The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
Knowing Yourself, Knowing Your Worth: Define Value on Your Own Terms
On this episode of The Get Ready Money Podcast, I spoke with Marla Sofer, Founder & CEO of Knomee and host of the Knowing Me, Knowing You podcast, about how self-awareness transforms our relationship with money—and how financial professionals can better serve their clients by understanding what really drives their decisions.
Key Takeaways:
🔹 Trust your instincts, believe in yourself, and take smart risks
🔹 The better your advisor understands you, the better they can serve you
🔹 Financial advice should be grounded in what truly matters to the individual
🔹 “Rational” is subjective—what makes sense to one person may not to another
🔹 Our feelings about money influence many of our decisions—often more than logic
🔹Get clear that it is your money and that you can define value on your own terms
🔹 Money is emotional—it’s not just numbers, it’s a reflection of what we value
Connect with Marla Sofer:
Podcast:
- Knowing Me, Knowing You Podcast (here)
For Advisors:
Struggling to convert prospects or engage next-gen clients? Knomee now offers a free trial of our behavioral discovery platform built to help advisors personalize advice, deepen trust, and grow faster.
No cost. No friction. Just one month to invite 5 clients, uncover what really matters to them, and see how fast your relationships shift.
Try it here: knomee.com/pricing
Bio:
Marla Sofer, is the Founder and CEO of Knomee and host of the Knowing Me, Knowing You podcast. Marla is a former financial advisor and financial services executive frustrated that the industry is structured to sell you products rather than offer you solutions. When advisors don’t take the time to understand clients individually, the result is distrust. To improve financial wellness and center the needs of the customer, Marla introduced the concept of a holistic "financial identity" created and owned by clients to understand their own needs and goals and hold their hard-earned money accountable to what matters most to them personally.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
