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 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 2.

Appearances

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And the best way I know how is, so I had, I saw a 26-year-old
probably a wee while ago now, but he came and he said to me, I'm tired.
I don't care about budgeting.
I just want to know how to invest.
And obviously I was hardcore relating, feeling exhausted.
And I think for lots of people investing, it almost sounds like it's an escape hatch for
But you have to have something to invest in first.
And I think getting that fundamental foundation right to have more freedom is just so important.
And in my mind, and I think Bronwyn would agree with this, cash flow, it's not the boring bit.
before the real work it's actually the engine that drives everything and that actually makes investing possible totally and again you have to kind of marry the two and make sure that the strategy fits your goals really important it's the lifeblood right
Never.
Yeah, I think that seasonality and those nuances actually have to be built into someone's plan as well, just in terms of energy management, what you're leaning into from a strategy perspective.
That's why I always advocate for kind of strategy first, not product.
And I think that's really important when we're talking about investing.
The goal generally isn't I want to buy an investment property or I want to have a managed fund.
It's actually, well, what is the life I want to lead for myself?
And then we back that out with, well, what are the strategies for that?
No, absolutely not.
It just gets gobbled by inflation.
You're effectively banking a loss.
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