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

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

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Making Cents · How to Invest for Financial Freedom - WEBINAR REPLAY · 25 Jun 2026 podcast

It might be you're paying consistently too much in power.

I think of this top of mind as I have a 15-year-old who will not get out of the shower.

But it's generally hiding in plain sight.

So we've got to find that.

And then we kind of automate the good decision.

So investing happens by...

almost like by default, rather than relying on willpower each payday or hoping for the best in terms of what's left over when most of us spend most of what we earn and there's just never enough to be more productive with.

Yeah, so we start with, well, what does the money need to do?

And that's really important.

We're not looking at what's trending, it's what does the money need to do?

So if it's for kind of short-term needs, like a buffer, then it needs stability.

So that's kind of cash or crash equivalents.

If you have a mortgage that might be set in a revolving credit or an offset,

But longer term money, that's when you can take more risk.

And so that means that in terms of investment type, we're talking more that kind of the growth funds, et cetera, or it might be investing in a property, which has more of a longer kind of cycle within it.

And I think when we're talking about that retirement piece, it really does need sequencing in terms of what you lean into from an option perspective.

And so we kind of always work almost backwards through, well, what is your timeline?

What is your risk tolerance?

What strategy do you have access to?

Because the older you get...

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