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S02E17: Smart Money Habits for Every Family
In this practical and empowering episode of “It Takes COURAGE,” Dr. Izdihar Jamil sits down with financial advisor Kate Phillips to explore simple, actionable habits that help families take control of their finances and build a secure future. You’ll learn:
- Build a financial cushion for emergencies and future goals without overwhelm
- Teach kids smart money habits that stick and grow lifelong financial confidence
- Create a family budget that’s simple, stress-free, and actually works
This episode is perfect for families looking to simplify their finances, increase security, and make intentional money choices that benefit everyone. Katherine and her team empower families to make the most of their financial resources, aligning their wealth with the life they aspire to live. Through a structured financial planning process and disciplined investment management, they help clients navigate financial complexities with confidence. By collaborating closely with accountants, attorneys, and other financial professionals, Katherine ensures a comprehensive approach to meeting her clients’ most important financial goals. She specializes in guiding families through life transitions—before, during, and after—helping them make informed, strategic financial decisions. Her planning focuses on tax-efficient strategies, optimizing savings and spending, and charting a clear path toward their desired future. More info on Kate: www.myopenadvisors.com/team/katherine-phillips Dr. Izdihar Jamil, Ph.D.—A 21x Bestselling Author of “Speak With Influence”, “Are You Visible?”, “Money Makers” and other books. Izdihar is a TV Show Host and Visibility Expert—has appeared on FORBES, FOX TV, and TED.com. She helps leaders to be bestselling authors, get featured in the media and speak on influential stages. She’s also the Curator and Organizer for TEDxHuntingtonBeach. Izdihar is featured in the book “Heroes, Leaders and Legends” with Oprah, Jack Canfield and Deepak Chopra. She lives in California with her husband and children, she loves baking and reading. More info on Izdihar: www.izdiharjamil.com
