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
Rethinking Community, Caregiving & Financial Planning with the Midlife Concierge
On this episode of The Get Ready Money Podcast, I spoke with Merridith Gonzalez, the Midlife Concierge, about how we can all reimagine midlife with honesty, curiosity, and connection—while preparing for the caregiving and financial realities that come with it.
💡 Key Takeaways:
🔹 Midlife is a critical turning point—what served you yesterday may not serve you tomorrow
🔹 Give yourself grace and clarity about who you want to be
🔹 Find a community and people that you can trust
🔹 Don’t be afraid to ask questions—curiosity leads to answers
🔹 Make caregiving (time and money) part of your financial plan
🔹 Work with professionals who listen, are open to new ideas, and act as true advocates
🔹 Build a collaborative team
Connect with Merridith Gonzalez:
- LinkedIn (here)
- LinkedIn Business Page: (here)
- Facebook Business Page: (here)
- Chat Series: "Hot Flashes + Cool Chats”
- MG Trusted Alliance Website (here)
- Proverbs Financial Website (here)
- Mamas and Menopause (Facebook Group)
- Chat series: "Woman to Woman"
Bio:
Merridith Gonzalez is a Certified Long-Term Care Specialist and Health & Wealth Concierge who empowers women in midlife to confidently navigate their health, financial planning, and caregiving responsibilities. With over 20 years of experience in healthcare and wellness, she specializes in long-term care, disability income planning, cognitive health awareness, and menopause support. Merridith connects clients with trusted professionals and coordinates essential resources to create personalized strategies that promote independence, financial security, and generational stability.
Disclosure:
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 4085903.
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.
