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In this episode, Tony shares insights from his newest book: “The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money.
- He address the following questions:
- Why is mindset important to how we think about money?
- Why is it important to empower people rather than telling them what to do?
- Why are weekly actions items helpful?
- How can we know what information is useful?
- Why should someone think about their goals before they think about a product?
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors.
The Get Ready Method provides a framework for integrating financial products, financial advice and advisors. He is also an Advisor at Paperwork and Dingo Technologies. Meanwhile, he is a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board as well.
Steuer shares his trailblazing thought leadership on financial wellness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.
Steuer’s books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner, have won numerous awards, including four awards for Excellence in Financial Literacy Education. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.
Financial Preparedness Advocate & Author (check out my books here)
https://www.tonysteuer.com/books/
Let’s change the way we think about money!
www.tonysteuer.com
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng/
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0L64608, 2023-159059. Exp 08/2025