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.
Watch our podcast with Kim Curtis to gain a deeper understanding of how you interact with your finances:
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.
To begin our conversation, we dive into Kim’s background in finances. How did she become a wealth management advisor? What inspired her to help others with money matters? Kim shares about her career journey and how she’s been able to change how her clients think about wealth.
Obstacles can come in many forms, especially when it relates to money. Of course, external factors include how much you earn, what kinds of unavoidable bills and debts you have to pay, and so on. However, we also have our own mindsets about money. These often stem from our adolescence and early adulthood. How you saw finances impact your parents can have lasting effects on how you view money in your own life. Kim describes how we can gain a better understanding of our relationship with money and how we can give it a much-needed refresh.
Kim describes some of her process to help clients identify and update their perspective on money. It takes time to change a mind, but with the right tools, you can improve that mindset and reap the benefits.
We end our conversation with Kim’s actionable tips to changing your financial perspective now.
Listen to our discussion with Kim for more about improving your relationship with money:
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