The Get Ready Money Podcast

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, about how our mindset drives the way we talk—and think—about money. We explored how money mindset isn’t just about beliefs, but the deep emotions and experiences tied to our financial lives. Whether you're a financial advisor or someone looking to improve your money conversations, this episode will give you tools to lead with purpose, not pressure. Key Takeaways: Connect with Dave Won: herehere Bio: Dave Won is a TEDx Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships. He is a former Air Force Captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, Military Media and the Air Force. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text In this episode, I’m joined by Nick Batchelder, author of Crush Your 20’s, to talk about empowering students and young adults to take control of their financial future. Conversation Highlights: Connect with Nick Batchelder: herehereherehere Books: Bookshop Podcast: here Bio: Nick Batchelder is a 21-year-old on a mission to create a world where personal growth is more relatable. Nick blends his youthful perspective and his industry insights to create a refreshing perspective on financial literacy, personal growth, professional development, and social confidence. If your looking for a new perspective on "self-help", Nick is the resource for you. Nick is the author of Crush Your 20s and host of the Building The Blueprint Podcast. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text In this episode, I spoke with Bernadette Joy, author, podcast and financial fluency advocate about why financial fluency—not just literacy—is the next evolution in how we talk about money. Bernadette shares how fluency empowers individuals to take control of their financial lives, ask better questions, and challenge outdated systems. Key Takeaways: Connect with Bernadette Joy: herehereherehere Books: AmazonBookshop Podcast: YouTube Freebies: FREE GUIDE: 10 Money Tools You Need Resources mentioned: herehere Bio: Bernadette Joy is an author, podcaster and CEO of Crush Your Money Goals®, a personal finance training company serving up education with a side of pizzazz. She's featured monthly in Forbes, CNBC, and CNET and appeared on more than 30 podcasts, radio and television shows. As the eighth child in her father's brood of nine and a first-gen Filipina-American, Bernadette understands those who feel like they missed the money memo. Sure, she boasts two bachelors and a master's, and a decade of Fortune 100 and startup experience. But her real street cred? Paying off a jaw-dropping $300,000 of debt in three years and investing her first $1 million in her 30s! Now she works 20 hours a week to focus her financial freedom on joy: K-Pop, yoga, karaoke and spoiling her nieces and nephews as their traveling rich auntie. Today she shares strategies so simple, your pet goldfish could understand. She's coached thousands nationwide, sharing her 5-step secret recipe for ditching debt, mastering savings and investing for financial peace. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world. In this episode we discussed: Connect with Charlene Cong: WebsiteFinFit GmbH WebsiteLinkedInInstagramPodcastConnect with Peter Asare Nyarko WebsiteLinkedInInstagramFacebookConnect with Robin Taub: WebsiteLinkedInFacebookInstagramNewsletterBooks: Journey to Financial Freedom: Building a Strong Financial Foundation and Investment BasicsThe Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for LifeResources: Charlene herehereCharlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Robin Taub, CPA, is a keynote speaker and the award-winning author of The Wisest Investment, Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life (available in Canadian and US editions.). Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank. Robin lives in Toronto, where she and her husband have raised two mostly money-smart young adults. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Africans especially young Africans. He is the Founder and Lead Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Allie Zendrian, Founder of AtoZ Communications and host of the Brand Stories Podcast, about how the power of storytelling can transform the way we talk about money. We explored how authentic stories and intentional communication can help shift the conversation around financial literacy—making it more relatable, engaging, and impactful. 💡 Key Takeaways: Storytelling is a powerful tool Authenticity matters Experiences often hold more value Gratitude and perspective financial literacy more accessible Connect with Allie Zendrian: herehere Podcast: Brand Stories Podcast (Apple Podcasts) Resources mentioned: here Bio: Alexandra Zendrian, often called Allie, is the founder of AtoZ Communications, a boutique financial services, fintech and healthcare public relations company. Starting as a financial journalist at Institutional Investor's The Wall Street Letter, Forbes, and TheStreet, Allie's career now includes representing over a dozen primarily financial services and fintech firms. She brings her reporter experience as she anticipates how stories will be shaped to prep her clients. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with John Lanza, Chief Mammal of The Art of Allowance Project, about raising financially capable kids and how allowance can be a practical tool for building lifelong money skills. 💡 Key Takeaways: Keep it simple An allowance is a learning tool Trade-offs build decision-making muscles Normalize money talks Turn mistakes into teachable moments Let kids find their own money style Connect with John Lanza: hereherehereherehere Books: AmazonAmazonAmazonAmazon Podcast: here Bio: John Lanza is on a mission to help parents raise money-smart kids and help families live happier, more fulfilled lives. John Lanza is the author of The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids, host of The Art of Allowance Podcast and creator of The Art of Allowance Project featuring The Money Mammals and now the new program for tweens and teens called Adolescent$. The Art of Allowance Project is a nationwide program for credit unions that helps them connect with families to help parents raise money-smart kids of all ages. An expert on youth financial literacy, John's work has appeared in the NY Times, LA Times, The Wall Street Journal, CU Broadcast and CU Insight. John, the Chief Mammal of Snigglezoo, is an avid runner. He lives in Southern California with his wife Eileen, the O.G. Money Mammal, and their two daughters, who have inspired and informed his work. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving. 💡 Conversation Highlights:What is a Donor Advised Fund? Charitable planning is more than a financial strategy—it’s a way to express your values, build legacy, and make a lasting impact. With tools like Donor Advised Funds, giving can be simple, strategic, and deeply personal. Connect with Alissa Maizes: herehere@amplifymywealth Connect with Erinn Andrews: herehere Connect with Russell James: herehereAmazon Bios: Alissa Maizes is an award-winning financial literacy content creator, is a licensed attorney and registered investment advisor who provides women and young adults with financial advice and a plan to embrace the life they want. Whether sharing financial literacy content or advising clients of Savvy Ladies with pro bono advice or clients of her firm, Alissa meets you wherever you are on your journey, whether living paycheck-to-paycheck and striving to eliminate high-interest debt or are already a millionaire. Erinn Andrews, the current VP and incoming President of the National Board of Advisors in Philanthropy, is a social entrepreneur, innovator, and philanthropy leader. As the Founder and CEO of GiveTeam, Erinn runs a unique philanthropic planning practice specializing in supporting donors who wish to be more intentional in their giving. Offering a new philanthropic advising model, GiveTeam collaborates closely with financial advisors to help clients develop a charitable mission statement and select local nonprofits aligned with their values. Russell James, J.D., Ph.D., CFP® is a chaired professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as p Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text In this episode, I’m joined by Kerri Fernsworth—advisor, storyteller, and legacy planning advocate—to explore how personal narratives can transform the way we think about money, family, and the future. We discuss how legacy isn’t just about what you leave behind, but how you live—and how storytelling and recorded conversations can build empathy, bridge generations, and spark meaningful planning. 💡 Key Takeaways: Recording helps you reflect.Storytelling is a legacy tool.Your life is a story in progress.Money is perception.Legacy videos are powerful.Advisors can lead the way.Stay curious. 🎧 Why It Matters: This episode is for advisors, educators, and anyone who wants to bring more meaning into their financial conversations. Legacy isn’t just estate planning—it’s a living process. The sooner you have these conversations, the better. Connect with Kerri Fernsworth: Website: (Authentic Legacy Video) here Bio: Kerri Fernsworth is the Founder of Authentic Legacy Video. She started this business after interviewing her own elder family members, finding joy and meaningful connection in the experience. Kerri brings over a decade of experience with independent filmmaking and improv comedy, applying her empathetic story skills to financial advisors and insuretech startups in two prior ventures, Authentic Advisor Video and Concurrent. She is published on video, marketing, and compliance topics in: The Journal of Financial Planning, NAPFA, Wealthtender, Vimeo, Hearst Bay Area, and Zapier. In addition to being a traveler, she loves studying energy healing, herbalism and is curious about most things! Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text In this episode, I’m joined by Donna Bandelloni and Dien Yuen—two trailblazers in the world of philanthropy. We explore the evolving intersection of wealth, values, and giving—and how financial professionals can guide meaningful conversations. Key takeaways The changing face of philanthropy:Why family dynamics matter:Don’t be afraid of philanthropy:You don’t need to have all the answers:The role of the advisor is evolving:Impact Philanthropy Advisor CertificateWhat’s your impact?If you’re a financial advisor, planner, or coach—this episode will challenge you to rethink how you support clients on their giving journey. It’s not about being an expert—it’s about showing up, asking better questions, and helping them create lasting impact. Connect with Dien Nguyen: LinkedInDaylight WebsiteDaylight LinkedInDaylight InstagramDaylight BlueSkyDaylight YouTubeConnect with Donna Bandelloni: hereBios: Dien Yuen, JD, LLM, CAP®, AEP®, IPA is the Founder and CEO of Daylight. Dien also serves as the lead faculty for philanthropy at Singapore’s Wealth Management Institute (WMI), where she was instrumental in launching Asia’s first professional philanthropic certification program. She was inducted into the 2023 National Association of Charitable Gift Planners (CGP) Hall of Fame and recognized for her academic leadership with the Distinguished Faculty Award from WMI. Previously, Dien founded the Center for Philanthropy and Social Impact at The American College of Financial Services, where she also developed and taught courses in the Chartered Advisor in Philanthropy® (CAP®) program as the Blunt-Nickel Professor in Philanthropy. Dien’s early career included senior roles in wealth management and global development organizations. Donna Bandelloni is an experienced gift-planning consultant dedicated to building and sustaining nonprofit organizations by advancing their mission through legacy gifts. She has served as a director of gift planning for leading healthcare organizations and senior director and director of charitable gifts for world-leading financial institutions for more than 25 years. In addition, Donna held VP director positions at large financial institutions such as Merrill Lynch Trust, Wells Fargo Charitable Management, and BNY Mellon Wealth Management, where she successfully expanded charitable services across the United States to the nonprofit sector. Director of Gift Planning, California Pacific Medical Center Fou Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On the latest episode of The Get Ready Money Podcast, I’m joined by Walt Laskos, podcaster and Elder Fraud Prevention Advocate. Walt and I dive into the hidden epidemic of elder financial abuse, how it often strikes close to home, and the critical role financial institutions and families play in stopping it. We also explore practical strategies for protecting our aging loved ones—and ourselves. Key Takeaways: What is elder fraud?Why financial institutions matter.Scams have patterns.Pause, think, and verify.Helping your aging parents. Connect with Walt Laskos: hereherehere Podcast: here Referenced in this episode: here Bio: Walt Laskos is the CEO and Owner of Laskos Communications, a private consultancy through which he provides his expertise grounded in his 40-plus years of public relations, communications, and media production experience. His professional career extends from coast to coast, groomed and influenced by a host of companies and organizations where he held positions of responsibility within the communications and media professions, from KeyCorp and Cedars-Sinai Medical Center to The Ritz-Carlton Hotel and Western Corporate Federal Credit Union; and most recently, the Cooperative Credit Union Association where he served as chief communications officer. Walt is a Credit Union Development Educator and credit union industry veteran of more than 20 years. He hosts a nationally distributed podcast, One-on-One with Walt Laskos, and also serves as blogger and frequent speaker advocating for the education and protection of older adults from financial scams and fraud. He holds a Bachelor of Arts from Siena College and a Master of Divinity from the Washington Theological Union. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Steven Zeiger, Managing Director at KB Financial Services and at Veralytic about changing the way we think about money and life insurance policy analysis. Key takeaways: Connect with Steven Zeiger: KB Financial Website (here) LinkedIn (here) Resources mentioned: Ethical Edge (here) Morningstar (here) Value Line (here) Veralytic Zinnia (here) A Shot Across the Bow by Barry Flagg and Steven Zeiger - read the article (here) Bio: Steven Zeiger serves as a Managing Director at KB Financial and has been asked to educate members dozens of groups such as STEP, ACTEC, NAEPC, PLI, THE ABA, and over 30 other organizations on the application of prudent investor guidelines to life insurance product selection and portfolio management. These guidelines are based on established and proven asset management doctrine- benchmarking, analysis of cost, performance and risk, etc.. Steven helps fiduciaries guide their clients’ insurance decisions based on the only patented prudent process for life insurance selection and retention. Steven is published in Trust & Estates Magazine. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Stevyn Guinnip, Author, Speaker and Founder of Grow Wellthy about changing the way we think about money and growing wellthy. Key takeaways: Connect with Stevyn Guinnip: hereherehere Books: waitlist Resources mentioned: hereBookshophereBookshophere Bio: Stevyn Guinnip, the daughter of a successful financial planner, spent most of her career as an exercise physiologist. After a near death experience in Australia, she repurposed four financial concepts to turn her health around. Now her company, Grow Wellthy™, helps financial advisors invest in their health using the same system. Stevyn interviewed over 500 financial professionals for her book on this topic, and she challenges financial advisors to see their health as an asset and an integral part of financial planning. She now lives on the island of Madeira, Portugal with her husband and two teenagers. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Diana Kahn, attorney, speaker and coach about changing the way we think about money and generational wealth. Key takeaways: Connect with Diana Kahn: herehereherehereherehere Resources mentioned: here Bio: Diana Khan is a distinguished attorney and the founder of DK Law Group, a Maryland-based law firm specializing in real estate, business law, estate planning, and litigation. Guided by a commitment to empowering legacies, Diana helps individuals and businesses safeguard their assets, build wealth, and achieve lasting financial security. In addition to leading a successful law practice, Diana is an accomplished entrepreneur who owns and operates multiple businesses, including a real estate brokerage, a title company, a property management firm, and a construction company. Her innovative approach combines legal expertise with strategic solutions to help families and businesses preserve generational wealth and reach their full potential. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, Author and Educator about changing the way we think about widows, legacy and refirement. Key Takeaways: Connect with Kathleen Rehl: here Resources on Kathleen’s Website (here): Book: Amazon Resources mentioned: herehereherehereherehere Bio: Kathleen M. Rehl, Ph.D., CFP®, CeFT® Emeritus is a distinguished financial expert, author, and advocate with over two decades of experience in the financial planning industry. She spent 18 years as the owner of Rehl Financial Advisors before embarking on a six-year encore career dedicated to empowering widows through her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, along with her speaking, research, and mentoring. Now in her 79th year, Kathleen embraces "reFirement"—a vibrant phase of life centered on purposeful living. As Adjunct Faculty at The American College of Financial Services, she continues to share her expertise and passion for empowering widows and others navigating life transitions. Kathleen’s thought leadership has been prominently featured in publications such as The New York Times, The Wall Street Journal, Next Avenue, Kiplinger’s, CNBC, Nerd’s Eye View, Humble Dollar, Sixty & Me, AgeBuzz, and Rethinking65. Her writing and speaking engagements emphasize financial empowerment, legacy planning, and enhancing philanthropic impact. Whether addressing the challenges of widowhood, exploring avenues for purposeful living, or fostering meaningful contributions, Kathleen offers compassionate guidance and actionable insights Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Dennis Harhalakis, Founder of Cambridge Money Coaching about changing the way we think about money and our behaviors. In this episode we discussed: Connect with Dennis Harhakalis: herehereherehere Resources mentioned: herehereherehere Bio: Dennis Harhalakis is a Certified Money Coach (CMC)®, Money Coach Trainer, and the founder of Cambridge Money Coaching. He spent 30 years in financial services, before training as a Money Coach. He then set up Cambridge Money Coaching to help people understand and manage the money in their lives. Using the insights gained from being a Money Coach Trainer, he runs workshops and training programmes for financial professionals to help them understand client money behaviour, explore open money conversations, and build greater connection and trust. He also runs Financial Wellbeing webinars for employers who want to support their employees’ financial lives, and has developed ‘Money Coaching for Parents’. This unique talk shows parents how to help their children to build a healthy relationship with money. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Sumedha Rai, an AI strategist, thought leader and data scientist about changing the way we think about money, AI and financial fraud protection. Connect with Sumedha Rai: herehere Bio: Sumedha Rai is a data scientist and AI strategist who helps industries like FinTech and healthcare tackle high-stakes challenges. From central banks to micro-investment platforms, I’ve built predictive models that detect fraud, analyze risk, and uncover customer insights—before problems arise. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education. In this episode we discussed: Connect with Matt Goren, PhD CFP®: here Referenced on the show: Salary.comGlassdoor.comhereherehere Bio: Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people. Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world. Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On this episode of The Get Ready Money Podcast, I spoke with Jessica Moorhouse, author, money expert and podcast host about changing the way we think about money and happiness. In this episode we discussed: Connect with Jessica Moorhouse: hereherehere hereherehere Books: Bookshop Podcast: here Resources mentioned: hereBookshophere Bio: Jessica Moorhouse is a sought-after money expert, TV personality and speaker. She is an Accredited Financial Counsellor Canada®, an award-winning financial content creator and the host of the chart-topping More Money Podcast (4+ million downloads). As a personal finance educator for over 13 years, she has given presentations throughout North America and is regularly featured by major Canadian and US media including CBC News, CTV News, BNN Bloomberg, the Toronto Star, Forbes and USA Today. Her debut book Everything but Money: The Hidden Barriers Between You and Financial Freedom came out December 31, 2024 (HarperCollins Canada) and instantly became Indigo’s Non-Fiction Staff Pick of the Month and a Globe and Mail Bestseller. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about changing the way we think about money and women. In this episode we discussed: Connect with Shelby Nicholl: herehereherePodcast: here Resources mentioned: National Women’s History Museum bioBookshopAmazon Bio: Shelby Nicholl is the founder of Muriel Consulting, a consulting and recruiting company that helps financial advisors transform their businesses by moving firms, adding team members and sourcing capital. Her consulting clients rely on her as an expert negotiator, business coach, client experience expert, and skilled marketer. Shelby blends the analytical and creative to problem solve for her clients and for the industry. In 2023 she founded Muriel Network, a digital community centered on accelerating the success of women in wealth management. In 2024, she started the Kick It Open podcast. Both Muriel Network and Kick It Open are named in honor of Muriel Siebert, the first woman member of the NYSE. A 25-year corporate veteran turned entrepreneur, Shelby previously served as Senior Vice President at LPL Financial and Director at Edward Jones. Shelby has spent her career consulting with advisors and investors, and building solutions and capabilities that meet advisor and client needs. Shelby has an MBA from Washington University, earned her Series 7 and 66, and is a certified PROSCI change management practitioner. She is also a Certified Exit Planning Advisor (CEPA). Shelby serves on the Advisory Board for Easterseals Midwest and is a member of the Easterseals Women’s Giving Collective. She’s also a founding board member of the St. Louis-based Women Leaders in Finance. Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Cary Carbonaro, financial advisor, speaker, author and female advocate about changing the way we think about women and wealth. In this episode we discussed: Connect with Cary Carbonaro: hereherehereherehereBooks: BookshopBookshopResources mentioned: BookshopBookshopherehereBio: Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as Managing Wealth Advisor and Women and Wealth Ambassador for Ashton Thomas. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy. Cary’s extensive career includes leadership roles at ACM Wealth, Goldman Sachs where she was Vice President and Head of Office, and United Capital where she founded and led the Women’s Leadership division. At United Capital, she earned titles such as Diamond Office Winner, Managing Director, Partner, Voice of Women, FinLife Coach, and MVP. Cary is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear, Morgan James, Oct 2015. Cary’s second book. Women and Wealth: A Playbook To Empower Clients and Unlock Their Fortune, published by Wiley April 29, 2025. She serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious Investment News Women to Watch recognition. In 2024, Cary was appointed as the sole female member of the Nasdaq Advisor Council. She has also endowed a scholarship at the State University of New York at Cortland for Women in Business, where she was the founding president of Sigma Delta Tau sorority. Cary is the founding president of the Women’s Giving Alliance, a giving circle in the South Lake Community Foundation, and a member of the Benefactors Circle at t Support the show The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.