Get Ready: Before Life Happens Podcast

Send us Fan Mail On 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 c...

Send us Fan Mail On 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 impo...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Dr. Preston Cherry, Founder and President of Concurrent Financial Planning about finding balance between your life and your money. Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning. Preston is also the Head of the Personal Financial Planning Program at the University of Wisconsin – Green...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Michael Gilmore,  the founder of The Money Awareness and Inclusion Awards about the MAIA Awards. In this episode we discussed: The origin of The Money Awareness and Inclusion Awards How the MAIA Awards are a big step forward for financial education The importance of taking small steps.  Support the show The Get Ready M...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Thomas Kopelman, co-founder of All-Star Wealth about financial literacy for everyone. Thomas Kopelman is a financial planner and the co-founder of Allstar Wealth as well as a blogger, podcaster, and speaker. Thomas was recognized as one of the 23 best financial advisors for millennials by Business Insider.  In this epi...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Derrick Wesley, founder of iMar Learning Solutions about financial literacy for everyone. Derrick Wesley is the owner and founder of iMar Learning Solutions. The mission of iMar Learning Solutions is to help others to INVEST in the POWER of themselves. Derrick Wesley and iMar Learning Solutions gained national recognit...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Christian LeFer, founder of InstantNonprofit about the importance of philanthropy to financial wellness.  Christian LeFer is the CEO and founder of InstantNonprofit. Christian’s passion is to help founders stay “on mission” by providing the path to form and grow a nonprofit according to their vision and calling. He’s b...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Robin Taub, author of The Wisest Investment about why teaching your kids about money is the wisest investment.   Robin Taub is a professional speaker and author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent, and Money-Smart for Life. Robin is passionate about improving opportunities for wo...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Benjamin Nathan Otchere, author of The Financial Chalice about the basics of financial literacy.  Benjamin Nathan Otchere is a thought leader in finance and investments, preacher, and author of The Finance Chalice series. Benjamin is currently a portfolio Analyst at SIC Financial Services Ltd, one of the top 5 fund man...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Julie Pinkerton, CEO and Managing Member of Evozen LLC about the importance of putting clients' needs front and center. Julie Pinkerton is the CEO and Managing Member of Evozen LLC. ClientFirst™ is a fully diverse online community that enables financial professionals to truly put their client's needs first, a...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Bobby Clark, founder of Clark on Money Coaching Services about the importance of people reaching their own conclusions on money.  Bobby Clark is a financial coach and founder of Clark on Money Coaching Services.  Coach Bobby draws on over a decade of experience as a Certified Professional Financial Educator. He is a me...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Elhaam Mirmohammadi, financial literacy researcher and instructor about how Financial Literacy can help people improve their lives.  Elhaam Mirmohammadi is a financial literacy researcher and instructor at the Financial Intelligence Academy. Elhaam is using her skills to make international connections with financial li...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Rishi Vamdatt, creator of Easy Peasy Finance about why personal finance is important for kids.  Rishi Vamdatt is the creator of Easy Peasy Finance, with a mission to spread financial literacy by breaking down complex financial concepts through animated, fun personal finance videos loved by all ages. He has also authore...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Josh Fontanilla, host of the Tip Jar Podcast about how financial literacy can be introduced into the educational system.  Josh Fontanilla is the host of the Tip Jar Podcast to promote financial literacy and professional/personal development. Josh was a member of the YouNancial financial literacy platform and served as...

Send us Fan Mail On the latest episode of The Tony Steuer Podcast, I spoke with Harsimran Chohan, High School Senior about bringing financial literacy to your community.  Harsimran Chohan is a TEDx presenter, holds leadership positions on the  Model UN Team, SHP Connections Committee, Global Researching & Consultation (GRC) Program and is a Senior at Sacred Heart Preparatory.  In this episode...

Send us Fan Mail “ Good financial habits become good financial behaviors which inevitably become good financial traits .”  Mac Gardner Financial literacy educational resources are needed more than ever. Financial technology (fintech) continues to impact our lives. Mac Gardner, Founder of FinLit Tech joined me to talk about the combination of FinLit & FinTech. We talked about how families will...

Send us Fan Mail “Weave learning about personal finance into your everyday life like any other habit, even if it’s five minutes a day.” Chihee Kim In this episode, I spoke with Chihee Kim, co-founder of Finny about the importance of an education first approach to achieving financial health. We also discussed why Finny uses a quiz-based approach to financial education along with specific challenges...

Send us Fan Mail “Ensure that you have a freedom fund, it’s often called an emergency fund. What that allows for is for you to have less stress in case anything happens like loss of a job, a medical situation comes about, bills increase and your income does not. If you put money aside so that you can sustain your household bills, you will be in a much better place.” Patrina Dixon In this episode,...

Send us Fan Mail “Think of your household like a business. Build a balance sheet, so you know what are your assets, what are your liabilities; so that you’ll know where you’re starting from. Then create an income statement so you know your household income and expenses.” - Blair Wachob.  In this episode, I spoke with Blair Wachob, Senior Director at CSAA Insurance Group about why the insurance ind...

Send us Fan Mail “My #1 tip for retirement planning is to really do it little by little, otherwise there's a tendency to feel overwhelmed if there are so many decisions to make and how do I handle this, but just start little by little.” - Sarah Holden In this episode, I spoke with Sarah Holden, the Senior Director of Retirement & Investor Research at the Investment Company Institute (ICI)...

Send us Fan Mail “Be financially awake and aware of your personal situation, because you cannot be a good steward if you don't know where you're starting from” - Terrell Dinkins In this episode, I spoke with Terrell Dinkins, President of One Bucket Nation and author of “Secrets of the 800+ Club: How to Raise Your Credit Score, Maintain Good Credit, and Live the Life of Unicorns”  about t...

Send us Fan Mail “Knowing what you have and then understanding as much as you can as a foundation for making wise financial decisions going forward.” - Marie Burns In this episode, I spoke with Marie Burns, author, and host of the Mind, Money, Motion podcast about the inter-relationship between our mindset, money habits, and the motion of our mind and body.  We also discussed challenges for women...

Send us Fan Mail In this episode, I spoke with Barry Flagg, Founder of Veralytic, Michael Browhawn, founder of Your Life Insurance Solutions and Bill Comfort, Owner of Comfort Long Term Care about managing life insurance policies.  We discussed in-force life insurance illustrations and  and how an advisor can transition from being a sales person to being a trusted advisor. “When looking at a life...

Send us Fan Mail “Start now and come to the table. Everyone wishes for a lot of things they could have done yesterday, but yesterday’s gone, so we have today. We have to come to the table and we have to own our finances. We’re the only ones who can take control.” - Maggie Nielsen. In this episode, I spoke with Dr. Barbara Provost, founder of Purse Strings, and Maggie Nielsen, partner at Purse Stri...

Send us Fan Mail “Start with your vision. Write down what a day in your life in retirement looks like, and describe it in the present tense (today). This will guide you in the choices you make. ” - Ilene Slatko.  In this episode, I spoke with Ilene Slatko, founder of DSS Consulting about the importance of mastering your money mindset.  We also discussed challenges for women with financial literacy...