Thanks for being part of The Get Ready Movement—changing how we think about money, one idea at a time.
Every week, I spotlight what’s shaping the future of financial literacy—from emerging trends and practical tools to the people transforming how we talk about (and take action around) money.
1. Weekly Action Prompt
đź“Ś Action: Week 25: Prepare for income taxes.
💠Tony’s Take: Tax preparedness is for everyone, not just the wealthy and should be done throughout the year. You can minimize your taxes by preparing for income taxes.
2. Strategy of the week
đź’ˇ Review your tax returns carefully to ensure you are maximizing all of your deductions. This includes using tax-advantaged retirement accounts and college savings accounts.
💠Tony’s Take: Always save your tax documents and receipts, including charitable donations, so you can take all available deductions.
3. Big Question to Ask
❓What’s your tax preparedness strategy during the year?
💠Tony’s Take: Having a strategy and plan helps you stay on track.
4. Empower Women to Take Control of Their Finances!
🔹 We have to enable women to do it their way.
🔹 It’s okay to talk about money, we need to have conversations about money.
🔹 It’s important to take agency over our lives.
🔹 If you’re a female client, find an advisor you feel comfortable with.
💠Tony’s Take: Changing the way we think about women and money will empower women to be successful with their money.
🎙️ With Shelby Nicholl on The Get Ready Money Podcast. Check it out (here)
5. Women, Wealth and The Future of Financial Planning
Why women often switch advisors after major life events and the emotional drivers behind women’s financial decisions.
💠Tony’s Take: The financial services industry has failed women and needs to evolve.
🎙️ Cary Carbonaro and Melissa Joy on the Women’s Money Wisdom Podcast (Apple Podcasts)
6. Does Money Equal Happiness?
🔹 How money and happiness are interrelated.
🔹 Personal finance isn’t just about the money, it’s about the story.
🔹 Be kind to yourself about money.
🔹 Money is not the point, you need to find your purpose.
💠Tony’s Take: Reframing how we think about money and happiness will help us achieve peace of mind.
🎙️ With Jessica Moorhouse on The Get Ready Money Podcast. Check it out (here)
7. Why High Earners Still Feel Stuck Financially
Even with good paychecks, lifestyle creep and unclear goals can cause stress. Aligning your money with your values—not just chasing more—can lead to real peace and freedom.
💠Tony’s Take: Achieving balance in our financial lives will lead to a more fulfilled life.
🎙️ Preston Cherry on the Life Money Balance Podcast. Watch on (YouTube).
8. Forgotten Money Finds Its Way Home
Unclaimed money is more common than we think—and recovering it can be surprisingly simple. Use official, free resources to search for unclaimed funds.
💠Tony’s Take: There are many free and easy ways to search for unclaimed property. The hardest part? Knowing where to look.
đź“– By Julie Rains for Save. Invest. Protect. Preserve. Read (here).
đź“Ą Access the Unclaimed Property Checklist from your dashboard (here).
9. The Smart Money Bundle
If you’ve ever wished managing money could feel easier, this is for you. I’ve teamed up with 30+ experts to bring you free tools for budgeting, meal planning, travel, money mindset and more.
💠Tony’s Take: My award winning book: Get Ready: A Step By Step Guide to Maintaining Your Financial First Aid Kit, is included, and you can grab it (and so many other resources) for $0 until June 21st.
🙌 Check out the bundle (here). Thanks to Prisca Benson for hosting.
10. 15th Annual Plutus Awards
🔹 The Plutus Awards celebrate excellence in personal finance content.
🔹 Content that may be considered in the Plutus Awards should fall under written, audio, or video content, with the subject pertaining to personal finance or topics that are closely related.
🔹 Content creators and the general reading or listening public may also nominate content or a content creator whose work they appreciate for consideration within any of the above categories.
🏅Learn more and submit a nomination (here).
🚀 Bonus: 5 Quick Hits:
- Why You Need A Priority List by Bobby Clark. Read on LinkedIn (here).
- Communicating During Crisis Webinar with Paul Brandus, Sheryl O’Connor and Marc Butler. Presented by Income Conductor. Register for free (here).
- Everything You Need to Know About Trusts with Alan Gassman and Laurence Kotlikoff on the Economics Matter Podcast (YouTube).
- What Money Can’t Fix. Debbie Milman and Carl Richards on the 50 Fires: Money and Meaning Podcast (Apple Podcasts).
- Changes in U.S. Family Finances from 2019 to 2022. Evidence from the Survey of Consumer Finances October 2023. Federal Reserve Survey (here).
đź“ť Member Resources This Week
Resources for this week's action item (#25) are located in Monthly Focus Area 6: Strategy Review:
- The Get Ready Blueprint week 25 worksheet where you’ll review additional tips to prepare for income taxes.
- Taxes and tax documents worksheets
- Chat with Tony AI: Personalized guidance based on my full content library—books, podcasts, and articles.
Access Your Get Ready Resources here
Note: Available to all members of The Get Ready Movement.
Support The Get Ready Movement here.
Support the Get Ready Movement
đź“ť Final Thought
Tax preparedness isn’t just about paying what you owe—it’s about keeping more of what you’ve earned. Start planning now to take full advantage of every opportunity.
Thanks for being part of the Get Ready movement.
If something resonated with you, please share.
Let’s keep changing the way we think - and talk- about money.
– Tony
➡️ Support The Get Ready Movement (here). Help me keep these resources free.
🎙️ Subscribe to The Get Ready Money Podcast (Apple Podcasts) (YouTube)
đź“š Books: Explore The Tony Steuer Bookshelf (digital editions of all of my books) or at (Bookshop) (Amazon)
đź“Ł Promote yourself by sponsoring the Get Ready Podcast and Newsletter (hit reply to discuss).
đź’¬ Connect on LinkedIn.
