Curtis Financial Planning

Podcast Episode Transcript

S3E8 Transcript: Can’t Stick to Your Budget? Try These Money Saving Tips Instead

Hi, I’m Cathy Curtis. Thank you for joining me on my podcast, Financial Finesse. Lately on the podcast, we’ve been talking a lot about awareness, mindfulness, and creating space for what’s most important in our lives. I think these topics are so important because of how they relate to our finances, and specifically, our spending …

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S3E6 Transcript: How to Calm Your Mind and Experience Life More Fully

Cathy Hi, Nichole. Nichole Hey, Cathy. It’s good to see you. Cathy Welcome to Financial Finesse. It’s great to see you too. Vanessa Yeah, I’m so happy to be here. Cathy Yeah, it’s been a couple of months in the planning, but I’m glad we connected. So, Nichole and I met by serendipity. She was …

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S3 E4 Transcript: Understanding the SECURE Act and Inherited IRAs

Intro Hi, I’m Cathy Curtis. Welcome back to the Financial Finesse podcast. And if you’re a new listener, welcome. I am this podcast’s host and also an acting and working financial advisor. My firm, Curtis Financial Planning based in Oakland, is an independent firm. And the firm is unique because we specialize in the unique …

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S3 E3 Transcript: Learning to Think Like a Breadwinner

Welcome to the Financial Finesse podcast, where we’ll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis CSP has been helping make finance accessible and intriguing for women for almost 20 years. You will get savvy actionable ideas, listening to her conversations with some of …

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S3 E2 Transcript: The Link Between Self-Awareness and Financial Success

Welcome to the Financial Finesse Podcast, where we’ll be discussing tips on how to handle your money and life with skill and style. Your host Cathy Curtis, CFP® has been helping make finance accessible and intriguing for women for almost 20 years. You will get savvy actionable ideas listening to her conversations with some of …

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S3 E1 Transcript: What Every Woman Needs To Know About Long-Term Care Insurance

Welcome to the Financial Finesse Podcast, where we’ll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP® has been helping make finance accessible and intriguing for women for almost 20 years. You’ll get savvy, actionable ideas, listening to her conversations with some of the …

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S2 E3 Transcript: Estate Planning Must-Haves For Single Women

00:01 Hi, I’m Cathy Curtis. And this is Season Two, Episode Three of the Financial Finesse podcast. In this series, I’m talking about what keeps you up at night when it comes to your finances. And today, I’m going to discuss what estate planning documents every single woman needs. 00:22 This year has highlighted to …

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S2 E2 Transcript: Sticking To Your Investment Plan In Times Of Uncertainty

00:01 Hi, I’m Cathy Curtis, welcome to Season Two, Episode Two of the Financial Finesse podcast. In this season, I’m talking about what keeps you up at night. And as investments in the stock market are right up there when it comes to things that people worry about, I’m going to talk today about sticking …

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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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Curtis Financial Planning