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
How Money Mindset Shapes Financial Conversations
On this episode of The Get Ready Money Podcast, I spoke with Dave Won, money mindset sales coach and founder of the Step Zero Workshop, about how our mindset drives the way we talk—and think—about money.
We explored how money mindset isn’t just about beliefs, but the deep emotions and experiences tied to our financial lives. Whether you're a financial advisor or someone looking to improve your money conversations, this episode will give you tools to lead with purpose, not pressure.
Key Takeaways:
- Money mindset is rooted in our feelings and emotional experiences around money.
- An advisor’s mindset impacts client relationships.
- Advisors should focus 100% on their clients.
- Buyers make decisions emotionally, then justify them logically.
- Live your life with contentment, purpose and intentionality.
- Chase after impact rather than chasing after money.
Connect with Dave Won:
Bio:
Dave Won is a TEDx Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value driven conversations that unlock higher value deals and deeper client relationships. He is a former Air Force Captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, Military Media and the Air Force.
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.
