Money: Making, Keeping, and Paying it Forward with Kim Curtis

All Episodes

October 4, 2022 • 26 mins

Kim Curtis is the President and CEO of Wealth Legacy Institute, a wealth management firm founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are the key to ultimate success. Kim is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy, & Free. A nationally-recognized wealth management advisor, Kim received the Editor’s Choice Award from the Journal of Practical Estate Planning for her work in developing a highly personal, client-centered planning model.

Kim joins me today to discuss changing our relationship with money and the importance of paying it forward. She shares her ideas on diversity and inclusivity and her principles of success. She describes how an act of kindness from another person changed her life and relationship with money. She also highlights why we need to change social constructs around money and underscores the value of using money to change the world for the better.

“Money needs you—it’s looking for you. It needs your vision, your ideas, and how you’re going to change the world for the better. Money means nothing if you don’t put your ideas into it.” - Kim Curtis

This week on Mastering Overwhelm:

Kim’s beginnings in wealth management and her journey to becoming the CEO of the Wealth Legacy Institute
How committing to the client’s interest first contributed to the Wealth Legacy Institute’s success
The relationship between money and living your life
The two laws of money
“Lollipop moments” and how an act of kindness created a powerful ripple effect in Kim’s life
Why Kim brings people of different backgrounds into her company
Adjusting as a leader to working with people who are different from you
Changing the construct of money and Kim’s vision for Wealth Legacy Institute’s future

Connect with Kim Curtis:

Mastering Overwhelm - Set Yourself Free to Enjoy Your Success

Thanks for tuning into this week’s episode of the Mastering Overwhelm Podcast. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts.

Be sure to share your favorite episodes on social media to help me reach more listeners, like you.

Join me on Facebook, Twitter,

Mark as Played