Podcasts about wealth legacy institute

Welcome to another empowering episode of Educated, Empowered, Inspired. Today, we're joined by Kim Curtis, the CEO of Wealth Legacy Institute, who shares her incredible journey from financial chaos to becoming a beacon of success in wealth management.Key Points:Kim's personal story of overcoming financial struggles and how it shaped her approach to wealth management.Insights into the natural and human-made laws of money.Practical advice for entrepreneurs on managing finances during economic ebbs and flows.The importance of rewriting your money story to achieve financial and personal success.Actionable Tips:Start by addressing any outstanding credit card debt.Engage in money conversations with peers or mentors.Set clear, achievable financial goals based on your dreams and desires. Mentioned in This Episode: https://financialliteracypress.com/  https://agingparentchecklist.com/Connect with Kim Curtis:Website: https://www.wealthlegacyinstitute.com/  Free Resources:Make Your FB Profile Profitable - https://shellyniehaus.ck.page/fbprofile The Business Power Hour - https://shellyniehaus.ck.page/businesspowerhourEmail Quickstart Guide - https://shellyniehaus.ck.page/emailguideWeekly Women Entrepreneurs In Prayer Call - https://shellyniehaus.ck.page/prayercall Connect with Shelly Niehaus:Website: https://coaching.shellyniehaus.com/Facebook: https://www.facebook.com/groups/educated.empowered.inspiredInstagram: https://www.instagram.com/shellyniehaus/LinkedIn: https://www.linkedin.com/in/shelly-niehaus-7680652/Youtube: https://www.youtube.com/@shellyniehauscoaching

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.

In the spotlight today is Kim Curtis, President & CEO of Wealth Legacy Institute. She speaks passionately about the topic of financial literacy. Kim's story starts with a red paper ticket for school lunches and a heap of student loan debt that began her journey to becoming a CEO of a wealth management firm. She has shared the stage with astronaut Buzz Aldrin and been featured on the jumbotron in Times Square. She has advised State Governors, national TV personalities and even cage-fighting superstars in the UFC. You'll love her passion for her award-winning highly personal client-centric planning model, and her holistic approach to integrated wealth management – which she says anyone can learn and adopt. I know you will enjoy her stories and advice, whether you are just getting started or nearing retirement. In this episode you will learn:The impact of parental beliefs and early experiences on one's relationship with moneyThe importance of taking control of your financial destiny and the power of self-beliefHow you do money is how you do lifeWomen's financial roles Transforming a complicated money mindset into a confident oneThe importance of financial education How to instill healthy money beliefs in the next generationA little about me:I began my career as a teacher, was a corporate trainer for many years, and then found my niche training & supporting business owners, entrepreneurs & sales professionals to network at a world-class level. My passion is working with motivated people, who are coachable and who want to build their businesses through relationship marketing and networking (online & offline). I help my clients create retention strategies, grow through referrals, and create loyal customers by staying connected.In appreciation for being here, I have a couple of gifts for you.A LinkedIn Checklist for setting up your fully optimized Profile: https://www.janiceporter.com/linkedin-training.htmlAn opportunity to test drive the Follow Up system I recommend by sending a FREE greeting card (on me): www.sendacardeverytime.comConnect with me:http://JanicePorter.comhttps://www.linkedin.com/in/janiceporter/https://www.facebook.com/JanicePorterBizhttps://twitter.com/janiceporterJoin our Relationships Rule community on FB here:https://www.facebook.com/groups/relationshipsrule/Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a note in the comment section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.Mentioned in this episode:LinkedIn Ad

Money cannot buy happiness. So why are we seeking wealth so desperately? Today's conversation with Kim Curtis has definitely shifted my attitude toward money.  Kim is a nationally recognized wealth management advisor, speaker, president, and CEO of Wealth Legacy Institute. For her, how you deal with money says a lot about how you deal with life, and in this episode she shares many thoughts worth your deep reflection and honest, serious contemplation.  In this episode, you will hear about: why money is not a separate area of your life but rather a red through penetrating all the others relation between your self-worth and net worth some "esoteric" concepts about money from a very analytical person (lawyer in the past) Maslow's pyramid of needs applied to money why building a business or a career solely driven by impact/legacy is not sustainable Stay safe and #standwithukraine, Anna Resources: Connect with Kim: https://www.instagram.com/kimcurtisprosperity/ Check out free resources about financial literacy: https://financialliteracypress.com/ Book a Mindshifting Intensive: https://annaliebel.as.me/strategycall  Support Ukraine: https://u24.gov.ua/

On this episode of The DEB Show, host Debra Eckerling talks about Mindset from a health, operations, and money perspective. Her guests - Kevin Bailey, Workout Warrior; Gwen Bortner, Everyday Effectiveness; and Kim Curtis, Wealth Legacy Institute - share their relationships with mindset, as well as insights, goals, tips, and more. Mindset is a combination of your approach, beliefs. and thoughts ... your attitude follows, so why not have a positive mindset. Learn more about your ad choices. Visit megaphone.fm/adchoices

“Conversations around money should be: what do you want? Who do you want to be? And how do we help you get there? Not only you individually, but your collective. Your collective is your family, your community, and beyond”   Imagine a world where the language of money is universal, inclusive, and aligns with your life's purpose and passion. That's exactly the world Kim Curtis, CEO of Wealth Legacy Institute, envisions and is working towards. This episode exposes the unspoken gender dynamics in finance and the male-centric language that often excludes crucial aspects like life, passion, and joy. Kim takes us on her unique journey, from changing careers at 30 and overcoming money shame, to becoming a successful financial planner.   Have you ever wondered how gendered financial language affects retirement strategies? Our hosts Stephanie McCullough and Kevin Gaines, along with Kim reveal the different retirement scenarios for men and women. They highlight the importance of community in retirement, providing insightful strategies to expand relationship circles and combat loneliness and boredom. Kim's candid discussion about her past experiences and how they have shaped her approach with clients is a testament to her holistic approach to finance.   In the world of finance, skills extend far beyond number crunching. According to Kim, financial professionals also need resilience, self-awareness, and mediation skills. She shares valuable advice on recognizing biases in investing, understanding the differentiations between financial professionals, and the importance of patience and ownership in financial planning. All this and more in this episode of Take Back Retirement.         Key Topics: Kim's Story and and Career Change to Financial Planning (02:09) Gendered Language in Financial Planning (11:13) How We Show Up Around Money (15:44) Happiness Doesn't Retire (24:52) Women in the Financial Planning Field (27:18) The Psychology of Money and the Gender Issues in Financial Planning (31:29) Wrap-Up (37:04)         Resources: WealthLegacyInstitute.com FinancialLiteracyPress.com Kim's most recent book, Retirement Secrets: Keys to Living Happy, Healthy and Free @happinessdoesntretire on IG         If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

“Money is looking for you. Money by itself has no value. It's just a tool. It only has the value we give it. So, money to become something, needs your ideas, your vision, your values, your imagination, your curiosity to become something of use to the world.” Our host Ed Coambs is joined by Kim Curtis of Wealth Legacy Institute. Her successful shift from a legal career to a spokesperson for personal finance demonstrates how resilience and passion can lead to a fulfilling career change, no matter how unexpected it may be. Kim sheds light on how to navigate the complex world of financial decisions with our partners, emphasizing the importance of communication and understanding. Transitioning life roles can be difficult, particularly when it comes to money matters. Kim explores how to leverage a financial plan to provide support in these changes, and how our perception of a financially sound choice evolves as we mature. Her personal journey from poverty to owning a prosperous wealth management firm is nothing short of inspirational. It emphasizes the significance of self-reflection and asking the right questions to make sound financial decisions. Ed and Kim also delve into the meaning and power of money. They explore how it needs our vision, values, ideas, and curiosity to be useful in the world. Money can shape outcomes in our lives, but it's essential to stay connected with our authentic selves to make better decisions. Kim's insights are sure to leave you with valuable takeaways, inspiring you to lead a more financially fulfilled life. Key Topics: Kim's Journey to Her Current Work of Financial Planning (02:03) Working with Couples at the Point of Change and Transition (07:49) The Layers of Financial Planning (13:28) Kim's Books (23:22) Reclaiming Your Childhood Passions (26:24) The Value and Meaning We Put in Money (36:39) The Two Laws of Money (43:38) Resources: WealthLegacyInstitute.com FinancialLiteracyPress.com Kim Curtis on YouTube Connect With Healthy Love and Money: Schedule your free 30-Minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

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

One approach that can help investment advisors go beyond the familiar “Know Your Client (KYC)” information gathering is to use a genogram to map a client's family history. The genogram looks like a family tree, but also provides detailed information about current and past family relationships and helps identify financial patterns and family values over generations. Mike Wallberg, CFA, speaks with Kim Curtis, CFA, CEO of Wealth Legacy Institute, Inc. and best-selling author, about the genogram technique to help advisors better understand a client's family dynamics that can lead to more productive wealth management planning and deeper client relationships.   Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

Want to know how to get things done? Get out of your own way! That's a good tip from today's guest, Kim Curtis, President and CEO of Wealth Legacy Institute.Beyond helping her clients leave a financial legacy, she believes in leaving the legacy of leadership. Her advice: Step back and let your team shine. We'll chat with Kim about her groundbreaking financial planning model, her views and leadership and perhaps her favorite guilty pleasure! That's up next on the Working CEO Podcast …stay tuned! https://www.highwirenetworks.com/the-working-ceo-episode-14-holistic-approach-to-leadership/

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.

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

Connie's motivational quote for today is by – Dave Ramsey, “Money is 80% behavior, 20% head knowledge.  It's what you do, not what you know.” I love the 80/20 rule.  It is true for many aspects of our personal and professional lives.  So of course, the 80/20 rule is true for money habits too?   We all know you can't save and spend money at the same time.  That's an example of knowledge, right?  Yet, how hard is it to save when we or our families need things?  For example, the car needs to be fixed or you need to buy a new car and have a car payment again.  A car is not a luxury after all. Money seems to slip away easily, especially if we don't have a financial plan in place.    YouTube: https://youtu.be/056gRrh8CZY   About Kim Curtis:  Kim 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.   How to Get in Touch With Kim Curtis:  Website:  https://www.wealthlegacyinstitute.com/  Email:   kcurtis@wealthlegacyinstitute.com Free Gifts: https://financialliteracypress.com/    Stalk me online! LinkTree: https://linktr.ee/conniewhitman Download Free Communication Style Assessment: https://www.changingthesalesgame.com/communication-style-assessment  All-Star Community:  https://changingthesalesgame.mykajabi.com/All-Star-Community   Subscribe and listen to the Changing the Sales Game Podcast on your favorite podcast streaming service or on YouTube.  New episodes post every week - listen to Connie dive into new sales and business topics or problems you may have in your business.

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

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.

Whether it is a difficult situation you are in at work, a conversation that needs to be had about a difficult subject, or just a change that needs to be made, doing what needs to be done is not necessarily easy.  Our guest today has built a career, company, and life for herself by doing what needs to be done as we welcome CEO of Wealth Legacy Institute, Kim Curtis to the show. Kim is also an author of 2 books Money Secrets and Retirement Secrets Interested in unlocking your potential to go and do what needs to be done in your career? Contact Steve Mellor today at Steve@careercompetitor.com to set up your free coaching consultation Within our discussion Kim reveals how her moral standards were tested and how she was eventually forced into taking action so she could shift the culture of an entire industry.  Within our conversation, the competitor in you will be educated on how to: Handle adversity in ways where it can create opportunity Build relationships that can forge business success Embrace growth as a part of your journey at all times You can learn more about the work Kim and her team does at wealthlegacyinstitute.com and she also recommends that you check out financialliteracypress.com to educate yourself on the 10 laws of money  

Here are the things to expect in the episode:What is a holistic approach to finance?How can you improve your relationship with money?Why should parents teach their children the value of money?What are the 2 laws of money?And much more!About Kim: Kim Curtis is a bestselling author of Money Secrets and Retirement Secrets and a nationally recognized wealth management advisor and speaker. 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.Connect with Kim Curtis!Website: https://www.wealthlegacyinstitute.com/Facebook: https://www.facebook.com/WealthLegacyInstitute   |   https://www.facebook.com/curtisgehlInstagram: https://www.instagram.com/happinessdoesntretire/?hl=enLinkedIn: https://www.linkedin.com/in/kimberlylcurtis/Twitter: https://twitter.com/WLILegacy   |   https://twitter.com/KimCurtisLegacyYouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwConnect with  Anne Zuckerman!Websites: https://justwantedtoask.com/Bezi Woman:  https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525Facebook: https://www.facebook.com/bezibradiscsInstagram: https://www.instagram.com/beziwoman/

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

Today's guests: Kim CurtisKim Curtis is a bestselling author of Money Secrets and Retirement Secrets. She is a nationallyrecognized wealth management advisor and President and CEO of Wealth Legacy Institute. Ms Curtis'groundbreaking work in developing a highly personal client-centric planning model was recognized in theJournal of Practical Estate Planning, winning the Editor's Choice award. She has been profiled in severalpublications including the Wall Street Journal. Kim has attained numerous professional designations andbeen recognized by the financial planning industry as having achieved the highest level of competenceand expertise. Kim can be reached at WealthLegacyInstitute.comOn this episode:Amber is joined by entrepreneur & financial advisor Kim Curtis for a discussion on early struggles, what makes a healthy money mindset, and the moment you decide to believe in yourself. Tweetable Quotes:"Part of growing as an entrepreneur includes building a team you have faith in." -Amber Fuhriman"Every journey to success you hear about will have several mistakes and course corrections along the way." -Kim Curtis"Money needs you. The money becomes powerful when it's coupled with your ideas and your values." -Kim Curtis"When you hear someone say they can't afford it... they are saying they don't see the value in what you're offering." -Amber FuhrimanKim Curtis:https://www.facebook.com/WealthLegacyInstitutehttps://www.instagram.com/happinessdoesntretirehttps://www.facebook.com/curtisgehlhttps://www.linkedin.com/in/kimberlylcurtishttps://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYwhttps://twitter.com/KimCurtisLegacyIf you are interested in connecting with Amber, send an email to amber@amberfuhriman.com.Connect with other incredible people looking to break out of the corporate mindset by joining the More Than Corporate Facebook group: http://bit.ly/2MuWn53Checkout Amber's Speaker Reel: https://www.youtube.com/watch?v=vPj5OBvjrr0Schedule a connection call with Amber: https://calendly.com/amberfuhriman/connection-call?month=2021-05 See acast.com/privacy for privacy and opt-out information.

Technology has the potential to go way beyond helping us become more efficient by getting rid of menial tasks; we just can't forget about the human side of the coin. In this Expert Insight Interview, we welcome Kim Curtis, CEO of Wealth Legacy Institute.

Worried you're behind, or may not have enough money to retire someday? You may have less cause for concern than you think. Today's episode dives into the math behind why you may need to save less than you think for retirement, with two solid examples from my own life. Plus, an interview with Kim Curtis, a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute, where she dives into what we actually need to be worried about in retirement. Hint: It's likely not running out of money. FOLLOW ALONG Money with Katie Blog Money with Katie Instagram Money with Katie Twitter Sign up for the Newsletter! FULL EPISODE TRANSCRIPTS AT HTTPS://PODCAST.MONEYWITHKATIE.COM

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/)