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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

Description:

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.

Twitter:

@tonysteuer

Language:

English


Episodes

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

Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry

4/4/2020
"It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time." - Maxwell Schmitz "Everyone has a plan, until they get punched in the mouth." - Mike Tyson In this episode, I spoke with Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the impact of Covid-19 on the insurance industry. We discussed the impact of Covid-19 on the...

Duration:00:20:18

Get Ready with Sam Renick: It’s Never Too Early for Financial Education

3/16/2020
“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an important idea that anyone can take action on.” - Sam Renick In this episode, I spoke with Sam X. Renick, founder of the “It’s a Habit!” Company and co-creator of Sammy Rabbit about the importance of financial literacy. We discussed how advisors and companies can be be active in promoting financial literacy. We also discussed the importance of financial...

Duration:00:50:48

Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss

2/29/2020
“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand In this episode, I spoke with Bill Heestand, author of the Ownership Ladder about how to set up a successful internal business transfer & sale including setting a reasonable valuation. We also discussed how to succeed in the financial services industry and build a successful business. Please subscribe to the GET READY! With Tony...

Duration:00:54:05

Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)

2/15/2020
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead. Sheryl Brown In this episode, I spoke with Sheryl Brown, Founder of Females and Finance about starting a movement for women in financial services. We also discussed...

Duration:00:45:44

Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible (E12)

2/1/2020
“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.” President Barack Obama recognizing Sheryl during a 2015 speech”. We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get...

Duration:01:03:22

Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)

1/17/2020
“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon “A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not...

Duration:00:38:50

Get Ready with Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry (E10)

1/4/2020
“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick Lamparelli In this episode of Get Ready!, I spoke with Nick Lamparelli, Partner, Blogger and Podcaster with Insurance Nerds and Chief Underwriting...

Duration:00:52:54

Get Ready with Jack Schmitz and Maxwell Schmitz: What’s going on with disability insurance and long term care insurance.

12/8/2019
“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC Insurance Services and Maxwell Schmitz, Insurance Resource for Certified Financial Planners about what’s going on with Disability Insurance and Long Term Care Insurance industry and...

Duration:00:43:49