EP#463 - Money Secrets with Guest: Kim Curtis

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. This idea is grounded in Kim's personal story of her parents' divorce when she was 14 years old.

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.
• Kim suggests that if we understand the way money is looking for us, we can switch things around and see things differently. She uses the example of Niagara Falls powering the street cars in Buffalo to illustrate this point, which she brings up in a conversation about their respective hometowns of Chicago and Buffalo.

4. Entrepreneurship

• Kim Curtis mentions being more left-brained and shares her Instagram handle, which is @kimcurtisprosperity. Victor Manzo Jr thanks her for being on the show and promises to include her Instagram handle in the show notes for listeners to find. He also expresses his appreciation for her work and notes that there is more to her than just her financial expertise.

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.

During her free time you can find her sailing, skiing or golfing in the beautiful Rocky Mountains, or her favorite guilty pleasure, reading People Magazine.

How to Connect with Kim?

Web: https://www.wealthlegacyinstitute.com/

Facebook Page: https://www.facebook.com/WealthLegacyInstitute

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

Facebook: www.facebook.com/curtisgehl

LinkedIn: www.linkedin.com/in/kimberlylcurtis

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

Twitter: https://twitter.com/WLILegacy

Twitter: https://twitter.com/KimCurtisLegacy

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