Build Your Financial First Aid Kit

Everyone's Talkin' Money

Shari Rash

Business, Self-improvement, Education

4.6 • 631 Ratings

🗓️ 3 April 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Let me ask you something: if a crisis hit tomorrow, would your finances be ready? In this episode, I’m joined by financial preparedness expert Tony Steuer, and we’re talking about something most people avoid—getting your financial life organized. Whether it’s life insurance, estate planning, or simply knowing where your documents are, having a Financial First Aid Kit is one of the most important (and overlooked) ways to protect yourself and your family. We get into the why behind the avoidance, how to break through the intimidation, and exactly what you need to have in place so you’re not left scrambling when life throws you a curveball. No shame. Just action steps you can actually follow. If you’ve been putting this off, this episode is your sign to start. Here’s what we talk about: Why so many of us avoid financial planning (and how to stop) What belongs in your Financial First Aid Kit How to think about life insurance in a totally new way Why digital and physical copies of documents are essential Resources I Mention: Tony Steuer’s Website & Tools Create Your Financial First Aid Checklist Let’s Connect: Instagram: @shannahgame Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Last year, Amazon was the world's largest corporate buyer of renewable energy.
0:07.0	Meaning more and more of our energy comes from wind farms like this one.
0:14.0	Guys, what happened to recording that the solar farms?
0:18.0	To learn more, visit about amazon.com.
0:24.4	At UK forward slash sustainability.
0:30.1	There are days when you're hungry for McDonald's.
0:34.0	Then there are days when you're Big Arch hungry for McDonald's.
0:38.2	You'll get to know the difference.
0:40.0	New Big Arch for Big McDonald's hunger.
0:45.5	Until 9th of September, from 11 a.m., participating restaurants only, subject to availability.
0:50.2	Hey, it's Shawna, and welcome to everyone's talking money.
0:52.4	Music Hey, it's Shawna and welcome to everyone's talking money.
1:09.0	Listen, I know organizing your finances. It sounds as exciting as, I think, cleaning out your junk drawer. But let me ask you this. If something happened
1:12.7	tomorrow, would your loved ones know where to find your will, your insurance, your account
1:17.6	info? Or would it all be locked in your brain or buried in your inbox? This was my problem. Believe it
1:24.7	or not, money expert, a couple of years ago until I made some changes.
1:29.2	So if your answer is, uh, I don't know, this episode is your wake-up call.
1:36.1	Today I am joined by money expert Tony Stoyer to talk about something everyone avoids until
1:41.7	it's too late, your financial first aid kit. In this episode,
1:46.8	we are breaking down what you need to have on hand, both physically and digitally. So you are not
1:52.5	scrambling when life hits the fan. We're also talking about why life insurance is not just for
1:59.0	your parents, the overlooked power of estate planning, and the
	...

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