Money and Purpose in Midlife

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