Get Ready: Before Life Happens Podcast

Send us Fan Mail On 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, entrep...

Send us Fan Mail On 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 CEO...

Send us Fan Mail 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 Inhe...

Send us Fan Mail On 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 financi...

Send us Fan Mail On 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 doing Financial preparedness is a reflection of our values...

Send us Fan Mail On 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 ground Estate planning is for everyone Why you should have an annual financial checkup Ruby Ulloa is a benefits advocate...

Send us Fan Mail 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 connect How raising money savvy kids breaks the cycle of financial a...

Send us Fan Mail 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 vision Learning what habits mean in terms of time Ben Miller is the Founder of ChroniFI, passionate about personal finance and reallocating human capital to i...

Send us Fan Mail 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 wisely Why we need to understand values and priorities. How our financial lives are dynamic...

Send us Fan Mail 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 values Investing in line with our values Becoming an activist investor John O’Connell, MBA, is the author of Rise of The Activist...

Send us Fan Mail 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, Busines...

Send us Fan Mail 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...

Send us Fan Mail On 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 Inhe...

Send us Fan Mail On 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 g...

Send us Fan Mail On 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...

Send us Fan Mail On 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 surprises How women can take the lead.  Why advisors need to be client-centric.  Namrata Singh, CFP, is the founder of Arthasadhana Investmen...

Send us Fan Mail On 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,...

Send us Fan Mail On 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...

Send us Fan Mail On 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 invol...

Send us Fan Mail On 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 lif...

Send us Fan Mail On 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...

Send us Fan Mail On 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 N...

Send us Fan Mail On 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 decisio...

Send us Fan Mail On 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, rec...

Send us Fan Mail On 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 pers...