Time to review your financial first aid kit

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

Get Ready! with Tony Steuer – Ep3: The Future of Estate Planning with Chris Hall

Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a … Read more

Get Ready! with Tony Steuer – Ep1: The Future of Written Content with Tanya Hall

Welcome to the first episode of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Tanya Hall. Tanya discussed branding and the future of written content. We covered:  Do you know how to build your brand?  What is the future for long-form content and books?  Are … Read more

Get Ready! with Tony Steuer – Ep2: The Future of Financial Services with Bob Bingham

Welcome to Episode 2 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Bob Bingham. Bob and I discussed:   Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you … Read more

What are your insurance gaps?

The recent earthquakes in Southern California are a good reminder that a financial service should match your needs and goals. This comes under the GET READY! Principle that You should receive customized service appropriate to your needs and goals. Your potential financial needs should be reviewed for each type of financial product under consideration and take … Read more