The Get Ready Money Podcast
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 for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland Support the Get Ready Movement with a one-time donation to help keep financial literacy free and accessible through expert insights, practical tools, and The Get Ready Money Podcast. Here’s the link: https://www.tonysteuer.com/offers/LCyxRAaY
Episodes
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 conversat...
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:
- The biggest financial challenges facing students
- Students should be aware of the credit card trap
- Build the habit of saving money consistently
- Things get easier the more you do them
- Take your time - it’s a long time j...
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shares how fluency empowers individuals to take control of their financial lives, ask better questions, and challenge outdated systems.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:
- Financial education should be shame-free and accessible
- Fin...
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:
- Why financial literacy is a global issue.
- Financial literacy is a journey, not a destination.
- We need to incorporate our value with our money.
- Teaching your kids to be responsible, independent and money smart for life is the wisest inve...
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 Takeawa...
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—financial literacy for kids doesn’t have to be complicated.
- An allowance is a learning tool—it's a hands-on system for experie...
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?
- The benefits and key considerations of using a DAF.
- How DAFs can encourage multi-generational giving.
- Charitable giving isn’t just for the wealthy.
- DAF’s can...
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:
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: How generational shifts are creating new opportunities and challenges.
- Why family dynamics matter: Philanthropy opens the door...
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:
...
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:
- How independent benchmarks can help.
- Why life insurance policies are complex.
- How advisors can get started analyzing a life insurance policy.
- Why this is a new fiduciary era for life in...
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:
- Financial wellness and physical wellness are interrelated.
- The difference between lifespan and healthspan.
- How do you lengthen your healthspan and reduce your sick span.
- The number 1 worry in retirement is health.
- Y...
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:
- How generational wealth builds opportunities for your children
- Wealth preservation is important for everyone
- Working to preserve generational wealth is also putting in a blueprint of worst case scenarios.
- Be okay with the deci...
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:
- Retirement is outdated, we need to re-define as refirement.
- Refirement means finding fulfillment (meaning and purpose).
- Rethink aging as a positive experience.
- Financial planning is everyone, not just for rich people
- The importanc...
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:
- Create a positive story of how you can live.
- Overcoming the fear of scarcity.
- The benefits of healing your money trauma.
- Every financial behavior makes perfect sense when you understand the underlying belie...
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.
- How AI is changing the world of money.
- AI can help reduce fraud by identifying patterns.
- How a human financial planner adds value through their creativity.
- AI can supplement the financial planning process, rather t...
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:
- How psychology applies to financial planning.
- There are the same number of financial planners today as there was 10 years ago.
- How education accelerates a career in financial planning.
- ...
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:
- How money and happiness are interrelated.
- Personal finance isn’t just about the money, it’s about the story.
- Everyone can be good with money.
- Things happen when they’re supposed to.
- Always a solution out there, we ...
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:
- We have to enable women to do it their way.
- It’s okay to talk about money, we need to have conversations about money.
- It’s important to take agency over our lives.
- Advisors should ...
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:
- Women can do money.
- How women can feel comfortable with money.
- Why are there so few women in financial services (only 24% of CFP’s are women).
- Women should look for someone who’s going to guide and...
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