Get Ready! with Tony Steuer

Business & Economics Podcasts

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education.

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education.

Location:

United States

Genres:

Business & Economics Podcasts

Description:

Twitter:

@tonysteuer

Language:

English

Website:

https://tonysteuer.com/get-ready-podcast/

Email:

tony@tonysteuer.com

Episodes

The Tony Steuer Podcast with Sheila Mmboga: The Importance of Financial Wellness

4/2/2021

“Always have a budget and an emergency fund. Having an emergency fund will cushion you against unforeseen issues that may arise.” - Sheila Mmboga. In this episode, I spoke with Sheila Mmboga, founder of the Financial Wellness Centre about the importance of financial wellness. We also discussed trends in financial literacy education along with what’s unique about finance in the United Arab Emirates and what are common financial issues across the globe. Bio: Sheila Mmboga is a financial...

Duration:00:27:44

Get Ready with Haruka Yamashita: College Knowledge

3/19/2021

“Pay attention. Prepare for the heart to heart college money talk.” - Haruka Yamashita In this episode of Get Ready, I spoke with Haruka Yamashita, Founder of Plan-It-Education about what College Knowledge you need to know to make the best college admission decisions. We also discussed the “College Knowledge with Haruka YouTube series”. Bio: Haruka Yamashita is a college admissions counselor, based in the San Francisco East Bay. She founded Plan It Education in 2016 and has hosted College...

Duration:00:29:39

Get Ready with Dave Seibel: Don’t Run Out of Money

3/5/2021

“Don’t be a bobblehead, don’t just sit there and shake your head. And don’t be afraid to ask for help.” - Dave Seibel David Seibel, Author of Don’t Run Out of Money and host of the Don’t Run Out of Money TV show joined me on the Get Ready Podcast to talk about the concept of how to avoid running out of money. We also discussed how wealth management is about more than investing and The Don’t Run Out of Money TV Show. Bio: David J. Seibel MBA, ChFC® is the bestselling author and the founder...

Duration:00:42:51

Get Ready with Michelle Boss: The Money Boss

2/19/2021

“First of all commit to being financially prepared. There are a great number of resources to be financially prepared. Start with a financial preparedness checklist, give yourself a deadline and do it. Be Prepared. ” - Michelle Boss In this episode of Get Ready, I spoke with Michelle Boss, Founder of The Money Boss about the importance of financial literacy. We also discussed specific challenges for women with financial planning along with the importance of having a money coach. Bio:...

Duration:00:32:38

Get Ready with Bob Bland: Lifequotes and The Future of Life Insurance

2/5/2021

Quote: Buy enough (life insurance) the first time and don’t let it lapse. In this episode of GET READY!, I spoke with Bob Bland, the founder of Lifequotes about the future of life insurance. Bob shared why it’s important to consider underwriting first when reviewing life insurance quotes. We also discussed how no-exam life insurance policies have improved underwriting processes, though consumers may pay extra for this convenience. And we covered the importance of working with a firm such as...

Duration:00:36:11

Get Ready with Lynn Demmons: Financial Confidence

1/22/2021

“The #1 key take-away is to invest, to invest in yourself, to invest in whatever is the vehicle for you, investing in the stock market, investing in real estate, investing in life insurance - yes, that is an investment - invest in you, so that you are educated and you are now empowered to make the right decisions for you and your family.” - Lynn Demmons In this episode of Get Ready, I spoke with Lynn Demmons, CEO of Demmons Enterprise and host of the Financial Confidence Podcast about being...

Duration:00:36:48

Get Ready with Tracey Bissett: Financial Fitness and Young Money

1/8/2021

“Take small forward actions and to be kind to yourself in the process, so try to learn something new every day we’ve never been in a better age to learn about money and about personal finance.” - Tracey Bissett In this episode of Get Ready, I spoke with Tracey Bissett, President of Bissett Financial Fitness, Inc and host of the Young Money Podcast about the concept of financial fitness. We also discussed the Young Money Podcast and the Young Money Scholarship Fund. Bio: Tracey Bissett is...

Duration:00:25:59

Get Ready with Cameron Huddleston Financial Literacy and Family Communication

12/4/2020

“Start by educating yourself, there are resources out there that you can access easily and that you should be taking advantage of. Learn as much about personal finance as you can, so that you can take control of your finances. ” - Cameron Huddleston In this episode of Get Ready, I spoke with Cameron Huddleston, award winning journalist and author of “Mom and Dad, We Need To Talk”, about her book and her financial philosophy. We also discussed how people can have family, inter-generational...

Duration:00:23:33

Get Ready with Dana Mantilia: Protecting Your Identity

11/20/2020

“We need to stop over sharing on social media. Every time we’re sharing something, it’s a piece of your personal information.” - Dana Mantilia In this episode of Get Ready, I spoke with Dana Mantilia, the founder of Identity Protection Planning about the importance of protecting your identity. Dana shared about how people can identify and protect themselves from identity theft. We also discussed the importance of why it’s important to have regularly monitor your identity. Bio: Dana is the...

Duration:00:21:27

Get Ready with Laura Adams The Money Girl Philosophy

11/13/2020

“Be curious. When you have questions, pursue those , ask the question, find out the answer, many people wonder , should I do this, should I do that. However, they don’t really look for solutions so I’d say just being curious is the best tip for financial literacy.” - Laura Adams In this episode of Get Ready, I spoke with Laura Adams, author and host of the Money Girl Podcast about Laura’s new book “Money-Smart Solopreneur” and the Money Girl Philosophy. We also discussed how people can...

Duration:00:24:50

Get Ready with Maxwell Schmitz: Financial Literacy and Disability Insurance

10/30/2020

“The most important thing is to make sure that obligations to your family can be met under any circumstances and yes, that’s going to involve adequate insurance. And, it’s more than that, it’s making sure that you’re diligently saving, that you’re building your emergency fund and not living outside of your means.” - Maxwell Schmitz In this episode of Get Ready, I spoke with Maxwell Schmitz, Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the importance of...

Duration:00:23:27

Get Ready with Christine Benz: Simplifying Your Investment Strategy

10/9/2020

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” - Christine Benz In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about being an investment minimalist and how it can improve your financial life. We also discussed how life stage impacts how people should think about their investments...

Duration:00:21:01

Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews

9/25/2020

“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or perform in a certain way, you’ve got to observe it. It’s the same thing for your financial future whether it’s your 401(k) or your life insurance policy, if you’re not periodically looking at it, the chances of you not getting what you expect go up so, inspect what you expect.” - Barry Flagg In this episode of GET READY!, I spoke with Barry Flagg, the...

Duration:00:25:47

Get Ready with Peter Kwadwo Asare Nyarko: Global Financial Literacy for Children

9/11/2020

"You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources that you can and you will be ready for any financial crisis." - Peter Kwadwo Asare Nyarko. In this episode of GET READY!, I spoke with Peter Kwadwo Asare Nyarko, the Executive Director of the Center for Financial Literacy Education (Africa) about financial literacy for children. We also discussed trends in financial literacy education along with what’s...

Duration:00:26:33

Get Ready with Daniel Lee: Have an Investment Plan

8/28/2020

"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think any of those options work as long as you have a plan and a system in place." - Daniel Lee In this episode of GET READY!, I spoke with Daniel Lee, a fiduciary financial planner who...

Duration:00:17:38

Get Ready with Chris Hall: Why You Should Review Your Estate Plan

7/31/2020

Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that you’re incapacitated or that you die. In this episode of GET READY!, I spoke with Chris Hall, the founder of Estate Plan Navigator about the importance of having an estate plan. Chris shared about the benefits of an estate plan and why it’s important to periodically review your estate plan. We also discussed the...

Duration:00:16:55

Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings

6/26/2020

“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Donna Bandelloni In this episode of GET READY!, I spoke with Donna Bandelloni, who is an authority on Planned Giving. Donna and I discussed the value of having a family financial meeting and the importance of communication. We also covered the importance of introducing money issues to children along with the concept of philanthropy. Bio: Donna’s super...

Duration:00:28:30

Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork

6/6/2020

“My #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I want to retire, what would that look like, how can I possibly get there. If you simplify your questions, it doesn’t have to be so overwhelming. And the more that you can simplify what you’re looking for, the more your financial professional can actually help you.” - JM Ryerson In this episode of GET READY!, I spoke with JM Ryerson who is the co-founder and CEO...

Duration:00:21:32

Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse

5/2/2020

“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get prosecuted -that is not how change is going to happen. It’s really going to happen when the companies themselves start looking at those trends and the data and reining people in, that’s absolutely how it’s going to happen” - Shawna Reeves In this episode of GET READY!, I spoke with Shawna Reeves who is the Director of Elder Abuse Prevention at the Institute on...

Duration:00:56:39

Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives

4/18/2020

"It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to live" - Shennandoah Connor In this episode, I spoke with Shennandoah Connor, Vice President of Strategy and Client Services at Connor Creative about how advisors can focus on their client’s perspectives and issues rather than their own. We discussed the application of behavioral economics to better serve clients. We also discovered unique issues to women in the...

Duration:00:52:56