Telling Your Story: Legacy, Money, and the Power of Conversation

Written By Kerri Fernsworth

I had the honor of sitting down with Tony Steuer on the GET Ready! MONEY podcast.


💡 “Key Takeaways: 

  •  Recording helps you reflect. It’s not just about memory—it’s about asking better questions and creating shared understanding.

  •  Storytelling is a legacy tool. Stories give your wealth context and create empathy across generations.

  •  Your life is a story in progress. Legacy planning starts now, not just later.

  •  Money is perception. The way we talk about money tells a deeper story about our values.

  •  Legacy videos are powerful. They help families engage in meaningful, less awkward conversations.

  •  Advisors can lead the way. Be the communication hub that helps clients connect the dots across generations.

  • Stay curious. Your clients’ stories are still unfolding—ask, listen, and guide with empathy.”

    Listen or watch the full episode here:
    https://www.tonysteuer.com/blog/telling-your-story-legacy-money-and-the-power-of-conversation

Kerri Fernsworth
Previous

Place
Next

More than a Memory: Kerri Fernsworth on Legacy, Storytelling, and the Meaning We Leave Behind