Build Your Financial First Aid Kit

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

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