The Tony Steuer Podcast with Thomas Kopelman: The Long Game

The Get Ready Money Podcast

English - May 04, 2022 18:00 - 26 minutes - 18.1 MB - ★★★★★ - 2 ratings
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Previous Episode: The Tony Steuer Podcast with Derrick Wesley: Financial Literacy for Everyone

Next Episode: The Tony Steuer Podcast with Michael Gilmore: Introducing The Money Awareness and Inclusion Awards

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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 episode we discussed:

The importance of making decisions that match your goals and valuesWhy automating your finances is the key to accomplishing your financial goalsCollaborating with your clients