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EP#463 - Money Secrets with Guest: Kim Curtis

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Manage episode 364722831 series 2360321
Content provided by Dr. Vic Manzo Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Vic Manzo Jr. 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.

1. Love and Money

  • Kim 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 Responsibility

  • Kim 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 Law

  • Kim 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/WealthLegacyInstitute

IG: www.instagram.com/happinessdoesntretire/

LinkedIn: www.linkedin.com/in/kimberlylcurtis

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

Twitter: https://twitter.com/KimCurtisLegacy


----------------


How to Connect with Dr. Vic?

beacons.ai/drvicmanzo


If 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.

  continue reading

504 episodes

Artwork
iconShare
 
Manage episode 364722831 series 2360321
Content provided by Dr. Vic Manzo Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Vic Manzo Jr. 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.

1. Love and Money

  • Kim 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 Responsibility

  • Kim 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 Law

  • Kim 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/WealthLegacyInstitute

IG: www.instagram.com/happinessdoesntretire/

LinkedIn: www.linkedin.com/in/kimberlylcurtis

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

Twitter: https://twitter.com/KimCurtisLegacy


----------------


How to Connect with Dr. Vic?

beacons.ai/drvicmanzo


If 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.

  continue reading

504 episodes

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