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Send us Fan Mail Financial well-being starts with understanding what you want from life. Silvana Leon, founder of Somosfin, joined me on the Get Ready Before Life Happens Podcast to talk about how financial stress influences our decisions and how personalized financial coaching can help people build confidence and work toward their goals. What Stood Out Financial stress can affect how people think, feel, and make decisions.Reducing financial stress creates more room for learning and planning.Human financial coaching provides encouragement, accountability, and personal connection.Understanding your own goals helps you make financial choices that support the life you want. The Bottom Line: Financial well-being begins with knowing what matters to you and taking practical steps toward the life you want. Connect with Silvana Leon: LinkedIn: https://www.linkedin.com/in/silvanaleon/ Connect with Somosfin:  Website: https://www.somosfin.com Instagram: @somos.fin /somos.finLinkedIn: https://www.linkedin.com/company/somosfin Bio:  Silvana Leon is a seasoned professional with 10+ years of experience in finance, business, and technology. With a strong background in product development, she has successfully launched innovative solutions to tackle financial inclusion through digital payments and improve financial literacy both in Latin America and London. Currently, Silvana is the founder of Somosfin, an early-stage business focused on empowering individuals and addressing the issue of financial illiteracy and stress in the Spanish-Speaking population. Through her work, she is dedicated to making a positive social impact by providing accessible financial education, resources and support to these communities. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail A balanced financial plan helps you enjoy life today while preparing for tomorrow. Alaina Sanders, founder of Get Well Planned, joined me on the Get Ready Before Life Happens Podcast to talk about how our money stories shape financial decisions and how intentional planning can help us find balance. What Stood Out People raised in the same household can develop different relationships with money.A scarcity mindset can influence financial decisions and limit opportunities.Finding balance means enjoying today while preparing for the future.Giving your money a clear purpose helps turn financial knowledge into action. The Bottom Line: Financial balance begins with understanding what matters to you and making choices that support the life you want. Connect with Alaina Sanders, CFP®: LinkedIn: https://www.linkedin.com/in/alaina-sanders-cfp®-ba4227101/Getwellplanned Website: www.getwellplanned.com Bio:  Alaina Sanders is the founder of Getwellplanned.com as well as a Certified Financial Planner (R) professional and licensed advisor with a Series 65, Alaina brings over 15 years of experience helping individuals build confidence and clarity with their money. Her approach blends real-world lessons with professional expertise—because financial wellness isn’t just for the wealthy; it’s for everyone ready to take control of their future. With a background in mechanical engineering and a career that began at the Kennedy Space Center, Alaina Sanders knows the power of precision and planning. But after turning her focus to real estate investing and financial strategy, she realized most people lacked access to practical, affordable financial guidance. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail Understanding your financial picture helps you make informed decisions about your next chapter. Claudia Porter joined me on the Get Ready Before Life Happens Podcast to talk about how women can take ownership of their finances, build wealth beyond their businesses, and prepare for life's transitions. What Stood Out Women need to understand their finances and know how to access their money.Building personal wealth beyond a business creates more financial options.Retirement savings and succession planning help prepare business owners for transitions.Taking one practical step can make financial decisions feel more manageable. The Bottom Line: Financial ownership gives women more choices as they navigate life's transitions and new opportunities. Connect with Claudia Porter, CFP®, CDFA®:  Website: https://rfgadvisorywealth.com/claudiaporter/LinkedIn: https://www.linkedin.com/in/claudia-porter-cfp/LinkedIn Newsletter: Next Chapter Finance: https://www.linkedin.com/newsletters/next-chapter-finance-7294447966138875904/ Books: On the Other Side: A Woman’s Guide to Rediscovering Strength and Success Beyond Adversity (Amazon) Women, Wealth and Winning: Essential Strategies Female Business Owners Should Know to Master Your Money, Cultivate Success, and Build a Solid Financial Future (Amazon)  Women & Money: The Sh*t We Don’t Talk About Podcast from Purse Strings episodes:    The Wake-Up Call We Can’t Ignore with Candy Wolff, Claudia Porter, and Amy Salo: https://www.youtube.com/watch?v=nzIak1V4WWoOvercoming Financial Abuse:  https://www.youtube.com/watch?v=egRKuzgO5Mk Bio:  Claudia Porter is a Certified Financial Planner® and has been in the financial industry for 11 years and partnered with RFG Advisory in March, 2025 to build her own wealth management firm. She has a Master's Degree in Teaching English and French from the University of Göttingen and a Ph.D. in Linguistics from Braunschweig Technical University. In 2014, she left academia to return to her earlier passion for financial planning and wealth management to make a more significant impact in people’s lives. For Claudia, “Success is not what you get, but the positive impact you make in other people’s lives.”  She is the author of 2 books, “Women, Wealth, and Winning” and “On The Other Side: A Woman’s Guide to Rediscovering Strength and Success Beyond Adversity”. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support Disclosure: “Claudia Porter, RFG Advisory, and The Get Ready Before Life Happens podcast , are separate and unaffiliated entities, and are not responsible for one another’s policies, services, or opinions.” “Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor.”“The views and opinions expressed by Claudia Porter may not necessarily reflect those of RFG Advisory, its clients, or its employees.”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.

Send us Fan Mail Money makes more sense when you know what questions to ask. Lacey Filipich, co-founder of Money School and co-author of the FinCap for All white paper, joined me to talk about how curiosity and understanding financial basics can help people turn financial knowledge into action. What Stood Out Early money conversations help people develop lifelong financial habits.Understanding first principles helps people evaluate financial decisions.Curiosity helps uncover the reasons behind financial information and advice.Simple systems, including automated savings, help turn financial knowledge into action. The Bottom Line: Financial capability begins with understanding how money works and using that knowledge to make informed decisions. Connect with Lacey Filipich:  Instagram: https://www.instagram.com/moneyschoolorg/Facebook: https://www.facebook.com/moneyschoolorgLinkedIn: https://www.linkedin.com/in/laceyjfilipich/Money School Website: https://www.moneyschool.net.au White papers:  Climate change and personal finance intersection project, Get Future Rich: https://www.futurerich.com.au/ White paper on adult personal finance support in Australia, Fin Cap for All: https://fincapforall.com.au/ Books: Money School: Become financially independent and reclaim your life: https://amzn.to/3Sxd984  Mentioned:  Money Equals Time with Ben Miller on the Get Ready Before Life Happens Podcast (here) Bio:  Lacey Filipich is an international award-winning financial educator, best-selling author, TEDx speaker and - plot twist - a chemical engineer.    She founded Money School in 2010 to help Australians master money and has been teaching personal finance skills ever since. Lacey learned about money from her accountant mum and by making lots of mistakes. She teaches adults what they wish they’d learned in school and parents how to teach their kids the way her mum taught her.   Prior to her career in personal finance and publishing Money School, Lacey worked in the mining industry as an engineer and consultant across Australia and the US. Her most recent focus is the impact of climate disruption on wealth, which she believes is the greatest threat to our financial futures. In collaboration with The Money Awareness and Inclusion Awards (the MAIAs) which celebrate the increasingly important work being done to help people understand money better. Learn more: https://www.maiawards.org.   👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail Building generational wealth starts with understanding the values and responsibilities families share. Kakurah Ninsiima, author of A Guide to Building Generational Wealth in East African Families, joined me to talk about how culture and family expectations shape financial decisions and what families can do to build lasting wealth. What Stood Out Culture shapes how families think about money and responsibility.Family money conversations are more productive when they focus on shared goals.Financial systems help families support loved ones while protecting their own stability.Generational wealth requires passing along financial knowledge and decision-making skills. The Bottom Line: Lasting generational wealth begins with shared values and a plan for putting them into practice. People can support others while setting healthy financial boundaries. Connect with Kakurah Ninsiima: LinkedIn: www.linkedin.com/in/kakurah-ninsiima-2b41044bWebsite: www.noveterrapublishing.comAmazon Author Page: https://shorturl.at/AiNzuTertulia Author Page: tertulia.com/author/kakurah-ninsiimaNewsletter: Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7097913990978170880YouTube: https://www.youtube.com/@diamondsconsulting8116 Book:   A Guide to Building Generational Wealth in East African Families: Cultural Strategies, Practical Tools, and Legacy system for Financial Freedom: https://amzn.to/4vOF2qj The Woman Who Carries Too Much Bio: Kakurah Ninsiima is a writer, keynote speaker, and founder of Diamonds Consulting Inc. She is the author of A Guide to Building Generational Wealth in East African Families and the forthcoming The Woman Who Carries Too Much. Her work explores how families experience money—not simply through individual choices, but through relationships, responsibility, caregiving, inheritance, and the often-unspoken financial arrangements that shape life across generations. Based in Alberta, Canada, Kakurah writes and speaks internationally on the conversations families need to have before life makes those conversations unavoidable. In collaboration with The Money Awareness and Inclusion Awards (the MAIAs) which celebrate the increasingly important work being done to help people understand money better. Learn more: https://www.maiawards.org.   👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail A longer life needs more than a financial plan. Dov Sugarman, co-founder of Ingagers, joined me on the Get Ready Before Life Happens podcast to talk about moving from traditional retirement planning to holistic longevity planning. What stood out:  Retirement planning is  one part of longevity planning.Aging well includes mind, body, lifestyle, legal, financial, and social needs.Wellbeing, health, relationships, and purpose deserve intentional investment.Advisors can become partners in helping clients navigate life transitions.AI can support advisors while keeping the human relationship at the center. Bottom Line: Retirement is often treated as a finish line. Longevity planning asks a better question: How do you want to design the years ahead? Connect with Dov Sugarman: LinkedIn: https://www.linkedin.com/in/dovsugarman/Ingagers Website: https://ingagers.com Resources mentioned: Redefining Success for Women in Finance: The Power of Your Network with Cameo Roberson & Kari Ellis on the Get Ready Before Life Happens Podcast (here)  Bio:  Dov Sugarman is co-founder and CEO of Ingagers, the AI-powered longevity engagement platform for holistic wealth management. Ingagers helps financial advisors serving clients aged 50+ deliver the kind of proactive, holistic guidance that strengthens client relationships and positions advisors as the trusted "first call" before and during life's big transitions. He brings over 20 years of experience at the intersection of aging, wellness, and technology, with an academic background in health policy and management and holistic nutritional counseling, and a career spent managing senior living organizations, building agetech ventures, and advising longevity-focused companies. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail What becomes possible when you separate your financial mistakes from who you are? Christine Luken, Financial Dignity® Coach and Merchant Priestess™ joined me on the Get Ready Before Life Happens Podcast to talk about the emotional, physical, mental, and spiritual dimensions of our relationship with money. What Stood Out:  Be aware of the emotions and stories shaping your money choices.Getting organized can create stability when money feels overwhelming.Don’t allow mistakes to become part of your identity.Pay attention to the words following “I am” because your self-talk can shape your confidence and financial behavior.Your emotions and bank account may affect your life, however, they do not define you.Make a plan for unexpected income that allows you to spend some, save some, give some, and enjoy some.Approach money as a resource that can amplify your values and help you do meaningful things in the world. Bottom Line: When we recognize the emotions and stories connected with money, we can separate who we are from the choices we have made and take the next step with greater awareness and self-compassion. Connect with Christine Luken: Website (here)LinkedIn (here)Instagram (here) Facebook (here) TikTok (here)  YouTube (here)   Books:   Financial Dignity® After Divorce: A Woman’s Guide to Healing Her Relationship with Money (Amazon) Manage Money Like a Boss: A Financial Guide for Creative Entrepreneurs (Amazon) Money is Emotional: Prevent Your Heart From Hijacking Your Wallet (Amazon) Provider Money Pleasure Money: The Energetics of Personal Finance (Amazon)  Community: Spiritual Women Building Wealth Free Community (here)   Podcast: Money is Emotional Podcast (here) https://www.christineluken.com/podcast/  Mentioned:  How Financial Abuse Begins and Why It’s Often Missed with Joy Slabaugh on the Get Ready Before Life Happens Podcast (watch or listen)What to Do When You Suspect Financial Abuse with Joy Slabaugh on the Get Ready Before Life Happens Podcast (watch or listen) Bio:  Ready for money to support your happiness rather than stress you out? Then you need Christine Luken, Financial Dignity® Coach and Merchant Priestess™, in your corner! Christine has coached hundreds of high-earning professionals, business owners, and divorcing women to organize their finances, build lasting wealth, and discover that money's job is to support their happiness—not be the source of it.  The author of four books and host of the Money is Emotional Podcast, Christine blends wise money management with emotional intelligence while helping spiritually grounded women reclaim their financial power through the Merchant Priestess™ Path.  When she’s not connecting with her global online community or coaching clients from her office in beautiful Kentucky, you can find Christine on the golf course, by the pool, or curled up with a good book, a fluffy cat, and a hot beverage. You can connect with her at www.ChristineLuken.com. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail What could retirement make possible in the next chapter of your life? Richard Eisenberg, co-host of the Friends Talk Money podcast and writer of The View From Unretirement column for MarketWatch joined me on the Get Ready Before Life Happens podcast to talk about  about unretirement, the connection between work and identity, and why everyone’s vision of retirement is different.  What Stood Out:  Spend less time thinking about what you are retiring from and more time imagining what you are retiring to.Talk with the important people in your life about what each of you envisions for retirement.Prepare for the shift in identity, structure, and relationships that can follow leaving full-time work.Consider how work, volunteering, learning, and other activities can provide meaning and purpose.Give yourself permission to try new things and allow your retirement plans to evolve.View an open calendar as an opportunity to intentionally build the life you want. The Bottom Line: Retirement planning works best when it connects the financial pieces with how you want to live.  Connect with Richard Eisenberg: LinkedIn: https://www.linkedin.com/in/richardeisenberg/Facebook: https://www.facebook.com/reisenberg1X/Twitter: https://x.com/richeis315Marketwatch: The View From Unretirement Column (here) Podcast: Friends Talk Money Podcast (here) Resources mentioned: How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz (Amazon) Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy by Tony Hixon (Amazon) Stanford Center on Longevity (here)Maximize My Social Security website from Laurence Kotlikoff (here)"What is the '4% Rule'? How does it work? Should I use it for my retirement?" By Bill Bengen (here) Thinking Positively About Aging Extends Life More than Exercise and Not Smoking from Yale News (here)  Bio:  Richard Eisenberg is an "unretired" journalist and podcaster. He writes The View From Unretirement column for MarketWatch, freelances for Kiplinger, The Stanford Center on Longevity Magazine, AARP and People and is co-host of the Friends Talk Money personal finance podcast for people over 50. In 2022, at age 65, he left his job as Managing Editor and Editor of the Money and Work Channels at Next Avenue, the PBS site for people over 50, to begin his unretirement. Previously, he was Executive Editor of Money Magazine, Front Page Finance Editor at Yahoo! and Special Projects Director/Money Editor at Good Housekeeping. He is author of "The Money Book of Personal Finance" and "How to Avoid a Midlife Financial Crisis," winner of the SABEW Award for Best Personal Finance Article/Small Media Outlet and recipient of the Coming Of Age Impact Award for Leadership in Positive Aging and recipient of the 2025 Retirement Coaches Association Retirement Pioneer Award. He is a graduate of Northwestern University's Medill School of Journalism and lives in New Jersey. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail Early conversations about caregiving give families more choices when life changes. Suzanne Scheer, founder of SGS Insurance Services, joined me on the Get Ready Before Life Happens Podcast to talk about preparing for future care needs while everyone is healthy. What Stood Out Early conversations help families understand a loved one’s care preferences.Recognize caregiving’s financial and career impact, particularly on women.Understanding long-term care costs and coverage helps families prepare.Essential documents help families follow a loved one’s wishes.Respect an older adult’s need for control and independence.Protect your own health and well-being while caregiving. The Bottom Line Planning for care is one of the greatest gifts you can give yourself and your family. Connect with Suzanne Scheer, J.D., CLTC:  Website: https://www.sgsinsurance.netLinkedIn: https://www.linkedin.com/in/suzannescheer/ Bio:  Suzanne Scheer is an attorney turned financial advisor in Rockville, MD. She specializes in long-term care insurance, having seen first-hand the impact that it had on her parents during their long illnesses.  Suzanne strives to educate as many people as possible about long-term care insurance so they can make an informed decision as to whether it is right for them. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail Aging wisely begins with the choices, attitudes, and relationships that help us stay purposeful, resilient, and engaged through life’s later transitions. Scott Fisher, co-author and co-founder of The Aging Wisely Project joined me on the Get Ready Before Life Happens Podcast to talk about The Aging Wisely Project which draws on the life journeys of 52 elders between the ages of 70 and 96.  We explored the five GRASP skills: Gratitude, Resilience, Active Practices, Self-Integrity, and Purpose and how these learnable habits can help people navigate transitions, cope with loss, and approach later life with greater confidence. Key takeaways Build optimism by recording three good things each day.Protect meaningful relationships and reduce isolation.Maintain physical and cognitive strength in ways that work for you.Plan how you will use your time and maintain purpose in retirement.Consider where you will live, what care you may need, and how you will pay for it.Discuss caregiving expectations with family members before care is needed. Bottom Line: Aging wisely starts with asking how you want to live. Intentional planning can help us maintain purpose and adapt to change while also preparing the people who may one day step in. Connect with Scott Fisher: The Aging Wisely Project Website: https://theagingwiselyproject.com Books:   The Aging Wisely Project: Forging Your Best Self in Life’s Ultimate Stage by Scott Fisher and Ben Green (Amazon)  Resources mentioned: How to Create an Aging Plan That Works with Aging-in-Place Expert Carol Chiang on the Get Ready Before Life Happens Podcast (here)Retirement Is More Than Money with Andrea Maizes on the Get Ready Before Life Happens Podcast (here)(Eric) Erikson's Stages of Psychosocial Development - National Library of Medicine (here)Elder Identity Revision by Scott Fisher and Ben Green. National Library of Medicine overview Bio:  Scott Fisher is an organizational consultant, human resources executive, researcher, and co-founder of the Aging Wisely Project. Over a 40-year career, he has advised organizations across healthcare, information services, natural resources, foundations, and nonprofit sectors on employee engagement, culture assessment, change management, strategic planning, executive coaching, and team development. Since 2018, Scott has worked with lifelong friend and co-author Dr. Ben Green to study the psychological dimensions of healthy aging, interviewing 52 elders and developing the Elder Identity Revision framework featured in their book, The Aging Wisely Project: Forging Your Best Self in Life’s Ultimate Stage. He currently serves as Chair of the Board of Trustees of Kavod Senior Living in Denver and has held numerous civic and community leadership roles. Scott holds a B.S. in Organizational Psychology and an M.A. in Organization & Management from Yale University. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail How does knowing your money story change the financial decisions you make? Kevin Feig, founder of Walk You To Wealth, financial advisor, educator, and author of Walk You To Wealth joined me on the Get Ready Before Life Happens Podcast to talk about how to evaluate financial advice, why advisor compensation matters, and how childhood experiences influence financial decisions. Key takeaways Understand how childhood experiences shape your money story and financial decisions.Combine financial knowledge with an understanding of how you think and behave around money.Know how a financial advisor gets paid and what their services will cost.Choose an advisor who fits your goals, needs, and communication style.Treat cryptocurrency as a specialized asset and understand it before investing.Recognize how urgency, stress, and promises of easy gains make people vulnerable to scams.Build financial literacy to ask better questions and make more informed decisions.Bottom Line: Understanding your own money story can help you recognize the assumptions behind your financial decisions. Connect with Kevin C. Feig, CFP®, CFT™, CPA, PFS: Website: https://www.walkyoutowealth.comLinkedIn: https://www.linkedin.com/in/kevin-c-feig/X: https://x.com/walkyoutowealthYoutube: https://www.youtube.com/@walkyoutowealth Books:   Walk You To Wealth (Amazon) Bio:  Kevin C. Feig is dedicated to helping real people build real wealth. As the founder of Walk You To Wealth, a virtual financial advisory firm, he is committed to making financial planning accessible and affordable through flat-fee financial therapy and fiduciary services. Kevin believes that everyone deserves a solid financial foundation, regardless of income or assets. His firm operates without asset minimums, focusing on a behavior-first approach to help individuals fix their relationship with money, conquer debt, and master essential skills like budgeting and saving. With over 20 years of experience in the financial services industry, including executive roles at Fidelity Investments, Coinbase, and Kraken Digital Assets, Kevin brings a wealth of knowledge to his clients. He holds a Bachelor of Science in Accounting and an MBA from Fairfield University. Kevin is a Certified Financial Planner™ (CFP®), a Certified Financial Therapist™ (CFT™), and a Certified Public Accountant (CPA). Additionally, he shares his expertise as a financial planning instructor at Columbia & Regis Colleges. Kevin's book, "Walk You To Wealth," presents his simple, authentic approach to personal finance, providing readers with a clear path to financial wellness. He resides in Massachusetts with his wife and two children. Learn more at https://www.walkyoutowealth.com/. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail What changes when children get to practice making money decisions for themselves? In this episode, Tony Steuer talks with Braden Cobb, founder of Kidz Economy, about why financial education should be an ongoing experience, how children learn from their own decisions, and why everyday money conversations can help prepare them for the future. Key takeaways Give children opportunities to make age-appropriate money decisions and reflect on the results.Start with foundational ideas such as needs versus wants, saving, spending, and sharing.Create a safe environment where children can make mistakes, learn, and choose differently next time.Build financial literacy around active experiences rather than simply telling children what to do.Focus on habits and consistent practice alongside financial knowledge.Connect financial education with a school’s goals, values, and existing priorities.Make money part of everyday conversation so lessons move naturally from school into the home. Tony’s Take Children begin forming money habits and making financial choices earlier than many adults realize. Giving them a safe place to practice helps them build confidence, understand consequences, and see mistakes as part of learning. Connect with Braden Cobb: Website: www.kidzeconomy.comLinkedIn: https://www.linkedin.com/in/braden-cobb-9096a7291/ Bio:  Braden Cobb is an international educator, entrepreneur, and founder of Kidz Economy. He grew up in Albuquerque, New Mexico, and began his career in finance before transitioning into education in 2008, when he moved to Busan, South Korea. His teaching journey later took him to China and Singapore, where Kidz Economy began as a classroom project, before moving to Kuala Lumpur, where he is now based. With more than 16 years of experience in international education, Braden is passionate about helping children develop healthy money habits through practical, engaging, and age-appropriate experiences. His work has earned international recognition, including the Pearson International School Innovator of the Year Award and the Money Awareness and Inclusion Award. In collaboration with The Money Awareness and Inclusion Awards (the MAIAs) which celebrate the increasingly important work being done to help people understand money better. Learn more: https://www.maiawards.org.   👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail 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. Key takeaways 🔹 Start by understanding where your money goes. 🔹 Define the retirement lifestyle that matters to you. 🔹 Calculate your own retirement number instead of chasing someone else’s. 🔹 Small steps, such as automatically increasing savings by 1% each year can make a meaningful difference. 🔹 A budget gives you permission to spend on what matters 🔹 It is never too late to begin saving and investing Tony’s Take: A financial plan should help you see what is possible. When you understand where you are, what matters to you, and what your future may require, you can make informed decisions without measuring your life against someone else’s number. Connect with Barry Cothran: Vision and Hope Planner Website: www.visionandhopellc.comLinkedIn: https://www.linkedin.com/in/barrycothran/Facebook: https://www.facebook.com/visionandhopefinancial/Instagram:https://www.instagram.com/visionandhopefinancial/YouTube: https://www.youtube.com/@VisionandHopeFinancial Bio:  Barry Cothran is a financial educator and entrepreneur who helps individuals and families gain clarity and control over their financial future. As the founder of Vision and Hope® Financial, he developed a practical personal financial planning system built in Microsoft Excel that transforms complex financial decisions into clear, actionable insight. Barry’s perspective is grounded in real experience. He went from $85K in debt to building a seven-figure portfolio through disciplined saving and investing in a 401(k) plan. Today, he teaches others how to replace confusion with confidence and build a financial plan they can follow. For almost two decades, Barry has served as a trusted business analyst and consultant to the United States Department of War working with numerous companies on more than half-a billion dollars in government-funded programs. Corporate executives around the world have called on his keen business insight for business strategy and growth ideas. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

Send us Fan Mail 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, human connection helps people feel understood. While the conversation centers on financial advisors, the lessons apply to anyone who serves others: understand the problem, communicate simply, and become the person who truly gets them. Key takeaways Use AI to create more time for people.Ask clients and customers about their comfort level with AI.Lead with the problem you solve, not your products or services.Explain your value in clear, relatable language.Reflect on why your best clients chose to work with you.Be human. People connect with people who feel real.Tony’s Take: AI can provide information and improve efficiency. The opportunity for anyone serving clients or customers is to add context, understand what matters, and become a trusted voice who walks alongside them. Connect with Derrick Kinney: Website: SuccessForAdvisors.comWebsite: www.derrickkinney.comLinkedIn: https://www.linkedin.com/in/derrickkinney/Instagram: https://www.instagram.com/derricktkinneyBooks: Good Money Revolution: How to Make More Money to Do More Good (Amazon)  Master the Media to Attract Your Ideal Clients: A Personal Marketing System for Financial Professionals (Amazon)  Bio:  Derrick Kinney is changing how you feel about money. He believes money is not bad and good people should have more of it. Derrick is the author of the Wall Street Journal and USA TODAY national bestseller, Good Money Revolution.  After applying these proven principles with thousands of clients, Derrick sold his multimillion-dollar financial advisory business to teach these success principles to all financial advisors. As CEO of Success for Advisors, Derrick and his team teach independent financial advisors a 5-step marketing framework to build 7-figure businesses that impact the world. Known for making complex financial and business topics easy to understand, Derrick has been interviewed on CNBC, FOX News, CNN, FOX Business, Yahoo Finance!, PBS, Wall Street Journal, among others. As host of the top-rated Good Money podcast, he inspires business owners and entrepreneurs to make more money to do more good. His guests include Matthew McConaughey, Mel Robbins, Ed Mylett, Jon Gordon, Daymond John, and Sharon McMahon. Recently Derrick set a big goal to positively impact one-million teens by giving them money, business, and life skills that aren’t taught in schools. As a passion project, he founded SimpleTeenSuccess.com, a new online program for teens to become money and business smart, build trust with adults, and stand out for the best opportunities. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.

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 be active participants in money decisions.Women’s financial paths often include caregiving, career breaks, and life transitions.Traditional planning tools often miss women’s real-life experiences.Advisors need to understand the emotions behind the numbers.Education and empowerment help clients make decisions with confidence. Tony’s Take: Financial planning should fit the person. Women need planning conversations that reflect their real lives, their questions, and their future choices. Connect with Cary Carbonaro, CFP: Website (here)LinkedIn (here)Facebook (here)Instagram (here)X (here) Books: The Money Queen's Guide: For Women Who Want to Build Wealth and Banish Fear (Bookshop)Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Bookshop) Cary’s article that was the basis for this episode:  What is the total wealth gap for women based on caregiving, longevity, the pay gap? (Read on LinkedIn)  Bio:  Cary Carbonaro is an award-winning Certified Financial Planner™ with over 25 years of experience. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women. Cary is the bestselling author of The Money Queen’s Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, which offers actionable strategies for better serving women in financial services. Wealth Management listed it in the TOP Books of 2025 for Financial Advisors. A respected industry voice, she’s been named to Investopedia’s Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. She was named 2025 DEI Trailblazer of the Year by Investment News.  She has been a CFP Board Ambassador for over a decade.  Through speaking, media appearances, and advocacy, Cary champions financial literacy and female empowerment. 👉 Start Your Financial Readiness Plan: A free, practical plan that helps you create your in-case-of-emergency Financial First Aid Kit, organize what matters, and prepare before life happens. Start Your Free Financial Readiness Plan  https://www.tonysteuer.com 👉 Support Get Ready. Become a Get Ready Insider and help keep the Financial Readiness Plan free, support the podcast, trusted resources, and consumer-first financial education. You’ll receive access to the Get Ready Library. Support Get Ready here. www.tonysteuer.com/support 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.