On the latest episode of The Get Ready Money Podcast, I spoke with Adam Holt, CEO and Founder of Asset Map, about changing the way we think about money and knowing the rules of the money game.In this episode we discussed:The importance of intentionality with your decisions.Build confidence, by becoming fluent with your money. Why financial planners have an obligation to build confidence and empower clients.H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor Podcast.Links:Websites: www.asset-map.com and https://rubgold.comLinkedIn.com: linkedin.com/in/hadamholtRethink. Financial Advice Podcast: https://www.youtube.com/@rethinkfinancialadvice

On the latest episode of The Get Ready Money Podcast, I spoke with Dana Samuelson, President of American Gold Exchange about changing the way we think about money and standards of excellence. In this episode we discussed:Why you need to keep learning.The importance of saying what you do and doing what you say.Money, currency and value.Dana Samuelson is the President, of American Gold Exchange. He has 42 years experience in precious metals and rare U.S. gold coin buying and selling. He is a past president of the Professional Numismatist Guild, the leading organization of rare coin dealers in the US. Dana also assisted the CFTC in their investigation into an allegedly fraudulent national precious metals dealer. Links:Website: www.amergold.comLinkedIn: https://www.linkedin.com/in/dana-samuelson-64793056/Facebook: https://www.facebook.com/AmericanGoldExchange

On the latest episode of The Get Ready Money Podcast, I spoke with Louis Barajas, author and advocate for underserved communities about changing the way we think about money and clarifying our why. In this episode we discussed:Why you should live a purpose driven lifeThe importance of putting why’s around your goalsYou can only help people who are ready to be helpedLouis Barajas,  MBA, CFP®, EA, CEPA is a trusted financial expert and bestselling author, has become a revered figure in the realm of personal finance, empowering individuals with his profound insights and practical guidance to achieve their financial goals and build enduring wealth. Louis is a renowned speaker, author, media segment expert, and wealth & business manager to some of the most iconic Latin artists and executives in the entertainment and sports industry for the last two decades. He was featured on Investopedia’s Top 100 Advisors for 2019 and selected to CNBC’s Advisory Council for 2020-2023. Louis is currently on the National Board of Standards for Certified Financial Planners organization.  He is on the national PBS television series Opportunity Knocks (opportunityknocks.net) Links:Websites: http://louisbarajas.com, http://labarajas.com, and http://mgoprivatewealth.com LinkedIn: https://www.linkedin.com/in/louisbarajas/Twitter: https://twitter.com/louisbarajasInstagram: https://www.instagram.com/louisbarajas/PBS Opportunity Knocks - http://opportunityknocks.netBooks: The Go-Better Entrepreneur (9/23)My Street Money: A Street-Level View of Managing Your Money From the Heart to the Bank  Small Business, Big Life: Five Steps to Creating a Great Life with Your Own Small Business. The Latino Journey to Financial Greatness: 10 Steps to Creating Wealth and Happiness for You and Your Family  Small Business Big Life for Women  Overworked, Overwhelmed, and Underpaid: Simple Steps to Go From Stress to Success.

On the latest episode of The Get Ready Money Podcast, I spoke with Cathy Sikorski, speaker, elder lawyer and author about changing the way we think about money and caregiving. In this episode we discussed:The importance of knowing your worthCaregivers can get paid for caregiving Why money is abundant If money is your only problem, you have no problemsCathy Sikorski, Esq. a Speaker, Elder Lawyer, Author and Media Guest unravels the complex financial and legal problems in the caregiving crisis. Cathy uses her own caregiver experience and expertise to educate, entertain and elevate the conversation around work, money, aging and caregiving. In October 2021, Corner Office Books released her latest book 12 Conversations: How to Talk to Almost Anyone about Long-Term Care PlanningLinks:Website: https://cathysikorski.comLinkedIn: https://www.linkedin.com/in/cathysikorski24/TikTok: https://www.tiktok.com/@cathy_sikorskiBooks: 12 Conversations: How to Talk to Almost Anyone About Long-Term Care Planning Who Moved My Teeth?: Preparing For Self, Loved Ones And Caregiving  Showering With Nana: Confessions Of A Serial Caregiver

On the latest episode of The Get Ready Money Podcast, I spoke with Peter Kwadwo Asare Nyarko, Founding Executive Director for Center for Financial Literacy Education about changing the way we think about how financial literacy provides dignity. In this episode we discussed:Why self-confidence is a life skill.The importance of learning to produce before consumption.How money follows value. Mr. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Africans especially young Africans. He is the Founder and Lead Consultant at PKAN Capital Consulting; a personal and group financial planning and business development firm. Peter is also an Award-Winning Financial Literacy Advocate & Educator, a Certified Financial Fitness Coach, a Renowned Public Speaker and Author of six books. Peter is the Lead TFAF Ambassador in Ghana & Africa.Links:Website: https://cfleafrica.orgLinkedIn: https://linkedin.com/in/mrasarenyarkoInstagram: www.instagram.com//mr_asarenyarko Facebook: www.facebook.com//vimambassador1Twitter: www.twitter.com//mr_asarenyarkoBook: Journey to Financial Freedom: Building a Strong Financial Foundation and Investment Basics (Amazon)

On the latest episode of The Get Ready Money Podcast, I spoke with Larry Sprung, author and wealth advisor about changing the way we think about money, mindset and finding joy. In this episode we discussed:Why financial planning is personal.The importance of paying yourself first.Changing the narrative on retirement. Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate. He is the founder of Mitlin Financial, Inc. Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal”. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and to their Top Ten list for 2022. He is also the host of the Mitlin Money Mindset™ podcast. Links:Website: www.mitlinfinancial.comPodcast: www.mitlinmoneymindset.com & https://mitlin.us/MMMYouTube LinkedIn: https://www.linkedin.com/in/lawrencesprung/Facebook: https://www.facebook.com/lawrencesprung/Twitter: https://twitter.com/Lawrence_SprungInstagram: https://www.instagram.com/larry_sprung/Books: Financial Planning Made Personal: How to Create Joy And The Mindset for Success (Amazon)

On the latest episode of The Get Ready Money Podcast, I spoke with Mary Schmid, author of Make or Break Conversation about changing the way we think about money, communication and building trust. In this episode we discussed:Why listening is critical.How connecting and engaging builds trust. How we can understand people.Mary Schmid is an author, speaker, and educator for CEOs and professionals. She teaches the science-based approach on what goes on in the brain in conversations and how to lead conversations that connect, engage and build trust.  As a former healthcare executive, she learned that in an uncertain and rapidly changing world, a good conversation does not translate into a trust-building conversation. Links:Website: https://www.maryschmid.comLinkedIn: https://www.linkedin.com/in/maryschmid/Book: Make or Break Conversations: How Smart Financial Professionals Land New Clients and Keep Them for Life (Amazon)

On the latest episode of The Tony Steuer Podcast, I spoke with Jeffrey Kamys, Principal and Chief Investment Strategist at Inherent Wealth Fund about the importance of finding value. In this episode we discussed:Why we need paradigm shifts.The importance of having a goal list.How anyone can save $1,000,000.Jeffrey Kamys is the Principal and Chief Investment Strategist at Inherent Wealth Fund. Inherent Wealth Fund is the Investment Advisor to the iBET Sports Betting & Gaming ETF, the only actively managed sports betting & gaming ETF.  Jeff is also the creator and owner of Dr. Stats Fantasy Sports (established in 1996).Links: Website: https://www.inherentwealthfund.comLinkedIn: https://www.linkedin.com/in/jeffrey-kamys-19159174/

On the latest episode of The Get Ready Money Podcast, I spoke with Rahkim Sabree, financial coach and author about changing the way we think about financial trauma. In this episode we discussed:Why financial trauma is an obstacle to empowerment.Understanding that personal finance is personal.How you can give yourself grace.Rahkim Sabree is a financial coach, certified financial educator (CFEI®), registered financial consultant (RFC®), and accredited Financial Counselor (AFC®) candidate with more than a decade of financial industry experience between banking, 1x1 coaching, workshop facilitation, and corporate consulting. Additionally Rahkim creates engaging content across all forms of media including written media, social media, podcasting, and more. He's also a TED speaker and author leveraging his early experiences with poverty and his financial expertise to cover tough topics that intersect generational trauma and financial wellness for Black people. He focuses on creating greater awareness of the impact of the thoughts and beliefs one holds around money on behavior. Website : RahkimSabree.comNewsletter: rahkimsabree.substack.comLinkedIn: https://www.linkedin.com/in/rahkimsabree/Twitter: twitter.com/rahkimsabreeInstagram: instagram.com/rahkimsabreeYoutube: youtube.com/rahkimsabreeBooks: Financially Irresponsible (Amazon)Mentorship: The Playbook (Amazon)

On the latest episode of The Get Ready Money Podcast, I spoke with Lesli Doares, author and men’s marriage coach about changing the way we think about money and marriage. In this episode we discussed:Why you need to think about what money means to you.The importance of gaining clarity about why you’re doing what you’re doingFinancial preparedness is a reflection of our values and beliefsLesli Doares has over twenty years of experience working as a marriage coach and therapist. Combined with her personal experience in a decades long relationship with her husband, she has created a paradigm shift in marriage so it can become a space where both partners feel respected, valued, and included. She is also the author of Blueprint for a Lasting Marriage: How to Create Your Happily Ever After with More Intention, Less Work and Hero Husband: A Practical Guide to Making Your Wife (and You) Truly Happy.Websites: www.theherohusbandproject.com, www.foundationscoachingnc.comLinkedIn: https://www.linkedin.com/in/leslidoares/Facebook: https://www.facebook.com/lesli.doaresBooks: Blueprint for a Lasting Marriage: The Complete Guide to Building Your Happily Ever After With More Intention, Less Work (Amazon)Hero Husband: Building A Super Marriage With Truth, Confidence, And Authentic Leadership (Amazon)

On the latest episode of The Get Ready Money Podcast, I spoke with Ruby Ulloa, business development specialist at Savoy Associates about how you can Be Your Own Financial Powerhouse With Proper Planning. In this episode we discussed:The value of finding common groundEstate planning is for everyoneWhy you should have an annual financial checkupRuby Ulloa is a benefits advocate and business development specialist at Savoy Associates. Ruby has over two decades of experience in insurance and employee benefits. Advocating for minority communities and coaching Hispanic benefits and insurance professionals is one of her greatest contributions to our industry. She believes that effective benefits and insurance communication requires addressing cultural gaps. LinkedIn: https://www.linkedin.com/in/rubyulloa/

On the latest episode of The Get Ready with Tony Steuer Podcast, I spoke with Faith Teope. Faith is an Author, Multimedia Journalist, Advocate, visionary and CEO of Leverage Retirement about connecting financial literacy to humans.In this episode we discussed:The importance of knowing your audience, so you can connectHow raising money savvy kids breaks the cycle of financial abuseWhy financial literacy is a social justice issueFaith Teope is a multimedia journalist, advocate, and retirement industry expert serving as the visionary and CEO of Leverage Retirement, the 401k provider inspired by people. Faith’s active advocacy is in the areas of financial independence, raising money-savvy kids, and domestic abuse.

On the latest episode of The Tony Steuer Podcast, I spoke with Ben Miller, Founder of ChroniFI about why money equals time. In this episode we discussed:Why time is our most valuable resource Aligning your money with your visionLearning what habits mean in terms of timeBen Miller is the Founder of ChroniFI, passionate about personal finance and reallocating human capital to its highest and best use. Built a system to solve his own problem and figure out when he could move on from trading derivatives to building his own company. Now using that same system to help others make decisions that are better aligned with their goals and values by understanding their money in terms of time.

On the latest episode of The Tony Steuer Podcast, I spoke with Marguerita (Rita) Cheng, CFP, RICP;  Chief Executive Officer at Blue Ocean Global Wealth about the importance of always placing your client’s interests above all else. In this episode we discussed:The importance of using money wiselyWhy we need to understand values and priorities.How our financial lives are dynamic, just like our lives.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

On the latest episode of The Tony Steuer Podcast, I spoke with John O’Connell, Author of “Rise of The Activist Investor” and Founder of The Oasis Group about we can all make a difference. In this episode we discussed:The importance of identifying our valuesInvesting in line with our valuesBecoming an activist investorJohn O’Connell, MBA, is the author of Rise of The Activist Investor, a handbook for investors who would like their money to reflect their values by exercising their rights as owners of publicly traded firms. He created the Activist Investor Arc to describe how retail investors progress through different phases of activist investing. John is the Founder and Chief Executive Officer of The Oasis Group. Mr. O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations.

On the latest episode of The Tony Steuer Podcast, I spoke with Joshua Mensah, Financial inclusion specialist about how we become financially inclusive. In this episode we discussed:Why financial literacy is a core life skill.The importance of learning about money at an early age.Why money helps you achieve your dreams.Joshua Mensah is a Financial inclusion specialist, Business Strategist and Development Practioner. Joshua Mensah is a Certified Credit Administrator from the National Banking College and holds a BSc Banking & Finance and MSc Strategic Management from Kwame Nkrumah University of Science and Technology and a member with the Young Investors Society Students Advisory Board (UK). Joshua has extensive experience in investment banking acquired from his work with Databank where he collaborated with Securities and Exchange Commission, Ghana Stock Exchange, and Bank of Ghana to bring financial literacy clinics and seminars to the youth and informal sector players especially women across the country.

On the latest episode of The Tony Steuer Podcast, I spoke with Julie Rains, author of Growing Wealth about the importance of knowing your own story. In this episode we discussed:The three money essentials.The importance of being compassionate with yourself.Why compound interest is so powerful.Julie Rains is the author of Growing Wealth, Essential Money Lessons From My Garden to yours. Julie is also a spreadsheet designer and investor. She has served as a financial analyst and accountant for Fortune 500 corporations and a freelance writer for individual clients and media companies. Her work has focused on analyzing financial information and crafting narratives to make sense of the math.

On the latest episode of The Tony Steuer Podcast, I spoke with Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor about why psychology is important to changing how we think about money. In this episode we discussed:The intersection of emotions and money. How advisors can learn from their clients.Why Financial Planning Is Inherently A Mental Process.Dr. Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Wellness research and Financial Education initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech, she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she has been recognized for her research on financial transparency, awarded 2020 Outstanding Research Journal Article of the Year by AFCPE, published in the Journal of Financial Counseling and Planning, and she served as a co-author for CFP Board’s book, The Psychology of Financial Planning. She holds the Certified Financial Therapist – I designation, is an Accredited Financial Counselor, and Behavioral Financial Advisor.

On the latest episode of The Tony Steuer Podcast, I spoke with Diana Yanez, Financial Empowerment Guide at All the Colors about aligning your money with your values. In this episode we discussed:The value of gaining clarity on your beliefs.The importance of being a good ancestor.How to own your power with money.Diana G. Yáñez, CFP®, RLP® (she/her) is a financial empowerment guide. At All the Colors, Diana facilitates individual and group coaching to help individuals underserved by the financial services industry own their power with money. Beyond financial literacy, All the Colors focuses on financial capability to support participants as they implement decisions to reach their financial and life goals. She is a digital nomad living and traveling in Latin America, when not visiting friends and family in the United States. You can regularly find her reading, dancing salsa, and hiking.

On the latest episode of The Tony Steuer Podcast, I spoke with David Edey, Certified Executor Advisor. In this episode, we talked about why it’s important for families to prioritize making a will, to keep their bond intact in times of crisis. In this episode we discussed:The importance of having these conversations sooner, rather than later.The steps you need to follow to have this conversation with your family.How you can avoid chaos by being organized.David Edey is a Certified Executive Advisor (CEA), currently with The Wealth Management Group. David is also an experienced writer of personal finance and investment strategy articles, which have appeared in newspapers and magazines across the country. He has also authored three books "Smart Money Strategies for the Canadian Mutual Fund Investor" and co-author of "Beyond Mutual Funds, The Guide to Canadian Wrap Accounts" and "Executor Help How to Settle an Estate, Pick an Executor and Avoid Family Fights".