After hosting more than 300 conversations with financial professionals, authors, educators, advocates, and people navigating major life transitions, Tony Steuer, founder and host of Get Ready Before Life Happens, has learned a great deal—not only about creating and hosting an effective podcast, but also about what people need to make thoughtful financial decisions.
In this session, Tony will share the recurring lessons that have emerged from those conversations, including the importance of curiosity, better questions, authentic relationships, and human judgment—and why information and financial plans alone are often not enough. He will introduce the Six Get Ready Principles and explore how financial professionals can become trusted guides who help people understand what matters, identify what may be missing, and prepare before life happens. Tony will also share practical insights from building an educational platform through podcasting, with lessons that can be applied to YouTube, Facebook, TikTok, and other media. As AI makes financial information increasingly accessible, he will explain why both strong communication skills and the ability to create meaningful educational content may become more valuable than ever.
