognized at the Money Awareness & Inclusion Awards three years running, in 2022, 2023 and 2024.Connect with Karen Holland:Gifting Sense Website (here)LinkedIn (here)Mentioned this episode:DIMS SCORE® Calculator: https://giftingsense.org/gift-survey/Remember Shopping From Home at Midnight? Blogpost: https://giftingsense.org/article/remember-shopping-from-home-at-midnight/Answering UChicago's “Questions to Pose” Blogpost: https://giftingsense.org/article/answering-chicagos-questions-to-pose/The Get Ready Blueprint: A 52 Week Guide to Changing the Way You Think About Money by Tony Steuer (here) The Missing Link: from College to Career and Beyond Personal Financial Management by Fred Selinger (here)The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life by Robin Taub (Amazon) https://amzn.to/4aVQyGrFrequency Budgeting: Can't stick to a budget? Try these tweaks instead with Wendy De La Rosa (TED) - (here) Support the show

Laura interviews Tony Steuer about disaster preparedness and maintaining your financial first aid kit.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links: https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

Why should we change the way we think about money? In this episode, Adam Torres and Tony Steuer, Author, Podcaster and Financial Preparedness Advocate, explore how people can take control of their financial futures and Tony's book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit." Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Why should we change the way we think about money? In this episode, Adam Torres and Tony Steuer, Author, Podcaster and Financial Preparedness Advocate, explore how people can take control of their financial futures and Tony's book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit." Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Tony Steuer is the host of the Get Ready Money podcast and an expect on financial preparedness. In this episode we talk about the coming retirement crisis, personal finance tips, and ultimately reaching financial freedom.

Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don't quite cover 37 points but do share some great insight into what an advisor should look for when reviewing life insurance policies and surprising no one, one of the action items is getting the actual documents! https://zurl.co/zuq4

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

Tony Steuer, author and financial literacy advocate, shares his journey from being an insurance salesperson to an education-focused consultant and entrepreneur. Tony talks about his mission to help people understand financial products, the importance of financial literacy, and the significance of financial independence rather than traditional retirement, especially for entrepreneurs. Connect with TonyInstagramLinkedInConnect with Nicole⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @workwealthandtravel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube @workwealthandtravelWebsiteBook a Discovery CallSign up for 80+ Remote Work Job Boards

In this episode of the “We Chat Divorce” Podcast, we dive into the world of Financial Literacy and why it matters. We welcome Tony Steuer, an internationally recognized financial preparedness advocate, podcaster and award winning author.  Join us as we discuss topics such as healthy money habits, being empowered with your money, taking control of your financial life, and creating a system for optimal organization and money maintenance.  Figuring out your finances in the midst of divorce seems daunting, but Tony's expertise offers valuable insight and practical advice to manage your money in the best way possible. Connect with us on social media: Facebook Instagram TikTok  Listen to more podcast episodes, read our divorce blog, and join our free divorce support group at mydivorcesolution.com. The We Chat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Mark Yegge, host of the Wealth Architect podcast, as he dives deep into the world of money with special guest Tony Steuer, an internationally recognized financial preparedness advocate, podcaster, and award-winning author. In this episode, Mark and Tony discuss the impact of money on our energy, the importance of financial education, and strategies for taking control of your financial future. Tony shares insights from his newest book, 'The Get Ready Blueprint,' a 52-week guide designed to change the way you think about money and empower you to achieve your financial goals. Discover actionable tips and habits to improve your financial health and build a solid foundation for the future. Tune in and start your journey to financial success today!" This description highlights the key points covered in the conversation, introduces the host and guest, mentions the focus of the podcast episode, and encourages viewers to tune in for actionable tips and insights. To reach Tony:  TonySteuer.com

It can be so overwhelming when it comes to getting your financial house in order, especially if you are a business owner or coach, so caught up in the day-to-day that you can lose sight of managing your finances. What if you had a simple blueprint to guide you through the process? Our guest today, financial education expert Tony Steuer, has created a financial blueprint called The Get Ready Blueprint, A 52-Week Guide to Changing the Way You Think About Money. In this episode, we discuss: How financial services like insurance and banking work togetherWhat it means to be financially healthy What demographic owns the most college debt Knowing what questions to ask about your money  Protecting your finances, your legacy, and so much more...Tony shows us how, by focusing on one simple step each month, you change how you manage your finances and begin your journey to financial freedom. Connect with Tony - https://www.tonysteuer.com/Connect with Carolyn: https://carolyn360.com Use the code "LEADER" to get a FREE $10 to meet Carolyn on the Owwll app or call any expert you'd like. Apple users, use this link - https://infinitycoaching.net/appleowwllAndroid users, use this link - https://infinitycoaching.net/androidowwll

Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors. The Get Ready Method provides a framework for integrating financial products, financial advice and advisors. He is also an Advisor at Paperwork and Dingo Technologies. Meanwhile, he is a member of the ThinkAdvisor's LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board as well. Steuer shares his trailblazing thought leadership on financial wellness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC's Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.  Steuer's books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner, have won numerous awards, including four awards for Excellence in Financial Literacy Education. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.

In this episode, Justin sits down with Tony Steuer, the author of The Get Ready Blueprint. We discuss creating financial habits and a mindset to get ready to tackle your finances in small, actionable steps. Plus, what it means to him to build an intentional business, And much more! Connect with Justin Green DM me on ⁠⁠⁠Instagram⁠⁠⁠!⁠⁠⁠⁠ ⁠Assist FP Website⁠⁠⁠ Connect with Tony Steuer https://www.tonysteuer.com/

On the latest episode of The Tony Steuer Podcast, I spoke with Jeffrey Kamys, Principal and Chief Investment Strategist at Inherent Wealth Fund about the importance of finding value. In this episode we discussed:Why we need paradigm shifts.The importance of having a goal list.How anyone can save $1,000,000.Jeffrey Kamys is the Principal and Chief Investment Strategist at Inherent Wealth Fund. Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF.  Jeff is also the creator and owner of Dr. Stats Fantasy Sports (established in 1996).Links: Website: https://www.inherentwealthfund.comLinkedIn: https://www.linkedin.com/in/jeffrey-kamys-19159174/

On the latest episode of The Get Ready with Tony Steuer Podcast, I spoke with Faith Teope. Faith is an Author, Multimedia Journalist, Advocate, visionary and CEO of Leverage Retirement about connecting financial literacy to humans.In this episode we discussed:The importance of knowing your audience, so you can connectHow raising money savvy kids breaks the cycle of financial abuseWhy financial literacy is a social justice issueFaith Teope is a multimedia journalist, advocate, and retirement industry expert serving as the visionary and CEO of Leverage Retirement, the 401k provider inspired by people. Faith's active advocacy is in the areas of financial independence, raising money-savvy kids, and domestic abuse.

Tony chat with life insurance expert Tony Steuer about why and how P&C agents should do at least basic Life Insurance for their clients.Tony Steuer: https://www.linkedin.com/in/tonysteuer/https://TonySteuer.comDiscount code for 20% of any of his PDF books: INSNERDS20Video Version: https://youtu.be/og6_Oc2hHdQ

On the latest episode of The Tony Steuer Podcast, I spoke with Ben Miller, Founder of ChroniFI about why money equals time. In this episode we discussed:Why time is our most valuable resource Aligning your money with your visionLearning what habits mean in terms of timeBen Miller is the Founder of ChroniFI, passionate about personal finance and reallocating human capital to its highest and best use. Built a system to solve his own problem and figure out when he could move on from trading derivatives to building his own company. Now using that same system to help others make decisions that are better aligned with their goals and values by understanding their money in terms of time.

On the latest episode of The Tony Steuer Podcast, I spoke with Marguerita (Rita) Cheng, CFP, RICP;  Chief Executive Officer at Blue Ocean Global Wealth about the importance of always placing your client's interests above all else. In this episode we discussed:The importance of using money wiselyWhy we need to understand values and priorities.How our financial lives are dynamic, just like our lives.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life's most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

On the latest episode of The Tony Steuer Podcast, I spoke with John O'Connell, Author of “Rise of The Activist Investor” and Founder of The Oasis Group about we can all make a difference. In this episode we discussed:The importance of identifying our valuesInvesting in line with our valuesBecoming an activist investorJohn O'Connell, MBA, is the author of Rise of The Activist Investor, a handbook for investors who would like their money to reflect their values by exercising their rights as owners of publicly traded firms. He created the Activist Investor Arc to describe how retail investors progress through different phases of activist investing. John is the Founder and Chief Executive Officer of The Oasis Group. Mr. O'Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. 

On the latest episode of The Tony Steuer Podcast, I spoke with Joshua Mensah, Financial inclusion specialist about how we become financially inclusive. In this episode we discussed:Why financial literacy is a core life skill.The importance of learning about money at an early age.Why money helps you achieve your dreams.Joshua Mensah is a Financial inclusion specialist, Business Strategist and Development Practioner. Joshua Mensah is a Certified Credit Administrator from the National Banking College and holds a BSc Banking & Finance and MSc Strategic Management from Kwame Nkrumah University of Science and Technology and a member with the Young Investors Society Students Advisory Board (UK). Joshua has extensive experience in investment banking acquired from his work with Databank where he collaborated with Securities and Exchange Commission, Ghana Stock Exchange, and Bank of Ghana to bring financial literacy clinics and seminars to the youth and informal sector players especially women across the country. 

On the latest episode of The Tony Steuer Podcast, I spoke with Julie Rains, author of Growing Wealth about the importance of knowing your own story. In this episode we discussed:The three money essentials.The importance of being compassionate with yourself.Why compound interest is so powerful.Julie Rains is the author of Growing Wealth, Essential Money Lessons From My Garden to yours. Julie is also a spreadsheet designer and investor. She has served as a financial analyst and accountant for Fortune 500 corporations and a freelance writer for individual clients and media companies. Her work has focused on analyzing financial information and crafting narratives to make sense of the math.

In this episode I interview Tony Steuer. Tony is an internationally recognized financial wellness advocate, award winning author, top ranked podcaster.  He is  dedicated to changing the way we think about money so people can be empowered to make better financial decisions. He also is regularly featured in media including ABC's Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News, as well, as being a frequent guest on podcasts.Here are some of the key topics we discuss:What are some ways toward financial wellness?Helping a surviving spouse get the paperwork organizedChecklist when someone passes away (link on website)Value of meeting with an advisor and insurance agentOrganizing a financial first aid kitHow to be aware of predatory financial fraud or scamsWebsite:  https://tonysteuer.com/Tony Steuer LinkedIn:  https://www.linkedin.com/in/tonysteuer/