068 – 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 in disposing of your mail.
  • Use phrases that make sense to you as your password – but don’t use the same password for everything.
  • Don’t click on links in emails asking for personal information. Go on the website itself and check there.

“Keep a checklist of bills and when they are due.”KT Thomas

 

Click here to reach KT

See KT’s interview on C-Suite Network’s Best Seller TV

Connect with KT Thomas: http://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money

Show Notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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