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082: Kim Curtis - Taking Control of Your Financial Destiny

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Manage episode 382641580 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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-bootcamp

Kim 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.

📺 Watch on YouTube

https://youtu.be/BDSn6-O3XhE

Key Takeaways

00:54 – Jonathan introduces today’s guest, Kim Curtis, who joins the show to talk about how her parents’ divorce impacted her views on money

08:45 – The value placed on education and a student loan surprise

13:55 – The origins of the Wealth Legacy Institute

19:45 – The most potent money scripts Kim runs into with couples

24:07 – Love yourself and money will follow

25:29 – Two Laws of Money

28:46 – Differences in how men and women approach money

37:36 – One thing we can do to increase personal and financial success and one thing to completely ignore

39:32 – The last thing that Kim changed her mind about and one thing she would like others to know about her

41:27 – Jonathan thanks Kim for joining the show and lets listeners know where to connect with her

Tweetable Quotes

“Events happen in our lives all the time that we have no control over. But, what I recognized at that point, was that I did have control over the responses or the choices that I made. And that would determine my outcomes.” (11:17) (Kim)

“I wanted to create a firm that had a soul - a firm filled with humanity that puts clients first, not last - and that’s when I created Wealth Legacy Institute.” (16:43) (Kim)

“You have to have managing money tied to a financial plan for self-preservation and putting it in perspective.” (21:38) (Kim)

“Money finds you when your frequency is high. And, when we have high frequency is when we have joy, when we have aliveness, when we have gratitude, when we have self-love, when we have self-respect, when we have consciousness and awareness. That raises up our frequency to understand for money to find us. And how does money find us? Well, money finds us through our ideas, and ideas are abundant.” (25:02) (Kim)

“I think the struggle allows, for the other side, gratitude.” (37:10) (Kim)

Guest Resources

Kim’s LinkedIn

Kim’s Book

Kim’s Instagram

Happiness Doesn’t Retire Instagram

Wealth Legacy Institute Website

Wealth Legacy Institute Twitter

Wealth Legacy Institute LinkedIn

Wealth Legacy Institute Facebook

Mindful Money Resources

For all the free stuff at Mindful Money: https://mindful.money/resources

To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763

Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in

Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership

For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/

Website: https://mindful.money

Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe

🎙️

Podcast Production & Marketing by FullCast

Back to Podcast Homepage


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
  continue reading

122 episodes

Artwork
iconShare
 
Manage episode 382641580 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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-bootcamp

Kim 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.

📺 Watch on YouTube

https://youtu.be/BDSn6-O3XhE

Key Takeaways

00:54 – Jonathan introduces today’s guest, Kim Curtis, who joins the show to talk about how her parents’ divorce impacted her views on money

08:45 – The value placed on education and a student loan surprise

13:55 – The origins of the Wealth Legacy Institute

19:45 – The most potent money scripts Kim runs into with couples

24:07 – Love yourself and money will follow

25:29 – Two Laws of Money

28:46 – Differences in how men and women approach money

37:36 – One thing we can do to increase personal and financial success and one thing to completely ignore

39:32 – The last thing that Kim changed her mind about and one thing she would like others to know about her

41:27 – Jonathan thanks Kim for joining the show and lets listeners know where to connect with her

Tweetable Quotes

“Events happen in our lives all the time that we have no control over. But, what I recognized at that point, was that I did have control over the responses or the choices that I made. And that would determine my outcomes.” (11:17) (Kim)

“I wanted to create a firm that had a soul - a firm filled with humanity that puts clients first, not last - and that’s when I created Wealth Legacy Institute.” (16:43) (Kim)

“You have to have managing money tied to a financial plan for self-preservation and putting it in perspective.” (21:38) (Kim)

“Money finds you when your frequency is high. And, when we have high frequency is when we have joy, when we have aliveness, when we have gratitude, when we have self-love, when we have self-respect, when we have consciousness and awareness. That raises up our frequency to understand for money to find us. And how does money find us? Well, money finds us through our ideas, and ideas are abundant.” (25:02) (Kim)

“I think the struggle allows, for the other side, gratitude.” (37:10) (Kim)

Guest Resources

Kim’s LinkedIn

Kim’s Book

Kim’s Instagram

Happiness Doesn’t Retire Instagram

Wealth Legacy Institute Website

Wealth Legacy Institute Twitter

Wealth Legacy Institute LinkedIn

Wealth Legacy Institute Facebook

Mindful Money Resources

For all the free stuff at Mindful Money: https://mindful.money/resources

To buy Jonathan’s first book - Mindful Money: https://www.amazon.com/Mindful-Money-Practices-Financial-Increasing/dp/1608684369

To buy Jonathan’s second book – Mindful Investing: https://www.amazon.com/Mindful-Investing-Outcome-Greater-Well-Being/dp/1608688763

Subscribe to Jonathan’s Weekly Newsletter: https://courses.mindful.money/email-opt-in

Capture the most important benefit of an advisor – behavioral support – without the 1% fee: https://courses.mindful.money/membership

For more complex, one on one financial planning and investing support with Jonathan or a member of Jonathan’s team: https://www.epwealth.com/our-team/berkeley/jonathan-deyoe/

Website: https://mindful.money

Jonathan on LinkedIn: https://www.linkedin.com/in/jonathandeyoe

🎙️

Podcast Production & Marketing by FullCast

Back to Podcast Homepage


This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
  continue reading

122 episodes

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