• How to Create Healthy Financial Habits with Guest, Tony Steuer, CLU, LA, CPFFE

  • Nov 13 2024
  • Length: 46 mins
  • Podcast

How to Create Healthy Financial Habits with Guest, Tony Steuer, CLU, LA, CPFFE

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  • Summary

  • Are you ready to take control of your finances and establish healthy financial habits? Join us today with our special guest Tony Steuer, CLU, LA, CPFFE, and myself Hirsch Serman, MBA, CPA as we dive into the world of financial freedom.

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    A bit more about Hirsch...​ Host, of The Financial Wellness Hour on WGSN-DB Going Solo Network (www.goingsolomedia.com) LIVE - Bi-Weekly Tuesdays at 10 am ET on WGSN-DB FB and YouTube.

    Hirsch Serman, MBA, CPA founded Lifecycle Financial, LLC through his personal experiences related to divorce and the struggles of an aging parent after the sudden loss of her husband. He has worked in finance for over 20 years (including financial planning and tax) and has taught on the university level, presented at national conferences, as well as conducted seminars for high school youth on personal finances.

    Hirsch is a member of the National Association of Divorce Professionals (The NADP), the American Institute of CPAs (AICPA), and American Association of Daily Money Managers (AADMM). Hirsch has been featured by several media outlets relating to work in and articles on Divorce, including: Inc., The Divorce Coaching Hour Radio show, DivorceMoms.com, DivorceMag.com, The New Southern, Funding Sage, and others. He was selected to be a New Orleans Entrepreneur Week Fellow. Hirsch has a passion to serve others and has worked with numerous non-profit boards including the United Way and is a trustee of Texas College.​

    Hirsch Serman, MBA, CPA (312) 985-6648 Hirsch@lifecycle.financial

    More about Tony Steuer... I’m dedicated to changing the way we think about money so people can be empowered to make better financial decisions. Collaborating with those who share this mission is my goal, including financial advisors, certified financial planners, insurance agents, registered representatives, wealth managers, financial coaches, financial therapists, real estate professionals, bankers and other professionals. I provide knowledge and resources, so people can put financial literacy into action. I’m an internationally recognized financial wellness advocate, award winning author, top ranked podcaster.

    I’m also a Strategic Advisor at Insurance Nerds, Paperwork and Dingo Technologies. I’m proud to be a member of Think Advisor’s LUMINARIES Class of 2022 Finalist in Thought Leadership & Education. I also served as a long term member of The California Department of Insurance Curriculum Board. I’m also regularly featured in media including ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News, as well, as being a frequent guest on podcasts. Let’s change the way we think about money!

    Email: Tony@TonySteuer.com Website: https://www.tonysteuer.com/
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