From Insurance Analyst to Advocate: Tony Steuer on Curiosity and Financial Literacy
Today’s guest, Tony Steuer shares about his transformation from numbers-focused insurance analyst to passionate financial literacy advocate. Tony shares how witnessing clients make seemingly "illogical" financial decisions led him to explore behavioral finance and the emotional drivers behind our money choices. We discuss how financial predators target vulnerable communities, particularly widows and people of color, and how Tony channeled his anger about these injustices into advocacy work that centers curiosity and empowerment.
This conversation beautifully illustrates how sensitivity to suffering can become a catalyst for meaningful change in the financial services industry.
Meet Our Guest
Tony Steuer, CLU, LA, CPFFE is an internationally recognized Financial Preparedness Advocate, award-winning author, and host of Get Ready: Before Life Happens. Through his books, playbooks, and podcast, Tony is leading a global movement to help people navigate life's what-ifs and build their own Financial First Aid Kit—so they can protect what matters most with clarity, confidence, purpose, and integrity.
Tony collaborates with advisors, educators, and changemakers worldwide to elevate financial fluency and change the way we think about money. His thought leadership has earned recognition from ThinkAdvisor's LUMINARIES, the Plutus Awards, and the California Department of Insurance Curriculum Board. A trusted media expert featured by The New York Times, CNBC, Fast Company, and ABC's Seven on Your Side, Tony continues to empower individuals and professionals to ask better questions—and be ready before life happens.
Highlights
- Behavioral finance unlocks the concept of emotions and money stories that drive financial decisions
- Money looks like math, but people's decisions don't follow the "right answer"
- Life insurance is often sold by friends and family, adding complex dynamics to financial decisions
- Tony's weekly newsletter highlights diverse voices doing important work that doesn't get enough attention
- How financial predators trick people through community links
- Tony’s realization that he’s highly sensitive during our time together
- The strongest power you have is the power of curiosity about your money
Resources
Website
LinkedIn
The Get Ready Money Podcast on YouTube and Apple Podcasts
The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education
Keywords
#BehavioralFinance #FinancialLiteracy #FinancialJustice #MoneyPsychology #HighlySensitiveMoney #FinancialAdvocacy #InsuranceIndustry #FinancialEducation #CuriosityAndMoney #DiverseVoicesinFinance
Click here to watch our interview on Youtube
Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.
