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PODCAST

Get Ready: Before Life Happens Podcast

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

business investing

All Episodes

38:35

Making Financial Planning Work for Women

Get Ready: Before Life Happens Podcast ·

2026/10/06

Send us Fan Mail Women need financial planning that reflects real life. Cary Carbonaro, author and CFP joined me on the Get Ready Before Life Happens podcast to talk about making financial planning work better for women. Cary shares why advisors need to listen first, educate clearly, and understand the real-life path behind the plan. Key Takeaways Financial planning starts with listening and rapport.AI can provide answers, but financial confidence still takes human support.Women need to b...

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31:23

How to Create Your Forever Paycheck

Get Ready: Before Life Happens Podcast ·

2026/10/02

Send us Fan Mail Retirement confidence grows when your savings become reliable income. Jean Chatzky joined me on the Get Ready Before Life Happens Podcast to talk about her new book, The Forever Paycheck. Jean explains why retirement planning needs to move beyond accumulation and focus on turning savings into income that can last for life. This conversation is about decumulation, annuities, spending confidence, women and retirement, values, and creating more freedom in the years ahead. Ke...

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44:57

How to Have Better Money Conversations

Get Ready: Before Life Happens Podcast ·

2026/10/01

Send us Fan Mail Better money conversations start with curiosity, structure, and a willingness to learn together. Sheila Schroeder, author of “It’s Time to Talk: A Woman’s Guide to Navigating Money Conversations” joined me on the Get Ready Before Life Happens Podcast to share practical ways to start money conversations and create a safe place to ask questions, and understand each other’s money stories with partners, parents, siblings, advisors, and family members. Key Takeaway...

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37:05

How to Help Your Parents As They Age

Get Ready: Before Life Happens Podcast ·

2026/09/29

Send us Fan Mail Helping parents as they age starts with better conversations, clearer plans, and realistic expectations. Elliott Appel, founder of Kindness Financial Planning and author of How to Help Your Parents As They Age joined me on the Get Ready Before Life Happens Podcast to share practical ways families can talk about aging, understand wishes, organize documents, plan for care, and set healthy boundaries. Key Takeaways Aging plans work best when conversations start early.P...

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35:57

How to Build a Better Relationship With Money

Get Ready: Before Life Happens Podcast ·

2026/09/25

Send us Fan Mail Your relationship with money shapes how you think, feel, give, and make decisions. Ellen Rogin, CPA, CFP®, Author, Speaker and consultant joined me on Get Ready Before Life Happens to talk about building a healthier, more intentional relationship with money. Ellen shares how money beliefs are formed, why early money memories matter, and how generosity, visualization, and self-awareness can create more confidence and possibility. Key Takeaways Your relationship with mone...

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33:20

Retirement Is More Than Money

Get Ready: Before Life Happens Podcast ·

2026/09/24

Send us Fan Mail Retirement is a life transition, not just a financial event. In this episode, Tony Steuer talks with Andrea Maizes, author of Your Next Edit, about planning for life after work with intention. Andrea shares why retirement often involves identity, purpose, connection, time, family expectations, and experimentation. Her message is clear: do not wait until you retire to figure out what comes next. Key Takeaways Retirement is a life transition that unfolds over time.L...

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35:24

How Small Savings Habits Build Financial Resilience

Get Ready: Before Life Happens Podcast ·

2026/09/22

Send us Fan Mail Savings is an important step on the road to financial resilience. Andrew Gall, Head of Savings and Economics at the Building Societies Association and a leader of UK Savings Week joined Tony on the Get Ready Before Life Happens Podcast to talk about why saving is about more than pounds and pence. It is about habits, confidence, security, choices, and giving your future self more options. Key Takeaways Small savings habits can help build financial resilience over time.Sa...

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31:55

Life Settlements and What to Do When a Policy No...

Get Ready: Before Life Happens Podcast ·

2026/09/18

Send us Fan Mail What if there were more options for your life insurance than you realized? Lisa Rehburg, life settlement broker joins Tony on Get Ready Before Life Happens to talk about what people should know when a life insurance policy no longer fits. Lisa explains how life settlements work, why reviewing your options matters, and how to make more informed decisions before letting a policy lapse or surrendering it. Key Takeaways Ask whether the policy is still doing its job.A life s...

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46:43

How Financial Infrastructure Turns Income Into...

Get Ready: Before Life Happens Podcast ·

2026/09/17

Send us Fan Mail Income creates options when it is supported by strong financial systems. Kahlilah Dowe, CFP®, founder of TrueWealth Solutions, joined me on Get Ready: Before Life Happens to talk about how education, structure, goals, and values can build confidence and economic empowerment. Key Takeaways Financial education builds confidence and expands opportunity.Strong systems help income support long-term goals.Knowing your numbers creates financial peace.Liquidity, goals and systems...

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31:07

Why Talking About Money Secrets Builds Financial...

Get Ready: Before Life Happens Podcast ·

2026/09/15

Send us Fan Mail Money shapes our choices, relationships, and confidence. On this episode of Get Ready Before Life Happens, I sit down with Wally Luckeydoo, educator and founder of Money Secret. We explore why money conversations matter, how anonymous money secrets help people feel less alone, and why financial literacy works best when it includes emotions, behavior, and real life. Key Takeaways Money conversations build trust and confidenceMoney secrets reveal the emotions behind f...

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27:36

Why Estate Planning Matters Sooner Than You Think

Get Ready: Before Life Happens Podcast ·

2026/09/11

Send us Fan Mail Life can change quickly. Planning ahead, having the right conversations, and using tools like trusts can help protect what matters most. Will Spencer, founder of Rest Easier joined me on Get Ready Before Life Happens to explore why estate planning is important for everyone, how families can protect assets from disappearing over time, and why early money conversations create more clarity and confidence across generations. Will shares practical ways to simplify planning, update...

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41:11

Why Journaling May Be Your Most Valuable Skill

Get Ready: Before Life Happens Podcast ·

2026/09/10

Send us Fan Mail Your story is one of your greatest assets. Jed Collins, author of Fourth & Goal: An NFL Memoir, Grit, Survival, & Stories From Inside My Helmet joined me on the Get Ready Before Life Happens podcast to explore the power of journaling, why reflection helps shape personal growth, and how authenticity becomes even more valuable in the age of AI. Jed shares lessons from football, failure, entrepreneurship, and financial education, along with why capturing your sto...

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38:42

How Cognitive Biases Shape Your Money Decisions

Get Ready: Before Life Happens Podcast ·

2026/09/08

Send us Fan Mail The way we think shapes the way we spend, invest, and make decisions. Colin Hodge, founder and author of Outrageous Startup Growth joined me on this episode of the Get Ready Before Life Happens podcast to explore how psychology impacts financial decisions, why cognitive biases shape more of our lives than we realize, and how slowing down can help us make clearer and more intentional choices. Colin shares insights on growth mindset, entrepreneurship, AI, and the hidden...

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38:57

How to Create an Aging Plan Before Life Happens

Get Ready: Before Life Happens Podcast ·

2026/09/04

Send us Fan Mail Aging planning starts with conversations. Lauren Clough, Co-Founder and CEO of bQuest joined me on the Get Ready Before Life Happens podcast to explore why aging plans matter, how early family conversations create clarity, and the important role financial planners and care professionals play in helping families navigate caregiving decisions. Lauren shares practical insights on aging in place, building support systems, and creating a plan that aligns with a family’s wish...

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33:51

Better Money Conversations, Better Decisions

Get Ready: Before Life Happens Podcast ·

2026/09/03

Send us Fan Mail Phil Weiss, Founder of Apprise Wealth joined Tony on this episode of Get Ready Before Life Happens to talk about how understanding your financial situation, aligning your resources with your values, and having regular money conversations can help you navigate major life changes with more confidence and intention. Life transitions require clarity and confidence. Key Takeaways Your money story shapes how you make financial decisions.Knowing your financial situation helps you ...

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28:13

What 300 Conversations Taught Me About Financial...

Get Ready: Before Life Happens Podcast ·

2026/09/01

Send us Fan Mail What can 300 conversations teach us about making thoughtful financial decisions and preparing for life? After 300 conversations with guests from around the world, I’ve learned that access to financial information is only the beginning. In this special solo episode, I share the Six Principles of Financial Readiness, a practical framework for connecting financial information with our goals, responsibilities, relationships, and real lives. I explore why curiosity matters, ...

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39:25

Does It Make Sense? A Better Way to Make Spending...

Get Ready: Before Life Happens Podcast ·

2026/08/28

Send us Fan Mail A simple pause can change your financial life. On this episode of Get Ready Before Life Happens, I spoke with Karen Holland, founder of the nonprofit Gifting Sense and creator of the DIMS “Does It Make Sense?” Score Calculator. We explore how slowing down leads to better decisions, why mindful friction improves spending, and how the DIMS framework helps you evaluate purchases with clarity. Karen shares how to understand trade-offs, avoid common buying mistakes...

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37:24

Talk About Money Now So You’re Ready When Life Happens

Get Ready: Before Life Happens Podcast ·

2026/08/25

Send us Fan Mail Money conversations build clarity and confidence. On this episode of Get Ready Before Life Happens, I spoke with Tricia Daniel, TEDx speaker and founder of the Starting Over Wealth Network about how early, open money conversations create confidence, reduce fear, and help families stay prepared through life’s changes. Tricia shares how to overcome shame, communicate with clarity, and build a plan that supports both you and the people you care about. Key Takeaways 🔹...

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46:58

Why Do You Feel Behind Even With a Good Income?

Get Ready: Before Life Happens Podcast ·

2026/08/21

Send us Fan Mail You can earn a solid income and still feel uncertain about your next financial step. This episode shows how to build clarity, confidence, and momentum. On this episode of Get Ready Before Life Happens, I sit down with Sandra Park, founder of Prosperous Panda and host of the Engineer Her Path Podcast. We explore how earning more creates opportunity, and how clarity, identity, and communication turn that opportunity into progress. Sandra shares how to advocate for your valu...

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41:52

What Still Makes You Valuable in an AI-Driven World

Get Ready: Before Life Happens Podcast ·

2026/08/18

Send us Fan Mail Your value grows when you learn how to combine AI with what only you can do as a human. Nikki Barua, author, speaker and CEO & Co-Founder of FlipWork joined me on Get Ready Before Before Life Happens to talk about how AI is transforming how we work, earn, and create value. Nikki shares how individuals and advisors can stay relevant by reinventing themselves, developing AI fluency and focusing on the skills that remain distinctly human. From empathy and judgment to act...

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316 results

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