Curtis Financial Planning

Cathy Curtis

S2 E1 Transcript: Will the Upcoming Presidential Election Impact Your Investments?

Welcome to season two of the Financial Finesse podcast. I’m Cathy Curtis, founder of Curtis Financial Planning, and a CFP®, focusing on the finances of female clients. I’m calling the second season, “What keeps you up at night?” Because let’s face it, there are a lot of things that keep us up at night lately. …

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Single and Thinking About Retirement? Five Tips to Help You Get There

Most of us dream about the day that we can take a break. We envision a full, long-lasting retirement that is free of financial worries and packed with more of the things we enjoy spending our time on. Whether you’re planning to retire at the traditional age of 65 or you’re aiming to get there …

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Episode 7 Transcript: The Challenge Of Running A Small Retail Business During COVID

00:00 Welcome to episode number seven of the Financial Finesse podcast. I’m Cathy Curtis, your host and a financial advisor who specializes in the finances of independent women based in Oakland, California. 00:14 Today, I’m interviewing three women who own retail businesses in Oakland. I wanted to discover what their experience was like running a …

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Episode 6 Transcript: Social Media Therapy: Overcoming The Awkward and Vulnerable Feelings That Can Come With Posting

00:02 Welcome to episode number six of the Financial Finesse podcast. I’m Cathy Curtis, host of this podcast and owner of Curtis Financial Planning, a financial advisory firm specializing in the finances of independent women. My guest today is Courtney McQuaid. We are going to talk about social media. And specifically, those vulnerable feelings you …

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Episode 5 Transcript: What Advisors Do For Their Clients

00:00 Welcome to Episode Five of the Financial Finesse podcast. In today’s podcast, I invite you into my financial advisor mastermind group. If you don’t know what a mastermind group is, it’s a peer to peer mentoring group where you get support and advice on issues you may be facing in running your business or …

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Selfcare, Learning And Trying New Things During The Age Of COVID And Black Lives Matter

As our usual routines and habits get upended and disrupted due to COVID, we have had to find new ones to replace them. The way we dress, eat meals, get exercise, socialize, work, and play has changed. I have discovered new ways to practice self-care. I renewed my interest in more in-depth learning, particularly about …

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