Podcast appearances and mentions of cathy curtis

Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. Listen to gain the know-how and tools to avoid fraud smoothly as you or your loved ones get older.  Listen and Learn:The common scams being used today to steal from eldersWarning signs that may indicate an elder has already fallen victim to fraudWhat to do if you think a loved one's money was taken by scammersResources and organizations dedicated to preventing elder financial abuseResources:Check out Cathy's Firm Follow Cathy on LinkedInFollow Cathy on InstagramRead Cathy's Op-Ed in CNBC Listen to Episode 59: Inheritance Mistakes with Cathy Curtis Monitor fraud with EversafeHow to report Cyber CrimeWhere to report FraudCheck out Cyber SeniorsLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

I am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It's been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the technological enhancements Cathy has implemented since her last visit, from embracing Holistiplan to integrating Kwanti into her tech arsenal and other software tools that she uses daily. We touch on the importance of using a TAMP for those entering the industry and how many tools are now available to advisors considering opening their own firm.  One of the most compelling parts of our conversation centers around Cathy's AUM fee model where she describes how simplifying your fee structure is key over the long term. She eloquently discusses setting time boundaries with clients, which both assist your service model and build relationships that can last a lifetime. Cathy's confidence is contagious, and by the end of this episode, you'll feel more equipped to sell your own value.  We are incredibly lucky to have Cathy as part of the XYPN community and to have her return for a second conversation on XYPN Radio to share her sage advice with our members.   

In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.[03:33] Meg's journey into estate organization.[08:59] Practical strategies for estate distribution. [13:43] Exploring the human side of estate organization. [18:38] The role of estate planning in estate organization. [31:22] Meg's team-based approach at The Organized One.   [54:08] How single women can prepare their estates to streamline the process for their heirs.  For more information and resources related to this episode, please visit the show notes.

In this episode, host Cathy Curtis, CFP® interviews Ruth Krumbhaar, a successful therapist, coach, and part-time real estate investor who has built a reliable source of passive income through her investments. Ruth shares the wisdom she's gained through her experience investing in real estate to help single women who are curious about real estate investing but don't know where to start.For more information and resources related to this episode, please visit the show notes.

In this episode I talk all things MONEY and FINANCE with Cathy Curtis. Cathy developed a fascination with the stock market and how companies worked and started investing her own money at a young age. This interest in investing led to a desire to build a career in personal finance. She soon discovered she enjoyed working with women clients who, like herself, wanted to be successful financially. She does this work from a place of passion, integrity, expertise, and a deep caring for her clients' well-being. In addition to the business of financial planning, Cathy is an author, teacher, and podcaster - she pursues these endeavors to educate her clients and other women about the importance of planning, investing, and feeling financially empowered.We chat about:Tips for managing your money What to do and what NOT to doWomen being financially independent The changes we see in the world Smart investments Cathy's Contact info:cathy@curtisfinancialplanning.comhttps://curtisfinancialplanning.com/Podcast: Financial Finesse 

Women, particularly single women, face unique financial challenges and needs. Cathy Curtis, CFP®, Founder and CEO of Curtis Financial Planning, has carved out a niche helping this demographic. She also shares some of the keys to successful financial planning and the importance of having a strong tech deck. 

Cathy is the founder of Curtis Financial Planning, an independent RIA firm located in Oakland, CA. She is a CFP professional and focuses on helping women achieve financial success. Cathy has been named to Investopedia's top 100 advisors the past three years and is part of several financial planning organizations to help grow her network and to help others. Company Website: https://curtisfinancialplanning.com/ Financial Finesse Podcast: https://curtisfinancialplanning.com/financial-finesse-podcast/ Linkedin: https://www.linkedin.com/in/cathycurtis/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0

Cathy Curtis gets into the nitty gritty of biography, explaining how she does her work, why she chose Elizabeth Hardwick, and why her next subject is Edna O'Brien

We're excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today. Cathy is a solo advisor—and always has been. She serves women, specifically breadwinning women, and to this day, finds 1:1 client work her favorite part of running her firm. Cathy discusses flow and how to find it, the kind of insecurities women face as they try to understand their finances, and what it's like to vision board your future. She reminds listeners that outsourcing should be considered an investment, and there's no reason to try to do everything on your own, whether you hire or not. Cathy shares that her imposter syndrome went away when she finally niched, and since then, has found major success and fulfillment.  Cathy has some incredible advice to share with you today, and if you're interested in what it's like as a solo advisor 20 years in, then this episode is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/313      

In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it comes to receiving an inheritance. Cathy is the founder of Curtis Financial Planning, a fee-only financial advisory firm dedicated to addressing the financial planning and wealth management needs of independent women. Through their combined experience, Melissa and Cathy share some ideas to prepare for inheritance and handle this potentially life-changing transfer of wealth.You will learn:·       Why it is important to process your feelings about the inheritance before taking action.·       How making a list of things/experiences you want to buy will help you not to overspend.·       Understanding the technical aspects of how to title the assets and plan for taxation. ·       Why it is important to have a financial plan as this windfall may be just what you needed to fund your retirement.Resources: Find out more about Cathy Curtis HERE.Download Cathy's Essential Sudden Wealth Checklist.Read Cathy's Blog Emotionally Charged Money: Inheritance.Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of  Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning, an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in financial services. One of the industry’s most notable female advisors, Cathy has been named to the coveted Investopedia 100 Top Financial Advisors for three years running and is a member of the CNBC Financial Advisor Council, an achievement unto itself.“I have to tell you, you have to find what’s right for you, what feeds your soul,” said Cathy. Armed with the power of knowledge, she also aims to demystify many of the financial planning topics that specifically impact women through many initiatives, the first being her own podcast called Financial Finesse, which can be found on Apple Podcasts, Spotify, and Google Podcast, and in video format on YouTube.Join the conversation to hear about:A warm welcome to Cathy (05:10)Branding, spaghetti sauce, timing, and luck (08:20)How Cathy dove headfirst into social media (10:35)Rebranding and dealing with imposter syndrome  (12:45)Working one-on-one with women on their finances (16:40)How Cathy got into the world of podcasting (22:30)Why peer coaching can uplevel you (28:20)What a mastermind is and Cathy’s journey to joining them (31:20)Being authentic on social media (42:05)Finding your audience (48:30)Accessing the right people to ask questions to (51:00)The AGC™ and diversity in the financial services industry (54:45)Referenced MaterialsCathy Curtis CFP® - Twitter Cathy Curtis CFP® - LinkedInCathy Curtis CFP® - YouTubeCathy Curtis CFP® - InstagramCurtis Financial Planning- WebsiteFinancial Finesse Podcast With Cathy Curtis, CFP®Investopedia 100 Top Financial Advisor 2020 CNBC Advisor Council - Cathy Curtis  Khan Academy - WebsiteLimitless Adviser - Stephanie BoganChristine Benz - MorningstarJustin Castelli, CFP® The Advisor of Tomorrow PodcastExperiments in Advisor Marketing Taylor Schulte, CFP®The A

Cathy Curtis interviews long-term care insurance and planning specialist Liz Eshleman about the benefits and drawbacks of long-term care insurance, who should consider it, and why it's an important financial planning topic for women in particular. Episode Highlights:[04:00] Who is long-term care insurance for?[07:38] The impact the coronavirus pandemic has had on long-term care planning for those who have tested positive.[08:58] The surprising issues that may make you ineligible for long-term care insurance.[14:50] Types of long-term care insurance products on the market today.[20:12] What triggers an insurance claim?[26:00] Additional benefits of long-term care insurance.[40:38] Potential drawbacks of long-term care insurance and why it's a retirement planning risk for women.For episode notes and links mentioned in this discussion, visit: https://curtisfinancialplanning.com/2021/02/08/long-term-care-insurance-for-women/

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz. “The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh Function of Language This episode is one that I’ve been talking with my team about doing for a while.  I get a steady stream of questions about how I started […] The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz. “The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there's nothing better. I adore that'.” ― Laurent Binet, The Seventh Function of Language This episode is one that I've been talking with my team about doing for a while.  I get a steady stream of questions about how I started […] The post #ItzOnWealthTech Ep. 78: 7 Secrets for a Successful Advisor Podcast with Cathy Curtis & Marie Swift appeared first on and was written by Craig Iskowitz.

In this episode, Lauren and Cathy Curtis talk about the specific needs and financial situations often faced by women, especially those that are lifetime single, widowed, divorced, or have inherited money, and the truths of personal finance ring true no matter one's gender. Cathy Curtis is a Certified Financial Planner and founder and CEO of Curtis Financial Planning, an independent financial planning and investment advisory firm. Her firm’s mission is to help independent women thrive today and plan for tomorrow. She is a member of the CNBC Digital Financial Advisor Council, has been on Investopedia’s list of the 100 most influential advisors in the US for several years running, and has taught Personal Finance to college-level students at Mills College in Oakland. She started a podcast, Financial Finesse, this year to highlight female voices and further educate women on personal finance. She lives in Oakland California, and likes to mountain bike, hike and swim to keep in shape and reading is one of her favorite pastimes. Connect with Cathy: Twitter https://curtisfinancialplanning.com/

In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to the planning needs unique to women. 

Cathy Curtis, CFP®, specializes in financial planning for independent women. She’s also the author and creator of The Happiness Spreadsheet, a budgeting system that helps you build a budget around your values. In our newest episode of YAFPNW, Hannah and Cathy dive into the history of The Happiness Spreadsheet, finding your niche, and how online marketing helped Cathy grow her brand.

In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience.  We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

Watch on YouTube07:03 – Cathy explains why she only works with women17:40 – Building a brand that your clients care about20:10 – Connecting with the right people31:26 – Integrating technology into your practice36:04 – Giving back to the communityLearn how Altruist can help you optimize your business and reduce costs ► https://altruist.com/product

In this episode, Cathy Curtis shares with Master Builders how she empowers women to effectively manage their money and how she built her business from scratch during one of the roughest times in market history. Tune in to hear HERstory. #YouAreYoungMoney

Cathy Curtis is the founder of Curtis Financial Planning, a solo independent RIA that oversees nearly $60 million in assets under management for 52 client households. By positioning her business into a niche of serving women—in particular, single, independent-minded women who want to work with a female advisor—Cathy has managed to stand out in an over-crowded marketplace to build her firm. Listen in as we discuss why Cathy chose her particular niche, as well as how she has been able to target her marketing so effectively that most of her new clients find her through a simple Google search. You’ll learn all about her financial planning process, why she has had to implement a minimum requirement fee, and how she managed to overcome impostor syndrome on her road to success. For show notes and more visit: https://www.kitces.com/143 

Cathy Curtis is the author of two previous biographies of women artists, RESTLESS AMBITION: GRACE HARTIGAN, PAINTER (Oxford University Press, 2015) and A GENEROUS VISION: THE CREATIVE LIFE OF ELAINE DE KOONING (Oxford University Press, 2017). Her next book will be a biography of the novelist and essayist Elizabeth Hardwick. Curtis was elected to a two-year term […]

In this week's episode, we interview Cathy Curtis, BIO President and author of A Generous Vision: The Creative Life of Elaine de Kooning. This interview was recorded in 2018.

Mackling & Megarry, Tuesday, March 7th, 2017 00:00 - Cam Adair, founder of GameQuitters.com, a community that supports those addicted to video games. Cam himself was addicted to them, and his addiction fueled his depression nearly to suicide. 19:15 - RoseMarie Pierce, B.Sc.Pharm, Canada's First Holistic Pharmarcist -- Hosting a seminar tonight called "Optimize Your Health While Taking Prescription Drugs" at the Caboto Centre at 1055 Wilkes Ave, presented by Prairie Naturals and Vita Health 35:55 - Monthly panel with the Mood Disorders Association of Manitoba, with executive director Tara Brousseau-Snider, and Janelle DePeazer, whose mother Cathy Curtis died tragically last year at the age of 60 while a patient at the Grace Hospital. Janelle is developing a new program with MDAM for people around her mother's age who need support. 52:31 - Revisiting our chat about video game addiction 67:50 - Brian McInnes, great grandson of Francis Pegahmagabow, and author of "Sounding Thunder: The Stories of Francis Pegahmagabow" -- Francis is Canada's most decorated Indigenous soldier, and the most prolific sniper in North American military history. 84:41 - Richard Cloutier and Julie Buckingham tee up The News

Cathy Curtis, Certified Financial Planner™ Passion. Success. Transparency. Service. These four qualities define how financial planner and investment adviser Cathy Curtis lives her life and runs her business. She is fueled by passion for what she does and her business is rooted in personal success. She opted for transparency as a business model—no hidden costs or behind-the-scene incentives—which reinforces the satisfaction she gets from being of service. In Cathy's case, being of service means doing something she loves and excels at for the benefit of others who: 1) don't know how, 2) are intimidated or fearful, or 3) who have no interest or time to do for themselves what a trained and trusted expert can do better. Ask anyone in her family and they will tell you that Cathy was born with a brain for business. Her favorite game, as a child, was something she made up called "Important Papers." She would collect old bills and invoices that her dad was ready to discard and tell her siblings they were "playing business". Early in her career, Cathy recognized a need that was neglected by most advisors and set out to help savvy women make wise decisions about money. Cathy spent some years climbing the various corporate ladders. She would strive for positions where she could be successful, entrepreneurial and independent. But along the way, she noted discrimination and inequality. "Often I saw women doing the grunt work and men making the money." And she learned that the glass ceiling and wage discrepancies were facts of life for many women. This motivated her to focus on women in her own business and it's one of the main reasons she gets great satisfaction helping women become financially independent and secure around money. In her 20's, Cathy discovered the joys of reading business journals and company reports. She also learned that if she liked what a company was doing, she could buy a piece of it by investing in stocks. She found she had a knack for choosing the right companies and investing well and quickly discovered the advantages of creating and maintaining a second income stream through wise investment in stocks and property. As she watched her money grow, she saw that having this passive income liberated her from being limited by her salary. It wasn't a great leap for her to start seriously studying financial planning and launch her own business in financial planning. Now with over 13 years of experience working with clients to deliver sound financial advice, she provides a fresh perspective to the prescribed way of thinking about money. Her driving motivation is to empower women to achieve their life goals and see money as a source of choice and liberation. Being a Fiduciary Cathy decided to work as an independent fee-only investment advisor and financial planner because she wanted to do business on her own terms. She felt in this way she could always do what was best for her clients. As a fiduciary, Cathy is legally bound by a code of ethics requiring the highest obligation of care, good faith and trust to always act in her clients' best interest. Cathy is independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice. Empowering Women Cathy's clients are individuals who admit they need help and want to work with someone they can trust; who are savvy about money but who "know what they don't know"; and who could do it themselves, but don't have the time or the interest. Cathy loves working with women who are in charge of the finances for themselves or for their families. She works with many savvy women who are smart and capable but who want to work with an expert on their financial planning and investment management. She is motivated by personal passion and satisfaction and specializes in helping women to work through their unique financial issues, Learn more about your ad choices. Visit megaphone.fm/adchoices