Building The Premier Accounting Firm

Money Management & Planning for Life w/ Kim Curtis

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Roger Knecht

President of Universal Accounting Center

Episode Details


Overview: Money Management & Planning for Life

Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Kim Curtis
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.

They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.

They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.


About Our Guest: Kim Curtis

Kim Curtis is nationally recognized as a wealth management advisor, author, and speaker. She has several professional designations and is recognized by the financial planning industry as an expert in comprehensive financial planning.



Universal Accounting Center

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