show episodes
 
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money. Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared. “The litmus test f ...
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The Art of Allowance Podcast is hosted by John Lanza, the author of "The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids." John is also the Chief Mammal and Creator of The Money Mammals, the award-winning DVD and picture book series that helps get kids excited about money smarts. In the Art of Allowance podcast, John interviews parents and other youth money experts to discuss tools, tactics and tricks that families can pick and choose from to help them ...
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show series
 
Send us a text On this episode of The Get Ready Money Podcast, I spoke with Tokiso “TKay” Nthebe author, speaker and podcast host about changing the way we think about money and changing the script on our relationship with money. In this episode we discussed: It’s important to forgive yourself for your money mistakes. Financial well -being is 80 % …
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream team. In this episode we discussed: How to build your financial dream team. What is a financial dream team and how can it help you? How advisors can start to feel comfortable with collabo…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation. In this episode we discussed: Why life insurance agents struggle to succeed. The compensation structure is at the heart of the issue and n…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Bryan Jepson, Author, Financial Advisor and Emergency Medicine Physician about changing the way we think about special needs planning. In this episode we discussed: How a Chartered Special Needs Consultant can help clients who have family members with special needs. How an …
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with David Gatchell, Author and Financial Literacy Advocate about changing the way we think about money and financial empowerment. In this episode we discussed: Everyone can be financially literate. We need to quantify our goals, otherwise it’s a dream. Our money habits reflect …
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Author, Podcaster and Founder of Crush Your Money Goals about changing the way we think about money, health and financial independence. In this episode we discussed: Retirement means prioritizing your peace. We all deserve financial independence and have fre…
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Send us a text On the latest episode of The Get Ready Money Podcast, Charlene Cong guest hosted and we spoke about changing the way we think about whole life insurance. In this episode we discussed: Why whole life insurance is not an investment. Common misunderstandings when people purchase whole life insurance. Whole life insurance is a long term …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Chad Holmes, Author and Owner of Formula Wealth about changing the way we think about money and creating an inheritance playbook. In this episode we discussed: Proactively planning together with the next generation maximizes financial legacies (include all generations…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Shannah Game, CFP, author, podcaster and money wellness expert about changing the way we think about money and her book “Unraveling Your Relationship With Money”. Key takeaways: There isn’t a perfect way to do money. Your self worth does not equal your net worth. Create a m…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Odonoo Idersaikhan, Founder of Your Financial Guide about changing the way we think about money and believing in ourselves. In this episode we discussed: Believe that you deserve success. Money is for everyone, not just for rich people Be compassionate with yourself. Money …
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In this Art of Allowance Podcast conversation, host John Lanza speaks with guest Tony Steuer about the importance of financial preparedness for young adults, particularly new college graduates. They begin by discussing The Get Ready Blueprint, Tony’s comprehensive guide to managing finances. Tony also shares key financial tips, including the signif…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Prisca Benson, Founder and CEO of Our Green Life about changing the way we think about money and how we can all achieve financial freedom. In this episode we discussed: Be intentional with your money - and set your limits. Financial success is achievable for everyone, we ca…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed: It takes courage to make big changes like taking a sabbatical or starting a business. Women are more in…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Nate Hoskin, Founder of Hoskin Capital and Co-Founder of N2 Content Marketing about changing the way we think about money and sharing our knowledge. In this episode we discussed: Ask your audience what they want to know. Establish yourself as a source of trust, most people …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Chris Heye, Founder of Whealthcare Planning and Whealthcare Solutions about changing the way we think about money and health. In this episode we discussed: You can’t separate great health from wealth. Why it’s important to have productive conversations on health relat…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Robin Growley, Managing Director, Head of Consumer Deposits at Bank of America about changing the way we think about money and savings. Key take-aways: What is America Saves Week. Pay yourself first and automate your savings. Why you should break down big goals into smaller…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Kathleen Kingsbury, author, podcaster and founder of KBK Wealth Connection about changing the way we think about money and Breaking Money Silence. In this episode we discussed: It’s okay to talk about the emotions of money. Advisors should be genuinely curious about your cl…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Farnoosh Torabi, Author and Podcaster about changing the way we think about money and taxes, Key Takeaways: Know that you don't have to go it alone. See fear as a signal to get moving. Asking for help is an act of intelligence. Taxes don’t need to be complicated. We all hav…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Scott Carson, President of We Close Notes and Host of The Note Closers Podcast about changing the way we think about money and investing in debt. Key Takeaways: Always get qualified expertise. Tips and resources if you’re struggling with debt. How buying a note works.…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Tanya Taylor, author, TedX speaker and Founder of Grow Your Wealth about changing the way we think about money and growing your wealth. In this episode we discussed: Dreams to Disability. Every woman can take control of their money. Don’t be fearful. Why we need to shift ou…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Misty Lynch, CEO of Sound View Advisors, podcast and reality tv show host about changing the way we think about our relationship with money, In this episode we discussed: Be accepting of the way things are. Don’t let labels hold you back, it’s important to not think of thin…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Anthony Delauney, author and financial dadvisor about changing the way we think about money and helping kids become financially literate. In this episode we discussed: The number one reason that people don’t achieve their goals is fear of judgment. Help your kids form…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement. In this episode we discussed: Why FIAT is essential for the future of civilization. Imagine if we lived in a trustworthy world. A great first step is to reflect and lis…
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Send us a text On this episode of The Get Ready Money Podcast, I was joined by Joe Saul-Sehy, Katherine Pomerantz and Rhianna Basore to talk about applying the principles of improv to money by saying yes, and to money. Here’s what we each think we know and then discussed: Life is improv. Find your voice. Everyone wants you to win. Leaning into play…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Christine Luken, Founder of the Financial Dignity Movement and the Wealthy Woman Book Club about changing the way we think about money and financial dignity. In this episode we discussed: You are responsible for your own personal finances, not anyone else’s. Money is …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Tindall, CPA and host of the Financial Advisors Want to Know Podcast about changing the way we think about money and proactive tax planning. In this episode we discussed: Address the fear of tax planning by shining a light on it. Why you should learn how to …
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Send us a text On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education at Carefull; Pam Ostrowski, Dementia Caregiving Speaker, Consultant and Author; and Ruschelle Khanna, author and fractional learning officer to talk about Mom and Dad, What’s the Plan? Here are some key insights: Conve…
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Send us a text On this episode of The Get Ready Money Podcast, I was joined by Luke Rother, the Managing Partner at Yetworth Collaborative to talk about busting the top 10 life insurance myths and what advisors need to know. Here are the myths we busted: Life insurance is only for people who are working/ people who have kids. Life insurance is too …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Derrick Kinney, author of Good Money Revolution and Founder of Success for Advisors about changing the way we think about money and adding meaning to our money. In this episode we discussed: Live a day of meaning every single day of your life. Ask yourself what it is …
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Stina Borth, founder and CEO of Keymaker Services about changing the way we think about money and neurodiversity. In this episode we discussed: Money provides access and opportunities. Defining the impact of executive functioning on money. Why advisors need to slow down and…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Founder of The Bookkeeping Artist and Creator of the Money Storyteller Method™ about changing the way we think about money and writing your future money story. In this episode we discussed: The importance of understanding your money story. Why you…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze ’n’ Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters. In this episode we discussed: Why long term care planning is an essential part of financi…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Chris Vermeulen, founder and Chief Investment Officer of The Technical Traders about changing the way we think about money and asset revesting. In this episode we discussed: Success is about bringing in experiences from different areas. The importance of having a plan, syst…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Jedidiah Collins, author, Founder and CEO of Money Vehicle about changing the way we think about money and why it’s a vehicle for our financial journey. In this episode we discussed: Why education without action fails. What is a CFP? Stop worrying about the world sees…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Cara Macksoud, CEO of Money Habitudes about changing the way we think about money and financial behavior. In this episode we discussed: Maximizing your joy with you what you to have. Money decisions under pressure can be more expensive. Take the time to commit to lear…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with George Kinder, author and the Father of Life Planning about changing the way we think about money and why your life is yours. In this episode we discussed: Live the life that means the most to you. Your life is yours. Each moment is yours. Think about money in terms o…
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Send us a text On this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back …
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Send us a text Discover the transformative power of rethinking wealth as we welcome Tess Fessler, the brilliant mind behind Equetica, to our podcast. Tess takes us on a journey from the turbulent 60s and 70s of New Jersey to the intricacies of modern economic systems. We promise you'll walk away with a fresh perspective on how economic opportunitie…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Zach Whelchel, founder at MyBudgetCoach about changing the way we think about money and intentional budgeting. In this episode we discussed: Be intentional with your money (and your spending). Why budgeting is the foundation of a sound financial plan. Allocate your mo…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Karen Holland, Founder of Gifting Sense about teaching our kids to think before they buy. In this episode we discussed: How the DIMS (does it make sense) score helps kids (and adults) make well-informed decisions before spending money. Basic financial literacy is a hu…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy. In this episode we discussed: Simplicity wins with money. Why a long term mindset and consistency are critical for success. Inv…
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During this episode of The Art of Allowance Podcast, host John Lanza speaks with guest Josh Golin about the evolving landscape of children's online safety, the importance of limiting kids’ screen time and the legislative efforts aimed at protecting children from harmful digital marketing practices. They discuss the challenges families face in manag…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Julie Murphy, Author, Speaker and President of JMC Wealth Management about changing the way we think about financial healing. In this episode we discussed: The best investment you can make is in your health. Be authentically yourself. Why you should align your linear …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Carolina Perez Sanz, author and advocate for helping people overcome under earning about changing the way we think about money and busting money ghosts. In this episode we discussed: Personal power is what allows you to trust yourself. Money ghosts are behaviors that …
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Dr. Brad Klontz, author and financial psychologist and Adrian Brambila, internet entrepreneur about changing the way we think about money and living a life of abundance. In this episode we discussed: How to practice an abundance mindset and shift to a rich mindset. Wh…
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Send us a text On this episode of The Get Ready Money Podcast, I was joined by Cameron Huddleston, author and Director of Education & Content at Carefull; Cathy Sikorski, author and speaker along with Neil Granger, Consultant and Expert to talk about changing the way we think about money and elder financial abuse. Here’s what we discussed: Defining…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Steve Jarvis, Certified Public Accountant and CEO of Retirement Tax Services about changing the way we think about money and tax planning. In this episode we discussed: Why you shouldn’t tip the IRS Every money decision has a tax impact. The importance of being open t…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Ruschelle Khanna, therapist and fractional Chief Learning Officer about changing the way we think about money and making emotional intelligence our superpower. In this episode we discussed: You have to know yourself, invest the time to listen to yourself. Defining emo…
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During this episode of The Art of Allowance Podcast, host John Lanza speaks with guest Courtney Fulmer, the newly appointed President/Chief Executive Officer of SECNY Federal Credit Union. They begin by discussing the opportunities credit unions have to combat America’s “financial illiteracy epidemic” and the role these institutions play in providi…
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Send us a text On the latest episode of The Get Ready Money Podcast, I spoke with Shehara Wooten, author of In The Meantime: Own Your Financial Narrative and founder of Your Story Financial Academy about changing the way we think about money and our financial story. In this episode we discussed: Why you should own your financial narrative. Recogniz…
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