68 9 Easy Steps to Manage and Protect Your Finances

In this episode, KT discusses: 9 easy steps to better manage your finances. The importance of organizing your mail and financial information. Taking care of your bills and upgrading your cyber-security. Where to keep your physical money. Key Takeaways: Open your mail when you have time to read it, then read it. Take proper care…

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66 Tammy Symons – Managing Market Volatility

In this episode, KT and Tammy Symons discuss: Balancing your investments. Knowing your objective, your comfort level with risk, and the timeframe of your money. Dollar cost averaging. How your instincts might lead you astray in finances.   Key Takeaways: Buying low and selling high will not always make you money. Money you need now…

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65 FIRE = Financial Independence, Retire Early

In this episode, KT discusses: The sound bullets of FIRE – the hot new topic in financial planning. How the perspective on lifestyle has changed spending over the years. How the economic climate effects the rising generations. Who is retiring at 50 and why. Key Takeaways: Sometimes things fall apart, and if you’re not careful,…

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64 Lifetime Customer Value

In this episode, KT discusses: What the Lifetime Customer Value number is. How technology has allowed companies to know who is valuable to them over time. The types of shoppers and how companies see those individuals. Ways to increase your customer value score. Key Takeaways: What type of a shopper are you? A grinder or…

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