Tony Steuer Recommends - The Get Ready List 10-5-2024

Here are my top 10 recommendations for the week.? Hopefully these will help you change the way you think about money and be financially prepared.

1) Interested in how health and wealth are coming together?

Join the Pirate WHealth Sessions this week to get tips from money and health experts on the most asked questions. Honored to be part of this amazing group of speakers! Marie Burns , Akeiva M. Ellis, MSFP, CPA/PFS, CFP?, ChSNC? , Carrie Rattle, Financial Coach/Therapist MBA, CDFA, AFC , John J. Chichester, Jr. CPA, PFS, CGMA, CFP?, AIF? , Lillian Turner, CFP?, RLP?, CSLP? , Rosalyn Brown, CFP?, CRPS?, CSM and Tony Steuer, CLU, LA, CPFFE . Thanks to ?? Virginia Asher, MS, CFP? (US and Canada) for hosting this event. Register (here ).

2) How do you get started talking to your kids about money?

How To Teach Your Kids About Money with Robin Taub CPA, CA and David Chilton on The Wealthy Barber podcast. In this episode we discuss all things parents should know when teaching their kids about money, from allowances, to piggy banks, to how much kids should save, and much more. Watch on YouTube (here ).

Ready to talk to your kids about money?

Teaching Kids About Money with Anthony Delauney, CFP? ChFC? CRPC? RICP? BFA? and Naseema McElroy, RN, FNP on the Financially Intentional Podcast. Anthony shares his personal journey and insights on teaching our little ones about money. Whether it's his touching stories of family or his practical tips for integrating money lessons into everyday moments, Anthony helps us see that it's never too early to start financial education. Check it out on YouTube (here ).

3) How do we protect our kids online?

How Digital Literacy Protects Our Kids – With Diana Graber and John Lanza on the Art of Allowance Podcast. They discuss understanding children’s developmental readiness for technology, emphasizing ethical thinking in digital spaces and balancing the risks and the benefits of an online presence. Check out the episode (here ).

4) How do you become a financial grown up?

Being A Financial Grown Up with Bobbi Rebell Kaufman, CFP? and I on The Get Ready Money Podcast. We discussed becoming a financial grown up and how parents can help in the process. Why money is meant to be a conversation, not a lecture. Being intentional with your money and deliberate with your decisions. Watch or listen (here ).

5) Are you (or your clients) leaving money on the table with your Social Security benefits?

The Essentials of Social Security: An Insider’s Insights to Help You Plan with Confidence with Nolan Russell and Eric Blake, CFP? on The Simply Retirement Podcast. They cover understanding social security, challenges in information accuracy, SSA staffing challenges (yes, this has an impact) and effective preparation. Check it out on YouTube (here ).

6) How life planning aligns financial decisions with personal goals.

Financial and Life Planning with Prudence Zhu, CPA/PFS, CDFA? and Tim Fergestad on the Phoenix Prosperity Podcast. Prudence explains how life planning plays a crucial role in aligning financial decisions with personal goals. Join the conversation to learn how you can take control of your finances and live a fulfilling life.

7) Why you shouldn’t let divorce derail long-term care planning.

Don’t Let Divorce Derail Long-Term Care for Rethinking65 by Maxwell Schmitz, MSFS, CLTC and myself.? For gray divorcees, navigating the tsunami of long-term care is especially important but often neglected. We take a look at why this is an escalating problem especially for women, client examples and how to prepare clients. Read the article (here ).

8) How to master long term care and elder care conversations?

Be The Hero! Mastering Long-Term Care and Elder Care Conversations through Expert-Led Events with Cathy Sikorski, Esq. , Elyse (Adler) Stoner, DES and Angela York . Expert Insights for Empowerment: Benefit from insights shared by leading professionals who specialize in elder care and long-term care planning. By bringing these experts to your clients, you enhance your credibility and provide them with the knowledge they need to make informed decisions. Learn more and register (here ).

9) Are you ready to create better financial habits and get financially organized?

Create Better Financial Habits by Getting Financially Organized? Join Marie Burns as she helps you declutter your finances. In this FREE hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an estate-planning checklist for you. October 17th and October 22nd. Learn more (here ).

10) How walking away is essential for success. Yes, this applies to financial products.

Quit: The Power of Knowing When to Walk Away by Annie Duke. What if the secret to success is not just hard work, but knowing when to change track? In this game-changing guide, decision-making expert Annie Duke shows why quitting what holds you back is essential for success.? Check it out on Amazon (here ). Thanks to H. Adam Holt, CFP?, ChFC? for the recommendation.

Thanks again, and if you like this tell some friends about it.

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

Until next week, let’s change the way we think about money.

Tony

P.S. Join the financial preparedness conversation in the The Get Ready Network LinkedIn group (here )

https://www.dhirubhai.net/groups/14238582/