Podcast appearances and mentions of katie brewer

Discussing finances can be intimidating, especially for beginners. However, initiating regular money conversations early on can be a great way to introduce the topic and potentially set yourself up for financial success. In today's roundtable, we welcome Dan Sheeks, author of the new hit book, First to a Million: A Beginner's Guide to Achieving Early Financial Independence, Katie Brewer, a certified financial planner and professional money teacher, and OG, our in-house money expert and father of three. They will discuss the importance of having money conversations and provide tips on how to set yourself up for a life of financial abundance. But wait! There's more! Doug will try to stump our panel with some this-day-in-history-based trivia. It's a tie ballgame in our year-long competition; who will pull ahead? FULL SHOW NOTES: https://www.stackingbenjamins.com/dan-sheeks-1328 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is to set the stage for a haunted tour that Jim and Katie Brewer are going to with friends and family , including Erika's little sister Erin. Kerry and Erika speak to them about their expectations on the way to Jacksonville, Missouri to the alleged haunted prison that gassed forty people in the  chamber. Meanwhile, back in Bloomington, IL, Kerry and Erika are sharing some history of the Missouri State Penitentiary  while doing a little partying.  Kerry's home is hosting a party upstairs for Erika and downstairs for her son Gus. Guess who gives it up first? Although Kerry and Erika crash and burn, they will be sharing some stories of people who where killed in the gas chamber.  Never claimed to be pro's. These stories about the Missouri State Penitentiary can be listened to independently of one another. Although they compliment each other, they are their own stories. Enjoy. Speaking of Birthdays- Happy Birthday Katie on this release date. 

Let's not mince words. It's been a pretty s%$! year. BUT there have been TONS of fantastic financial lessons you could have learned from 2020, and many skills you've probably figured out already that you NEED in the future. So what are those skills? We'll share the top 5 list our friend Katie Brewer, CFP listed on a recent blog post. Here to help us dive into their take on all of these skills is Joe's co-host on the Money With Friends podcast, Bobbi Rebell. Plus, from Afford Anything, we'll get help from Paula Pant...AND from Len Penzo dot com, we'll hear from Len Penzo. In our Friday FinTech segment, we'll speak with Qube founder Ryan Clark about how they've created an envelope budgeting system for 2020 and beyond. Not familiar with the envelope budgeting system? We'll explain how it works AND how Ryan's team uses technology to help you do better with your money. Plus, during our MagnifyMoney.com segment, we'll take a question from a listener who wonders what designations he should pursue to coach people on their money. He's thought about becoming a Certified Financial Planner, but thinks for the type of coaching he wants to do, that it might be overkill. You'll love how the team today discusses which designations might be best (spoiler: we don't agree). Of course, we'll also leave time for Doug's amazing trivia challenge, which today is all about the World Wide Web. Can you nail the answer without looking it up? Enjoy!

In today’s episode, Katie Brewer from Your Richest Life Financial Planning joins us to chat about long term disability insurance.  Katie is a CERTIFIED FINANCIAL PLANNER™, and shares some wisdom she’s picked up over the years surrounding why LTD coverage is so important and what to look for when evaluating a policy. Throughout the episode, Katie and Grant review many aspects of long-term disability insurance,  how to decide whether to obtain coverage, and a few things you can do to reduce the cost of a policy. [01:27] Katie’s Background – Katie shares how she helps her clients make smart financial decisions. [07:27] Why Long-term Disability is Important – Katie shares her thoughts on why it’s crucial to have a safety net in case of an illness that prevents you from working. [11:14] Details of Long-term Disability – What constitutes a disability, how long-term disability insurance works, and different ways insurance companies structure their long-term disability policies. [19:18] Evaluating a Policy – Katie and Grant review several factors you should consider when you’re evaluating a long-term disability insurance policy. [22:43] Riders – riders are a set of options that come with your insurance policy. These are commonly available in long-term disability policies. Katie dives into details of the most common riders and their benefits. [25:54] Residual Disability – What happens if you’re only able to work part-time due to a long-term disability and how you can choose your insurance options to prepare for such a situation. [31:57] Group Coverage – Grant and Katie discuss what you can do if you have a group insurance policy that does not fulfill your expectations. [35:45] Future Insurability – How you can update your insurance options to match your future needs and what to consider before switching to a new insurance policy. [43:15] Working with Insurance Agents – Katie shares her thoughts on why it’s essential to work with independent insurance agents who are not beholden to one insurance company. [50:39] Taxability of Benefits – How taxation comes into play, depending on how your insurance policy is structured. [56:00] Insurance Through Professional Organizations – Grant and Katie share their experiences of obtaining group insurance policies through professional organizations. [58:20] Final Thoughts – Katie sums up the most important things you should keep in mind when you’re thinking of obtaining a long-term disability insurance policy.   Resources: Katie’s Website: yourrichestlifeplanning.com Find Katie on Social Media: facebook.com/yrlplanning twitter.com/KatieYRL

Behavioral investing choices often lead to disorganized portfolios and poor returns.  How do we overcome our proclivity to make bad decisions?  This week we discuss this very topic with Matt Hall, Katie Brewer, and Joseph Hogue. Also a bonus segment with David Blobaum of Summit Prep on thriving during quarantine.  

Think you're underpaid? You aren't alone. Are you even sure how much you should be earning in your position? On today's roundtable we'll discuss one piece examining all the ways you can mess up the driver of all of your financial activity: your salary. Whether you work for "the man" or for yourself, we'll have something for you. Helping us out today is special guest and Stacking Benjamins friend Katie Brewer, from Your Richest Life, Len Penzo from LenPenzo.com, and OG from our very own podcast. Plus, halfway through the show, we'll take a break from our discussion while Joe sits down for another chat with Angelo Poli from Metpro. It's not exactly Fintech, but keeping a mind on health tech will keep you healthy through the holidays... which keeps money in your pocket. During our Magnify Money segment we'll answer a voicemail from Jordan. Jordan and his wife are doing great in their savings and investments, and would like some advice on the best way to tackle asset allocation. As always, we'll carve out some time for a little gameshow with Doug's trivia.

FinCon isn't your average money conference, and that's a good thing! Katie Brewer joins the Money & Media Podcast to share the different ways that financial advisors, planners, and coaches can make this FinCon their best conference yet. Whether you want to know how to plan for the event (including the dress code!) or you're looking for ideas on how to best connect with other attendees before, during, and after the event, Brewer has the advice that you need. Link to show notes: https://finconexpo.com/advisors-guide-to-fincon

An interview with Terry Dean and Katie Brewer of the Cuyahoga Valley Scenic Railroad

Ask Win is a podcast where you are a VIP. Win wants to focus and teach people more and Cerebral Palsy. You’re welcome to ask questions about anything that you want. CP questions but mainly life questions on how to deal with CP or not. Win can ask you base questions if you want. Please let us know or there will be no base questions. If you have any questions for Win please email her at askingwkelly@gmail.com. In 2018 let be open and honest on Ask Win. To learn more about Ask Win visit http://askwin.weebly.com.  Be sure to FOLLOW this program https://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To learn how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel at amanda@bridgingbionics.org.    On Ask Win today (Monday, March 19, 2018), Best-Selling Author, Win C welcomes Katie Brewer. Katie, CFP® and she started Your Richest Life because she believe that busy individuals working to balance their professional and personal lives should have access to a financial coach who specializes in what they need. When you’re a professional under 50, you’re juggling a high-intensity job along with the demands of life and family. Financial planning can easily fall to the wayside, but there isn’t a better time for you to be making financial strides. Whether you’re a doctor, an attorney, a project manager, or an IT and business professional, Katie understand your struggle to make time for your finances, and I’d like to help.Katie work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. Katie provide comprehensive financial coaching through fee-only services. Since Katie don’t sell any products, Katie is free of the conflicts of interest that can arise from those arrangements. Katie have only one person to answer to for the work she do – you! Together, we will develop a plan to put you in charge of your financial future. You don’t have to feel afraid about your money when you are in control of it! Katie have been fortunate to accumulate over 10 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance. The Your Richest Life philosophy has been shaped through experiences with technology pioneer LearnVest as well as smaller boutique firms that focused on high net worth individuals. This philosophy includes comprehensive financial coaching and fee-only services. Katie was just crazy enough to pursue hey CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification and her MBA while working full time because Katie was so focused on achieving my goals, so Katie understand the passion you have behind achieving yours. And Katie have the skill to help you balance your current goals with your long term needs. With my expertise, Katie can help you with retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and plenty more. To learn more about Katie visit http://yourrichestlifeplanning.com. To learn more about Win Kelly Charles visit http://wincharles.weebly.com/. To follow Win on Twitter go to @winkellycharles. To follow Win on Instagram go to winkcharles. To follow Win on Snapchat go to Wcharles422. To follow Win on Snapchat go to Wcharles422. To see Win's art go to https://fineartamerica.com/profiles/2-win-charles.html. Interview with Mel Marton: http://traffic.libsyn.com/winwisdom/LAF3494_08172017150526412_1189015.mp3. "Books for Books," you buy Win's books so she can purchase books for school. "Getting through school is a 'win' for her fans and a 'win' for her." Win is a professional writer and in 2018 she is going to get a new MacBook to write her books and do the podcast. With every book she sells and the donations from Ask Win will go to her new MacBook. Please support her in getting her new MacBook. Win Kelly Charles’ book “She is CP” will get to the New York Times somehow and to help her either by voting or send her good vibe. Please vote at https://soopllc.com/blog/book-ideas/cp-win-charles/. Please send feedback to Win by email her at winwwow@gmail.com, or go to http://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show please fill out the intake at https://goo.gl/forms/aS4L6FuHyDSUhvrj2. If you would like to support Ask Win go to https://www.patreon.com/wcharles. Ask Win is sponsor by The Teeki Ambassador Program: http://mbsy.co/teeki/35149532. Superwomen Secrets Revealed: Successful Women Talk About Fitting in Fitness and Dare You to Join Them on Amazon http://amzn.to/2gImve5. :) I have a Facebook page for the book http://facebook.com/SuperwomenSecretsRevealed Instagram http://instagram.com/SuperwomenSecretsRevealed and book page on the website: http://FitArmadillo.com/books. If you want to check out what Win’s friend, Dannidoll, is doing (a.k.a. Dannielle) go to https://www.facebook.com/dannidolltheragdollclown/?notif_t=page_invite_accepted¬if_id=1492366163404241. To learn more about Danielle visit http://www.dancanshred.com. For iOS 11 update: https://www.youtube.com/embed/HNupFUYqcRY. To learn about the magic of Siri go to https://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. If you want to donate Ask Win, please send a PayPal donation to aspenrosearts@gmail.com or aspenwin@gmail.com. Please donate to the Bridging Bionics Foundation. Please send a check in the mail so 100% goes to Bridging Bionics Foundation.    In the Memo section have people write: In honor of Win Charles. Thank you in advance, Win.   Send to:   Bridging Bionics Foundation  PO Box 3767 Basalt, CO 81621   Thank you Win

We are excited to have Bill Simonet, CFP®, Katie Brewer, CFP®, and Dave Grant, CFP® return for a curated discussion with me, Hannah Moore, CFP®,  where everyone shares what they wish they knew before leaving a firm.

melissa@blendedfamilypodcast.com www.blendedfamilypodcast.com   Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them.  Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.   In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about   What is estate planning 9 things to keep in mind when planning an estate What makes blended family estate planning different Setting up a guardian What can go wrong when an estate is not planned When is the right time to plan an estate Who can set up an estate Listener question And much more   Connect with Katie Website Twitter Facebook Join the Private Facebook Group Listen and Rate/Review on Itunes Connect with me on Facebook Connect with me on Twitter Send questions or feedback to melissa@blendedfamilypodcast.com Send me a voicemail at Speakpipe Visit the website at www.blendedfamilypodcast.com Sign up for my monthly newsletter Schedule an interview or coaching session here   Send mail to Melissa Brown                     5445 Murrell Rd                     Unit 102 #178                     Viera FL 32955  

Has the firm holding your U.S. brokerage account asked you to transfer your assets out because you no longer have an American address? Doug shares an experience he had when he helped an American living in Israel with their U.S. brokerage account. There are certain issues investor needs to know before moving their U.S. based assets. When that dreaded letter comes in the mail, Doug has insights on how to find a brokerage firm that will hold your account, even if you live overseas. What do Gen X and Y want from a financial planner? Katie Brewer, CFP ® and president of Your Richest Life, discusses the differences between investors from Generation X and Y and more traditional investors (retirees). Gen X and Y haven’t yet retired, so why should they meet with a financial planner? Kate talks about how couples can juggle their various financial concerns, and gives tips on how to overcome having uncomfortable financial discussions with your spouse. To learn more about Your Richest Life Planning, check out Katie’s website yrlplanning.com or find her on Twitter @katieyrl. To learn more about investing and finances in general, visit Profile-Financial.com. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession.   “The emotional intelligence.. I haven’t been to any conference where that has been talked about in the virtual world. Certainly that is a place that will get attention in the coming years.”   Thanks to everyone that came out and many thanks to the kind folks at Cadent Capital for hosting us!   Katie Brewer, CFP® Good Financial Cents Brittney Castro, CFP® Lauren Greutman | Helping you enjoy life on a budget THE VIRTUAL ADVISOR By XY Planning Network Bob Veres – Inside Information The CFP Board Spring 2017 Public Awareness Campaign Ads RightCapital: Financial Planning Software Sophia Bera, CFP® Kitces.com – Advancing Knowledge in Financial Planning FPA Retreat 2017 FPA NexGen Gathering YAFPNW – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II FinCon: Where Money and Media Meet  

Consider your relationship with a financial planner as a long-term relationship. Take your time to find the right planner to guarantee your long term success. Visit http://financially-blonde.com/mmpodcast for more information about working with a financial planner

Katie Brewer, a fee-only financial planner was a guest on episode 4 and discussed basic financial educational tips for physicians. Based on the downloads, that was a favorite among you all! In this episode, Katie Brewer and I get to answer various financial questions from our listeners. Dr. O – Virginia Are variable annuities a viable financial product and if not what's a better product? Dr. L – Massachusetts I have close to 100k in federal student loans with interest rates between 3 to 4%; when is it better to invest vs pay off student loans? What's the maximum amount I can invest in a 529 account for my kids? Dr. C – Kansas Why are so many people pushing index funds over individual stock? What are your thoughts on Robo advisors vs investing on your own? What about Peer to Peer lending?   You can learn more about Katie Brewer and her fee-only financial planning firm at Your Richest Life. Here's the article Katie mentioned in her answer to Dr. C – The 7 Deadly Sins of Investing   SUBSCRIBE: iTunes | GooglePlayMusic | Stitcher The post 011 – Ask Dr. Darko featuring Katie Brewer appeared first on DOCS OUTSIDE THE BOX.

We are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X and Y Gen clients. Katie is an proud member of the XY Planning Network, the FPA, and NAPFA. She has over 10 years of financial planning and she’s been quoted more times than any other young planner that I know. Who else would be so crazy awesome to study for the CFP® and an MBA at the same time? I’m excited that she gets to share her tenacity with you today and I hope you enjoy the interview as much as I did! “The more that you know about where your strengths lie.. the more that you’re able to know if it makes sense for you to start a firm…or partner with somebody else… or be a junior planner… or something else.”  

Kate worked at several places-- large, small, investment-focused, insurance-focused, you name it-- before realizing she needed to try her hand at starting her own. She's on the leading edge of advisors serving younger and/or clients with few investable assets, using technology and a monthly subscription model.

Are you stuck about what to do with your money? Are you unsure of where to go next? A financial planner might be able to help.  There's a reason that even financial professionals look to others for an outside opinion. A good financial planner can help you see new things about your finances, and make a plan for the future. Katie Brewer from Your Richest Life joins us to talk about the importance of a fresh set of eyes when it comes to your finance future. https://moneymastermindshow.com/episode70-how-a-financial-planner-can-help-you/ Important issues discussed in this episode: How do you know you need a financial planner? The benefits of getting another opinion from a professional. Different types of services offered by a financial planner. How to find the right financial planner for your situation. Panelists In This Episode: Special Guest: Katie Brewer | Your Richest Life Glen Craig | Free From Broke Kyle Prevost | Young and Thrifty Miranda Marquit | Planting Money Seeds Peter Anderson | Bible Money Matters Tom Drake | MapleMoney

There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is Read more › The post MTI071: Millennials and Investing with Katie Brewer appeared first on Money Tree Investing Podcast.

www.jenhemphill.com Have you been wanting to learn more about what financial planning can do for you? In this episode we speak to Katie Brewer, a Certified Financial Planner. Not only do we get to know her on a personal level but she answers some great questions we received! What you'll learn about in today's episode:  How this pre-med student found her love for financial planning What important lesson her grandfather shared about negotiation The simple breakdown of the fancy titles in the financial planning industry 4 tips to help you find the financial planner just right for you The key difference between what financial planners know vs the what you find on the internet So much more!

www.jenhemphill.com Have you been wanting to learn more about what financial planning can do for you?   In this episode we speak to Katie Brewer, a Certified Financial Planner.  Not only do we get to know her on a personal level but she answers some great questions we received!   What you'll learn about in today's episode:   How this pre-med student found her love for financial planning What important lesson her grandfather shared about negotiation The simple breakdown of the fancy titles in the financial planning industry 4 tips to help you find the financial planner just right for you The key difference between what financial planners know vs the what you find on the internet So much more!

www.jenhemphill.com Have you been wanting to learn more about what financial planning can do for you?   In this episode we speak to Katie Brewer, a Certified Financial Planner.  Not only do we get to know her on a personal level but she answers some great questions we received!   What you'll learn about in today's episode:   How this pre-med student found her love for financial planning What important lesson her grandfather shared about negotiation The simple breakdown of the fancy titles in the financial planning industry 4 tips to help you find the financial planner just right for you The key difference between what financial planners know vs the what you find on the internet So much more!

Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie’s story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/19

I love to bring financial advisors onto Radical Personal Finance in order to break down the barriers of communication between advisors and the general public. Katie Brewer is a financial planner based in Texas. She specializes in working with Gen X and Gen Y clients. I invited her onto the show to dig into what's different about planning for Gen X and Gen Y clients as compared to the general public. Also, I grilled her on the reality of what it's like to actually build a financial planning practice from scratch. Enjoy! Joshua Katie's website: http://yourrichestlifeplanning.com/ Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron

Friday Reading Series Katherine Brewer Ball is a writer, scholar and curator who was born under an aries sun and libra moon. She is completing her first book on the aesthetic and political promise of escape in the writings of queers and people of color, The Only Way Out is In: The Queer & Minoritarian Performance of Escape. As Visiting Assistant Professor of Performance Studies in the Theater Department at Wesleyan University, where she previously held a Mellon Postdoctoral Fellowship at The Center for the Humanities, she teaches courses on Queer Performance Strategies and Latina and Black Feminist Thought. Brewer Ball earned her PhD in Performance Studies at New York University's Tisch School of the Arts. Currently, she co-curates the reading series Adult Contemporary with Svetlana Kitto. Her published work can be read in Women & Performance; a journal of feminist theory, Media-N, Bomblog, Recaps Magazine and Criticism.