Episode 43 - Change How We Think About Money: Interview with Tony Steuer

✔️Summary:

In this episode, I interviewed Tony Steuer, who discusses his financial education method, the Get Ready Method. He emphasizes the importance of educating yourself about financial products, asking questions, and being curious. He also talks about the different types of insurance products and how to choose the right one for your needs.

Tony discusses the importance of financial literacy and how his program helps people build it. Specifically, his program helps people build financial literacy by teaching them one simple action item each week. This makes it easy to build a habit of financial planning and management. He also talks about his book, which was awarded the Excellence in Financial Literacy Education Award.

Tony also discusses his role as an advisor at PaperWork and Dingo Technologies. He expresses excitement about technology expanding the scope of education tools, particularly in the field of financial education. Tony believes that technology can leverage existing knowledge to assist individuals in real-time situations, especially in financial matters.

The conversation touches on various topics, including Certified Financial Planners (CFPs), their role, and the importance of finding an advisor who aligns with one's values and background. Tony also emphasizes the significance of diversity in the financial advisory industry to cater to different cultural perspectives.

The discussion delves into the challenges of financial literacy education in schools and the societal taboo around discussing money. Tony advocates for open communication about money within families to instill good financial habits in children.

The conversation concludes with Tony sharing his long-term goal of helping people change their perspectives on money and avoid financial pitfalls through education and awareness.

⭐️About Tony:

Tony Steuer is dedicated to changing the way people think about money, empowering them to make better financial decisions. His goal is to collaborate with like-minded professionals, including financial advisors, certified financial planners, insurance agents, registered representatives, wealth managers, financial coaches, financial therapists, accountants, CPAs, real estate professionals, bankers, and others who share this mission. Tony provides knowledge and resources to help individuals put financial literacy into action.

Connect with Tony Steuer if:

👉 You're interested in collaborating on ways to change the way we think about money.

👉 You're a media professional interested in an experienced personal finance and life insurance resource.

👉 You're interested in an experienced podcast guest.

👉 You're interested in exploring opportunities to work together to increase financial wellness.

Tony Steuer is an internationally recognized financial wellness advocate, award-winning author, and top-ranked podcaster. He serves as a Strategic Advisor at Insurance Nerds, Paperwork, and Dingo Technologies. Tony is proud to be a member of ThinkAdvisor’s LUMINARIES Class of 2022 Finalist in Thought Leadership & Education and has also served as a long-term member of The California Department of Insurance Curriculum Board.

He is regularly featured in the media, including ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. Tony Steuer is also a frequent guest on podcasts, contributing to the ongoing conversation about changing the way we think about money.

💜 Where to find Tony:

► Website: tonysteuer.com

► Facebook: https://www.linkedin.com/in/tonysteuer/

► Instagram: https://www.instagram.com/tonysteuerauthor/

☞ Tony’s Book Recommendation:

► “Smart Brevity” by Jim VandeHei, Mike Allen, Roy Schwartz:https://amzn.to/48VvXQM

► “The Intelligent Investor” by Benjamin Graham: https://amzn.to/48ZZhFV