I’m pleased to announce that Get Ready! is now available in all major e-book formats. In GET READY!, I explain how to organize your financial life with a comprehensive, easy to follow, step-by-step process. After explaining what, exactly, each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! … Read more
“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more
Amazing how fast this year has gone by. With the end of the year approaching, there are many financial items that will need addressing including open enrollment for health insurance and employee benefits, retirement contributions, reviewing your budget and end of the year charitable donations and other tax planning items. This makes October the perfect … Read more
This month, I had the pleasure of of appearing on The Money Answers Show with Jordan Goodman. We discussed these questions: Are you ready to take control of your financial life? Do you have a plan? What are the critical things to track and understand in order to know both your current financial situation and … Read more
Very excited to appear on ABC 7 KGO’s Seven on Your Side with Michael Finney last night (3/13). We discussed GET READY! and how to apply the Marie Kondo principles to managing your financial documents. We covered the topic of what to keep and for how long. Check out the interview here: https://abc7news.com/home/clearing-document-clutter-at-home/5190725/ Pick up … Read more
Thank you to Chuck Jaffe who invited me to join him on his Money Life Podcast in January to discuss GET READY! And why a financial first aid kit is important. You can stream Money Life Archive Audio for January 24, 2019: my appearance here and the full show here.
gritdaily.com recently published “Tony Steuer on Creating Your Critical Emergency Action List. This article covers the steps to take when a disaster hits and you are faced with an evacuation order. You should start off by creating a Critical Emergency Action List which includes taking stock of your family’s medical concerns, documenting how to access … Read more
Thank you to Cheddar for having me on their morning live-stream this month to discuss How to Prepare Your Financial First Aid Kit Before Disaster Strikes (full interview) and How to Build a Financial First-Aid Kit for Disasters (excerpt from interview and blog post). In this interview, I discuss how The GET READY! Planner walks you … Read more