Shows
The Get Ready Money PodcastStart Your Financial Freedom Journey NOW with your Money Vehicle Featuring Jedidiah CollinsSend 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 f...2025-01-2149 minThe Get Ready Money PodcastMaximize Joy with SMART Financial Choices! Featuring Cara MacksoudSend 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-ye...2025-01-1738 minThe Get Ready Money PodcastLive Your Most Meaningful Life Now! Featuring George KinderSend 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 cel...2025-01-1437 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Karen Holland: The Power of Thinking Before BuyingSend 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 sp...2024-12-0541 minThe Get Ready Money PodcastThe Get Ready Money Podcast Episode 100 with Chris Mouzon, Derrick Wesley, Faith Teope and Mac GardnerSend us 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 n...2024-02-2148 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Maura Shaftoe: Know Your Self-WorthSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Maura Shaftoe, cash flow specialist at Let’s Plan about changing the way we think about money and our cash flow. In this episode we discussed:Why you need to work with professionals who respect you.The importance of learning as much as you can about money. Being intentional with your spending. Maura Shaftoe, CCS, QAFP, is a financial planner and cash flow specialist. A cornerstone of Maura’s financial planning practice is dedicated to helping people m...2024-01-1036 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Vicki Vollweiler: Optimizing Paying for CollegeSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Vicki Vollweiler, Founder and CEO of College Financial Prep about changing the way we think about money and paying for college. In this episode we discussed:Colleges are willing to negotiate because they are businesses.Why math matters when it comes to your money.What divorced parents need to know about FAFSA.Vicki Vollweiler, MBA, CDC, the founder and CEO of College Financial Prep, provides a full range of college funding and college admissions services for f...2024-01-0334 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Emily Rasmussen: Giving With ImpactSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Emily Rasmussen, CEO and Founder of Grapevine about changing the way we think about money and charitable giving. In this episode we discussed:The importance of investing in yourself.Being open to talking about money.Why everyone should consider a donor advised fundEmily Rasmussen is the Founder & CEO of Grapevine. Emily brings more than 10 years of financing for impact, nonprofit and social enterprise leadership experience to Grapevine. She was the founding Executive Director of NYU’s Center for...2023-12-1332 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Karl Swanepoel: Be Mindful of What Money IsSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Karl Swanepoel, Founder and CEO of Revolancer about changing the way we think about money and finding freedom as a freelancer. In this episode we discussed:Why money is relative.The importance of thinking about value.How working together compounds success.Karl Swanepoel is the CEO & Founder of Revolancer, a platform that aims to help independent professionals and freelancers barter skills to build their service businesses. He was appointed as the youngest-ever brand ambassador for Europe’s l...2023-12-0632 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Adam Holt: Knowing The Rules of the Money GameSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Adam Holt, CEO and Founder of Asset Map, about changing the way we think about money and knowing the rules of the money game.In this episode we discussed:The importance of intentionality with your decisions.Build confidence, by becoming fluent with your money. Why financial planners have an obligation to build confidence and empower clients.H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for o...2023-11-2944 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Dana Samuelson: Maintaining Standards of ExcellenceSend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Dana Samuelson, President of American Gold Exchange about changing the way we think about money and standards of excellence. In this episode we discussed:Why you need to keep learning.The importance of saying what you do and doing what you say.Money, currency and value.Dana Samuelson is the President, of American Gold Exchange. He has 42 years experience in precious metals and rare U.S. gold coin buying and selling. He is a past president o...2023-11-1529 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Louis Barajas: Clarifying Our WhySend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Louis Barajas, author and advocate for underserved communities about changing the way we think about money and clarifying our why. In this episode we discussed:Why you should live a purpose driven lifeThe importance of putting why’s around your goalsYou can only help people who are ready to be helpedLouis Barajas, MBA, CFP®, EA, CEPA is a trusted financial expert and bestselling author, has become a revered figure in the realm of personal finance, empow...2023-11-0841 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Cathy Sikorski: Why We Need To LaughSend us 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 exp...2023-11-0125 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Peter Kwadwo Asare Nyarko: Dignity and Financial LiteracySend us 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...2023-10-2533 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Larry Sprung: Money, Mindset and Finding JoySend us 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 th...2023-10-1834 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Mary Schmid: Communications and Building TrustSend us 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 tr...2023-10-1135 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Jeffrey Kamys: Finding ValueSend us 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 cr...2023-10-0429 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Rahkim Sabree: Overcoming Financial TraumaSend us 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 corp...2023-09-2732 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Lesli Doares: Money and MarriageSend us 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 he...2023-09-2039 minThe Get Ready Money PodcastThe Get Ready Money Podcast with Ruby Ulloa: Be Your Own Financial PowerhouseSend us 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 i...2023-09-1322 minThe Get Ready Money PodcastThe Get Ready with Tony Steuer Podcast with Faith Teope: Connecting Money to HumansSend us 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...2023-06-2127 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Ben Miller: Money Equals TimeSend us 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 hi...2023-06-0725 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Marguerita (Rita) Cheng: The Importance of Placing Client Interests FirstSend us 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 Plan...2023-05-1722 minThe Get Ready Money PodcastThe Tony Steuer Podcast with John O’Connell: Rise of The Activist InvestorSend us 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...2023-05-0333 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Joshua Mensah: Building Financial InclusionSend us 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 M...2023-04-1926 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Julie Rains: Growing WealthSend us 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...2023-04-0526 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Emily Koochel: Starting With Yourself Is The Key To Financial WellnessSend us 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...2023-03-1526 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Diana Yanez: The Importance of ListeningSend us 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...2023-03-0135 minThe Get Ready Money PodcastThe Tony Steuer Podcast with David Edey: The Value of Communication in Estate PlanningSend us 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...2023-02-1527 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Namrata Singh: Financial EmpowermentSend us 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 he...2023-02-0129 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Elliott Appel: Creating Your Ideal LifeSend us 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, L...2023-01-1826 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial EducationSend us 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 c...2023-01-0436 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Jasper Smith: The #BuildWealth Movement™Send us 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 generat...2022-12-0735 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Patricia De Fonte: Estate Planning With HeartSend us 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 wi...2022-11-1635 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Will Rainey: The Value of PatienceSend us 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...2022-11-0229 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Saad Zariff: The Value of Ethical-Based InvestingSend us 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 emp...2022-10-1928 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Marilyn Lydia Pinto: Smarter, Richer, BraverSend us 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...2022-10-0525 minThe Get Ready Money PodcastThe Tony Steuer Podcast with Kyle Langstaff: Improving Efficiency in Life Insurance with TechnologySend us 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. I...2022-09-2133 min