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
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- Update frequency
- every 5 days
- Average duration
- 36 minutes
- Episodes
- 202
- Years Active
- 2019 - 2025
Get Ready with Daniel Lee: Have an Investment Plan
"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment …
Get Ready with Chris Hall: Why You Should Review Your Estate Plan
Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that you’r…
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 Bandelloni
In this episode of GET READY!, I…
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…
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 happe…
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 Connor
In this episode, I spoke wi…
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 t…
Get Ready with Sam Renick: It’s Never Too Early for Financial Education
“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. It’s an important idea that anyone can take action on…
Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss
“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand
In this episode, I spoke …
Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)
On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more e…
Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible (E12)
“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have …
Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)
“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions …
Get Ready with Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry (E10)
“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that, you don’t…
Get Ready with Jack Schmitz and Maxwell Schmitz: What’s going on with disability insurance and long term care insurance.
“Work hard & insure your income” Jack Schmitz
“Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financial…
GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology
"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike Pepe
In th…
GET READY! with Roshni Chowdhry and Zach Blumenfeld: Using Innovative Technology To Empower Financial Preparedness
"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user …
GET READY! with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse
Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger
In this episode of GET READY!, I spoke with Neil Granger who specializes …
E5: David Paul and the Future of Insurance Company Financial Analysis
Any analysis should be measurable and quantifiable - David Paul
If you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to …
E4: The Value of PR and Developing Your Brand with Sharon Bially and Emily Adams
Welcome to Episode 4 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds.
“Keep your mind open to new perspectives and possibilities to help people” - Emily Ad…
E3 - Chris Hall on the future of estate planning
Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds.
In this episode, of GET READY!, I spoke with Chris Hall about the blending of techno…