The Get Ready List 5-10-2024
Tony Steuer, CLU, LA, CPFFE
Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor
Welcome to The Get Ready List. This list is a way to spotlight helpful information from people who are changing the way we think about money.
Please share, the more people that subscribe, the more I can include in future issues. Thanks for checking this out.
?? Events:
?? Harnessing The Power of Stock Compensation webinar - May 16 - 12-1pm ET. Hosted by Meredith C. Moore and Mercedes Pasqualetti . Learn how ?to better utilize the power of your equity compensation. Register (here).
?? RTS Tax Planning Summit & TPR Live - September 25-27, 2024 - Phoenix, AZ via Steven A. Jarvis, CPA ?? hosted by Retirement Tax Services . The premiere tax planning conference in the financial planning industry.? Learn more (here).
?? Berkshire Hathaway 2024 Annual Meeting. Check out the full recap with videos on CNBC (here).?
??? Podcasts:
??? Marie Burns and Laurie Wright talk about tips for a healthier money life on the Mind Money Motion podcast. Check it out on Apple Podcasts (here)
??? Faith Teope and Mark DiPippa talk about Heroes and Villains on the SAVVY mini-series. Is entertainment the missing link to raising a savvier next generation? Check it out on YouTube (here).?
??? Stoy Hall, CFP? and Shana Sissel, CAIA discuss mastering alternatives in modern investing on the No BS Wealth Podcast. Check it out on YouTube (here).?
??? Laura D. Adams, MBA talks about 6 rules for contributing to an IRA and a 401(k) on the Money Girl podcast. Check it out on Apple Podcasts (here).
??? Nicole Vilaca and Becky Lukovic talk about how creating a business from passion is the key to success. Check it out on Apple Podcasts (here).
??? Emily Koochel, PhD, AFC?,CFT? and Brendan Frazier talk about Combining Psychology With Technology To Transform Client Outcomes on The Human Side of Money Podcast. Check it out on Apple Podcasts (here).
??? Robin Taub CPA, CA and Jojo talk about Invest in You: Money, Mindset and Wellbeing on The Strong Over Skinny Podcast. Check it out on Spotify (here).?
??? Tony Sirianni talks with Beth Fitzgerald and Holly Reimel about the benefits of listening skills and long-term planning, an increase of women inheriting wealth and more on The Tony Sirianni Podcast. Check it out on YouTube (here)
??? Gigi Gonzalez and Jean Chatzky discuss what your culture says about the way you manage money on the HerMoney podcast. Check it out on Apple Podcasts (here).?
??? Pam Krueger and Farnoosh Torabi talk about the keys to getting your money’s worth with a financial advisor on the So Money podcast. Check it out on Apple Podcasts (here).
??? Tony Ca?as, CPCU, MBA, AU, ARM, ARe, AIC, AIS chats with Chantal M Roberts, CPCU, AIC, RPA, ITP , long-time insurance professional, CPCU, about her new book "Once Upon a Claim". Check it out on YouTube (here).?
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?? Articles:
?? Why Get Organized in The Sassy Septuagenarian by me (Tony Steuer). Check it out on LinkedIn (here).
?? Why Do People Make “Bad” Financial Decisions? By Nick Maggiulli for Of Dollars and Data. We could all use a little less judgement in our lives, especially around our financial decisions. Check out the article (here).
?? 5 Red Flags To Look Out For When Taking Advice From Financial Influencers by Addie J. for Gobankingrates.com How does a person weed out the nonsense from the expert financial information??Here’s what Dr. Preston D. Cherry, AFC?, CFT?, CFP? shares “The best kind of social media content offers financial education that does not harm and encourages its audience to better themselves. Check out the article (here).?
?? Burnout Blues: How Do I Make A Fearless Career Shift Now! by Bobby Clark for the Your Money Life Newsletter. Check it out on LinkedIn (here).
?? Research:
?? 2024 Insurance Barometer Study from LIMRA . An annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance. Review trends in ownership and need, as well as demographic explorations of new technology, product innovations, retirement planning, and more. Download the study (here).?
?? The pros and cons of remaining in a 401(k) plan after retirement for The Journal of Individual Financial Management by Olivia S Mitchell , Catherine Reilly, CFA and John A. Turner. Check it out (here).
??? The Algorithm Insights 2024 Report is HERE!? The Ultimate LinkedIn? Guide for Business Growth from Richard van der Blom . Check it out on LinkedIn (here).
Please share any podcasts, webinars, research reports, books and so on that will help people change the way they think about money.?
Join The Get Ready Money Club and receive The Get Ready Weekly Action Item, latest episodes of The Get Ready Money Podcast and more to your?email inbox at www.tonysteuer.com
Until next week, let’s change the way we think about money.?
Tony
Founder & CEO of Artisan Financial Strategies - Helping Senior Executives and Scaling Entrepreneurs Coordinate Their Financial World | Keynote and TEDx Speaker | Writer | Connector | WBE
10 个月Thanks for promoting, Tony Steuer, CLU, LA, CPFFE !
Keynote speaker | Award-winning Author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life
10 个月Great round-up this week, thanks for including me!
The 401k & ESOP Provider Inspired By People | Forbes Finance Council | Human advocate
10 个月SAVVY Episode 16 made the cut! Loving this lineup! Great resources Tony Steuer,!!
Helping STEM professionals reduce financial stress: Money Coach | Certified Financial Educator
10 个月Hey Tony, thanks for the including my article. I ready appreciate it.
Insurance Claims Expert & Educator | Author of "Once Upon A Claim" | Simplifying Insurance for All | CPCU, AIC, RPA, ITP
10 个月Thank you for this!