72: Bringing a Woman's Perspective to Money and Retirement with Financial Planner and Author Kim Curtis

Take Back Retirement

“Conversations around money should be: what do you want? Who do you want to be? And how do we help you get there? Not only you individually, but your collective. Your collective is your family, your community, and beyond”

Imagine a world where the language of money is universal, inclusive, and aligns with your life's purpose and passion. That's exactly the world Kim Curtis, CEO of Wealth Legacy Institute, envisions and is working towards. This episode exposes the unspoken gender dynamics in finance and the male-centric language that often excludes crucial aspects like life, passion, and joy. Kim takes us on her unique journey, from changing careers at 30 and overcoming money shame, to becoming a successful financial planner.

Have you ever wondered how gendered financial language affects retirement strategies? Our hosts Stephanie McCullough and Kevin Gaines, along with Kim reveal the different retirement scenarios for men and women. They highlight the importance of community in retirement, providing insightful strategies to expand relationship circles and combat loneliness and boredom. Kim's candid discussion about her past experiences and how they have shaped her approach with clients is a testament to her holistic approach to finance.

In the world of finance, skills extend far beyond number crunching. According to Kim, financial professionals also need resilience, self-awareness, and mediation skills. She shares valuable advice on recognizing biases in investing, understanding the differentiations between financial professionals, and the importance of patience and ownership in financial planning. All this and more in this episode of Take Back Retirement.

Key Topics:

• Kim’s Story and and Career Change to Financial Planning (02:09)
• Gendered Language in Financial Planning (11:13)
• How We Show Up Around Money (15:44)
• Happiness Doesn’t Retire (24:52)
• Women in the Financial Planning Field (27:18)
• The Psychology of Money and the Gender Issues in Financial Planning (31:29)
• Wrap-Up (37:04)

Resources:

• WealthLegacyInstitute.com
• FinancialLiteracyPress.com
• Kim’s most recent book, Retirement Secrets: Keys to Living Happy, Healthy and Free
• @happinessdoesntretire on IG

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You can find the transcript and more information about this episode at www.takebackretirement.com.

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