November 3, 2019
Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves.
Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions.
Kate Healy will be honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization. Buy your ticket to the gala or donate to this good cause at https://www.savvyladies.org/gala.
Want to learn more about the profession? Check out Kate’s recommended organizations:
- Certified Financial Planning (CFP) Board: https://www.cfp.net/
- Financial Planning Association: http://www.onefpa.org
- The National Association of Personal Financial Advisors: https://www.napfa.org/community/napfa-genesis
- XY Planning Network: https://www.xyplanningnetwork.com/
October 22, 2019
Do women still get married to pay off their debt and achieve financial stability? Tune in and find out what the research by Student Loan Planner tells us about gender and student loan debt, and how Travis Hornsby, the founder, helps professionals become more savvy about their payment options.
Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over half a billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. For more information, visit https://www.studentloanplanner.com/.
October 8, 2019
Are you curious about the cannabis industry? Interested in investing in the “Green Rush?” Listen to this interview with Emily Tuttle, Director of Marketing for iDry Systems and hear how the industry is rapidly changing and how complex it can be for businesses to get their banking needs met.
To find out more about iDrySystems and their work in the cannabis drying industry, go to iDrySystems.com or email Emily directly at Emily@iDrySystems.com.
If you enjoyed this episode, check out my interview with Jim Parker, founder of iDry Systems here. Better yet, subscribe on iTunes or your favorite podcast app and break money silence just by listening!
Emily Tuttle is the Director of Marketing for iDry Systems, a firm specializing in providing the cannabis and wood industry drying equipment to speed up the production process. Emily has traveled extensively, is fluent in two languages, and loves to hike in Vermont and around the world.
September 24, 2019
Do men build bigger businesses than women? Are they more profit-motivated or entrepreneurial? Find out when Kathleen interviews Jenneth (Jen) Fleckenstein, Co-Owner, Clear Water Filtration, Inc. and Partner, Collaborative Brewing. Two women business owners discussing the pros and cons of working in male-dominated industries. Listen in as we bust this myth wide open!
Jen is a passionate small businesswoman who has great care and concern for water quality and how it impacts people and the environment. She uses her passion as Co-Owner of Clear Water Filtration, a water treatment company located in Waitsfield, VT, providing residential and commercial water treatment installation and service to Vermont and areas of NH and NY. More recently, she co-founded a Collaborative Brewing with her brother and an award-winning brewer.
Collaborative Brewing is opening a new tasting room in the Fall of 2019. Check out the website (https://www.vermontbrewers.com) and stop by the taproom if you come to the Mad River Valley. Ping me as I would be happy to have a Valarie Porter beverage with you!
September 11, 2019
Is it true that women are not good with numbers? Find out in this episode as Kathleen interviews Stacy Francis, Founder of Savvy Ladies, about this myth and how her grandmother paid a high price for not being financially literate. To honor her grandmother’s memory, Stacy founded Savvy Ladies to empower women to take control of their finances and their lives.
Special Announcement: The Savvy Ladies Annual Benefit Gala will take place on Thursday, November 21st at the Princeton Club of New York. Stacy and Kathleen will be in attendance and would love you to join them. Visit http://www.savvyladies.org/gala for more information.
Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.