The Get Ready Money Podcast
115 episodes - English - Latest episode: 2 days ago - ★★★★★ - 2 ratingsThe Get Ready! Money Podcast with Tony Steuer features insightful conversations with financial experts who are changing the way we think about money. Listen each week to catch up on the latest financial trends and hear practical advice from Tony and his expert guests aimed at demystifying the complexities of finance, so you can build healthy habits that ACTUALLY work.
Each episode will leave you with tips for implementing small changes that can have a big impact on your financial future. Tony’s podcast is perfect for listeners seeking to get ready, be prepared, and transform their financial future.
The Tony Steuer Podcast is one of the 20 Best Literacy Podcasts. The best podcasts about Literacy from thousands of podcasts on the web ranked by traffic, social media followers, domain authority & freshness.
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Episodes
The Get Ready Money Podcast: Changing The Way We Think About Financial Literacy
April 24, 2024 17:00 - 47 minutes - 33 MBOn this 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 to share insights on changing the way we think about financial literacy. Here’s what we discussed: Have a vision for what you want, then figure ...
The Get Ready Money Podcast with Catherine Shanahan and Karen Chellew: Being Financially Prepared For Divorce
April 17, 2024 18:00 - 42 minutes - 28.9 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Catherine Shanahan and Karen Chellew, the founders of My Divorce Solution and the hosts of the We Chat Divorce Podcast about changing the way we think about money and divorce preparation. In this episode we discussed: The importance of being informed and financially prepared. Why you need to know what you want and why you want it. How financial clarity will give you more space and lead to better conversations. Why you s...
The Get Ready Money Podcast with Naseema McElroy: Being Financially Intentional
April 10, 2024 18:00 - 31 minutes - 21.5 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Naseema McElroy, founder of Financially Intentional, Author and Nurse about how we change the way we think about money and being financially intentional. In this episode we discussed: The importance of changing your circle of influence. Why anyone can get on the right path. Learn what real wealth is - be an owner, not a consumer. You can afford anything, just not everything. Naseema McElroy is the founder of Financiall...
The Get Ready Money Podcast Financial Five Episode with Chris Mouzon, Derrick Wesley, Mac Gardner and Thomas Kopelman: The Power of Compound Interest
April 03, 2024 18:00 - 23 minutes - 16.5 MBOn this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman, financial planner and the co-founder of AllStreet Wealth to talk about changing the way we think about money and why compound interest is the eighth wonder of the world....
The Get Ready Money Podcast with Hirsch Serman: Creating Positive Outcomes During Transitions
March 27, 2024 17:00 - 28 minutes - 19.7 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Hirsch Serman, Founder of Lifecycle Financial about changing the way we think about money and creating positive outcomes during times of change. In this episode we discussed: Create positive outcomes by considering your values and goals. Living a values based life (focus on what bring you joy and fulfillment). Why you need to consider the long term consequences of all your options. The importance of starting early and ...
The Get Ready Money Podcast with J Money: Live The Life You Want
March 20, 2024 18:00 - 42 minutes - 29 MBOn the latest episode of The Get Ready Money Podcast, I spoke with J Money, award winning personal finance blogger and experimenter about changing the way we think about money and defining financial success. In this episode we discussed: Focusing on your dream lifestyle and what makes you happy. The less money you spend, the less money you need to earn. Be more conscious with your money - track where your money is going. Set up simple systems - considering minimalism. J. Money is ...
The Get Ready Money Podcast with Romy Pickron: Making Real Wealth Accessible to All
March 13, 2024 18:00 - 38 minutes - 26.6 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Romy Pickron, founder of Asset Achievers and co-founder of Reducify about changing the way we think about money and making it accessible to everyone. In this episode we discussed: Why you should have an accountability partner. The importance of aligning yourself with your goals. Changing your narrative by empowering yourself with positive financial affirmations. The financial impact of the racial and gender gaps. Ro...
The Get Ready Money Podcast 60 Things To Change The Way You Think About Money & Life
March 04, 2024 19:00 - 15 minutes - 10.5 MBOn this special episode of The Get Ready Money Podcast, I share 60 things to change the way you think about life and money, that I’ve learned over sixty years. Here’s five of the things that I shared: Be curious. Ask questions. Listen, then listen more. Hear what other people are saying. Be yourself. Be authentic. We are all unique. There’s often no right answer. There’s simply the answer that works for you. Today is the best day to start. It’s never too late to make a positive chan...
The Get Ready Money Podcast with Bernadette Joy: Crush Your Money Goals
February 28, 2024 19:00 - 37 minutes - 25.9 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Chief Educator at Crush Your Money Goals about changing the way we think about money and how to crush our money goals. In this episode we discussed: The value of becoming who you want to be. How we can face our fears. The importance of taking the leap to do what you want. How we can break generational curses and build generational wealth. Bernadette Joy is the Chief Educator at Crush Your Money Goals...
The Get Ready Money Podcast Episode 100 with Chris Mouzon, Derrick Wesley, Faith Teope and Mac Gardner
February 21, 2024 19:00 - 48 minutes - 33.6 MBOn 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 t...
The Get Ready Money Podcast with Sheryl O’Connor and Phil Lubinski: Giving Retirees Peace of Mind
February 14, 2024 19:00 - 46 minutes - 31.9 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Sheryl O’Connor and Phil Lubinski, co-founders of IncomeConductor about changing the way we think about money, and managing retirement income to provide retirees peace of mind. In this episode we discussed: The importance of an implementation roadmap. The value of a time segmented approach is so important to managing retirement income. Why retirees should go from a savings habit to a spending habit. How you can have ...
The Get Ready Money Podcast with Kat Walsh & Philip Adu: Legacy Planning for Everyone
February 07, 2024 19:00 - 46 minutes - 31.9 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Kat Walsh, Chief Legacy Officer and Philip Adu, Founder of the Center for Research Methods Consulting about changing the way we think about money and legacy planning. In this episode we discussed: Why you should be thoughtful & deliberate with your money (Kat). Allow your purpose to drive the way you view your money (Philip). The importance of self-reflection (Kat). Learn as much as you can about how money works (Phil...
The Get Ready Money Podcast with Prudence Zhu: Living A Life You Love
January 31, 2024 19:00 - 30 minutes - 21.1 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Prudence Zhu, the founder and CEO of Baoba USA about changing the way we think about money and living your best life. In this episode we discussed: The importance of being confident in your habits. How money is intertwined with life. Have clarity that it’s your money and then make it matter. Why compound interest is the eighth wonder of the world. Prudence Zhu, CPA/PFS is the founder and CEO of Baoba USA. Hailing fro...
The Get Ready Money Podcast with James Leary: Protect Your Most Valuable Asset
January 24, 2024 19:00 - 36 minutes - 24.8 MBOn the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think about protecting our most valuable asset, our income. In this episode we discussed: Why we need to think about our income as a long-term asset. The importance of having a contingency plan. Why you need to keep learning and grow. James Leary, DIA is the Co-Founder of OneProtection. With nearly 25 years of dedicated experience in the insurance and fin...
The Get Ready Money Podcast with Micah Autry: Find Your One Thing
January 17, 2024 19:00 - 35 minutes - 24.7 MBOn the latest episode of The Get Ready Money Podcast, I spoke with Micah Autry, speaker, podcast host, author and entrepreneur about changing the way we think about money and finding the one thing that will make a difference. In this episode we discussed: Why you should judge your life by your own metrics. The importance of valuing yourself by your expertise, rather than by the hour. Be pro-active with your self-education. Micah Autry is currently a serial entrepreneur that owns Aume...
The Get Ready Money Podcast with Maura Shaftoe: Know Your Self-Worth
January 10, 2024 19:00 - 36 minutes - 25 MBOn 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 prac...
The Get Ready Money Podcast with Vicki Vollweiler: Optimizing Paying for College
January 03, 2024 19:00 - 34 minutes - 23.6 MBOn 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 ...
The Get Ready Money Podcast with Emily Rasmussen: Giving With Impact
December 13, 2023 19:00 - 32 minutes - 22.6 MBOn 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 fund Emily Rasmussen is the Founder & CEO of Grapevine. Emily brings more than 10 years of financing for impact, nonprofit and social enterprise leadership exp...
The Get Ready Money Podcast with Karl Swanepoel: Be Mindful of What Money Is
December 06, 2023 19:00 - 32 minutes - 22 MBOn 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 busi...
The Get Ready Money Podcast with Adam Holt: Knowing The Rules of the Money Game
November 29, 2023 19:00 - 44 minutes - 30.4 MBOn 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...
The Get Ready Money Podcast with Dana Samuelson: Maintaining Standards of Excellence
November 15, 2023 19:00 - 29 minutes - 20.2 MBOn 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....
The Get Ready Money Podcast with Louis Barajas: Clarifying Our Why
November 08, 2023 19:00 - 41 minutes - 28.6 MBOn 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 life The importance of putting why’s around your goals You can only help people who are ready to be helped Louis Barajas, MBA, CFP®, EA, CEPA is a trusted financial expert and bestselling author, has become a revered figure ...
The Get Ready Money Podcast with Cathy Sikorski: Why We Need To Laugh
November 01, 2023 18:00 - 25 minutes - 17.7 MBOn 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 worth Caregivers can get paid for caregiving Why money is abundant If money is your only problem, you have no problems Cathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the careg...
The Get Ready Money Podcast with Peter Kwadwo Asare Nyarko: Dignity and Financial Literacy
October 25, 2023 18:00 - 33 minutes - 23 MBOn 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 Lite...
The Get Ready Money Podcast with Larry Sprung: Money, Mindset and Finding Joy
October 18, 2023 18:00 - 34 minutes - 23.5 MBOn 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 Ama...
The Get Ready Money Podcast with Mary Schmid: Communications and Building Trust
October 11, 2023 18:00 - 35 minutes - 24.7 MBOn 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...
The Tony Steuer Podcast with Jeffrey Kamys: Finding Value
October 04, 2023 18:00 - 29 minutes - 20.6 MBOn 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, th...
The Get Ready Money Podcast with Rahkim Sabree: Overcoming Financial Trauma
September 27, 2023 18:00 - 32 minutes - 22.2 MBOn 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®) candi...
The Get Ready Money Podcast with Lesli Doares: Money and Marriage
September 20, 2023 18:00 - 39 minutes - 27.5 MBOn 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 and beliefs Lesli Doares has over twenty years of experience working as a marriage coach and therapist. Comb...
The Get Ready Money Podcast with Ruby Ulloa: Be Your Own Financial Powerhouse
September 13, 2023 18:00 - 22 minutes - 15.7 MBOn 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 and business development specialist at Savoy Associates. Ruby has over two decades of experience in insuran...
The Get Ready with Tony Steuer Podcast with Faith Teope: Connecting Money to Humans
June 21, 2023 18:00 - 27 minutes - 19 MBOn 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 abuse Why financial literacy is a social justice issue Faith Teope is a multimedia journalist, advocate, and r...
The Tony Steuer Podcast with Ben Miller: Money Equals Time
June 07, 2023 18:00 - 25 minutes - 17.3 MBOn 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 its highest and best use. Built a system to solve his own problem and figure out when he could move on from t...
The Tony Steuer Podcast with Marguerita (Rita) Cheng: The Importance of Placing Client Interests First
May 17, 2023 18:00 - 22 minutes - 15.4 MBOn 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, just like our lives. Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the ...
The Tony Steuer Podcast with John O’Connell: Rise of The Activist Investor
May 03, 2023 18:00 - 33 minutes - 22.7 MBOn 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 Investor, a handbook for investors who would like their money to reflect their values by exercising their ri...
The Tony Steuer Podcast with Joshua Mensah: Building Financial Inclusion
April 19, 2023 18:00 - 26 minutes - 18 MBOn 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...
The Tony Steuer Podcast with Julie Rains: Growing Wealth
April 05, 2023 18:00 - 26 minutes - 17.9 MBOn 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 accou...
The Tony Steuer Podcast with Emily Koochel: Starting With Yourself Is The Key To Financial Wellness
March 15, 2023 18:00 - 26 minutes - 18.2 MBOn 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 Consultan...
The Tony Steuer Podcast with Diana Yanez: The Importance of Listening
March 01, 2023 19:00 - 35 minutes - 24.1 MBOn 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 Tony Steuer Podcast with David Edey: The Value of Communication in Estate Planning
February 15, 2023 19:00 - 27 minutes - 19.1 MBOn 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 Ex...
The Tony Steuer Podcast with Namrata Singh: Financial Empowerment
February 01, 2023 19:00 - 29 minutes - 20 MBOn 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 Investments and believes in continuously empowering clients to make well-informed investment decisions. Her endeavor ...
The Tony Steuer Podcast with Elliott Appel: Creating Your Ideal Life
January 18, 2023 19:00 - 26 minutes - 18.1 MBOn 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 i...
The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education
January 04, 2023 19:00 - 36 minutes - 25.1 MBOn 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 focu...
The Tony Steuer Podcast with Jasper Smith: The #BuildWealth Movement™
December 07, 2022 19:00 - 35 minutes - 24.7 MBOn 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 e...
The Tony Steuer Podcast with Patricia De Fonte: Estate Planning With Heart
November 16, 2022 19:00 - 35 minutes - 24.5 MBOn 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 Est...
The Tony Steuer Podcast with Will Rainey: The Value of Patience
November 02, 2022 18:00 - 29 minutes - 20 MBOn 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 Fab...
The Tony Steuer Podcast with Saad Zariff: The Value of Ethical-Based Investing
October 19, 2022 18:00 - 28 minutes - 19.5 MBOn 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 cli...
The Tony Steuer Podcast with Marilyn Lydia Pinto: Smarter, Richer, Braver
October 05, 2022 18:00 - 25 minutes - 17.4 MBOn 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...
The Tony Steuer Podcast with Kyle Langstaff: Improving Efficiency in Life Insurance with Technology
September 21, 2022 18:00 - 33 minutes - 22.9 MBOn 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...
The Tony Steuer Podcast with Mariela Garcia: Living Life On Your Own Terms
September 07, 2022 18:00 - 37 minutes - 25.6 MBOn 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 wit...
The Tony Steuer Podcast with Kathi Balasek: Grief Leadership
August 03, 2022 18:00 - 32 minutes - 22.3 MBOn 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 imp...