Katie Wesney
speaker
987 appearances
7 recordings
1 series
first heard Apr 2026
last heard 2 Sep
Katie Wesney’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 2.
Appearances
And I think they're describing like some kind of version of it, which comes down to, in my mind, just having more choice and more security.
So kind of less...
background worry about money.
And I have a really good example.
I had an awesome client come to see me recently in actually a really strong position, good saver, worked incredibly hard, just so sensible.
And all she wanted to do in her early 50s is to drop one day of work.
And on paper,
worked so easily, but emotionally she was feeling really guilty about it.
Like she just hadn't earned that privilege yet.
But once she had a plan and she could see the numbers around it, like it absolutely wasn't reckless.
Like that's the thing that she was working towards.
And I think that's really good evidence of financial freedom in real life.
Like for some people, it's not always kind of stopping work, but it's having more choice around how work kind of fits in with your life almost.
So important because actually we're all just trying to live the best version of our life.
And I think being in control of your money really does help facilitate that.
I think it's not just about chasing returns.
I think it's really about matching the investment strategy to someone's life
the timeframe they have, their cash flow, their risk, and their need for flexibility.
That is the anchor point in terms of strategy.
And I was thinking about how I could kind of describe this.
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