Welcome to Episode 227 of Building My Legacy.

In this podcast we talk with bestselling author and wealth management advisor Kim Curtis who is the president and CEO of Wealth Legacy Institute. Kim shares with us how she rewrote her own financial story in a different way and then set out to become that story. We also learn the biggest mistakes people make in money management. “How you do money is how you do life,” Kim explains, as she tells us why you can have all the money in the world and still have a failed retirement because “no amount of money can create an extraordinary life.”

So if you want to know:

  • The three financial pillars of success
  • How mindset is the primary obstacle to long-term success
  • Why you need a financial plan before you start to invest
  • How to determine if your financial planner is a fiduciary — and why this is so important
  • Why managing yourself and your money is easier when you’re “in the flow”

About Kim Curtis

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing and, her latest book, Retirement Secrets: Keys to Retiring Happy, Healthy & Free.”  A nationally recognized wealth management advisor, Kim developed a highly personal client-centric planning model that won the Editor’s Choice Award from the Journal of Practical Estate Planning. Kim is offering two free gifts to Building My Legacy listeners. To help you shift from saving for retirement to living in it, get her practical retirement planning workbook at financialliteracypress.com. And those of you caring for an aging parent will want to go to agingparentchecklist.com for a helpful checklist that Kim and her sister put together after their mother’s recent death. More information on Kim, her company and her books is available at www.WealthLegacyInstitute.com

About Lois Sonstegard, PhD

Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy.  Leaders often ask: When does one begin to think about legacy?  Is there a “best” approach?  Is there a process or steps one should follow?

Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:

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Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Lois Sonstegard, PhD

Working with business leaders for more than 30 years, Lois has learned the passion successful leaders have to leave a meaningful legacy. Lois is dedicated not only to developing leaders but to help them build a meaningful legacy.