63 Tammy Symons – Budgeting for Everyone

In this episode, KT and Tammy Symons discuss: Knowing where you are and understanding your need for budgeting. Steps to budgeting and prioritizing your goals. Utilizing the tools around you, reputable apps, bank or credit union tools, etc. to your advantage. Being thoughtful about one-off decisions and discretionary funds. Key Takeaways: There’s more to budgeting…

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62 Meg Myers Morgan – Everything is Negotiable

 In this episode, KT and Meg Myers Morgan discuss: Negotiations are tied to value, not just money. Challenges Meg has faced in gaining the successes she has had. Being willing to negotiate and ask for the things you want. The biggest hurdles women give themselves. Key Takeaways: Plan for what you know you have in…

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61 Black Swan Events 

In this episode, KT discusses: What Black Swan Events are and how they can affect the world. How Mortgage Changing (mortgages changing hands from one bank/lender to another) has changed over the last 20 years. How the 5 Black Swan Events of the last 20 years have changed how people spend money and invest. Things…

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60 Retirement Planning 

In this episode, KT discusses: How long 6% savings might last after retirement. Retirees are now living longer than they have before and how that has changed the way we must look at retirement. Ways to shore up your retirement. Things you can do now to make sure you are handling your money now to…

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59 Tammy Symons – Managing your Mortgage 

In this episode, KT and Tammy Symons discuss: The benefit of paying off your mortgage versus investing your money. Some of the factors to consider when you’re going into retirement. The historical pattern of mortgage interest rates over the last 10+ years and how it is changing now. The pros and cons of some of…

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