The Get Ready Money Podcast

Tony Steuer
  • 5.0 (5)
  • BUSINESS
  • UPDATED WEEKLY

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 [CLAIM:D51LCAQS]

  1. 1D AGO

    Rethinking Community, Caregiving & Financial Planning with the Midlife Concierge

    Send us a text On this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge, about how we can all reimagine midlife with honesty, curiosity, and connection—while preparing for the caregiving and financial realities that come with it. 💡 Key Takeaways: 🔹 Midlife is a critical turning point—what served you yesterday may not serve you tomorrow  🔹 Give yourself grace and clarity about who you want to be 🔹 Find a community and people that you can trust  🔹 Don’t be afraid to ask questions—curiosity leads to answers  🔹 Make caregiving (time and money) part of your financial plan  🔹 Work with professionals who listen, are open to new ideas, and act as true advocates 🔹 Build a collaborative team Connect with Merridith Gonzalez: LinkedIn (here)LinkedIn Business Page: (here)Facebook Business Page: (here) Chat Series: "Hot Flashes + Cool Chats”MG Trusted Alliance Website (here)Proverbs Financial Website (here) Mamas and Menopause (Facebook Group)Chat series: "Woman to Woman" Bio:  Merridith Gonzalez is a Certified Long-Term Care Specialist and Health & Wealth Concierge who empowers women in midlife to confidently navigate their health, financial planning, and caregiving responsibilities. With over 20 years of experience in healthcare and wellness, she specializes in long-term care, disability income planning, cognitive health awareness, and menopause support. Merridith connects clients with trusted professionals and coordinates essential resources to create personalized strategies that promote independence, financial security, and generational stability. Disclosure: Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 4085903. 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.

    36 min

  2. DEC 16

    The Power of Money Conversations: Emotions Over Dollars

    Send us a text On this episode of The Get Ready Money Podcast, I spoke with BatSheva Goldstein, creator of the Financial Date Discussion Cards, about why money conversations are really about trust—not just dollars. 💡 Key Insights: 🔹 Why money conversations are more about emotions than math  🔹 How childhood experiences shape how we talk about—and handle—money  🔹 The importance of shifting focus from dollars to the “why” behind them 📌 Why It Matters: Money talks can strengthen relationships when they move beyond numbers into values, fears, and hopes. BatSheva shows us that clarity and connection—not perfection—are what truly build financial trust. ✅ Action Steps: 🔹 Try a values-based money conversation with your partner or family this week with the Financial Date Discussion Cards (see show notes for details)>   🔹 Reflect on what you grew up learning about money—and how that shapes your current mindset 🗣 Tony’s Take: “Money is not a pass/fail test. BatSheva reminds us that real security comes from clarity—knowing what’s important and letting money serve those goals.” Connect with BatSheva Goldstein: LinkedIn (here) Financial Date Discussion Cards Website (here) Bio:  BatSheva Goldstein is an investment advisor, financial planner, and CFO at Profile Investment Services. She’s also the creator of FinancialDate™ Discussion Cards, a tool to help couples have easier, more meaningful money conversations.  BatSheva believes money talk isn’t just about numbers. It’s about understanding what money means to each person and how that shapes a life together. 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.

    34 min

  3. DEC 12

    What Parenting Can Teach Us About Money

    Send us a text Changing the way we think (and talk) about money—by connecting parenting, patience, and lifelong learning. 💡 Key Insights: Parenting skills and money management share the same foundations: patience, long-term thinking, and communication.Financial confidence comes from effort and learning—not knowing everything upfront.Acknowledging “you don’t know what you don’t know” opens the door to better decision-making. 📌 Why It Matters: Your approach to money often mirrors your approach to life. Building patience, focusing on values, and passing financial wisdom to the next generation can strengthen both your finances and your family bonds. ✅ Action Steps: Teach your kids one money value this week—start with patience or long-term thinking.Reflect on one financial lesson you learned from a family member and how it shaped you. 🗣 Tony’s Take: "Whether it’s parenting or investing, focusing on the process—not just the results—creates the most lasting rewards. Connect with Rebecca Gao, Ph.D, CFA, CFP®: LinkedIn (here) Bio:  Rebecca Gao, Ph.D, CFA, CFP® was born in China and came to the United States to pursue her Ph.D. in Economics.  Her journey in America began with the generosity of others—an airline ticket bought for her by a friend and a scholarship that supported her studies.  She was a senior portfolio manager at BNY Mellon for over 20 years and is now a Certified Financial Planner™.   As a mother of two daughters, Rebecca is passionate about parenting:  (1) How to talk so kids will listen and how to listen so kids will talk? (2) How to help parents and kids build a healthy financial future?  She is a speaker, a translator and an author of a parenting book.   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.

    44 min

  4. DEC 9

    The Power of Financial Knowledge: Making Confident, Stress-Free Money Decisions

    Send us a text On this episode of The Get Ready Money Podcast, I spoke with Miguel Ferreira, creator of the Finance For All program, about why financial literacy is the foundation for making confident, informed decisions—and how it helps reduce stress, increase awareness, and improve long-term outcomes. 💡 Key Takeaways 🔹 Financial literacy empowers optimal decisions 🔹 Smart choices reduce financial stress 🔹 Money stress impacts well-being 🔹 Talking about money breaks stigma 🔹 Confidence starts with financial knowledge 🔹 Plans need regular check-ins 🔹 Insurance is a key building block 🔹 Your financial needs will evolve—what’s optimal changes over the life cycle. Connect with Miguel Ferreira: LinkedIn (here)Website - Miguel Ferreira (here)Website - Finance For All (here) Bio:  Miguel Ferreira is the BPI | Fundação “la Caixa” Chair Professor of Responsible Finance at Nova School of Business and Economics (Nova SBE). He is the Vice-Dean of Faculty and Research at Nova SBE, Director of the Nova Finance Knowledge Center, and Coordinator of the financial literacy program “Finance for All”. He is also a research associate of the European Corporate Governance Institute (ECGI) and a research fellow of the Centre for Economic Policy Research (CEPR). He has a PhD in Finance from the University of Wisconsin-Madison, a Master in Applied Economics from Nova SBE, and a Bachelor in Business from ISCTE-IUL.   His research interests include household finance, corporate finance, and sustainable finance. His research has been published in academic journals including the American Economic Review, Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and Management Science. He is among the top 100 most prolific authors in the top three finance journals of all time in the world, and he is the most cited Portuguese economist since 2000. He has been a recipient of several research grants and awards, including the European Research Council (Starting and Advanced Grants), La Caixa Foundation Social Research Call, and Fundação para a Ciência e Tecnologia grant. He was the President of the European Finance Association.   He teaches corporate finance in the bachelor's program. He is also an independent board member at BPI Asset Management and a scientific advisor for economic studies at Fundação Francisco Manuel dos Santos. He has extensive experience in teaching in executive education programs and as an expert witness and consultant for companies, financial institutions, central banks, and government agencies. 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.

    28 min

  5. DEC 5

    Empowering First-Generation Women with Financial Confidence

    Send us a text On this episode of The Get Ready Money Podcast, I spoke with Linda Ta Yonemoto, financial literacy advocate and educator, about helping first-generation women build wealth, gain confidence, and create financial legacies. 🔹 Your worth is not defined by your wealth.  🔹 Money is a tool to build freedom  🔹 Design your life first, then build your financial strategy around it  🔹 Learn to navigate financial systems not built with you in mind  🔹 Advisors must understand diverse money scripts and cultures  🔹 Trust building is key—especially for first-generation clients  🔹 Money in the hands of good people creates positive impact Connect with Linda Ta Yonemoto: Website - Good For You Money (here)LinkedIn (here)Instagram (here) - @goodforyoumoney Bio:  Linda Ta Yonemoto is a Certified Financial Education Instructor℠ (CFEI®), NGPF Distinguished Educator award recipient, and founder of Good For You Money. As a proud first-generation American who was the first in her family to graduate from college and build wealth, Linda provides practical, judgment-free financial and career coaching designed for women leaders, first-generation professionals, and late bloomers ready to take control of their money and advance their careers with confidence. Linda's unique background spans corporate, tech, startup, and agency environments where she led multimillion-dollar marketing campaigns at companies. This is combined with personal experience of graduating into the Great Recession, working three jobs to pay off student loans, and teaching herself to build wealth from scratch. Over the past 14 years, she's mentored 100+ professionals on career and money strategies, helping Gen Z and Millennials secure roles at top companies, plan sabbaticals, and build wealth simultaneously. Her approach centers on the belief that careers are intertwined with finances and that money isn't just math; it's also values, mindset, identity, and sustainable strategy for the long run. 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.

    44 min

  6. DEC 2

    Beneath the Surface: Understanding the Psychology Behind Your Financial Decisions

    Send us a text 🎙️ On this episode of The Get Ready Money Podcast, I spoke with Ashley Quamme, Financial Behavior Officer and host of The Planning & Beyond Podcast, about the hidden forces behind our financial decisions—and how understanding them leads to healthier money choices. 🔑 Key Takeaways: Align your money with your life goals, values, and sense of purpose.Financial therapy helps integrate money into your overall well-being.Understand the full context behind financial decisions.Be intentional with both your money and your time.Your money behavior is the tip of the iceberg—explore what’s below the surface.Advisors should act as co-facilitators, guiding clients with empathy and curiosity.Consumers benefit from being upfront about what they don’t know Connect with Ashley Quamme: LinkedIn (here)Beyond The Plan Website (here)Beyond The Plan Instagram (here) Podcast: Planning & Beyond Podcast (Apple Podcasts) Bio:  Ashley Quamme is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals. 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.

    44 min

  7. NOV 25

    Empowered to Invest: Helping Women Build Wealth on Their Own Terms

    Send us a text On this episode of The Get Ready Money Podcast, I spoke with Sandy Yong, award-winning author of The Money Master, about empowering women through financial fluency. 💡 Key Takeaways: 🔹 It’s important for women to understand how money works 🔹 Women are fully capable of managing money.   🔹 How women can feel empowered with their money and change their money mindset.  🔹 Your financial planner should understand your needs - listen rather than talk at you.  🔹 How to talk to your spouse about money  🔹 Sharing your experiences and expertise creates a ripple effect for other women. Connect with Sandy Yong: Website (here) LinkedIn (here) Books:   The Money Master: Inside Secrets on How to Make Your Money Grow and Stay Safe Resources mentioned: Sandy Yong - TedX talk: "Becoming Financially Independent" (YouTube)Invest for Better (here). Listen to my conversation with the founder of Invest for Better: The Get Ready Money Podcast with Janine Firpo: Invest In Alignment With Your Values (here) Bio:  Sandy Yong is a self-directed stock market investor and owns multiple rental properties. As a TEDx and Keynote Speaker, she teaches millennials and Gen Z on how to invest in the stock market and real estate. As a personal finance writer, she’s written for various publications including MoneySense, TurboTax, QuickBooks, Scotiabank and Money.ca. With her award-winning book, The Money Master, Sandy has been featured in hundreds of media outlets including CTV News, Global News, Forbes, Toronto Star, and The Globe and Mail. 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.

    38 min

  8. NOV 21

    Retirement Health Planning: How to Reduce Costs and Extend Your Health Span

    Send us a text 🙌 On this episode of The Get Ready Money Podcast, I spoke with Xavier Serrano, Founder and CEO of Marqi Medical about improving our health span so we can more fully enjoy our golden years. 💡 Key Takeaways: 🔹 Asking the right questions is the first step to better long-term health outcomes 🔹 Small actions now can lead to major payoffs later 🔹 Healthcare is the number one expense in retirement. 🔹 Education and lifestyle choices will help you stay healthy 🔹 Maintaining your health helps reduce long-term medical costs 🔹 Health insurance and health care costs are different; health insurance is a mechanism to pay for health care. Connect with Xavier Serrano: LinkedIn:  https://www.linkedin.com/in/xavierserrano/ Marqui Medical Website: https://www.marqimedical.comMarqui Medical LinkedIn: https://www.linkedin.com/company/marqimedical  Resources mentioned: Health Quiz (here)My Fitness Pal App (here) Bio:  Xavier Serrano is the Founder & CEO of Marqi Medical, a precision-health company developing one of the first clinically validated AI diagnostic reasoning engines for preventive and complex care. Xavier’s work sits at the intersection of advanced diagnostics, clinical data science, and multi-modal AI, with the mission of reducing misdiagnosis, improving early disease detection, and lowering avoidable healthcare costs. Through Marqi Medical, Xavier is building a new model of proactive, data-driven healthcare—one that synthesizes labs, imaging, genomics, and wearable data into clear, actionable insights for patients, physicians, and payer systems. His long-term vision is to create the diagnostic operating system for global healthcare, helping individuals extend healthspan while enabling systems-level cost efficiency. 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.

    44 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

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 [CLAIM:D51LCAQS]

Information

  • Creator
    Tony Steuer
  • Years Active
    2019 - 2025
  • Episodes
    231
  • Rating
    Explicit
  • Copyright
    © 2025 The Get Ready Money Podcast
  • Show Website
    The Get Ready Money Podcast

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