👋 Welcome to The Get Ready Movement Newsletter
Each week, I share what’s catching my attention in the world of financial literacy—from trends and tools to the people reshaping how we teach, talk about, and take action around money. Whether you're a financial educator, advisor, or someone who just wants to stay informed, here’s what I think matters this week.
10 Things I Think (About Money, Life & What’s Next)
1. Action Prompt: Review Your Savings Strategy (Week 22)
📌 Action: Have a plan for saving money.
💭 Tony’s Take: Saving money for the future is how you will meet your goals such as creating a safety net fund, buying a home, and achieving financial independence.
2. Strategy of the week:
💡Check your progress saving for your goals. Add up how much you’re saving for these categories (it’s okay to estimate):
- Rainy Day (emergency) fund.
- Short-term goals.
- Medium-term goals.
- Long-term goals.
- Other goals.
💭 Tony’s Take: Monitoring your progress allows you to see what you’ve accomplished and where changes may be needed. This is a journey and not a race.
3. Big Question to Ask:
❓Are there any changes in your life that may impact your savings strategy?
💭 Tony’s Take: A strategy helps you meet your goals. Your strategy should evolve as your life changes.
4. Financial literacy has no borders.
🌍 The Get Ready Money Podcast has now been heard in 100+ countries!
💭 Tony’s Take: This milestone makes clear that financial literacy is a global issue. Thank you to everyone supporting the podcast.
🎧 Catch the latest episode of The Get Ready Money Podcast (here) and hit reply to let me know where you’re tuning in or reading this newsletter.
5. Suddenly Single: Divorced, Widowed, Separated
Did you know that women outlive men by five to 10 years? In fact, 85% of people who live to be 100 years old are women.
💭 Tony’s Take: Major life events require intentional planning. Start before the “what ifs” happen (especially for women).
📘 Check out this course and resources from Marie Burns and Mind Money Motion (here)
6. Build Your Financial Dream Team
🔑 3 Key takeaways:
🔹 Advisors need to communicate, and work together to find solutions for the clients.
🔹 Teaming up with other experts uncovers blind spots.
🔹 Going beyond your expertise can cost your clients significantly, you can’t be an expert in all things.
💭 Tony’s Take: Most people wouldn’t rely on just one doctor for everything — so why do that with money?
🎙️ Alissa Maizes, Julie Pinkerton, Maxwell Schmitz joined me on The Get Ready Money Podcast. Check it out (here)
7. Low-Stakes Life vs. High-Stakes Life: How I Learned to Truly Live
Are you existing or truly living? Ask yourself: How high are your stakes in life?
💭 Tony’s Take: Prudence Zhu is one of my favorite writers on money and life. In this article she challenges us to think about how our goals should be the driving force, rather than our money.
📖 By Prudence Zhu. Read on (LinkedIn)
8. Rewrite Your Money Story Today!
🔑 3 Key takeaways:
🔹 Forgive yourself for your money mistakes.
🔹 Financial well-being is 80% behavior, 20% knowledge.
🔹 Seek advice from qualified voices.
💭 Tony’s Take: Own your money story. Forgive the past and own your future.
🎙️ Tokiso “TKay” Nthebe joins me on The Get Ready Money Podcast. Check it out (here)
9. Why Your Self-Worth Is Not Your Net Worth: The Real Cost of Financial Shame
A deep dive into the emotional roots of this toxic money narrative—and why it’s costing you far more than just dollars (Part 1).
How To Untangle Your Identity from Your Finances: The Separation Process. a framework to help you shift from financial shame to clarity, resilience, and empowerment (Part 2).
💭 Tony’s Take: How you feel about yourself when it comes to money has a huge impact on your financial journey. Shifting your mindset will lead to success and confidence.
🎙️ Shari Rash and Shanna Game on the Everyone’s Talkin’ Money Podcast - Apple Podcasts (Part 1)(Part 2)
10. Estate Planning Made Manageable
Estate planning is about communication, not just documents. Having the tough conversations with family now can save heartache and confusion later.
💭 Tony’s Take: Estate planning is something that we do for those we leave behind. It’s a gift to our loved ones of clarity and care.
🎙️ Rachel Donnelly and Melissa Joy on the Women’s Money Wisdom Podcast. Check it out (here)
🚀 Bonus: 5 Quick Hits:
- Don’t Assume You Know What Your Clients Want. Adam Holt and Kelly Waltrich on the Don’t Do That Podcast (Apple Podcasts)
- Vices, Virtues, and a Little Humor: 30 Quotes from Financial History by Mark J. Higgins, CFA, CFP and Rachel Kloepfer for the CFA Institute. Read (here).
- Myths vs. Realities for Widows Playlist By Carolyn Moor. Read on (LinkedIn)
- The Wisest Investment: raising money smart kids with Robin Taub and Dr. Yatin Chadha on the Beyond MD Podcast. Listen (here).
- Financial Literacy Guide for Kids from Lawrence Sprung and Mitlin Financial. Download for free (here).
📂 Member Resources
📝 Resources for this week’s action item (#21) from your dashboard (Monthly Focus Area 5: Net Worth):
- The Get Ready Blueprint week 22 worksheet where you’ll review your progress on saving for your goals and your savings ratio.
- Review your net worth statement from week 21.
- Ask Tony AI - and get personalized answers to your money questions and this week’s action item (includes all of my content).
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
📅 Important Dates
June 15th:
- 2nd Quarter Estimated Tax Payment due.
- Deadline for U.S. Residents abroad to file form 1040 or Form 1040-SR and pay any tax, interest and penalties.
- Military personnel who are serving or living outside the U.S. If you're a participant in a combat zone, you may be able to further extend the filing deadline.
📝 Final Thought
Pay yourself first by having a plan for how much of your earnings will go to savings.
Thanks for being part of the Get Ready movement.
If something resonated with you, please share this newsletter.
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)
📚 Books: Explore The Tony Steuer Bookshelf (digital editions of all of my books) or at (Bookshop) (Amazon)
📣 Promote yourself by sponsoring the Get Ready Podcast and Newsletter (hit reply to discuss).
