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
Purpose-Driven Retirement: Why You Need a Mission Statement for Your Next Chapter
On this episode of The Get Ready Money Podcast, I spoke with John Kailunas—author, podcast host, and CEO of Regal Holdings of America—about how creating a retirement mission statement helps you define your purpose after work.
💡 Key Takeaways:
🔹 Money gives you liberty to make the decisions you want to.
🔹 The importance of having purpose in retirement.
🔹 A retirement mission statement helps set a clear intention for your next chapter
🔹 Advisors can build stronger relationships by helping clients clarify their retirement purpose
🔹 Sharing your talent is one of the most impactful ways to leave a legacy
🔹 Human-centered planning will differentiate advisors in the age of AI
Connect with John Kailunas:
Book:
- Mission: Retirement: Ten Thought Provoking Exercises Leading to a More Purposeful and Fulfilling Retirement (Amazon)
Podcast:
- C4G Sales Success Podcast (Apple Podcasts)
Bio:
As a first-generation immigrant, John Kailunas II embraced the values of hard work, commitment, and trust from an early age. These principles laid the foundation for his flourishing career in the financial industry, which he began in 1988 on a kitchen table. Driven by ambition, John achieved the American dream and built a firm with over $3 billion in Assets Under Management (AUM) and Assets Under Administration (AUA). John’s most recent collaboration is the Mission Retirement workbook, co-authored with Kevin Berwald, CFP, ChFC, and CLU, CASL. This workbook is designed to assist individuals in navigating the complexities of a retirement journey that can last over 30 years. It emphasizes identifying what truly matters to you and your family, providing a clear framework for crafting a successful and fulfilling retirement plan tailored to unique goals.
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.
