Love Life Money & a cup of coffee w/ Cody & Kat

Podcast af Love Life Money & a cup of coffee w/ Cody & Kat

engelsk

Business

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Læs mere Love Life Money & a cup of coffee w/ Cody & Kat

Cody and Kathie Lewis are partners in life and business. They are passionate in assisting individuals in safeguarding their lifestyle and retirement against plot twists. Cody left his corporate job at American Express Financial to forge his own path to success in business and financial independence. As a CPA, Kathie enjoys assisting clients with their tax planning. Cody and Kathie talk about today's trending issues that have an impact on your love, life and money.

Alle episoder

28 episoder

28- How Long Term Care Costs Can Affect Your Assets?

Alex Fekete of One America joins Cody and Kathie to discuss the importance of protecting your assets against long term care costs.

15. maj 2023 - 44 min

27- What women are concerns with during retirement?

Cody and Kathie discuss issues women face during retirement and how to give them peace of mind when doing planning.

1. maj 2023 - 48 min

26- Are there correlation between mental health and financial health?

Cody and Kathie discuss the correlation between mental health and financial health.

17. apr. 2023 - 48 min

25- What you should know about the financial services industry?

Cody and Kathie discuss the in and out of financial services industry and how Cody got into the business.

27. mar. 2023 - 50 min

24- How did Silicon Valley Bank Failed? Is Charles Schwab going to be ok?

Cody & Kathie discuss recent Silicon Valley Bank(SVB) failure and how safe is Charles Schwab amid what happen to SVB?

14. mar. 2023 - 34 min

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