Best Tony Steuer Podcasts (2024)

1
Every Advisor Should Prepare a Tax Return with Jacob DuBose 26:31

3h ago26:31

26:31

In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, i…

1
The Get Ready Money Podcast with Stoy Hall: Change Your Money Focus 37:31

4h ago37:31

37:31

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Stoy Hall, the founder and CEO of Black Mammoth about changing the way we think about money and focusing on memories and experiences. In this episode we discussed: Focus on what brings you joy. Why true wealth is happiness. Understanding that money is just a …

1
What every financial advisor needs to be delegating with Lisa Seal 26:29

4d ago26:29

26:29

In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applyin…

1
The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money 33:05

6d ago33:05

33:05

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Derek Notman, the founder and CEO of Couplr.ai about changing the way we think about money and fixing our relationship with money. In this episode we discussed: The importance of recognizing that money is a tool. Why we need to clarify what we want money to d…

1
Learning Tax Planning Throughout Your Career with Brent Gargano 26:43

8d ago26:43

26:43

In this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importa…

1
The Get Ready Money Podcast with Nicole Vilaca: Be True To Yourself 53:30

16d ago53:30

53:30

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Nicole Vilaca, founder and global citizen strategist at Work, Wealth and Travel about changing the way we think about money and being true to yourself. In this episode we discussed: The importance of understanding the power of mindset. Why you should be mindf…

1
Throwback “Asking the right questions on taxes” - with Meghaan Lurtz 36:34

15d ago36:34

36:34

Throwback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overla…

1
The Get Ready Money Podcast with Mark Yegge: Time Is Your Most Valuable Asset 46:12

25d ago46:12

46:12

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Mark Yegge, author, podcaster and Director and CEO at Destiny Creation & Cash Flow Machine about changing the way we think about money and building wealth. In this episode we discussed: Why financial education is more important than anything else in the world…

1
COVID tax fraud that hasn't ended yet with Catherine Tindall 32:23

22d ago32:23

32:23

In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…

1
The Get Ready Money Podcast with Larry Frazier and Debbie Todd: Financial Empowerment For Families 52:32

1M ago52:32

52:32

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Larry Frazier and Debbie Todd, co-founders and co-CEO’s of The Dollars and Good Sense Foundation about changing the way we think about money and financial empowerment for the family. In this episode we discussed: Stay focused on your goals and dreams. The imp…

1
37-point checklist for reviewing life insurance? with Tony Steuer 28:44

29d ago28:44

28:44

Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don…

1
The Get Ready Money Podcast with Darrell Young: Closing The Wealth Gap: The $14 million problem 40:46

1M ago40:46

40:46

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Darrell Young, the founder and CEO of Karmeq about changing the way we think about money and closing the wealth gap. In this episode we discussed: Why the wealth gap is the single greatest problem facing America today. How the study of economics and the study…

1
Finding help for all of these value adds? with Brody Rosenfeld 29:40

1M ago29:40

29:40

This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…

1
The Get Ready Money Podcast with Alissa Maizes: Amplify My Wealth 37:46

1M ago37:46

37:46

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Alissa Maizes Founder of Amplify My Wealth about changing the way we think about money and amplifying our wealth. In this episode we discussed: Why you need to amplify your wealth. Creating habits over time will help you change your money mindset. We are all …

1
Turning Prospects to Clients by leading with Taxes with Josh Ross 28:32

1M ago28:32

28:32

In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able f…

1
The Get Ready Money Podcast with Marie Burns: Finding Balance 37:14

2M ago37:14

37:14

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Marie Burns, financial planner and women’s financial advocate about changing the way we think about mind, money and motion. In this episode we discussed: Why balance is key. How women can gain confidence with their money. Taking the emotion out and get starte…

1
Getting the whole team involved with Jamie Shilanski 33:36

2M ago33:36

33:36

Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisor…

1
The Get Ready Money Podcast with Megan Kopka: The Modern Widow 43:26

2M ago43:26

43:26

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Megan Kopka, Board Chair of the Modern Widows Club and Managing Partner at Apprise Wealth Management about changing the way we think about money and widows. In this episode we discussed: How the Modern Widow’s Club supports widows. The importance of leaning i…

1
Tax reporting at the source with Eric Bronnenkant 24:14

2M ago24:14

24:14

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time…

1
The Get Ready Money Podcast with Joy Loverde and Cathy Sikorski: Why You Need A Plan for Caregiving 46:20

2M ago46:20

46:20

Send us a Text Message. On this episode of The Get Ready Money Podcast, I was joined by Joy Loverde and Cathy Sikorski who are both authors and speakers to talk about changing the way we think about money and caregiving. Here’s what we discussed: Plan, plan and then go ahead and plan more Why quality of life is the most important thing. Asking for …

1
An open conversation about in-house taxes with Gary Russell 30:14

2M ago30:14

30:14

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simp…

1
The Get Ready Money Podcast with Rachel Donnelly: Changing The Way We Think About Navigating Loss 43:31

3M ago43:31

43:31

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Rachel Donnelly, Founder of AfterLight and co-founder of Professionals of After Loss Services about changing the way we think about money and navigating loss. In this episode we discussed: Why planning is the greatest gift you can give your love ones. The imp…

1
The intersection of tax and law with Mike Payne 28:48

3M ago28:48

28:48

In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commit…

1
The Get Ready Money Podcast with Deborah Price: The Impact Of Behavior On Money 41:44

3M ago41:44

41:44

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Deborah Price, Founder of The Money Coaching Institute about changing the way we think about money and behavior. In this episode we discussed: The importance of considering your main purpose. Why math is probably one of the greatest reasons why people fail at…

1
Delegate to Elevate with Lisa Zeeveld 29:22

3M ago29:22

29:22

Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in …

1
The Get Ready Money Podcast with Janine Firpo: Invest In Alignment With Your Values 36:22

3M ago36:22

36:22

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Janine Firpo, co-founder of Invest for Better and author of Motivate Your Money about changing the way we think about money and investing in alignment with our values. In this episode we discussed: Transform your thinking: you can invest your money and grow y…

1
Taxes, marketing and compliance" with Marie Swift and Jonny Swift 31:26

3M ago31:26

31:26

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …

1
The Get Ready Money Podcast with Christine Simone: Optimize Your Health Care 34:10

3M ago34:10

34:10

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, Christine Simone, CEO and Founder of Caribou joined me to share insights about changing the way we think about money and healthcare planning. In this episode we discussed: Why you need to go beyond premiums and look at total health care expenses. How to optimize your heal…

1
Collaboration over competition with Eric Brotman 28:48

3M ago28:48

28:48

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…

1
The Get Ready Money Podcast with Jaslyn Ng: Taking A Leap of Faith 47:18

3M ago47:18

47:18

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith. In this episode we discussed: Success simply means we are better than who we were yesterday. The importance of tak…

1
Tax planning and surge meetings with Micah Shilanski 28:45

4M ago28:45

28:45

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…

1
The Get Ready Money Podcast with Anne Lester: Your Best Financial Life 47:39

4M ago47:39

47:39

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Anne Lester, author of “Your Best Financial Life” about changing the way we think about money and living a better life. In this episode we discussed: Why it’s okay to say no to other people. The value of compounding. The importance of paying yourself first. H…

1
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48

4M ago27:48

27:48

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …

1
The Get Ready Money Podcast: Changing The Way We Think About Financial Literacy 47:59

4M ago47:59

47:59

Send us a Text Message. On this episode of The Get Ready Money Podcast, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education; Faith Teope, multimedia journalist and CEO of Leverage Retirement and Mac Gardner, Certified Financial Planner and Founder & Chief Education O…

1
“The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07

4M ago26:07

26:07

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…

1
The Get Ready Money Podcast with Catherine Shanahan and Karen Chellew: Being Financially Prepared For Divorce 42:04

4M ago42:04

42:04

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Catherine Shanahan and Karen Chellew, the founders of My Divorce Solution and the hosts of the We Chat Divorce Podcast about changing the way we think about money and divorce preparation. In this episode we discussed: The importance of being informed and fina…

1
Yes, we're brothers with Matthew Jarvis 29:02

4M ago29:02

29:02

Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …

1
The Get Ready Money Podcast with Naseema McElroy: Being Financially Intentional 31:19

4M ago31:19

31:19

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Naseema McElroy, founder of Financially Intentional, Author and Nurse about how we change the way we think about money and being financially intentional. In this episode we discussed: The importance of changing your circle of influence. Why anyone can get on …

1
“Healthy” side of taxes with Christine Simone 30:41

4M ago30:41

30:41

In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health…

1
The Get Ready Money Podcast Financial Five Episode with Chris Mouzon, Derrick Wesley, Mac Gardner and Thomas Kopelman: The Power of Compound Interest 23:55

5M ago23:55

23:55

Send us a Text Message. On this special episode of The Get Ready Money Podcast: The Financial Five, I was joined by Chris Mouzon, Financial Coach and Co-Founder of United Agency; Derrick Wesley, founder of Seedlyng Financial Education, Mac Gardner, Certified Financial Planner and Founder & Chief Education Officer of FinLit Tech and Thomas Kopelman,…

1
The Inheritance Playbook with Chad Holmes 24:14

5M ago24:14

24:14

In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inev…

1
The Get Ready Money Podcast with Hirsch Serman: Creating Positive Outcomes During Transitions 28:41

5M ago28:41

28:41

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Hirsch Serman, Founder of Lifecycle Financial about changing the way we think about money and creating positive outcomes during times of change. In this episode we discussed: Create positive outcomes by considering your values and goals. Living a values based…

1
Becoming a Tax Strategist with Derrick Kinney 33:03

5M ago33:03

33:03

On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendation…

1
The Get Ready Money Podcast with J Money: Live The Life You Want 42:08

5M ago42:08

42:08

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with J Money, award winning personal finance blogger and experimenter about changing the way we think about money and defining financial success. In this episode we discussed: Focusing on your dream lifestyle and what makes you happy. The less money you spend, the…

1
Life milestones that are crucial to taxes with Philipp Hecker 29:41

5M ago29:41

29:41

Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the techn…

1
The Get Ready Money Podcast with Romy Pickron: Making Real Wealth Accessible to All 38:42

5M ago38:42

38:42

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Romy Pickron, founder of Asset Achievers and co-founder of Reducify about changing the way we think about money and making it accessible to everyone. In this episode we discussed: Why you should have an accountability partner. The importance of aligning yours…

1
What should a "tax advisor" actually do? with Wendy Barlin 29:18

5M ago29:18

29:18

Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm…

1
The Get Ready Money Podcast 60 Things To Change The Way You Think About Money & Life 15:17

6M ago15:17

15:17

Send us a Text Message. On this special episode of The Get Ready Money Podcast, I share 60 things to change the way you think about life and money, that I’ve learned over sixty years. Here’s five of the things that I shared: Be curious. Ask questions. Listen, then listen more. Hear what other people are saying. Be yourself. Be authentic. We are all…

1
Going beyond the basics with Mark Myers 29:22

6M ago29:22

29:22

Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps…

1
The Get Ready Money Podcast with Bernadette Joy: Crush Your Money Goals 37:44

6M ago37:44

37:44

Send us a Text Message. On the latest episode of The Get Ready Money Podcast, I spoke with Bernadette Joy, Chief Educator at Crush Your Money Goals about changing the way we think about money and how to crush our money goals. In this episode we discussed: The value of becoming who you want to be. How we can face our fears. The importance of taking …

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Tony Steuer Podcasts

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