The Get Ready List 5-17-2024
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 Get Ready List, the more people that subscribe, the more I can include in future issues.
?? Events:
?? RISE Awards 2024: Leadership Summit and Awards Gala - June 18-20 - Fort Lauderdale, FL presented by Rising Insurance Star Executives (R.I.S.E.) RISE Professionals . Tony Ca?as, CPCU, MBA, AU, ARM, ARe, AIC, AIS and ???? Nick Lamparelli from Insurance Nerds will be there to support RISE. Use PARTNER24-NERDS to get a $200 discount on the registration. Learn more (here)
?? Get Health Savvy 2024: Creating a Healthy Financial Mindset (June 5th) and Strengthening Conversations, Building Confidence for Purposeful Living (June 12th) presented by Savvy Ladies . Learn more (here).?
Podcasts:
??? Dr. Barbara Provost, EdD, MS Ed, MBM and Maggie Nielsen, MBA chat with Stephanie McCullough about overcoming financial shame on the Women & Money: The Shit We Don’t Talk About podcast. Check out the episode on YouTube (here).
??? Jennifer Lee, AWMA?, AIF? chats with Shannah Game CFP? about The Ultimate Divorce Checklist (That You’ll Hopefully Never Need on the Everyone’s Talkin’ Money Podcast. Listen to it on Apple Podcasts (here).
??? Derek N.H. Notman, CFP? and H. Adam Holt, CFP?, ChFC? talk about The Struggles of Being a Dadpreneur on the Rethink. Financial Advice Podcast . Listen to it (here).
??? Todd Combs talks about Charlie Munger’s Legacy on the Value Investing with Legends Podcast. Listen to it (here).?
??? Christine Simone and I talk about changing the way we think about money and healthcare planning on The Get Ready Money Podcast. Check out the episode on YouTube (here).
?? Articles
?? Why You Might Be Responsible For Paying Your Parents’ Medical Debts by Kelly Phillips Erb for Forbes . Read the article (here).
?? Women’s Most Overlooked Issue by Jerilyn Klein . The health-wealth bond threatens the financial well-being of women of all ages and they need your help. Read the article on LinkedIn (here).
?? Americans Are Racking Up 'Phantom Debt' That Wall Street Can't Track by Paulina Cachero and Paige Smith for Financial Advisor. That specter lurks behind buzzy “Buy Now, Pay Later” platforms, which allow consumers to split purchases into smaller installments. Read the article (here).
?? How to Find a Partner like Charlie Munger by Frederik Gieschen, CFA for The Alchemy of Money. Read the article (here).
领英推荐
?? Crisis Budgeting: How to Survive Financial Catastrophe And Thrive on the Other Side by Michele Cagan, CPA . When you’re a single parent, it doesn’t take much to knock you into a financial crisis. Read the article (here).
?? Is It Different This Time? By Elliott Appel, CFP?, CLU?, RLP? . Read the article (here).?
??? For The Likelihood Of Cognitive Decline by Chris Heye, PhD for Keena Pettijohn 's Sassy Septuagenarian. Check it out on LinkedIn (here).
?? Is Your Paycheck Protected? By Sheryl Hickerson for Females and Finance Community . Why disability insurance is important, especially for women. Check out the article on LinkedIn (here)
?? We're living longer than ever before. Here's how we can also live better by Ramsey Alwin for the World Economic Forum . How we age, however, depends on how we—as individuals and as a society—support each other through key life events and nurture the assets we need to age well. And that starts early. Read the article (here).
?? Is Social Security Going Bankrupt? By Ben Carlson, CFA for A Wealth of Common Sense (read it here). See Research below for a link to the Social Security Trustee’s Report.
?? Research:
?? BrightPlan 2024 Wellness Barometer Survey. The State of Financial Wellbeing. Trends driving high costs for employers and employees. 91% of workers ore stressed about money. Only 18% of employees have basic financial literacy. Check out the survey (here).?
?? The 2024 Annual Report of The Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds. Read the report (here). ?
???? Books:
???? The Wesley Learns Books Series by Prince Dykes, MBA, AFC, AAMS and Wesley Dikes. Introducing financial literacy at an early age to children to help future generations build a solid foundation of finance. All sales support Global Children Financial Literacy Foundation. Check out the series (here).?
Thanks for checking out. The Get Ready List. Let me know if you have anything to include for future editions!
Until next week, let’s change the way we think about money.?
Tony
P.S. For more: Join The Get Ready Money Club at (www.tonysteuer.com)?
Writer. Communication Strategist. Author of Unfolding Your Mind: Notes on Ghosts, Power, and the Self (book and daily Substack)
9 个月This sounds like a great resource, Tony! Thanks for sharing. I'm helping people get over their subconscious blockages in their relationship with money, do you think they'll find relevant things in this book?
CEO at Caribou | 10 to Watch in Wealth Mgmt | Forbes 30U30
9 个月Glad to be included! Thanks again
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
9 个月Great resource Tony Steuer, CLU, LA, CPFFE, thanks for sharing more about the Rethink. Financial Advice Podcast and our REBL Dads experience!