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Website title: Tony Steuer | Financial Preparedness Advocate
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How can a clear view of your money help you build the future you want?
Barry Cothran joined me on Get Ready Before Life Happens to talk about why many people have a visibility problem rather than an income problem when thinking about retirement and how a written financial plan can replace uncertainty with knowledge and hope.
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How can AI create more time for the human connections that help businesses grow?
Derrick Kinney joined me on this episode of Get Ready Before Life Happens to talk about using technology to create more time for clients and customers and focusing that time on the problems they want help solving. While AI can make businesses more efficient, ...
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: ...
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 ab...
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, a...