The Get Ready Money Podcast

Tony Steuer

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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

Support the Get Ready Movement with a one-time donation to help keep financial literacy free and accessible through expert insights, practical tools, and The Get Ready Money Podcast. Here’s the link: https://www.tonysteuer.com/offers/LCyxRAaY

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Top 10 The Get Ready Money Podcast Episodes

Goodpods has curated a list of the 10 best The Get Ready Money Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Get Ready Money Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Get Ready Money Podcast episode by adding your comments to the episode page.

Unlock a Better Tomorrow with the Fiduciary in All Things Movement!

The Get Ready Money Podcast

03/14/25 • 42 min

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On this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement.

In this episode we discussed:

Why FIAT is essential for the future of civilization.
Imagine if we lived in a trustworthy world.
A great first step is to reflect and listen more.
How we can integrate FIAT into our lives, and lead from our personal integrity
Without a fiduciary standard, democracy is undermined and civilization can die.
Why institutions have a higher obligation and need to be trustworthy.

George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents.

A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).

Financial Planning Association’s first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”
The Transparency Task Force’s Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.“
“One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).

Connect with George Kinder:

Website (here)
LinkedIn (here)
Instagram, Facebook, X and YouTube: @georgedkinder

The Fiduciary in All Things website (here)

The Kinder Institute website (here)

Life Planning for You website (here)

Books:

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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.

The Get Ready Money Podcast with Mark Yegge: Time Is Your Most Valuable Asset

The Get Ready Money Podcast

07/22/24 • 46 min

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On the latest episode of The Get Ready Money Podcast, I spoke with Mark Yegge, author, podcaster and Director and CEO at Destiny Creation & Cash Flow Machine about changing the way we think about money and building wealth.

In this episode we discussed:

Why financial education is more important than anything else in the world of money.
Why time is our most valuable asset.
Embracing abundance.
Be positive with your money.
The importance of having your money work for you with passive income.

Mark Yegge, the Wealth Architect, has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company - the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise. Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his learning ecosystem at DestinyCreation.com. He is also the host of the Wealth Architect Podcast - WealthArchitectPodcast.com.
Connect with Mark Yegge:

Facebook: https://www.facebook.com/mark.yegge11

Facebook Group: https://www.facebook.com/groups/551434932601334

Instagram: https://www.instagram.com/markyegge/

LinkedIn: https://www.linkedin.com/in/markyegge/

Twitter: https://twitter.com/markyegge?s=20&t=Hbtm9dcLgpWuU3dwdXev0w

Books:

Cash Flow Machine Fundamentals: How to Make Safe, Reliable Income for Early Retirement and Passive Income (Amazon)

Negotiate to Win-Win: A Simple System That Creates Incredible Results (Amazon)

Passive Income for Doctors: The Covered Call Prescription for Prosperity (Amazon)

The 20 Keys To Pure Relationships: Strategies for romantic, friendship, family and business relationships (Amazon)

The Secrets Of Business (Amazon) https://amzn.to/3IS0pk7

Podcast:

Wealth Architect Podcast: https://wealtharchitectpodcast.com/

Websites:

Mark Yegge: Markyegge.com

Cash Flow Machine:https://cashflowmachine.io/

Destiny Creation:Destinycreation.com

Hacking Money: HackingMoney.com

Light Circle: Light Circle

YouTube Channels:

Mark Yegge - Wealth Architect: https://www.youtube.com/@MarkYeggeWealthArchitect

Covered Calls channel: https:

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The Tony Steuer Podcast with Jasper Smith: The #BuildWealth Movement™

The Get Ready Money Podcast

12/07/22 • 35 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Jasper Smith, chief visionary of The #BuildWealth MovementTM about the importance of teaching kids about money.

In this episode we discussed:

The importance of changing your paradigm.
How to overcome generational poverty.
Why you should build a money team.

Jasper Smith, also known as Mr. #BuildWealth, has been involved in the financial services arena for nearly fifteen years. He is the chief visionary behind a financial education company called The #BuildWealth MovementTM. He works tirelessly to disrupt generational povertyTM for everyone, so their kids, kids, kids can live a life of privilege.

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The Tony Steuer Podcast with Patricia De Fonte: Estate Planning With Heart

The Get Ready Money Podcast

11/16/22 • 35 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Patricia De Fonte, Founder of De Fonte Law PC about why estate planning is a fundamental need for everyone.

In this episode we discussed:

How estate planning empowers your heirs.
Why estate planning is a social justice issue.
The importance of reviewing your estate plan every three years and when you have a major life event.

Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, where she and her team practice Estate Planning with HeartTM. De Fonte Law PC works remotely with clients throughout California. Patricia believes that her role as counselor and connector is as important as her role as an attorney, and she helps every client fully utilize their team of advisors, ensures each client completes a full insurance audit, and invites financial advisors to attend funding meetings. Patrica received the Torch award for ethics BBB 2021 and Superlawyer designation 2021 and 2022.

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The Tony Steuer Podcast with Will Rainey: The Value of Patience

The Get Ready Money Podcast

11/02/22 • 29 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Will Rainey, author of Grandpa’s Fortune Fables about the importance of teaching kids about money.

In this episode we discussed:

How Grandpa’s Fortune Fables helps kids create good financial habits.
Why Patience is a super-power.
The difference between rich and wealthy.

Will Rainey is a writer and speaker focused on helping parents teach their kids about money. He is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, iNews and The National News. Will has been invited to speak at Fortune 500 (Global) companies. Before starting bluetreesavings.com, Will was an award-winning investment consultant. He was providing investment advice to governments, insurance companies and some of the world's largest pension schemes.

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The Tony Steuer Podcast with Saad Zariff: The Value of Ethical-Based Investing

The Get Ready Money Podcast

10/19/22 • 28 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Saad Zariff, Head of Growth at 401GO about why it’s important to understand cultural differences in how people deal with their money.

Saad Zariff is the Head of Growth at 401GO, a fintech startup that specializes in offering cost-effective 401(K) plans for small businesses. Prior to joining 401GO, Saad was the VP of North America at Wahed Invest, the world's first Shariah-compliant Robo advisor, where he was responsible for client growth, retention, and educating retail investors with an emphasis on financial literacy. Saad is an advocate of ethical and socially conscious investing and personal finance.

In this episode we discussed:

What is Halal investing.

How we can make financial literacy more inclusive.

Why we should act, rather than react.

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The Tony Steuer Podcast with Marilyn Lydia Pinto: Smarter, Richer, Braver

The Get Ready Money Podcast

10/05/22 • 25 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Marilyn Lydia Pinto, Rebel Educator and Founder of KFI Global about why it’s important for teens to gain the understanding and confidence to make intelligent financial decisions.

Marilyn L. Pinto is the Founder of KFI GLOBAL, an education company that specializes in teaching teenagers how to make smarter money decisions. She’s on a mission to bring this life-changing education to more youngsters across the world because it will empower them to step up, stand out and live life on their own terms. Her promise is a SMARTER RICHER BRAVER generation. KFI Global recently received the 2022 Money Awareness and Inclusion award for Best Financial Literacy Program for Schools.

In this episode we discussed:

How parents can empower their teens.
Why confidence comes from competence.
What most schools get wrong about financial education.

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The Tony Steuer Podcast with Kyle Langstaff: Improving Efficiency in Life Insurance with Technology

The Get Ready Money Podcast

09/21/22 • 33 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Kyle Langstaff, Fintech and Financial Wellness Expert about how technology empowers life insurance agents to create a better consumer experience.

Kyle Langstaff is a Fintech and Financial Wellness Expert. Kyle holds over 14 years of experience within the financial services industry - including business development, recruiting and management. His various roles have included financial advisory for business owners, wholesaling, and most recently, Kyle has been working with insurance organizations to advance their businesses through the implementation of technologies.

In this episode we discussed:

Empowering insurance agents with technology
Improving accessibility and equity with technology
How technology enhances human advisors

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The Tony Steuer Podcast with Mariela Garcia: Living Life On Your Own Terms

The Get Ready Money Podcast

09/07/22 • 37 min

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On the latest episode of The Tony Steuer Podcast, I spoke with Mariela Garcia, Money and Life Coach about aligning your money with your values.
Mariela Garcia is a Certified Financial Coach and Life Coach helping individuals get good with money. In addition to working with individuals, Mariela offers classes on topics related to Financial Wellness. She also writes articles on personal finance on her blogs. Her goal is to instill hope, knowledge, and passion in all who desire to get good with money.
In this episode we discussed:

The importance of having a positive relationship with money.
Living a FLEX life (living life on your own terms)
Creating equity in financial wellness

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The Get Ready Money Podcast with Sheryl O’Connor and Phil Lubinski: Giving Retirees Peace of Mind

The Get Ready Money Podcast

02/14/24 • 46 min

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On the latest episode of The Get Ready Money Podcast, I spoke with Sheryl O’Connor and Phil Lubinski, co-founders of IncomeConductor about changing the way we think about money, and managing retirement income to provide retirees peace of mind.

In this episode we discussed:

The importance of an implementation roadmap.
The value of a time segmented approach is so important to managing retirement income.
Why retirees should go from a savings habit to a spending habit.
How you can have a strategy where you don't have to rely on the market performance from a day-to-day perspective.

Sheryl O’Connor has spent over 25 years in the financial services industry at insurance and investment management firms where she led strategic business growth and technology innovation. After leading an investment management firm for 11 years, Sheryl co-founded IncomeConductor in 2017, a retirement income focused wealthtech firm that provides a revolutionary strategy and technology to advisors and their clients that meet the needs of today’s retirees and serves as its CEO. Sheryl has won numerous leadership awards and serves as a global ambassador to encourage women entrepreneurship in technology.

Phil Lubinski, CFP has spent over 35 years as a financial advisor, serving almost exclusively retirement income planning clients. He was first to develop a ‘bucketing’ approach to income planning and has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he co-founded IncomeConductor, which utilizes his time-segmented strategy. Phil serves as the firm’s Retirement Income Specialist, contributing his expertise in the areas of advisor training, case design consultation, and software enhancements.
Connect with Sheryl O’Connor and Phil Lubinski:

Income Conductor Website: www.incomeconductor.com

LinkedIn (Sheryl O’Connor): https://www.linkedin.com/in/sheryl-o-connor-72170837/

LinkedIn (Phil Lubinski): https://www.linkedin.com/in/phil-lubinski-cfp-3685aa5/

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