147: KT Thomas - "Money Matters"
Kathleen Thomas\xa0"KT" has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a\xa0Certified Financial Planner\u2122\xa0practitioner and a leader at NewDay Solutions.
In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client\u2019s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.
KT hosts KTs Money Matters Podcast\xa0and her book\xa0The Hardworking Woman's Guide to Money\xa0make KT a thought leader in the investment space.\xa0 Hear her share her story, focus and passion with Lou on Thrive LOUD.