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.
Go deeper on each weekly action item with fillable worksheets, insider tips, and more
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 which includes insider information and resources to empower you with your money.
The Get Ready method features 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.
Access a deeper dive on each weekly action item with insider tips and fillable worksheets:
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! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit (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.
BECOME A GET READY INSIDER!!!
Get Ready Insider
👉 The Get Ready Blueprint
👉 The Get Ready Blueprint Weekly Action Items (fillable pdfs)
👉 Bonus 1: Get Ready! A Step-by-Step Planner for Maintaining Your Financial First Aid Kit
👉 Bonus 2: The Get Ready Toolkit (100+ Worksheets from Get Ready! - fillable PDF & excel)
👉 Bonus 3: Investment Policy Statement Template
👉 Bonus 4: Unclaimed property search worksheet
👉 The Get Ready Newsletter
👉 The Get Ready Roadmap
👉 The Get Ready Money Guide Kit: lead a financial preparedness group for your clients, employees and friends.
PS. As an insider, you will also help support the Get Ready Newsletter and The Get Ready Money Podcast.
*Bulk discounts are available for financial advisors, insurance agents, financial coaches and companies. This makes a great gift for your clients and employees.
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
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 all areas of personal finance. The Get Ready Method empowers people to take control of their money while providing a framework for integrating financial products, advice and advisors.
Tony is also an advisor at Insurance Nerds, Paperwork and Dingo Technologies. Meanwhile, he is a Judge for the 2023 Finder Innovation Awards, as well as a Finalist in Thought Leadership & Education for ThinkAdvisor’s LUMINARIES Class of 2022. Tony is also a founding member of the Financial Literacy Advocates for Good group on Grapevine.org. He served as a long term member of The California Department of Insurance Curriculum Board as well.
Tony shares his trailblazing thought leadership on financial preparedness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.
Tony’s books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, 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. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.