LNP 282 Money Matters for LNCs Kathleen Thomas

Kathleen Thomas is a financial wizard I met at a C-Suite Network Advisors’ event. C-Suite is a group that I’m involved in that includes people who help CEOs, CMOs, CFOs, CIOs, anything you can put a “C” in front of.

Kathleen was there as a person who had just shared her knowledge with others by writing a book.

Kathleen has been working as a certified financial advisor and a chartered investment manager analysis for over 25 years from her office in southern New Hampshire. She’s the author of The Hardworking Woman’s Guide to Money.

Listen in as Pat Iyer and Kathleen Thomas chat about these points

  • Things that we should be thinking about when it comes to doing some planning related to money
  • How to discern the aspects of your business that were very profitable and also where your expenses are high
  • What caused Kathleen to write her book?
  • Why you should plan for the future but live today
  • How to collect money for the effort that we put into helping the attorney

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Your Presenter

Kathleen Thomas has been working as a Certified Financial Advisor and a Chartered Investment Manager Analyst for over 25 years from her office in southern New Hampshire. She is the author of “The Hard Working Woman’s Guide to Money”, the host of KT’s Money Matters Podcast, and a speaker on all topics related to money.

In her spare time, she competes in long distance triathlons including 4 Ironman distance races.

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