Tony Steuer Recommends 2-21-2024

Here are my top recommendations to help you change the way you think about money for better money conversations from trusted sources.

?? Unraveling Your Relationship with Money: Ditch Your Money Trauma So You Can Live an Abundant Life by Shannah Game CFP?

?? Tony's Take: Healing your relationship with money can unlock greater financial freedom.

?? Overview: This book offers a guide to addressing deep-seated money trauma, breaking negative financial cycles, and building healthier financial habits.

?? Emotions like fear, shame, and panic shape financial behaviors. ?? Identifying past money trauma is key to financial growth. ?? Practical steps help create lasting financial change.

Source (Check it out on Bookshop)

??? Transform Your Money Mindset with Brandi Taylor and Tony Steuer, CLU, LA, CPFFE on the Business Beauty Podcast.

??? Tony's Take: Changing your money mindset is the first step to financial success.

?? Overview: Your relationship with money influences every financial decision. This episode explores strategies for shifting your mindset and taking control of your financial future.

?? Mindset is the foundation of financial success. ?? The Get Ready Method provides a roadmap for financial control. ?? Small, intentional actions lead to lasting change.

?? (Listen on Apple Podcasts)

??? The Good Money Revolution with Derrick Kinney and Christine M Luken on the Money is Emotional Podcast

?? Tony's Take: Money can be a tool for impact when aligned with purpose.

?? Overview: Money isn’t just about accumulation—it’s about using it to create positive change. This episode explores how to align wealth with purpose.

?? Money can be a force for good when used intentionally. ?? Aligning money with values makes financial decisions more meaningful. ?? Giving strategically can enhance financial well-being.

?? (Watch on YouTube)

??? Financial Intimacy: Understanding the Psychology of Money in Relationships with Edward Coambs, CFP?, LMFT, CFT-I? and Ashley Quamme on the Planning & Beyond Podcast

?? Tony's Take: Stronger relationships start with honest money conversations.

?? Overview: Money impacts relationships in ways we often overlook. This episode explores how to create deeper connections through financial conversations.

?? Financial intimacy strengthens relationships. ?? Understanding your partner’s money mindset improves communication. ?? Proactive conversations prevent financial stress.

?? (Listen on Apple Podcasts)

?? The Power of the Right Question by Derek F. Hagen for Meaningful Money

?? Tony's Take: The right question can shift your financial perspective.

?? Overview: The questions we ask about money shape our financial decisions. This article explores how thoughtful questioning leads to greater financial clarity.

?? Asking better questions leads to better financial outcomes. ?? Shifting focus from "what" to "why" can spark meaningful change. ?? Curiosity is a powerful tool for financial growth.

?? (Read it here)

??? Why More Americans Are Choosing The Child-Free Lifestyle with Jay Zigmont, PhD, CFP? and Bernadette Joy .

?? Tony's Take: Financial planning looks different for those without children.

?? Overview: This discussion explores how financial independence, retirement, and wealth-building strategies shift for those without children.

?? Tony's Take: Financial planning looks different for those without children. ?? Financial goals can be redefined outside of traditional family structures. ?? Simplicity in financial planning can lead to greater flexibility. ?? Intentional spending and saving take on new meaning.

?? (Watch on YouTube)

??? Debunking The Top 10 Life Insurance Myths with Luke Rother, CLU and Tony Steuer, CLU, LA, CPFFE on The Get Ready Money Podcast

?? Tony's Take: Life insurance myths can lead to costly mistakes—know the facts.

?? Overview: Life insurance is misunderstood. This episode breaks down common myths and provides clarity on how life insurance really works.

?? Life insurance is an investment (nope, it’s insurance with an investment component). ?? Health conditions don’t always disqualify you from coverage. ?? Policies require periodic reviews to remain effective.

?? (Watch or listen here)

??? Will an Annuity Save Your Retirement? With Dr. Preston D. Cherry, AFC?, CFT?, CFP? on the Life Money Balance Podcast

?? Tony's Take: Annuities provide peace of mind by ensuring lifetime income when used properly. .

?? Overview: This discussion clarifies annuities' role in retirement, emphasizing their purpose as insurance against outliving savings.

?? Annuities offer guaranteed income in retirement. ?? They are insurance, not investments. ?? Understanding annuities can provide financial security.

?? (Watch on YouTube)

?? Say ‘I Love You’ With an Estate Plan by Diana Cabrices for WealthManagement.com

?? Tony's Take: Estate planning is a lasting act of love.

?? Overview: Estate planning ensures your loved ones are financially secure long after you're gone.

?? A well-crafted estate plan prevents legal and financial stress. ?? Planning ahead ensures your wishes are carried out. ?? It’s about protecting and providing for future generations.

?? Read it here

?? 100 Ways to Write a Condolence Card from Kathi Balasek, MA

?? Tony’s Take: Finding the right words in difficult times can bring comfort and connection.

?? Overview:? Know exactly what to say when you are at a loss for words.

?? Knowledge in exactly what to write.

?? Confidence in knowing that you are helping.

?? Imagine how they will feel care and comfort.

?? Learn more (here).

?? How to Avoid Common Divorce Mistakes with Rhonda Noordyk , Maggie Nielsen, MBA and Dr. Barbara Provost, EdD, MS Ed, MBM on the Women & Money: The Shit We Don't Talk About! Podcast.

?? Tony’s Take: Smart financial decisions during a divorce can prevent long-term setbacks.

?? How to feel more financially confident during divorce.

?? Common financial pitfalls to avoid.

?? Steps to take control of your financial future.

??? Watch on (YouTube)

?? Title: Top 10 Scams of 2024 from the National Consumers League (NCL) .

?? Tony's Take: Awareness of scams is key to protecting your finances.

?? Overview: Fraudsters are getting smarter—this report highlights the most common and costly scams of the year.

?? Fake prizes and sweepstakes were the top-reported scams. ?? Crypto and investment fraud caused the biggest financial losses. ?? Staying informed is the best defense against scams.

?? (Read the full report)

??? U.S. Insurers Face a Changing and Challenging Landscape from Fitch Ratings .

?? Tony’s Take: Public policy, economic shifts, and climate risks are reshaping the insurance industry.

?? The impact of economic policies on insurers.

?? How climate change is driving up insurance costs.

?? What consumers should watch for in the insurance market.

??? Read more (here).

??? The FINRA Investor Education Foundation National Financial Capability Study.

?? Tony’s Take: This long-term study offers valuable insights into financial habits across the U.S.

?? How financial capability has changed over 12 years.

?? The role of financial education in better decision-making.

?? Trends in savings, investments, and debt.

??? Check out the study (here).

If you like this, please share it.

Do you have a recommendation? DM or leave in the comments.

Tony

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