Get Ready: Before Life Happens Podcast

Tony Steuer
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  • Weekly

Tony Steuer is a Financial Readiness Advocate, award-winning author, and host of Get Ready: Before Life Happens. Drawing on nearly 40 years of experience in insurance, financial education, and consumer advocacy, he helps people create their in-case-of-emergency plan, ask better questions, recognize red flags, and prepare before life happens.On this channel, you’ll find conversations with experts, authors, advocates, educators, and other trusted voices, along with practical ideas about financial readiness, life transitions, insurance, consumer protection, scams, and better money decisions.Create your own in-case-of-emergency plan when you Start your free Financial Readiness Plan at tonysteuer.com.  Support Get Ready: Help keep the Financial Readiness Plan free and support the podcast, trusted resources, and consumer-first financial education. Become a Get Ready Insider for $5/month at tonysteuer.com/support.

  1. 5h ago ·  Video

    Financial Capability Starts With Curiosity

    Send us Fan Mail Money makes more sense when you know what questions to ask. Lacey Filipich, co-founder of Money School and co-author of the FinCap for All white paper, joined me to talk about how curiosity and understanding financial basics can help people turn financial knowledge into action. What Stood Out Early money conversations help people develop lifelong financial habits.Understanding first principles helps people evaluate financial decisions.Curiosity helps uncover the reasons behind financial information and advice.Simple systems, including automated savings, help turn financial knowledge into action. The Bottom Line: Financial capability begins with understanding how money works and using that knowledge to make informed decisions. Connect with Lacey Filipich:  Instagram: https://www.instagram.com/moneyschoolorg/Facebook: https://www.facebook.com/moneyschoolorgLinkedIn: https://www.linkedin.com/in/laceyjfilipich/Money School Website: https://www.moneyschool.net.au White papers:  Climate change and personal finance intersection project, Get Future Rich: https://www.futurerich.com.au/ White paper on adult personal finance support in Australia, Fin Cap for All: https://fincapforall.com.au/ Books: Money School: Become financially independent and reclaim your life: https://amzn.to/3Sxd984  Mentioned:  Money Equals Time with Ben Miller on the Get Ready Before Life Happens Podcast (here) Bio:  Lacey Filipich is an international award-winning financial educator, best-selling author, TEDx speaker and - plot twist - a chemical engineer.    She founded Money School in 2010 to help Australians master money and has been teaching personal finance skills ever since. Lacey learned about money from her accountant mum and by making lots of mistakes. She teaches adults what they wish they’d learned in school and parents how to teach their kids the way her mum taught her.   Prior to her career in personal finance and publishing Money School, Lacey worked in the mining industry as an engineer and consultant across Australia and the US. Her most recent focus is the impact of climate disruption on wealth, which she believes is the greatest threat to our financial futures. In collaboration with The Money Awareness and Inclusion Awards (the MAIAs) which celebrate the increasingly important work being done to help people understand money better. Learn more: https://www.maiawards.org.   👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  2. 1d ago ·  Video

    Generational Wealth Is More Than Money

    Send us Fan Mail Building generational wealth starts with understanding the values and responsibilities families share. Kakurah Ninsiima, author of A Guide to Building Generational Wealth in East African Families, joined me to talk about how culture and family expectations shape financial decisions and what families can do to build lasting wealth. What Stood Out Culture shapes how families think about money and responsibility.Family money conversations are more productive when they focus on shared goals.Financial systems help families support loved ones while protecting their own stability.Generational wealth requires passing along financial knowledge and decision-making skills. The Bottom Line: Lasting generational wealth begins with shared values and a plan for putting them into practice. People can support others while setting healthy financial boundaries. Connect with Kakurah Ninsiima: LinkedIn: www.linkedin.com/in/kakurah-ninsiima-2b41044bWebsite: www.noveterrapublishing.comAmazon Author Page: https://shorturl.at/AiNzuTertulia Author Page: tertulia.com/author/kakurah-ninsiimaNewsletter: Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7097913990978170880YouTube: https://www.youtube.com/@diamondsconsulting8116 Book:   A Guide to Building Generational Wealth in East African Families: Cultural Strategies, Practical Tools, and Legacy system for Financial Freedom: https://amzn.to/4vOF2qj The Woman Who Carries Too Much Bio: Kakurah Ninsiima is a writer, keynote speaker, and founder of Diamonds Consulting Inc. She is the author of A Guide to Building Generational Wealth in East African Families and the forthcoming The Woman Who Carries Too Much. Her work explores how families experience money—not simply through individual choices, but through relationships, responsibility, caregiving, inheritance, and the often-unspoken financial arrangements that shape life across generations. Based in Alberta, Canada, Kakurah writes and speaks internationally on the conversations families need to have before life makes those conversations unavoidable. In collaboration with The Money Awareness and Inclusion Awards (the MAIAs) which celebrate the increasingly important work being done to help people understand money better. Learn more: https://www.maiawards.org.   👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  3. 3d ago ·  Video

    From Retirement Planning to Longevity Planning

    Send us Fan Mail A longer life needs more than a financial plan. Dov Sugarman, co-founder of Ingagers, joined me on the Get Ready Before Life Happens podcast to talk about moving from traditional retirement planning to holistic longevity planning. What stood out:  Retirement planning is  one part of longevity planning.Aging well includes mind, body, lifestyle, legal, financial, and social needs.Wellbeing, health, relationships, and purpose deserve intentional investment.Advisors can become partners in helping clients navigate life transitions.AI can support advisors while keeping the human relationship at the center. Bottom Line: Retirement is often treated as a finish line. Longevity planning asks a better question: How do you want to design the years ahead? Connect with Dov Sugarman: LinkedIn: https://www.linkedin.com/in/dovsugarman/Ingagers Website: https://ingagers.com Resources mentioned: Redefining Success for Women in Finance: The Power of Your Network with Cameo Roberson & Kari Ellis on the Get Ready Before Life Happens Podcast (here)  Bio:  Dov Sugarman is co-founder and CEO of Ingagers, the AI-powered longevity engagement platform for holistic wealth management. Ingagers helps financial advisors serving clients aged 50+ deliver the kind of proactive, holistic guidance that strengthens client relationships and positions advisors as the trusted "first call" before and during life's big transitions. He brings over 20 years of experience at the intersection of aging, wellness, and technology, with an academic background in health policy and management and holistic nutritional counseling, and a career spent managing senior living organizations, building agetech ventures, and advising longevity-focused companies. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  4. Oct 23 ·  Video

    How to Build a Healthier Money Story

    Send us Fan Mail What becomes possible when you separate your financial mistakes from who you are? Christine Luken, Financial Dignity® Coach and Merchant Priestess™ joined me on the Get Ready Before Life Happens Podcast to talk about the emotional, physical, mental, and spiritual dimensions of our relationship with money. What Stood Out:  Be aware of the emotions and stories shaping your money choices.Getting organized can create stability when money feels overwhelming.Don’t allow mistakes to become part of your identity.Pay attention to the words following “I am” because your self-talk can shape your confidence and financial behavior.Your emotions and bank account may affect your life, however, they do not define you.Make a plan for unexpected income that allows you to spend some, save some, give some, and enjoy some.Approach money as a resource that can amplify your values and help you do meaningful things in the world. Bottom Line: When we recognize the emotions and stories connected with money, we can separate who we are from the choices we have made and take the next step with greater awareness and self-compassion. Connect with Christine Luken: Website (here)LinkedIn (here)Instagram (here) Facebook (here) TikTok (here)  YouTube (here)   Books:   Financial Dignity® After Divorce: A Woman’s Guide to Healing Her Relationship with Money (Amazon) Manage Money Like a Boss: A Financial Guide for Creative Entrepreneurs (Amazon) Money is Emotional: Prevent Your Heart From Hijacking Your Wallet (Amazon) Provider Money Pleasure Money: The Energetics of Personal Finance (Amazon)  Community: Spiritual Women Building Wealth Free Community (here)   Podcast: Money is Emotional Podcast (here) https://www.christineluken.com/podcast/  Mentioned:  How Financial Abuse Begins and Why It’s Often Missed with Joy Slabaugh on the Get Ready Before Life Happens Podcast (watch or listen)What to Do When You Suspect Financial Abuse with Joy Slabaugh on the Get Ready Before Life Happens Podcast (watch or listen) Bio:  Ready for money to support your happiness rather than stress you out? Then you need Christine Luken, Financial Dignity® Coach and Merchant Priestess™, in your corner! Christine has coached hundreds of high-earning professionals, business owners, and divorcing women to organize their finances, build lasting wealth, and discover that money's job is to support their happiness—not be the source of it.  The author of four books and host of the Money is Emotional Podcast, Christine blends wise money management with emotional intelligence while helping spiritually grounded women reclaim their financial power through the Merchant Priestess™ Path.  When she’s not connecting with her global online community or coaching clients from her office in beautiful Kentucky, you can find Christine on the golf course, by the pool, or curled up with a good book, a fluffy cat, and a hot beverage. You can connect with her at www.ChristineLuken.com. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  5. Oct 22 ·  Video

    Rethinking Retirement and Unretirement

    Send us Fan Mail What could retirement make possible in the next chapter of your life? Richard Eisenberg, co-host of the Friends Talk Money podcast and writer of The View From Unretirement column for MarketWatch joined me on the Get Ready Before Life Happens podcast to talk about  about unretirement, the connection between work and identity, and why everyone’s vision of retirement is different.  What Stood Out:  Spend less time thinking about what you are retiring from and more time imagining what you are retiring to.Talk with the important people in your life about what each of you envisions for retirement.Prepare for the shift in identity, structure, and relationships that can follow leaving full-time work.Consider how work, volunteering, learning, and other activities can provide meaning and purpose.Give yourself permission to try new things and allow your retirement plans to evolve.View an open calendar as an opportunity to intentionally build the life you want. The Bottom Line: Retirement planning works best when it connects the financial pieces with how you want to live.  Connect with Richard Eisenberg: LinkedIn: https://www.linkedin.com/in/richardeisenberg/Facebook: https://www.facebook.com/reisenberg1X/Twitter: https://x.com/richeis315Marketwatch: The View From Unretirement Column (here) Podcast: Friends Talk Money Podcast (here) Resources mentioned: How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz (Amazon) Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy by Tony Hixon (Amazon) Stanford Center on Longevity (here)Maximize My Social Security website from Laurence Kotlikoff (here)"What is the '4% Rule'? How does it work? Should I use it for my retirement?" By Bill Bengen (here) Thinking Positively About Aging Extends Life More than Exercise and Not Smoking from Yale News (here)  Bio:  Richard Eisenberg is an "unretired" journalist and podcaster. He writes The View From Unretirement column for MarketWatch, freelances for Kiplinger, The Stanford Center on Longevity Magazine, AARP and People and is co-host of the Friends Talk Money personal finance podcast for people over 50. In 2022, at age 65, he left his job as Managing Editor and Editor of the Money and Work Channels at Next Avenue, the PBS site for people over 50, to begin his unretirement. Previously, he was Executive Editor of Money Magazine, Front Page Finance Editor at Yahoo! and Special Projects Director/Money Editor at Good Housekeeping. He is author of "The Money Book of Personal Finance" and "How to Avoid a Midlife Financial Crisis," winner of the SABEW Award for Best Personal Finance Article/Small Media Outlet and recipient of the Coming Of Age Impact Award for Leadership in Positive Aging and recipient of the 2025 Retirement Coaches Association Retirement Pioneer Award. He is a graduate of Northwestern University's Medill School of Journalism and lives in New Jersey. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  6. Oct 20 ·  Video

    Why Planning for Caregiving Is a Gift to Your Family

    Send us Fan Mail Early conversations about caregiving give families more choices when life changes. Suzanne Scheer, founder of SGS Insurance Services, joined me on the Get Ready Before Life Happens Podcast to talk about preparing for future care needs while everyone is healthy. What Stood Out Early conversations help families understand a loved one’s care preferences.Recognize caregiving’s financial and career impact, particularly on women.Understanding long-term care costs and coverage helps families prepare.Essential documents help families follow a loved one’s wishes.Respect an older adult’s need for control and independence.Protect your own health and well-being while caregiving. The Bottom Line Planning for care is one of the greatest gifts you can give yourself and your family. Connect with Suzanne Scheer, J.D., CLTC:  Website: https://www.sgsinsurance.netLinkedIn: https://www.linkedin.com/in/suzannescheer/ Bio:  Suzanne Scheer is an attorney turned financial advisor in Rockville, MD. She specializes in long-term care insurance, having seen first-hand the impact that it had on her parents during their long illnesses.  Suzanne strives to educate as many people as possible about long-term care insurance so they can make an informed decision as to whether it is right for them. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  7. Oct 16 ·  Video

    How to Age Wisely With Purpose and Intention

    Send us Fan Mail Aging wisely begins with the choices, attitudes, and relationships that help us stay purposeful, resilient, and engaged through life’s later transitions. Scott Fisher, co-author and co-founder of The Aging Wisely Project joined me on the Get Ready Before Life Happens Podcast to talk about The Aging Wisely Project which draws on the life journeys of 52 elders between the ages of 70 and 96.  We explored the five GRASP skills: Gratitude, Resilience, Active Practices, Self-Integrity, and Purpose and how these learnable habits can help people navigate transitions, cope with loss, and approach later life with greater confidence. Key takeaways Build optimism by recording three good things each day.Protect meaningful relationships and reduce isolation.Maintain physical and cognitive strength in ways that work for you.Plan how you will use your time and maintain purpose in retirement.Consider where you will live, what care you may need, and how you will pay for it.Discuss caregiving expectations with family members before care is needed. Bottom Line: Aging wisely starts with asking how you want to live. Intentional planning can help us maintain purpose and adapt to change while also preparing the people who may one day step in. Connect with Scott Fisher: The Aging Wisely Project Website: https://theagingwiselyproject.com Books:   The Aging Wisely Project: Forging Your Best Self in Life’s Ultimate Stage by Scott Fisher and Ben Green (Amazon)  Resources mentioned: How to Create an Aging Plan That Works with Aging-in-Place Expert Carol Chiang on the Get Ready Before Life Happens Podcast (here)Retirement Is More Than Money with Andrea Maizes on the Get Ready Before Life Happens Podcast (here)(Eric) Erikson's Stages of Psychosocial Development - National Library of Medicine (here)Elder Identity Revision by Scott Fisher and Ben Green. National Library of Medicine overview Bio:  Scott Fisher is an organizational consultant, human resources executive, researcher, and co-founder of the Aging Wisely Project. Over a 40-year career, he has advised organizations across healthcare, information services, natural resources, foundations, and nonprofit sectors on employee engagement, culture assessment, change management, strategic planning, executive coaching, and team development. Since 2018, Scott has worked with lifelong friend and co-author Dr. Ben Green to study the psychological dimensions of healthy aging, interviewing 52 elders and developing the Elder Identity Revision framework featured in their book, The Aging Wisely Project: Forging Your Best Self in Life’s Ultimate Stage. He currently serves as Chair of the Board of Trustees of Kavod Senior Living in Denver and has held numerous civic and community leadership roles. Scott holds a B.S. in Organizational Psychology and an M.A. in Organization & Management from Yale University. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

  8. Oct 15 ·  Video

    How Your Money Story Shapes Your Financial Decisions

    Send us Fan Mail How does knowing your money story change the financial decisions you make? Kevin Feig, founder of Walk You To Wealth, financial advisor, educator, and author of Walk You To Wealth joined me on the Get Ready Before Life Happens Podcast to talk about how to evaluate financial advice, why advisor compensation matters, and how childhood experiences influence financial decisions. Key takeaways Understand how childhood experiences shape your money story and financial decisions.Combine financial knowledge with an understanding of how you think and behave around money.Know how a financial advisor gets paid and what their services will cost.Choose an advisor who fits your goals, needs, and communication style.Treat cryptocurrency as a specialized asset and understand it before investing.Recognize how urgency, stress, and promises of easy gains make people vulnerable to scams.Build financial literacy to ask better questions and make more informed decisions.Bottom Line: Understanding your own money story can help you recognize the assumptions behind your financial decisions. Connect with Kevin C. Feig, CFP®, CFT™, CPA, PFS: Website: https://www.walkyoutowealth.comLinkedIn: https://www.linkedin.com/in/kevin-c-feig/X: https://x.com/walkyoutowealthYoutube: https://www.youtube.com/@walkyoutowealth Books:   Walk You To Wealth (Amazon) Bio:  Kevin C. Feig is dedicated to helping real people build real wealth. As the founder of Walk You To Wealth, a virtual financial advisory firm, he is committed to making financial planning accessible and affordable through flat-fee financial therapy and fiduciary services. Kevin believes that everyone deserves a solid financial foundation, regardless of income or assets. His firm operates without asset minimums, focusing on a behavior-first approach to help individuals fix their relationship with money, conquer debt, and master essential skills like budgeting and saving. With over 20 years of experience in the financial services industry, including executive roles at Fidelity Investments, Coinbase, and Kraken Digital Assets, Kevin brings a wealth of knowledge to his clients. He holds a Bachelor of Science in Accounting and an MBA from Fairfield University. Kevin is a Certified Financial Planner™ (CFP®), a Certified Financial Therapist™ (CFT™), and a Certified Public Accountant (CPA). Additionally, he shares his expertise as a financial planning instructor at Columbia & Regis Colleges. Kevin's book, "Walk You To Wealth," presents his simple, authentic approach to personal finance, providing readers with a clear path to financial wellness. He resides in Massachusetts with his wife and two children. Learn more at https://www.walkyoutowealth.com/. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

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About

Tony Steuer is a Financial Readiness Advocate, award-winning author, and host of Get Ready: Before Life Happens. Drawing on nearly 40 years of experience in insurance, financial education, and consumer advocacy, he helps people create their in-case-of-emergency plan, ask better questions, recognize red flags, and prepare before life happens.On this channel, you’ll find conversations with experts, authors, advocates, educators, and other trusted voices, along with practical ideas about financial readiness, life transitions, insurance, consumer protection, scams, and better money decisions.Create your own in-case-of-emergency plan when you Start your free Financial Readiness Plan at tonysteuer.com.  Support Get Ready: Help keep the Financial Readiness Plan free and support the podcast, trusted resources, and consumer-first financial education. Become a Get Ready Insider for $5/month at tonysteuer.com/support.

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