Author, podcaster, and financial preparedness advocate Tony Steuer presents...

Become A Get Ready Insider

Take control of your finances and feel empowered around your money!

Let’s be honest, organizing and planning your financial life can be overwhelming. 

With advice all over the place, it can feel difficult to know where to start, let alone how to keep going. 

If you desire to take control of your finances and feel empowered around your money, I am here to help you in a systematic, non-jargon-filled, easy way. 


Become a Get Ready Insider

Hi, I am Tony Steuer... author, podcaster, and financial preparedness advocate. My method isn't going to make you cut out your daily latte or reprimand you for any actions you’ve taken up to this point. 

You can start now, from wherever you are, and move forward in a spirit of support and possibility! 

I have created the Get Ready Insider Program to empower and educate you on topics ranging from personal finance to insurance. 

With simple-to-follow lessons, achievable goals, and helpful tips for reviewing all aspects of your finances, you’ll feel motivated and inspired as you watch your financial life grow. 

The Get Ready Insider Program will help you be prepared, take control, and transform your life.



  • You are in control of your financial life
  • You feel 100% empowered with your money
  • You are transformed in how you think about money
  • You feel at ease when you think about money
  • You are organized and everything is up to date.
  • You understand how the world of money works

The Get Ready Insider Program provides you with a roadmap to changing the way you think about money so that you can take control of your financial life. 

Get Ready, Stay Prepared!

Over 52 weeks, you’ll receive a Weekly Accountability email with specific action items on these topics:

Monthly Focus Area 1: Habits and Planning

You’ll feel empowered with the Get Ready Habits to start your journey to changing the way you think about money. Defining your goals and priorities will make sure that your money works for you.

Week 1: Review the Get Ready Habits 

Week 2: Define your goals  & priorities 

Week 3: Plan for life stages

Week 4: Forecast upcoming life events

Monthly Focus Area 2: Be Prepared

You’ll feel at ease that you can find the financial documents you need, when you need them. You and your family will be prepared with a basic plan in the event of an emergency

Week 5: Organize Your Financial Documents 

Week 6: Declutter Your Documents

Week 7: Update Your Home Inventory

Week 8: Critical Emergency Action List

Monthly Focus Area 3: Your Team

Communicating with your family will help everyone be on the same page. You’ll know that your family is familiar with your wishes. Be confident that you are taking care of the next generation

Week 9: Have a Family Financial Meeting

Week 10: Have a family transition meeting

Week 11: Review your advisory team 

Week 12: Review Your Support for the next Generation

Week 13: Quarter 1 Reflection

Monthly Focus Area 4: Cash Flow

Understanding your income and expenses will empower you. You’ll be able to see your cash flow in one place.  Seeking balance will help you meet your goals. 

Week 14: Define Your Total Income 

Week 15: Review your Expenses  

Week 16: Create a Cash flow statement

Week 17: Balance Savings, Expenses and paying off debt

Monthly Focus Area 5: Net Worth

Ensure that you are on the right track for a healthy financial life. Understand how you can manage your debt. Know the value of what you own.

Week 18: Review your Checking and Savings Accounts 

Week 19: Review Your Property and Assets

Week 20: Review Your Debts

Week 21: Update Your Net worth statement

Monthly Focus Area 6: Strategy Review

Feel confident that you have a strategy in place to meet your goals. Take control by becoming an organized investor rather than an investment collector. Feel at ease knowing that you’ve got a rainy day fund.

Week 22: Review Your Savings Strategy

Week 23: Check Your Rainy Day Fund 

Week 24: Review Your Investment Policy Statement

Week 25: Prepare for taxes

Week 26: Quarter 2 Reflection

Monthly Focus Area 7: Are you protected?

Feel secure knowing that you will have the right coverage in place. Reduce your insurance premiums by optimizing your coverage. Know that you have a solid foundation for your financial plan.

Week 27: Review Your Auto Insurance

Week 28: Review Your Homeowner and Renters Insurance

Week 29: Review Your Health & Medicare Insurance

Week 30: Review your Disability Insurance

Monthly Focus Area 8: Your legacy

Feel good about knowing that you’re protecting your legacy. Communicating your wishes will help make sure that they are met. Know that you’ve provided for your loved ones with life insurance.

Week 31: Review beneficiaries

Week 32: Review Your Wills and Trusts

Week 33: Review Your Powers of Attorney & Directives

Week 34: Review Your Life Insurance

Monthly Focus Area 9: Financial Independence

Be confident that you have a plan and are on your way to financial independence. Know that you are maximizing your retirement plans. Feel good that you’re maximizing your passive income

Week 35: Review your Social Security statement 

Week 36: Check your retirement plans

Week 37: Maximize Your Passive Income 

Week 38: Check That You’re on Track For Financial Independence

Week 39: Quarter 3 Reflection

Monthly Focus Area 10: Find Value

Feel good that you’re making your money go further. Be confident that you are optimizing the full value of your compensation and benefits. Understand how you can decrease your tax burden

Week 40: Review Your Total Compensation Statement 

Week 41: Review your Employee Benefits 

Week 42: Optimize Your Spending

Week 43: Check Your Tax Burden

Monthly Focus Area 11: Monitor your personal information

Be empowered to understand how your information impacts your financial life. Take control by protecting yourself from scams.

Week 44: Review your Credit reports 

Week 45: Check your Credit scores(s)

Week 46: Order Consumer reports

Week 47: Protect Yourself From Frauds and Scams

Monthly Focus Area 12: Wrap Up Loose Ends

Feel good about your charitable giving. Be surprised by finding missing money. Be confident that you’re taking care all your end of year items. 

Week 48: Review Your Charitable Giving

Week 49: Search for Unclaimed property

Week 50: Review End of year Items

Week 51: Be Mindful of These Money Myths

Week 52: Quarter 4 Reflection

Bonus 1: The Get Ready Toolkit

Get Ready! (fillable PDF version) and The Get Ready Toolkit ( 100+ Worksheets from Get Ready! worksheets - fillable PDF & excel formats) - All the worksheets you will ever need for organizing & understanding your financial life.

Bonus 2: Investment Policy Statement

You’ll become an organized investor rather than an investment collector by creating your own Investment Policy Statement. This will become your guide for taking control of your investments.

Bonus 3: Unclaimed Property Search Worksheet

Find missing money with this worksheet of resources.


Get Ready Insider


  • The Get Ready 52 weekly action item emails
  • The Get Ready Blueprint (fillable pdf version)
  • Bonus 1: Get Ready! Planner and The Get Ready Toolkit (100+ Worksheets from Get Ready! - fillable PDF & excel)
  • Bonus 2: Investment Policy Statement Template
  • Bonus 3: Unclaimed property search worksheet
  • Bonus 4: Get Ready Movement Leader Kit: Tools for clubs, masterminds, teams and clients (coming soon)
  • The Get Ready Newsletter

*Bulk discounts are available for financial advisors, insurance agents, financial coaches and companies. This makes a great gift for your clients and employees. 

Why Me?

Here’s what I want you to know about the level of my work and how I’m unlike every other financial coach and advocate out there...

Not every Financial Advocate...

  • Has won four Excellence in Financial Literacy Education Awards 
  • Has over 30 years of direct experience working with clients
  • Has worked as a consumer advocate 
  • Served as a member of the California Department of Insurance Curriculum Board 
  • Published multiple best selling personal finance books  
  • Is recognized as a subject matter expert by the California Department of Insurance and media organizations such as Forbes and Nerdwallet
  • Has done litigation consulting work on the behalf of consumers 

Has written and been featured in the media on a regular basis

About Tony

Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, award-winning author, podcaster and fintech advisor. Tony’s mission is to help people get ready and stay prepared. He’s dedicated to changing the way we think about money.


Tony developed the Get Ready Movement to empower and educate people on topics ranging from personal finance to insurance. The Get Ready Movement also integrates others who are changing the way we think about money including financial advisors, insurance agents, and financial coaches.  

Tony is also an Adviser at Paperwork and Dingo Technologies.  He is an expert content reviewer for Nerdwallet and a contributor to Forbes Advisor. Tony is a member of ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. Tony served as a long term member of The California Department of Insurance Curriculum Board.

Tony is regularly featured in media including ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. Tony is also a frequent podcast guest.

Tony’s books, including Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, The Get Ready Monthly Personal Finance Guidebook, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner have won numerous awards, including four awards for Excellence in Financial Literacy Education. Tony's books are used in college courses, financial planning certification courses, insurance agency training, and financial planning firm resource libraries.