Tony Steuer Recommends 12/20/2024

Here are my top 10 recommendations for the week from people who are passionate about changing the way we think about money and who are qualified and unbiased sources.

🎙️ My Wish for You (and Your Wealth!) in 2025 by Hilary Hendershott, MBA, CFP® . Your financial journey is not just about the numbers, it's really about fostering a mindset of possibility and empowerment. True financial well-being extends beyond bank account balances. Having sufficient financial resources is key to financial well-being, but you can still have fun on the journey. Check it out on (YouTube).

🎙️ The Family Conversation and Finances with Cameron Huddleston and Richard Wexler on the Caring in America Podcast. The importance of Adult Children talking with older loved ones about their finances. The consequences of not having the conversation. What to do if your Older loved Ones does not want to have the conversation. Check it out (here).

🎙️ Find Balance With Your Financial Health with Therese Faessler and Tony Steuer, CLU, LA, CPFFE on The Get Ready Money Podcast. Be mindful with your money and careful with your consumption. The wealth (and health) risks that you take on have to be worth it. Financial independence is about living without financial stress. Why the wealth gap is about opportunity. Check out the conversation (here).

📖 The True Cost of Living: How to Make the Most of Your Life Energy by Prudence Zhu, CPA/PFS, CBVS . Have you considered the true cost of your decisions — not just in dollars, but in Life Energy? Life Energy is the time and effort you spend earning money and making decisions. It’s not just about working 40 hours a week — it’s about the emotional and mental energy that goes into that work, plus the time you dedicate to making big decisions. Read it on (Medium).

🎙️ Raising Money-Savvy Kids with Jamie Bosse, CFP®, RFC, CCFC , Dr. Barbara Provost, EdD, MS Ed, MBM and Maggie Nielsen, MBA on the Women and Money, the Sh*t We Don’t Talk About Podcast. Listen in as she shares some creative strategies for introducing essential money concepts to children- like budgeting, saving and even understanding taxes. Check it out (here).

📖 3 Sites That Pay Cash for Unused Gift Cards by Jessica Walrack Finance Writer for US News. If you have unused gift cards laying around that you're not planning on using, sell them at these sites. Read the article (here).

🎙️ How to Be More Confident With Money with Prisca J. Benson, RN and Heather Edwards on “The Crazy Confidence Coach Podcast. There are little ways you can save money and become more educated about money topics to increase not only your knowledge but you confidence in money matters as well. You can do this will tiny, intentional steps. It's not difficult! Check it out on (Apple Podcasts).

📚 Inherited Trauma and Family Wealth: A Guide to Heal Your Relationships and Build a Lasting Legacy by Ruschelle Khanna, LCSW . This story-filled guide aims to provide an understanding of how your inherited patterns influence money decisions. Check it out on (Amazon).

📓 2024 Life Insurers Fact Book. The American Council of Life Insurers - ACLI Life Insurers Fact Book provides statistics and information on trends in the life insurance industry. Specific topics covered include assets, liabilities, income, expenditures, reinsurance, life insurance, and annuities. Check it out (here).

📖 Financial Planning for Special Needs Kids with Bryan Jepson MD, MSF, ChSNC and Dr. Jim Dahle on the White Coat Investor Podcast. Navigating special needs trusts, ABLE accounts, Social Security, Medicare, and more can be complicated, and it requires a lot of work and time. Check it out (here).

🎁 Give the Gift of Financial Literacy: The Get Ready Library includes all of my books and 150+ worksheets to help you organize and monitor every aspect of your financial life. 🔗 (Check it Out Here)

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

Which recommendation was your favorite?

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 Get Ready Money Club (here) to receive weekly action items, podcast notifications and recommendations via email.