Get Ready: Before Life Happens Podcast

Send us Fan Mail Money makes more sense when you know what questions to ask. Lacey Filipich, co-founder of Money School and co-author of the FinCap for All white paper, joined me to talk about how curiosity and understanding financial basics can help people turn financial knowledge into action. What Stood Out Early money conversations help people develop lifelong financial habits. Understanding fi...

Send us Fan Mail Building generational wealth starts with understanding the values and responsibilities families share. Kakurah Ninsiima, author of A Guide to Building Generational Wealth in East African Families , joined me to talk about how culture and family expectations shape financial decisions and what families can do to build lasting wealth. What Stood Out Culture shapes how families think...

Send us Fan Mail A longer life needs more than a financial plan. Dov Sugarman, co-founder of Ingagers, joined me on the Get Ready Before Life Happens podcast to talk about moving from traditional retirement planning to holistic longevity planning. What stood out:  Retirement planning is  one part of longevity planning. Aging well includes mind, body, lifestyle, legal, financial, and social needs....

Send us Fan Mail What becomes possible when you separate your financial mistakes from who you are? Christine Luken, Financial Dignity® Coach and Merchant Priestess™ joined me on the Get Ready Before Life Happens Podcast to talk about the emotional, physical, mental, and spiritual dimensions of our relationship with money. What Stood Out:  Be aware of the emotions and stories shaping your money cho...

Send us Fan Mail What could retirement make possible in the next chapter of your life? Richard Eisenberg, co-host of the Friends Talk Money podcast and writer of The View From Unretirement column for MarketWatch joined me on the Get Ready Before Life Happens podcast to talk about  about unretirement, the connection between work and identity, and why everyone’s vision of retirement is different.  W...

Send us Fan Mail Early conversations about caregiving give families more choices when life changes. Suzanne Scheer, founder of SGS Insurance Services, joined me on the Get Ready Before Life Happens Podcast to talk about preparing for future care needs while everyone is healthy. What Stood Out Early conversations help families understand a loved one’s care preferences. Recognize caregiving’s financ...

Send us Fan Mail Aging wisely begins with the choices, attitudes, and relationships that help us stay purposeful, resilient, and engaged through life’s later transitions. Scott Fisher, co-author and co-founder of The Aging Wisely Project joined me on the Get Ready Before Life Happens Podcast to talk about The Aging Wisely Project which draws on the life journeys of 52 elders between the ages of 70...

Send us Fan Mail How does knowing your money story change the financial decisions you make? Kevin Feig, founder of Walk You To Wealth, financial advisor, educator, and author of Walk You To Wealth joined me on the Get Ready Before Life Happens Podcast to talk about how to evaluate financial advice, why advisor compensation matters, and how childhood experiences influence financial decisions. Key t...

Send us Fan Mail What changes when children get to practice making money decisions for themselves? In this episode, Tony Steuer talks with Braden Cobb, founder of Kidz Economy, about why financial education should be an ongoing experience, how children learn from their own decisions, and why everyday money conversations can help prepare them for the future. Key takeaways Give children opportunitie...

Send us Fan Mail How can a clear view of your money help you build the future you want? Barry Cothran joined me on Get Ready Before Life Happens to talk about why many people have a visibility problem rather than an income problem when thinking about retirement and how a written financial plan can replace uncertainty with knowledge and hope. Key takeaways 🔹 Start by understanding where your money...

Send us Fan Mail How can AI create more time for the human connections that help businesses grow? Derrick Kinney joined me on this episode of Get Ready Before Life Happens to talk about using technology to create more time for clients and customers and focusing that time on the problems they want help solving. While AI can make businesses more efficient, human connection helps people feel understo...

Send us Fan Mail Women need financial planning that reflects real life. Cary Carbonaro, author and CFP joined me on the Get Ready Before Life Happens podcast to talk about making financial planning work better for women. Cary shares why advisors need to listen first, educate clearly, and understand the real-life path behind the plan. Key Takeaways Financial planning starts with listening and rappo...

Send us Fan Mail Retirement confidence grows when your savings become reliable income. Jean Chatzky joined me on the Get Ready Before Life Happens Podcast to talk about her new book, The Forever Paycheck . Jean explains why retirement planning needs to move beyond accumulation and focus on turning savings into income that can last for life. This conversation is about decumulation, annuities, spend...

Send us Fan Mail Better money conversations start with curiosity, structure, and a willingness to learn together. Sheila Schroeder, author of “It’s Time to Talk: A Woman’s Guide to Navigating Money Conversations” joined me on the Get Ready Before Life Happens Podcast to share practical ways to start money conversations and create a safe place to ask questions,  and understand each other’s money st...

Send us Fan Mail Helping parents as they age starts with better conversations, clearer plans, and realistic expectations. Elliott Appel, founder of Kindness Financial Planning and author of How to Help Your Parents As They Age joined me on the Get Ready Before Life Happens Podcast to share practical ways families can talk about aging, understand wishes, organize documents, plan for care, and set h...

Send us Fan Mail Your relationship with money shapes how you think, feel, give, and make decisions. Ellen Rogin, CPA, CFP®, Author, Speaker and consultant joined me on Get Ready Before Life Happens to talk about building a healthier, more intentional relationship with money. Ellen shares how money beliefs are formed, why early money memories matter, and how generosity, visualization, and self-awar...

Send us Fan Mail Retirement is a life transition, not just a financial event.  In this episode, Tony Steuer talks with Andrea Maizes, author of Your Next Edit , about planning for life after work with intention. Andrea shares why retirement often involves identity, purpose, connection, time, family expectations, and experimentation. Her message is clear: do not wait until you retire to figure out...

Send us Fan Mail Savings is an important step on the road to financial resilience. Andrew Gall, Head of Savings and Economics at the Building Societies Association and a leader of UK Savings Week joined Tony on the Get Ready Before Life Happens Podcast to talk about why saving is about more than pounds and pence. It is about habits, confidence, security, choices, and giving your future self more o...

Send us Fan Mail What if there were more options for your life insurance than you realized? Lisa Rehburg, life settlement broker joins Tony on Get Ready Before Life Happens to talk about what people should know when a life insurance policy no longer fits. Lisa explains how life settlements work, why reviewing your options matters, and how to make more informed decisions before letting a policy lap...

Send us Fan Mail Income creates options when it is supported by strong financial systems. Kahlilah Dowe, CFP®, founder of TrueWealth Solutions, joined me on Get Ready: Before Life Happens to talk about how education, structure, goals, and values can build confidence and economic empowerment. Key Takeaways Financial education builds confidence and expands opportunity. Strong systems help income sup...

Send us Fan Mail Money shapes our choices, relationships, and confidence.  On this episode of Get Ready Before Life Happens , I sit down with Wally Luckeydoo, educator and founder of Money Secret. We explore why money conversations matter, how anonymous money secrets help people feel less alone, and why financial literacy works best when it includes emotions, behavior, and real life. Key Takeaways...

Send us Fan Mail Life can change quickly. Planning ahead, having the right conversations, and using tools like trusts can help protect what matters most. Will Spencer, founder of Rest Easier joined me on Get Ready Before Life Happens to explore why estate planning is important for everyone, how families can protect assets from disappearing over time, and why early money conversations create more c...

Send us Fan Mail Your story is one of your greatest assets.  Jed Collins, author of Fourth & Goal: An NFL Memoir, Grit, Survival, & Stories From Inside My Helmet joined me on the Get Ready Before Life Happens podcast to explore the power of journaling, why reflection helps shape personal growth, and how authenticity becomes even more valuable in the age of AI. Jed shares lessons from footb...

Send us Fan Mail The way we think shapes the way we spend, invest, and make decisions.  Colin Hodge, founder and author of Outrageous Startup Growth joined me on this episode of the Get Ready Before Life Happens podcast to explore how psychology impacts financial decisions, why cognitive biases shape more of our lives than we realize, and how slowing down can help us make clearer and more intentio...

Send us Fan Mail Aging planning starts with conversations.   Lauren Clough, Co-Founder and CEO of bQuest joined me on the Get Ready Before Life Happens podcast to explore why aging plans matter, how early family conversations create clarity, and the important role financial planners and care professionals play in helping families navigate caregiving decisions. Lauren shares practical insights on a...