Contributors

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Host

Tony Steuer

Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors.


He is also an Advisor at Paperwork and Dingo Technologies. He is a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board.

 He is a frequent media guest. Steuer’s books have won numerous awards. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.

https://www.tonysteuer.com

Guests

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Guest

Cara Macksoud

Cara Macksoud, FBS® is the CEO of Money Habitudes. After a 15-year career as a trader on Wall Street and serving as the Chief Financial Officer for a nonprofit organization in New York City, Cara transitioned into the behavioral finance space. She earned a Graduate Certificate in Financial Therapy from Kansas State University and holds a Bachelor of Science in Finance from the NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association, where she serves on the board as the Chair of Student Engagement. Additionally, she is a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an Accredited Financial Counselor (AFC) candidate.

Website

LinkedIn

http://www.moneyhabitudes.com

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Elliott Appel

Elliott Appel is a fee-only, fiduciary financial planner and the founder of Kindness Financial Planning, LLC, which focuses on helping widows and caregivers gain control of their financial life. In addition to writing regularly about financial planning strategies, aging, and caregiving, Elliott co-hosts a podcast called ME and Money. Elliott enjoys playing tennis, hiking, biking, photography, and cooking. He currently lives in Madison, Wisconsin to support his wife’s career in medicine, but calls the Pacific Northwest home.

Website

LinkedIn

Facebook
YouTube
Me and Money Podcast with Elliott Appel and Matt Fizell

https://kindnessfp.com/

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Faith Teope

Faith Teope is a multimedia journalist, children’s financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/Recordkeeper firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm’s Way as a financial abuse advocate. Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope's debut title is The Monster Job.

Website

LinkedIn

YouTube

Instagram

Threads

Twitter

https://faithteope.com

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George Kinder

George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents.
 
A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).

https://www.georgekinder.com/

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Jedidiah Collins

Jedidiah Collins has gone from NFL Player to Certified Financial Planner® in pursuit of empowering 1 million high school students to speak money. Author of best-selling Your Money Vehicle and Professor of Personal Finances, Jed then became the founder of EdTech company Money Vehicle. Money Vehicle delivers a Roadmap for educators and a License for students to Drive Financial Literacy.

Money Vehicle Website

LinkedIn

Instagram

YouTube

https://jedidiahcollins.com/

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Laura Adams

Laura Adams is an award-winning author, speaker, host of Money Girl podcast (43 million downloads), and founder of The Money Stack. She was named one of Empower's "Top 50 Women in Personal Finance" and is a Forbes Advisory Board Member. As a frequent source for the national media, millions of viewers and readers benefit from her practical financial advice. Laura’s mission is to empower consumers to make smart money decisions through her speaking, spokesperson, and advocacy work. She received an MBA from the University of Florida and lives in Vero Beach, Florida.

LinkedIn

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Instagram

Money Girl Facebook Page

https://lauradadams.com/

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Marguerita Cheng

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.  In 2023, she was named the #2 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.

http://margueritacheng.com/

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