Shows
Get Ready: Before Life Happens PodcastHow 250 Conversations Changed the Way I Think About MoneySend 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.
2026-03-1034 minGet Ready: Before Life Happens PodcastWhy Disability Insurance Is the Foundation of a Real Financial PlanSend 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. 🔑 Key Takeaways🔹 Think about your future yet worth (money you’ll earn) 🔹 A financial plan without disability insurance is not a financial plan🔹 We should reframe disability insurance as income protection 🔹 You are more likely to need disability insurance than homeowners and...
2026-03-0656 minGet Ready: Before Life Happens PodcastWhy Great Financial Planning Starts with Better QuestionsSend 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:🔹 Ask questions to ensure that you understand. 🔹 Relationships are at the heart of effective financial planning🔹 Advisors will succeed in the age of AI by becoming better communicators.🔹 The financial services industry needs people who are better at...
2026-03-0339 minGet Ready: Before Life Happens PodcastHow to Take Control of Your Money During Major Life ChangesSend 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:🔹 Think about the planning process as an investment in yourself.🔹 Know your expenses inside and out, including irregular annual costs such as gifts and insurance. 🔹 Be sure to include income-generating assets, since your portfolio will become your paycheck. 🔹 Maintain access to liquid assets🔹 Understand how ea...
2026-02-2445 minGet Ready: Before Life Happens PodcastAccelerate Your Career with Money, Mindset and PurposeSend 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.💡 Key TakeawaysInvest in financial fluency. Understanding money helps you make smarter career moves.Clarify what matters. Define your values and long-term goals before chasing the next title.Plan backward. Start with your vision, then create the action steps to reach it.Network strategically. Relationships open more doors than résum...
2026-02-1046 minGet Ready: Before Life Happens PodcastThe Power of Money Conversations: Emotions Over DollarsSend 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.💡 Key Insights:🔹 Why money conversations are more about emotions than math 🔹 How childhood experiences shape how we talk about—and handle—money 🔹 The importance of shifting focus from dollars to the “why” behind them📌 Why It Matters: Money talks can strengthen relationships when they mov...
2025-12-1634 minGet Ready: Before Life Happens PodcastWhat Parenting Can Teach Us About MoneySend a textChanging the way we think (and talk) about money—by connecting parenting, patience, and lifelong learning.💡 Key Insights:Parenting skills and money management share the same foundations: patience, long-term thinking, and communication.Financial confidence comes from effort and learning—not knowing everything upfront.Acknowledging “you don’t know what you don’t know” opens the door to better decision-making.📌 Why It Matters: Your approach to money often mirrors your approach to life. Building patience, focusing on values, and passing financial wisdom t...
2025-12-1243 minGet Ready: Before Life Happens PodcastStart Your Financial Freedom Journey NOW with your Money Vehicle Featuring Jedidiah CollinsSend 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 finan...
2025-01-2149 minGet Ready: Before Life Happens PodcastMaximize Joy with SMART Financial Choices! Featuring Cara MacksoudSend 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 car...
2025-01-1738 minGet Ready: Before Life Happens PodcastLive Your Most Meaningful Life Now! Featuring George KinderSend 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 celebr...
2025-01-1437 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Karen Holland: The Power of Thinking Before BuyingSend 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 wi...
2024-12-0541 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast Episode 100 with Chris Mouzon, Derrick Wesley, Faith Teope and Mac GardnerSend a textOn this special 100th episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech. We each shared one thing that we think we know about changing the way we think about money. Here’s what we each think we know and then discussed: We need to help people be curious. We need...
2024-02-2148 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Cathy Sikorski: Why We Need To LaughSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Cathy Sikorski, speaker, elder lawyer and author about changing the way we think about money and caregiving. In this episode we discussed:The importance of knowing your worthCaregivers can get paid for caregiving Why money is abundant If money is your only problem, you have no problemsCathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to...
2023-11-0125 minGet Ready: Before Life Happens PodcastDignity and Financial Literacy with Peter Kwadwo Asare NyarkoSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Peter Kwadwo Asare Nyarko, Founding Executive Director for Center for Financial Literacy Education about changing the way we think about how financial literacy provides dignity. In this episode we discussed:Why self-confidence is a life skill.The importance of learning to produce before consumption.How money follows value. Mr. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Af...
2023-10-2533 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Larry Sprung: Money, Mindset and Finding JoySend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Larry Sprung, author and wealth advisor about changing the way we think about money, mindset and finding joy. In this episode we discussed:Why financial planning is personal.The importance of paying yourself first.Changing the narrative on retirement. Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate. He is the founder of Mitlin Financial, Inc. Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal”. In 2021, Larry was named to the Inve...
2023-10-1834 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Mary Schmid: Communications and Building TrustSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Mary Schmid, author of Make or Break Conversation about changing the way we think about money, communication and building trust. In this episode we discussed:Why listening is critical.How connecting and engaging builds trust. How we can understand people.Mary Schmid is an author, speaker, and educator for CEOs and professionals. She teaches the science-based approach on what goes on in the brain in conversations and how to lead conversations that connect, engage and build trust. As...
2023-10-1135 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Jeffrey Kamys: Finding ValueSend a textOn 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 an...
2023-10-0429 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Rahkim Sabree: Overcoming Financial TraumaSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Rahkim Sabree, financial coach and author about changing the way we think about financial trauma. In this episode we discussed:Why financial trauma is an obstacle to empowerment.Understanding that personal finance is personal.How you can give yourself grace.Rahkim Sabree is a financial coach, certified financial educator (CFEI®), registered financial consultant (RFC®), and accredited Financial Counselor (AFC®) candidate with more than a decade of financial industry experience between banking, 1x1 coaching, workshop facilitation, and corporate cons...
2023-09-2732 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Lesli Doares: Money and MarriageSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Lesli Doares, author and men’s marriage coach about changing the way we think about money and marriage. In this episode we discussed:Why you need to think about what money means to you.The importance of gaining clarity about why you’re doing what you’re doingFinancial preparedness is a reflection of our values and beliefsLesli Doares has over twenty years of experience working as a marriage coach and therapist. Combined with her per...
2023-09-2039 minGet Ready: Before Life Happens PodcastThe Get Ready Money Podcast with Ruby Ulloa: Be Your Own Financial PowerhouseSend a textOn the latest episode of The Get Ready Money Podcast, I spoke with Ruby Ulloa, business development specialist at Savoy Associates about how you can Be Your Own Financial Powerhouse With Proper Planning. In this episode we discussed:The value of finding common groundEstate planning is for everyoneWhy you should have an annual financial checkupRuby Ulloa is a benefits advocate and business development specialist at Savoy Associates. Ruby has over two decades of experience in insurance and employee benefits. Advocating for minority communities and coaching Hispanic benefits and insurance p...
2023-09-1322 minGet Ready: Before Life Happens PodcastThe Get Ready with Tony Steuer Podcast with Faith Teope: Connecting Money to HumansSend a textOn 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...
2023-06-2127 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Ben Miller: Money Equals TimeSend a textOn 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 ow...
2023-06-0725 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Marguerita (Rita) Cheng: The Importance of Placing Client Interests FirstSend a textOn 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® profe...
2023-05-1722 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with John O’Connell: Rise of The Activist InvestorSend a textOn 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 create...
2023-05-0333 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Joshua Mensah: Building Financial InclusionSend a textOn 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 f...
2023-04-1926 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Julie Rains: Growing WealthSend a textOn 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 f...
2023-04-0526 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Emily Koochel: Starting With Yourself Is The Key To Financial WellnessSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor about why psychology is important to changing how we think about money. In this episode we discussed:The intersection of emotions and money. How advisors can learn from their clients.Why Financial Planning Is Inherently A Mental Process.Dr. Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor is an experienced financial professional, academic, and rese...
2023-03-1526 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Diana Yanez: The Importance of ListeningSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Diana Yanez, Financial Empowerment Guide at All the Colors about aligning your money with your values. In this episode we discussed:The value of gaining clarity on your beliefs.The importance of being a good ancestor.How to own your power with money.Diana G. Yáñez, CFP®, RLP® (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry own their power with...
2023-03-0135 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with David Edey: The Value of Communication in Estate PlanningSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor. In this episode, we talked about why it’s important for families to prioritize making a will, to keep their bond intact in times of crisis. In this episode we discussed:The importance of having these conversations sooner, rather than later.The steps you need to follow to have this conversation with your family.How you can avoid chaos by being organized.David Edey is a Certified Executive Advisor (CEA), cur...
2023-02-1527 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Namrata Singh: Financial EmpowermentSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Namrata Singh, Founder of Arthasadhana Investments about the importance of focusing on our own personal journey In this episode we discussed:The need to be prepared for life’s surprisesHow women can take the lead. Why advisors need to be client-centric. Namrata Singh, CFP, is the founder of Arthasadhana Investments and believes in continuously empowering clients to make well-informed investment decisions. Her endeavor is to simplify financial decisions and work towards the financial goals of her c...
2023-02-0129 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Elliott Appel: Creating Your Ideal LifeSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Elliott Appel, Founder of Kindness Financial Planning about how to get people to talk about money.In this episode we discussed:Connecting the emotional and economic sides of money.How families can take control after a major health event.The importance of being curious and asking questions. Elliott Appel, CFP, CLU, RLP is the founder of Kindness Financial Planning. Elliott is a fee-only, fiduciary financial planner. He is the founder of Kindness Financial Planning, LLC, w...
2023-01-1826 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial EducationSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Phuong Luong, Educator and Financial Planner about creating a more just economy.In this episode we discussed:How do we close the gender and racial wealth gaps.Impact investing: How to invest in your values.Focusing on what your client wants. Phuong Luong, CFP (she/her) is an educator and financial planner. Phuong specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG and regenerative investing -- to shift capital f...
2023-01-0436 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Jasper Smith: The #BuildWealth Movement™Send a textOn the latest episode of The Tony Steuer Podcast, I spoke with Jasper Smith, chief visionary of The #BuildWealth Movement™ about the importance of teaching kids about money. In this episode we discussed:The importance of changing your paradigm. How to overcome generational poverty.Why you should build a money team. Jasper Smith, also known as Mr. #BuildWealth, has been involved in the financial services arena for nearly fifteen years. He is the chief visionary behind a financial education company called The #BuildWealth Movement™. He works tirelessly to disrupt generational poverty...
2022-12-0735 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Patricia De Fonte: Estate Planning With HeartSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Patricia De Fonte, Founder of De Fonte Law PC about why estate planning is a fundamental need for everyone. In this episode we discussed:How estate planning empowers your heirs.Why estate planning is a social justice issue.The importance of reviewing your estate plan every three years and when you have a major life event.Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, where she and her team practice Estate Planning with He...
2022-11-1635 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Will Rainey: The Value of PatienceSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Will Rainey, author of Grandpa’s Fortune Fables about the importance of teaching kids about money. In this episode we discussed:How Grandpa’s Fortune Fables helps kids create good financial habits.Why Patience is a super-power.The difference between rich and wealthy.Will Rainey is a writer and speaker focused on helping parents teach their kids about money. He is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, iNews...
2022-11-0229 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Saad Zariff: The Value of Ethical-Based InvestingSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Saad Zariff, Head of Growth at 401GO about why it’s important to understand cultural differences in how people deal with their money. Saad Zariff is the Head of Growth at 401GO, a fintech startup that specializes in offering cost-effective 401(K) plans for small businesses. Prior to joining 401GO, Saad was the VP of North America at Wahed Invest, the world's first Shariah-compliant Robo advisor, where he was responsible for client growth, retention, and educating retail investors with an emphasis on...
2022-10-1928 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Marilyn Lydia Pinto: Smarter, Richer, BraverSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Marilyn Lydia Pinto, Rebel Educator and Founder of KFI Global about why it’s important for teens to gain the understanding and confidence to make intelligent financial decisions. Marilyn L. Pinto is the Founder of KFI GLOBAL, an education company that specializes in teaching teenagers how to make smarter money decisions. She’s on a mission to bring this life-changing education to more youngsters across the world because it will empower them to step up, stand out and live life on th...
2022-10-0525 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Kyle Langstaff: Improving Efficiency in Life Insurance with TechnologySend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Kyle Langstaff, Fintech and Financial Wellness Expert about how technology empowers life insurance agents to create a better consumer experience.Kyle Langstaff is a Fintech and Financial Wellness Expert. Kyle holds over 14 years of experience within the financial services industry - including business development, recruiting and management. His various roles have included financial advisory for business owners, wholesaling, and most recently, Kyle has been working with insurance organizations to advance their businesses through the implementation of technologies. In t...
2022-09-2133 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Mariela Garcia: Living Life On Your Own TermsSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Mariela Garcia, Money and Life Coach about aligning your money with your values.Mariela Garcia is a Certified Financial Coach and Life Coach helping individuals get good with money. In addition to working with individuals, Mariela offers classes on topics related to Financial Wellness. She also writes articles on personal finance on her blogs. Her goal is to instill hope, knowledge, and passion in all who desire to get good with money.In this episode we discussed:...
2022-09-0737 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Kathi Balasek: Grief LeadershipSend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Kathi Balasek, Widow Advocate about becoming a grief smart advisor.Kathi Balasek is an educator, empathy and grief communication coach, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their empathy and grief literacy communication skills to best serve bereaved clients. Grief leadership and communication are critical right now. In this episode we discussed:Why it’s important to learn to talk about grief.How financial professionals can improve their grief literacy.Emp...
2022-08-0332 minGet Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Kate Grayson: Beyond MoneySend a textOn the latest episode of The Tony Steuer Podcast, I spoke with Kate Grayson, Content Director at Paperwork about aligning your money with your values.Kate Grayson is a financial wellness expert, and Content Director at Paperwork, a startup committed to creating financial well-being for everyone. Kate is also the founder of Beyond Money.In this episode we discussed:Why it’s important to balance your life, not just your bank accountHow to reset your money habitsWhy women need to change the narrativeSupport the show...
2022-07-0632 min