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Katie Brewer

12 Podcast Episodes

Latest 24 Sep 2022 | Updated Daily

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Ep #38 - Don’t Sleep on Long Term Disability Coverage With Katie Brewer

Grow Money Business with Grant Bledsoe

In today’s episode, Katie Brewer from Your Richest Life Financial Planning joins us to chat about long term disability insurance.  Katie is a CERTIFIED FINANCIAL PLANNER™, and shares some wisdom she’s picked up over the years surrounding why LTD coverage is so important and what to look for when evaluating a policy. Throughout the episode, Katie and Grant review many aspects of long-term disability insurance,  how to decide whether to obtain coverage, and a few things you can do to reduce the cost of a policy. [01:27] Katie’s Background – Katie shares how she helps her clients make smart financial decisions. [07:27] Why Long-term Disability is Important – Katie shares her thoughts on why it’s crucial to have a safety net in case of an illness that prevents you from working. [11:14] Details of Long-term Disability – What constitutes a disability, how long-term disability insurance works, and different ways insurance companies structure their long-term disability policies. [19:18] Evaluating a Policy – Katie and Grant review several factors you should consider when you’re evaluating a long-term disability insurance policy. [22:43] Riders – riders are a set of options that come with your insurance policy. These are commonly available in long-term disability policies. Katie dives into details of the most common riders and their benefits. [25:54] Residual Disability – What happens if you’re only able to work part-time due to a long-term disability and how you can choose your insurance options to prepare for such a situation. [31:57] Group Coverage – Grant and Katie discuss what you can do if you have a group insurance policy that does not fulfill your expectations. [35:45] Future Insurability – How you can update your insurance options to match your future needs and what to consider before switching to a new insurance policy. [43:15] Working with Insurance Agents – Katie shares her thoughts on why it’s essential to work with independent insurance agents who are not beholden to one insurance company. [50:39] Taxability of Benefits – How taxation comes into play, depending on how your insurance policy is structured. [56:00] Insurance Through Professional Organizations – Grant and Katie share their experiences of obtaining group insurance policies through professional organizations. [58:20] Final Thoughts – Katie sums up the most important things you should keep in mind when you’re thinking of obtaining a long-term disability insurance policy. Resources: Katie’s Website: yourrichestlifeplanning.com Find Katie on Social Media: facebook.com/yrlplanning twitter.com/KatieYRL

1hr

19 Aug 2020

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101. Are YOU The Problem? w/ Matt Hall, Katie Brewer, and Joseph Hogue

Earn & Invest

Behavioral investing choices often lead to disorganized portfolios and poor returns.  How do we overcome our proclivity to make bad decisions?  This week we discuss this very topic with Matt Hall, Katie Brewer, and Joseph Hogue. Also a bonus segment with David Blobaum of Summit Prep on thriving during quarantine.  

1hr 5mins

27 Apr 2020

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M&M 90: Advisor's Guide to FinCon with Katie Brewer of Your Richest Life

Money and Media: Presented by FinCon

FinCon isn't your average money conference, and that's a good thing! Katie Brewer joins the Money & Media Podcast to share the different ways that financial advisors, planners, and coaches can make this FinCon their best conference yet. Whether you want to know how to plan for the event (including the dress code!) or you're looking for ideas on how to best connect with other attendees before, during, and after the event, Brewer has the advice that you need. Link to show notes: https://finconexpo.com/advisors-guide-to-fincon

43mins

5 Aug 2019

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135-Estate planning for blended families, with Katie Brewer

Blended Family Podcast

melissa@blendedfamilypodcast.com www.blendedfamilypodcast.com Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them.  Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education. In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about What is estate planning 9 things to keep in mind when planning an estate What makes blended family estate planning different Setting up a guardian What can go wrong when an estate is not planned When is the right time to plan an estate Who can set up an estate Listener question And much more Connect with Katie Website Twitter Facebook Join the Private Facebook Group Listen and Rate/Review on Itunes Connect with me on Facebook Connect with me on Twitter Send questions or feedback to melissa@blendedfamilypodcast.com Send me a voicemail at Speakpipe Visit the website at www.blendedfamilypodcast.com Sign up for my monthly newsletter Schedule an interview or coaching session here Send mail to Melissa Brown                     5445 Murrell Rd                     Unit 102 #178                     Viera FL 32955

23mins

24 Jul 2017

Most Popular

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HLP008: On Managing Competing Financial Goals with CFP, Katie Brewer, Your Richest Life

The Happy Lawyer Project | Inspiration, Advice & Lifestyle Strategies for Young Lawyers

With bonus season just around the corner, it seemed like as good a time as any to dive into my favorite topic, personal finance! Since lawyers aren’t known for being great with numbers, money or taking risks,  I thought it made sense to bring in a professional. On this episode I chat with Certified Financial Planner, Katie Brewer about student loans, balancing competing financial goals and so much more.   AFFILIATE LINK: If you're thinking of refinancing your student loans, Commond bond is a great choice! Use the Commonbond.co/happylawyer link to refinance your student loans and get $200. Things you’ll learn: The ins and outs of student loan repayment How to balance your many financial goals Where and when to turn for professional financial help How to make the most of your bonus in 2017 Resources: Finding the best financial planner for you XY Planning Network - Find an Advisor (http://www.xyplanningnetwork.com/consumer/find-advisor/) NAPFA (https://www.napfa.org/) Student Loans - General info and calculators: Federal Student Aid- Student Loan Consolidation (https://studentloans.gov/myDirectLoan/launchConsolidation.action) FinAid Calculator (http://www.finaid.org/calculators/) Student Loan Consolidation Companies: SoFi - Student Loan Consolidation (https://www.sofi.com/consolidate-student-loans-vs-refinance/) CommonBond (http://bit.ly/CommonBondStudentLoan) Earnest (https://www.earnest.com/) Student Loan Hero (https://studentloanhero.com/) How to access your information about your student loans: National Student Loan Data System (https://www.nslds.ed.gov/nslds/nslds_SA/) SallieMae (https://www.salliemae.com/) Connect with Katie: On Her Website: (http://www.yrlplanning.com/) On Twitter: (https://twitter.com/KatieYRL) On Her Facebook Page: (https://www.facebook.com/yrlplanning) On Linked In: (https://www.linkedin.com/in/katiebrewercfp/) Thank you!I know that time is your most valuable resource so I really appreciate you spending some of it with me. If you enjoyed today’s show, please share it! If you'd like to help me improve and grow the podcast, I'd love if you could take 60-seconds to leave an honest review and rating on iTunes at http://bit.ly/happylawyercast. Reviews and ratings are extremely helpful when it comes to the ranking of the show and I genuinely love hearing from you! Lastly, don't forget to subscribe to the podcast, so you won't miss an episode! ********** While you're here, check out some of these great affiliate links: If student loans have you down and you are considering refinancing, consider CommonBond. http://bit.ly/CommonBondStudentLoan using this link gives you $200 towards your student loan! They have some of the best rates and give a portion of their proceeds to charity. Stop paying those big banks and start doing some good with your interest payments! Or download your first book for free over at audible: http://www.audibletrial.com/TheHappyLawyerProject *********** Don't forget to follow me: IG:@thehappylawyerproject https://www.instagram.com/thehappylawyerproject/?hl=en FB:@thehappylawyerproject https://www.facebook.com/thehappylawyerproject/ Twitter: @theHLPpodcast https://twitter.com/thehlppodcast Podcast equipment: Blue Yeti Microphone- http://amzn.to/2pNRHch

45mins

18 Nov 2016

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First-time Financial Planner Meetings, with Katie Brewer

Martinis and Your Money Podcast

Consider your relationship with a financial planner as a long-term relationship. Take your time to find the right planner to guarantee your long term success. Visit http://financially-blonde.com/mmpodcast for more information about working with a financial planner

56mins

14 Oct 2016

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HTGI 021: Katie Brewer-- can't find the ideal place to work? Build it yourself!

Podcast - How To Go Independent

Summary Katie worked at several places-- large, small, investment-focused, insurance-focused, you name it-- before realizing she needed to try her hand at starting her own. She's on the leading edge of advisors serving younger and/or clients with few investable assets, using technology and a monthly subscription model. In this episode you will learn....Why and how you don't need to turn people away just because their assets are tied up in a 401 (k)-- as long as they are looking for financial planning and value adviceHow using current communication technology can leverage your time and make working with you easier for clients and prospectsHow to be awesome....(obviously)Links to other stuff you might want to check out:Katie's WebsiteKatie on the XYPN PodcastKatie on the Radical Personal Finance PodcastKatie's Money Magazine article Have questions about this episode or questions about going independent?Shoot me an email at sean@indyFA.comAlso, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE. 

52mins

16 May 2016

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MTI071: Millennials and Investing with Katie Brewer

Money Tree Investing

There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is Read more › The post MTI071: Millennials and Investing with Katie Brewer appeared first on Money Tree Investing Podcast.

41mins

29 Jan 2016

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HMM 33: Expert Spotlight : A Q&A with Katie Brewer, CFP

Her Dinero Matters

www.jenhemphill.comHave you been wanting to learn more about what financial planning can do for you? In this episode we speak to Katie Brewer, a Certified Financial Planner.  Not only do we get to know her on a personal level but she answers some great questions we received! What you'll learn about in today's episode: How this pre-med student found her love for financial planning What important lesson her grandfather shared about negotiation The simple breakdown of the fancy titles in the financial planning industry 4 tips to help you find the financial planner just right for you The key difference between what financial planners know vs the what you find on the internet So much more!

50mins

21 Jan 2016

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Ep #19: The Career of Katie Brewer – Using Speaking Gigs to Get Prospective Clients (and Income!)

XYPN Radio

Katie has some pretty unique methods for getting clients, which include speaking to consumer facing groups. So if you are a speaker that is interested in using your speaking to drive leads and prospective clients to your firm, you are going to want to listen up. Katie’s story will resonate with a lot of people. Her message is great inspiration for people who are taking a different path or are not sure what their next step is. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/19

58mins

4 Nov 2015

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