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147: KT Thomas - "Money Matters"

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Manage episode 212284355 series 1429500
Content provided by The Team @ Thrive LouD and Lou Diamond. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Team @ Thrive LouD and Lou Diamond 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.

Kathleen Thomas "KT" has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner™ practitioner and a leader at NewDay Solutions.

In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.

KT hosts KTs Money Matters Podcast and her book The Hardworking Woman's Guide to Money make KT a thought leader in the investment space. Hear her share her story, focus and passion with Lou on Thrive LOUD.

  continue reading

1024 episodes

Artwork
iconShare
 
Manage episode 212284355 series 1429500
Content provided by The Team @ Thrive LouD and Lou Diamond. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Team @ Thrive LouD and Lou Diamond 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.

Kathleen Thomas "KT" has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner™ practitioner and a leader at NewDay Solutions.

In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.

KT hosts KTs Money Matters Podcast and her book The Hardworking Woman's Guide to Money make KT a thought leader in the investment space. Hear her share her story, focus and passion with Lou on Thrive LOUD.

  continue reading

1024 episodes

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