Kim Curtis - A Holistic Approach to Finance

09/26/22 • 31 min

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/curtisgehl

Instagram: https://www.instagram.com/happinessdoesntretire/?hl=en

LinkedIn: https://www.linkedin.com/in/kimberlylcurtis/

Twitter: https://twitter.com/WLILegacy | https://twitter.com/KimCurtisLegacy

YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

Connect with Anne Zuckerman!

Websites: https://justwantedtoask.com/

Bezi Woman: https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525

Facebook: https://www.facebook.com/bezibradiscs

Instagram: https://www.instagram.com/beziwoman/

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 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/curtisgehl

Instagram: https://www.instagram.com/happinessdoesntretire/?hl=en

LinkedIn: https://www.linkedin.com/in/kimberlylcurtis/

Twitter: https://twitter.com/WLILegacy | https://twitter.com/KimCurtisLegacy

YouTube: https://www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

Connect with Anne Zuckerman!

Websites: https://justwantedtoask.com/

Bezi Woman: https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525

Facebook: https://www.facebook.com/bezibradiscs

Instagram: https://www.instagram.com/beziwoman/

Previous Episode

Vince Poscente - What is The Solution Loop and The Gold Dot

Here are the things to expect in the episode:

How can you find your purpose amid uncertainty?
Why do most people feel lost after reaching their goal?
Is it possible to make your subconscious and conscious mind work together?
How can you positively use fear?
And much more!

About Vince:

He helps entrepreneurs activate purpose to ensure their company is a magnet for extraordinary talent and loyal customers. His background supports his expertise as a small business strategist and tactician. For example, he went from recreational skier to Olympian in four years.

He is a New York Times bestselling author. He is an inductee into the speaker hall of fame and has led expeditions to unclimbed summits in the Himalayas. With his signature wit and wisdom, he is here to help us each "Do what the competition is not willing to do."

Connect with Vince Poscente!

Website: https://www.vinceposcente.com/

Facebook: https://www.facebook.com/Vince.Poscente

Twitter: https://twitter.com/vinceposcente

LinkedIn: https://www.linkedin.com/in/vinceposcente/

YouTube: https://www.youtube.com/VincePoscente

Connect with Anne Zuckerman!

Websites: https://justwantedtoask.com/

Bezi Woman: https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525

Facebook: https://www.facebook.com/bezibradiscs

Instagram: https://www.instagram.com/beziwoman/

Next Episode

Noemi Beres - Want to be a Podcast Guest?

Here are the things to expect in the episode:

How can a podcast be beneficial to you and your business?
Why should you be a guest on a podcast?
How can you become a podcast guest?
How can you find the right podcast to be a guest on?
And much more!

About Noemi:

Noémi Beres is the Co-Owner of Podcast Connections podcast agency. She helps entrepreneurs and business owners share their knowledge and connect them to quality podcast shows.

In addition, Noemi is dedicated to helping experts grow their businesses with interviews. She started to work in the online marketing field back in 2007. Noemi has a Master’s Degree in Danish Literature and Language; she is a linguist, content creator, and “master organizer.”

Connect with Noemi Beres!

Website: https://www.podcastconnections.co/

LinkedIn: https://www.linkedin.com/in/noemiberes/

Connect with Anne Zuckerman!

Websites: https://justwantedtoask.com/

Bezi Woman: https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525

Facebook: https://www.facebook.com/bezibradiscs

Instagram:

https://www.instagram.com/beziwoman/