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Katie Wesney

๐Ÿ‘ค Speaker
268 total appearances

Appearances Over Time

Podcast Appearances

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

being really directive in terms of bank account structure.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

So again, you are in control, you're being purposeful, and you're embedding these really good feedback loops in terms of structure that are seeding, I'm okay, I'm okay.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

And it's really important.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

Yeah, for my clients, we're quite granular because again, everyone is different and we base it off of what do you want to do?

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

What are you doing now?

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

What do you want to do?

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

Cash in, cash out, what's left over?

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

That kind of cost load, I need to ensure that they can facilitate it now and into the future.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

We figure out the assets that they have and we divide it by

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

when they retire and how long that's going to last.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

Pretty simple, but you can also quickly see if there's going to be a problem.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

And then we course correct in terms of strategy.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

Absolutely not.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

They are so normal because there's a lot of psychology around all of this as well.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

And I actually think my message to them would be,

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

you have done an extraordinary thing.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

You have come here with nothing and you have built something that lots of people never will.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

And that lack and that scarcity that has driven you has served you.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

It has, and you've done really well.

Making Cents
Spending Money the Right Way (Most Kiwis Miss This)

But that lack