Podcasts about money secrets keys

In this episode, we're diving deep into why women tend to have less money and are more likely to end up in poverty than men. But don't worry, we're not just here to dwell on the problem - we have an excellent guest here to help us find solutions! The incredible Kim Curtis - bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets, nationally recognized wealth management advisor, and President and CEO of Wealth Legacy, is here to drop some profound knowledge about how, as a woman, you can take control of your financial future and start building the wealth you deserve. So buckle up and get ready to learn some severe money secrets - this episode is not to be missed! LINKS Kim's website -https://www.wealthlegacyinstitute.com/ Money Secrets book - https://amzn.to/3nNVPvR Retirement Secrets book - https://amzn.to/3Kw1Shw CONNECT WITH SHANNAH Healthy Wealth Program for Women https://etmpod.link/healthywealth   Ask Shannah questions - submit your question here https://etmpod.link/askshannah  Freebie: 10 Money Questions to Ask Yourself Money Guide https://etmpod.link/10moneyq  Follow me on Instagram  Leave a 5-star Review here https://ratethispodcast.com/etm Subscribe to our YouTube Channel https://www.youtube.com/@EveryonesTalkinMoney SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM . Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to-do lists, and action items. You can try Notion for free at Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Upcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don't know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can't outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampKim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She's the best-selling author of Money Secrets: Keys to Smart Investing, and her mission is to give women the right mindset and money formula to help them get comfortable with their money so they can focus on creating lives of purpose. Today, Kim joins the show to talk about the Two Laws of Money, the gender differences surrounding money, and how and when money finds us.

How do high-performance individuals respond to change? In this episode with Denis O'Shea and Kim Curtis, listen to how their experiences demonstrated the actions steps of an effective leader in response to change. Denis O'Shea shares his inspiring journey from growing up in Ireland to going to several countries for career opportunities and then becoming a leader. Kim Curtis talks about writing her two bestselling books on Amazon: 'Money Secrets: Keys to Smart Investing' and 'Retirement Secrets: Keys to Retiring Happy, Healthy & Free'. Get inspired by this conversation that looks into pivoting and resetting amid changing times, learning how to get out of one's own way for success, exploring purpose and passion when time allows, and understanding the importance of inspiration as a leader.In this episode:Denis O'Shea talks about moving out of the country and how he got into leadershipBe inspired by how we can learn from extraordinary people such as Elon MuskKim Curtis shares the secrets to the success of her two bestselling books - Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy & FreeObserve how high-performers adapt to change and engage with a positive mindset despite hurdlesMain takeaways:Sometimes, leadership dawns on us through curiosityStudy other leaders to improve your leadership skillsGet yourself out of the way and do what you know you have to doAchieve peace of mind in order to reach fulfillmentQuotes:"Many leaders are very effective when they focus on one discipline, and they can be an expert in one industry." - Denis O'Shea"When you finally step off, and you have the bandwidth, if done correctly, in terms of integrating financial planning with investments, you have the bandwidth to go managing money. No worries. Goal setting. No worries. But peace of mind, you got to have it first before you can get to fulfillment." - Kim CurtisConnect with Denis: Email: denis@leadingchangepartners.comWebsite: http://www.leadingchangepartners.com/Leadership Is Changing Facebook Group: https://www.facebook.com/groups/LeadershipIsChanging/Leadership is Changing LinkedIn Page: https://www.linkedin.com/company/leadership-is-changing-podcast/

1. Love and MoneyKim emphasizes that money is not inherently evil, despite the baggage and negative stories people may have around it due to lack of conversation and openness about it in their childhood and family settings.Kim emphasizes that money is not inherently evil, but rather greed is the problem. She also notes that money reveals more of who you already are, which is important for listeners to understand because it can make everything else seem easier in the conversation.2. Self-Concept and ResponsibilityKim Curtis mentions that her mother's priority for her children was to ensure they received an education, as it was something that could never be taken away, which was important to her because it was something that had happened to her mother.3. Money and Natural Money LawKim Curtis emphasized that money is looking for you and it's important to bring this idea to the world, which was discussed as a paradigm shift in the green room. She also mentioned her interest in this topic and encouraged everyone to let this idea land.Kim Curtis explains that there are two laws of money, the human-made laws which are linear and goal-oriented, and the other law which is finding the money that is looking for you, which she had to uncover starting with a red ticket and the gift of love.Who is Kim Curtis?Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW as well as the Wall Street Journal.How to Connect with Kim?Web: www.wealthlegacyinstitute.com/FB: www.facebook.com/WealthLegacyInstituteIG: www.instagram.com/happinessdoesntretire/LinkedIn: www.linkedin.com/in/kimberlylcurtisYouTube: www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwTwitter: https://twitter.com/KimCurtisLegacy----------------How to Connect with Dr. Vic?beacons.ai/drvicmanzoIf you are ready to elevate your business, mindset, consciousness level, and overall life experience, let's chat!www.CallWithDrVic.com Hosted on Acast. See acast.com/privacy for more information.

Here's what to expect on the podcast:Why is a mindset around money important?How can a lack of wealth consciousness impact one's financial situation?What role does gratitude play in making money find you?What are the two laws of money?And much more! About Kim:Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstituteInstagram: https://www.instagram.com/happinessdoesntretire/Twitter: https://twitter.com/WLILegacy | https://twitter.com/KimCurtisLegacyLinkedIn: https://www.linkedin.com/in/kimberlylcurtis/YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwTo get The Aging Parent Checklist, go to https://financialliteracypress.com/. Connect with Candice Snyder!Website: https://hairhealthvitality.com/passion-purpose-and-possibilities/Facebook: https://www.facebook.com/candice.snyderInstagram: https://www.instagram.com/candicesny17/LinkedIn: https://www.linkedin.com/in/candicesnyder/ICAN Institute: https://vl729.isrefer.com/go/mindandbody/PassionPurpose22/

Kim Curtis, author of Money Secrets: Keys to Smart Investing, and Retirement Secrets shares how to use love to perform at a higher level, take more intentional risks and ultimately find greater financial success. For more information, visit the show notes at https://www.bobbirebell.com/podcast/kim-curtis

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications, including the Wall Street Journal. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. STAY CONNECTED: Website: https://www.podcastconnections.co/ LinkedIn: www.linkedin.com/in/noemiberes/ Facebook: www.facebook.com/noemi.beres Email: noemi@podcastconnections.co Twitter: twitter.com/noemiberes ________________________________________________________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don't forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE riseupforyou.com/coaching

In this episode, we're diving deep into the question of why women tend to have less money and are more likely to end up in poverty than men. But don't worry, we're not just here to dwell on the problem - we've got an awesome guest who's here to help us find solutions! The incredible Kim Curtis - bestselling author of Money Secrets: Keys to Smart Investing, and Retirement Secrets, nationally recognized wealth management advisor, and President and CEO of Wealth Legacy is here to drop some serious knowledge about how as women you can take control of your financial future and start building the wealth you deserve. So buckle up and get ready to learn some serious money secrets - this episode is not to be missed!LINKSKim's website -https://www.wealthlegacyinstitute.com/ Money Secrets book - https://amzn.to/3nNVPvRRetirement Secrets book - https://amzn.to/3Kw1Shw LEAVE US A REVIEWLeave us an honest rating and review, pretty please. Head to the podcast player you're listening to this episode in to leave us a review or you can click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts. Love this episode. Share it with a few friends so they can learn these valuable money concepts as well. Be sure to FOLLOW and SUBSCRIBE to never miss an episode!GOT A QUESTION?Have a Shannah Shares question? Submit your question here https://bit.ly/shannahsharesMORE MONEY TIPSFollow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgameSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Uncle Dave brings us a good one today and, not only good but, super important! Dave sits down with Kim Curtis, a nationally recognized wealth management advisor. Kim shares some important money secrets with Uncle Dave and the pair take a deep dive into how financial struggles and life struggles are one and the same. If you take the same approach to your finances as you do to working on yourself, you'll leave yourself in a great spot for retirement. Join us on this new episode! Check out Kim here: https://www.wealthlegacyinstitute.com/ Kim is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute. Kim is a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets, published by Financial Literacy Press. https://www.facebook.com/WealthLegacyInstitute https://www.instagram.com/happinessdoesntretire/ www.facebook.com/curtisgehl www.linkedin.com/in/kimberlylcurtis www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw https://twitter.com/WLILegacy https://twitter.com/KimCurtisLegacy I would really enjoy hearing from you. If you would like to connect, you can find me, your host Uncle Dave, David Chametzky here: https://www.davidchametzky.com  Find me on social media as David Chametzky, or on the Facebook page for Peace, Love and Bring a Bat, on Twitter @goofyjaam Peace Love and Bring a Bat is produced by Launchpad 516 Studios. For show ideas, guest inquiries or general feedback, drop an email: peacelovebringabat@gmail.com For sponsorships and media inquiries, drop an email: peacelovebringabat@lp516.com If you are enjoying hearing this and want to support either the podcast OR more importantly Goons for Good please feel free to click on the Patron link below to support and for a shout out and a half hour one on one session of Havening(R) https://patron.podbean.com/PeaceLoveandBringaBat Pink Cans for Cancer http://recycling4acure.org/pink-cans-4-cancer Subscribe to Peace Love and Bring a Bat on Apple Podcasts and get notified of new episodes, every Thursday! https://podcasts.apple.com/us/podcast/peace-love-and-bring-a-bat/id1552738547 (c) 2021 On the Path LLC. All Rights Reserved and Enthusiastically

Here are the things to expect in the episode:How can you get smarter about money?Why is financial planning important?What are the things you should consider before investing?How does money function in your life?And much more! About Kim:Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute.Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications, including the Wall Street Journal.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstituteInstagram: https://www.instagram.com/happinessdoesntretire/Twitter: https://twitter.com/WLILegacyLinkedIn: https://www.linkedin.com/company/wealth-legacy-institute-inc-/YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw Connect with Kamie Lehmann!Website: https://www.kamielehmann.com/Facebook: https://www.facebook.com/kamie.lehmann.1Instagram: https://www.instagram.com/shesinvinciblepodcast/LinkedIn: https://www.linkedin.com/in/kamie-lehmann-04683473National Domestic Violence Hotline: https://www.thehotline.org/Learn more about how to minimize the emotional side effects of cancer: https://adventurefound.org/

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.www.wealthlegacyinstitute.comSocial links:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretire/www.linkedin.com/in/kimberlylcurtiswww.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/WLILegacyhttps://twitter.com/KimCurtisLegacy Hosted on Acast. See acast.com/privacy for more information.

Many of us have a love/hate relationship with money. We may have limited beliefs that stem all the way back to our childhood around how to attract money into our lives. Many have the mindset that money is difficult to make, or we hold onto limited beliefs like “money is the root of all evil” or “I have to really struggle to make ends meet”. How you think about money says a lot about how you think about yourself.In this episode I dialogue with Kim Curtis, president and CEO of Wealth Legacy Institute about how to shift our mindset around money, and how to foster a new relationship with prosperity.**********Kim Curtis is a nationally recognized wealth management advisor, public speaker, president and CEO of Wealth Legacy Institute. She is also the bestselling author of “Money Secrets: Keys to Smart Investing”. Kim is proud to have created a firm where she can truly put her clients first, bringing them into alignment with their financial needs, and as a result she finds true joy in her work. How you deal with money says a lot about how you deal with life, and Kim's passionate about helping others find balance in their bank accounts! To learn more about Kim and her services, visit https://www.wealthlegacyinstitute.com/**********I am an intuitive empath specialized in Quantum Healing Hypnosis, EFT Tapping and the Emotion Code. To learn more about my healing journey or to schedule a session visit https://linktr.ee/the_existential_empath

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. As a woman, how did you become an owner/leader of a wealth management firm? What are the key messages in your book called, "Money Secrets: Keys to Smart Investing and Retirement Secrets"? If you are looking for someone to manage your money, what are some of the key questions to ask? What are some of the retirement money secrets? When combining money management and retirement, what are some of the questions to ask? What is important when you want to make money and have the lifestyle you want? You say there are two laws of money: The human and the natural? What does that mean? Kim Curtis Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Kim's groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in several publications including the Wall Street Journal. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching that helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of www.mkbconseil.ch a company specialized in leadership development and executive coaching.

Here are the things to expect in the episode:Why are women less likely to have money than men?What are the 2 laws of money?How does E plus R equal O work?What are the 7 steps to follow to acquire wealth?And much more! About Kim:Kim's story is fascinating: from living with a divorced mom on food stamps, later on having two degrees in law and finance and now having an extraordinary life. Kim is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute.She is proud to have created a firm where she can truly put her clients first, bringing the alignment she needs to feel true joy in her work.For Kim, how you deal with money says a lot about how you deal with life, and she's passionate about helping her clients find a balance.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.Kim is a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Sectes, published by Financial Literacy Press.Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others.She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal. Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstituteInstagram: https://www.instagram.com/happinessdoesntretire/Twitter: https://twitter.com/WLILegacy  |  https://twitter.com/KimCurtisLegacyLinkedIn: https://www.linkedin.com/in/kimberlylcurtis/YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwFreebie for the listeners: https://financialliteracypress.com/ Connect with Wendi Bergin!Website: https://joyfullyprepared.com/Facebook Group: https://www.facebook.com/groups/joyfulprepInstagram: https://www.instagram.com/joyfulprepper/Facebook: https://www.facebook.com/selfreliantmoms/Container Gardening Course: https://www.joyfulprepcontainergarden.com

We all have a relationship with money, but whether that's a good relationship is another matter. How can we get more comfortable with our finances? How can we change the way we think about money? We spoke with Kim Curtis, a wealth management advisor, about where our relationship with money stems from... and how to give it an update for the better. Kim Curtis is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute. She is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press, and Retirement Secrets. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.Read more at petite2queen.com/relationship-with-money-insideSupport the show

Shame , the beginning of wealth?Money consciousness and education a path of enlightenment?The power of someone believing in yourself.Did you know that Money is looking for you ?Did you know that How you do Money is how you do life ?That Joy is the compounding effect of abundance?The neuroscience of money, and last but not leastDid you know money is an act of self respect and love?Kim Curtis is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute. She is proud to have created a firm where she can truly put her clients first, bringing the alignment she needs to feel true joy in her work. For Kim, how you deal with money says a lot about how you deal with life, and she's passionate about helping her clients find a balance.Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.If you want to learn more about Kim, we invite you to visit her social media:- Website: https://www.wealthlegacyinstitute.com/- Facebook: https://www.facebook.com/WealthLegacyInstitute- Instagram: https://www.instagram.com/happinessdoesntretire/Visit https://delaflorteachings.com/faith to receive the “21 Days of Faith in Action Course” as our gift to you.Podcast sponsored by Delaflor Teachings International and produced by Asynd Media.

In today's episode, I speak with Kim Curtis. She shares powerful stories about how money has impacted her life and the pivotal moment when she started to believe that she was capable of more, much more. Kim Curtis is the President and CEO of The Wealth Legacy Institute, a personal finance expert, author, and speaker. Kim is a nationally recognized Wealth Management advisor and winner of the Editor's Choice Award for her groundbreaking work in developing a highly personal client-centric planning model recognized in the Journal of Practical Estate Planning.   Kim believes that money needs you. It needs your ideas, vision, and purpose, to turn it into something. Otherwise, it is nothing! To her, having managed wealth means having peace of mind that could bring endless possibilities not only in your career but in life too. Tune in to learn more about Kim's unique approach to financial planning. Listen to the inspirational path that she carved out in the financial industry, and hear her tweetable moments! She is a delight!  Guest Bio: Kim is a nationally recognized Wealth Management Advisor and the President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.  She is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She has been profiled in several publications, including the Wall Street Journal.  Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.  Email: kcurtis@wealthlegacyinstitute.com LinkedIn: www.linkedin.com/in/kimberlylcurtis Website: https://www.wealthlegacyinstitute.com/  Facebook: https://www.facebook.com/WealthLegacyInstitute                   www.facebook.com/curtisgehl  Instagram: https://www.instagram.com/happinessdoesntretire/ Youtube: www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw  Twitter: https://twitter.com/WLILegacy               https://twitter.com/KimCurtisLegacy Belinda's Bio:  Belinda Pruyne is a sought-after Leadership Advisor, Coach, Consultant, and Keynote speaker. She is a leading authority in guiding global executives, professionals, and small business owners to become today's highly respected leaders. She gained a wealth of expertise in the client services industry as Executive Vice President, Global Director of Creative Management at Grey Advertising, managing 500 people around the globe. With over 25+ years of leadership development experience, she brings industry-wide recognition to the executives and companies she works with. Whether a startup, turnaround, acquisition or global corporation, executives and companies continue to turn to Pruyne for strategic and impactful solutions in a rapidly shifting economy and marketplace.  Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne  Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/  Twitter: https://twitter.com/belindapruyne?lang=en  Instagram: https://www.instagram.com/belindapruyne/ 

Money makes the world go around and also can make us crazy. Kim Curtis help me to get some sanity around this important issue. Here is Kim's website: www.wealthlegacyinstitute.com Kim is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. During her free time, you can find her sailing, skiing, or golfing in the beautiful Rocky Mountains, or her favorite guilty pleasure, reading People Magazine. --- Support this podcast: https://anchor.fm/dennis-tardan/support

Kim is a nationally recognized wealth management advisor, author, and speaker, sharing her retirement secrets and how to make your money work so you can create the life you want to live! But before Kim became and expert, she was TERRIBLE with money!  For a lot of women, thinking about life after retirement can feel overwhelming, others fear it and some don't even think about it until they are in it. Kim's mission is to get women comfortable with their money situation, so they can focus on creating their lives and living on purpose.  As President and CEO of Wealth Legacy Institute and bestselling author of Money Secrets: Keys to Smart Investing, Kim's groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Tune in to hear OWL about how YOUR story impacts your relationship with money, how to shift to the right mindset and the money formula that works every time! Kim shares her own personal story of money mis-management, and reminds us that it's never too late to start taking control (systems and discipline) of your financial life so that money becomes a tool to support your dreams and purpose in the next chapter of your life! Connect with Kim on LinkedIn - https://www.linkedin.com/in/kimberlylcurtis/

Kim Curtis is the President and CEO of Wealth Legacy Institute, a wealth management firm founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are the key to ultimate success. Kim is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy, & Free. A nationally-recognized wealth management advisor, Kim received the Editor's Choice Award from the Journal of Practical Estate Planning for her work in developing a highly personal, client-centered planning model. Kim joins me today to discuss changing our relationship with money and the importance of paying it forward. She shares her ideas on diversity and inclusivity and her principles of success. She describes how an act of kindness from another person changed her life and relationship with money. She also highlights why we need to change social constructs around money and underscores the value of using money to change the world for the better. “Money needs you—it's looking for you. It needs your vision, your ideas, and how you're going to change the world for the better. Money means nothing if you don't put your ideas into it.” - Kim Curtis This week on Mastering Overwhelm: Kim's beginnings in wealth management and her journey to becoming the CEO of the Wealth Legacy Institute How committing to the client's interest first contributed to the Wealth Legacy Institute's success The relationship between money and living your life The two laws of money “Lollipop moments” and how an act of kindness created a powerful ripple effect in Kim's life Why Kim brings people of different backgrounds into her company Adjusting as a leader to working with people who are different from you Changing the construct of money and Kim's vision for Wealth Legacy Institute's future Connect with Kim Curtis: Wealth Legacy Institute Book: Money Secrets: Keys to Smart Investing Book: Retirement Secrets: Keys to Retiring Happy, Healthy, & Free Wealth Legacy Institute on LinkedIn Wealth Legacy Institute on Facebook Wealth Legacy Institute on Twitter Kim Curtis on LinkedIn Kim Curtis on Facebook Kim Curtis on Twitter Kim Curtis on YouTube Mastering Overwhelm - Set Yourself Free to Enjoy Your Success Thanks for tuning into this week's episode of the Mastering Overwhelm Podcast. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | Amazon Music | iHeart | Deezer Be sure to share your favorite episodes on social media to help me reach more listeners, like you. Join me on Facebook, Twitter, YouTube, and LinkedIn. For more exclusive content and information, visit our website.See omnystudio.com/listener for privacy information.

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, Century Link, OtterBox, Johnson & Johnson, and AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and The Wall Street Journal.www.wealthlegacyinstitute.comSocial links:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretire/www.linkedin.com/in/kimberlylcurtiswww.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/WLILegacyhttps://twitter.com/KimCurtisLegacy Hosted on Acast. See acast.com/privacy for more information.

Kim Curtis is a nationally recognized wealth management advisor and speaker.After Kim's parents got divorced, Kim's mom was left in a tough situation which necessitated that Kim got subsidized school lunches. Imagine the shame of being a young girl having to slip the cafeteria aid the red ticket which indicated that her family didn't have the money.We talk about how she went from this, to then getting student loans for law school, and promptly defaulted on them. Of course, her upbringing would lead her to not know how to manage her money. She was checked out, overwhelmed, and didn't know what to do.But miraculously, an anonymous donor paid a $1000 payment on her loan account, and that was the sign that Kim needed. Her gift made Kim stop and realize the untrue story she had been telling herself—that money was scarce, and she didn't deserve it.Thanks to that gift, Kim became conscious of her internal money talk and began to take her desire for money and the anxiety that surrounded it more seriously. Slowly, she began to believe in her ability to earn and manage money, and, in the process, the fear, anxiety, inaction, blame, and guilt she had around money slowly evaporated. She realized that she was being supported and endeavored to get right with her life and her money story. She first went to law school, then moved into the world of financial planning.She then had an epiphany moment where she saw that many in this industry are just 'sales people' for the products they are selling instead of being a fiduciary for the clients they are helping. That disconnect lead her to quit her job and then start her own firm.We talk about money being connected to lifestyle and impact. We also talk about her journey and how she got into alignment after feeling so disconnect with the work.Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience-.Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal.Get in touch with Kim Curtis to learn how you can live the retirement life that you imagine >> https://www.wealthlegacyinstitute.com/FREE Gift: Retirement Secrets WorkbookThis 90+ page workbook will help you create a plan to live a happier, healthier, and more purposeful life in retirement>> https://financialliteracypress.com Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing'. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning. They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement. They also discuss ‘The Law of 72' and having a healthy relationship with money among many other topics. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Kim Curtis Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW, and the Wall Street Journal. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Click on the following links to get offers Retirement Secrets: Keys to Retiring Happy, Healthy & Free Money Secrets: Keys to Smart Investing Aging Parents Checklist   Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Welcome to Episode 227 of Building My Legacy.In this podcast we talk with bestselling author and wealth management advisor Kim Curtis who is the president and CEO of Wealth Legacy Institute. Kim shares with us how she rewrote her own financial story in a different way and then set out to become that story. We also learn the biggest mistakes people make in money management. “How you do money is how you do life,” Kim explains, as she tells us why you can have all the money in the world and still have a failed retirement because “no amount of money can create an extraordinary life.”So if you want to know:– The three financial pillars of success– How mindset is the primary obstacle to long-term success– Why you need a financial plan before you start to invest– How to determine if your financial planner is a fiduciary and why this is so important– Why managing yourself and your money is easier when you're “in the flow”About Kim CurtisKim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and, her latest book, Retirement Secrets: Keys to Retiring Happy, Healthy & Free.” A nationally recognized wealth management advisor, Kim developed a highly personal client-centric planning model that won the Editor's Choice Award from the Journal of Practical Estate Planning. Kim is offering two free gifts to Building My Legacy listeners. To help you shift from saving for retirement to living in it, get her practical retirement planning workbook at financialliteracypress.com. And those of you caring for an aging parent will want to go to agingparentchecklist.com for a helpful checklist that Kim and her sister put together after their mother's recent death. More information on Kim, her company and her books is available at www.WealthLegacyInstitute.comAbout Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-227-kim-curtis-shares-her-secrets-for-smart-investing-and-retirement-planning-with-lois-sonstegardphd

Welcome to Episode 227 of Building My Legacy.In this podcast we talk with bestselling author and wealth management advisor Kim Curtis who is the president and CEO of Wealth Legacy Institute. Kim shares with us how she rewrote her own financial story in a different way and then set out to become that story. We also learn the biggest mistakes people make in money management. “How you do money is how you do life,” Kim explains, as she tells us why you can have all the money in the world and still have a failed retirement because “no amount of money can create an extraordinary life.”So if you want to know:– The three financial pillars of success– How mindset is the primary obstacle to long-term success– Why you need a financial plan before you start to invest– How to determine if your financial planner is a fiduciary and why this is so important– Why managing yourself and your money is easier when you're “in the flow”About Kim CurtisKim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and, her latest book, Retirement Secrets: Keys to Retiring Happy, Healthy & Free.” A nationally recognized wealth management advisor, Kim developed a highly personal client-centric planning model that won the Editor's Choice Award from the Journal of Practical Estate Planning. Kim is offering two free gifts to Building My Legacy listeners. To help you shift from saving for retirement to living in it, get her practical retirement planning workbook at financialliteracypress.com. And those of you caring for an aging parent will want to go to agingparentchecklist.com for a helpful checklist that Kim and her sister put together after their mother's recent death. More information on Kim, her company and her books is available at www.WealthLegacyInstitute.comAbout Lois Sonstegard, PhDWorking with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:https://build2morrow.com/Thanks for Tuning In!Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.Don't forget to subscribe to the show on iTunes to get automatic episode updates.And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.Please leave a review right now. Thanks for listening!Building My Legacyhttps://businessinnovatorsradio.com/building-my-legacy/Source: https://businessinnovatorsradio.com/episode-227-kim-curtis-shares-her-secrets-for-smart-investing-and-retirement-planning-with-lois-sonstegardphd

In this episode we are chatting with nationally recognized wealth management advisor, author, and speaker, Kim Curtis about retirement and how to make our money work to create the life we want to live. For a lot of women, thinking about life after retirement can feel overwhelming, others fear it and some don't even think about it until they are in it. Kim's mission is to get women comfortable with their money situation so they can focus on creating their lives and living on purpose. In this discussion we explore how your  story impacts your relationship with money, the right mindset and the money formula. Kim reminds us that it's never too late to start taking control (systems and discipline) of your financial life so that money becomes a  tool to support your dreams and purpose in the next chapter of your life.  More about Kim:   Kim Curtis is a nationally recognized wealth management advisor, speaker and is a bestselling author of Money Secrets: Keys to Smart Investing . As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This model is the cornerstone of her firm's holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.   Speaker Website: https://kimcurtisspeaker.com/   Wealth Legacy Institute: https://www.wealthlegacyinstitute.com/people/kimberly-l-curtis-cfp-chfc-clu-cap-aep-msfs/   Books: https://kimcurtisspeaker.com/retirement-secrets-book-retire-happy-healthy-free/   Free 2022 Essential Retirement Guide: https://www.wealthlegacyinstitute.com/resources/essential-retirement-guide/?hsCtaTracking=21ae5551-f12d-46d7-be6a-cbc3313a06a1%7Cb59327e6-33b4-45c9-9901-73e3f3379e23

Industries across the globe have faced disruption. Kim Curtis has seen that the ones that survive it understand they need to have a global perspective and are the ones who know how to hire out their struggles. Kim Curtis is President and CEO of Wealth Legacy Institute and a nationally recognized wealth management advisor and speaker.  Kim has attained numerous professional designations and has been acknowledged by the financial planning industry as having achieved the highest level of competence and expertise! She is also a bestselling author of Money Secrets: Keys to Smart Investing, published by Financial Literacy Press and Retirement Secrets; both her works help people unlock the secrets of money and money management in order to live a financially free life. Kim is such an incredible leader in her field, and I'm so excited for you to dive right into the episode and learn more about leaders balancing technology with humanity.   On this episode: Less talking, more doing! Learn how Kim persuaded herself to write her first book and how she got it on the market. Kim shares her unique story of stepping into leadership as the youngest regional vice president in a legal firm and her transition into financial management. Kim talks about the importance of hiring around your struggles as a strategy to build a strong organization. Everything is interconnected through tech today. We need to have a global perspective and a good grasp of tech-savviness. How do you show up as an authentic leader? With a tech-driven world, we need to make sure we don't lose the “humanity” within our leadership.  Kim talks about the importance of leading yourself by being conscious of the media and technology that you consume.  Key Takeaways: Get out of your own way and get things done Hire people different from you to support you  People who serve others are attractive leaders  You need to have a global perspective to survive disruption  If you're not tech-driven, get humble and learn servant leadership Be conscious and in control of your media  Tweetable Quotes: “I think you need to have a global perspective. I think every industry is in disruption with technology, and these silos that used to exist within the industry have now been taken over by tech.” - Kim Curtis  Connect with Kim on https://www.linkedin.com/in/kimberlylcurtis/detail/background-image/ (LinkedIn) and https://www.facebook.com/KimCurtisCFP/ (Facebook). Be sure to visit https://www.wealthlegacyinstitute.com/ (https://www.wealthlegacyinstitute.com/) for the best in money management. Resources:  https://www.amazon.com/gp/product/B00TZ9ZA0W/ref=dbs_a_def_rwt_bibl_vppi_i1 (Money Secrets) https://www.amazon.com/Kim-Curtis/e/B00S081530%3Fref=dbs_a_mng_rwt_scns_share (Retirement Secrets) Email: denis@leadingchangepartners.com Website: http://www.leadingchangepartners.com/ (http://www.leadingchangepartners.com/)  Leadership Is Changing Facebook Group: https://www.facebook.com/groups/LeadershipIsChanging/ (https://www.facebook.com/groups/LeadershipIsChanging/) Leadership is Changing LinkedIn Page: https://www.linkedin.com/company/leadership-is-changing-podcast/ (https://www.linkedin.com/company/leadership-is-changing-podcast/)