21 episodes

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.

Get Ready! with Tony Steuer Tony Steuer

    • Business
    • 5.0, 2 Ratings

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.

    Get Ready with Chris Hall: Why You Should Review Your Estate Plan

    Get Ready with Chris Hall: Why You Should Review Your Estate Plan

    Why You Should Review Your Estate Plan

    • 16 min
    Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings

    Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings

    “Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Donna BandelloniIn this episode of GET READY!, I spoke with Donna Bandelloni, who is an authority on Planned Giving....

    • 28 min
    Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork

    Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork

    “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...

    • 21 min
    Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse

    Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse

    “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...

    • 56 min
    Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives

    Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives

    "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 ConnorIn this episode, I spoke with Shennandoah Connor, Vice President of Strategy and Client...

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

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

    "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...

    • 20 min

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