Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management (North Fulton Business Radio, Episode 831)
In this episode of North Fulton Business Radio, host John Ray chats with Kathy Healy from Healy Wealth Management. Kathy shares insights from her over two-decade-long experience in wealth management, discussing topics like budgeting, investment strategies, the importance of long-term care insurance, and the challenges associated with financial planning for couples and women. Kathy also delves into specific stories of client interactions and emphasizes the value of communication and planning in achieving financial goals.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.
Kathy Healy, Healy Wealth Management
Kathy Healy, CFP®, founder and CEO of Healy Wealth Management in Atlanta, Georgia, has been recognized in this year’s Forbes Best in State Wealth Advisors – Atlanta High Net Worth Advisors and Top Women Wealth Advisors 2024, Best-In-State.
Kathy has served more than 20 years in the financial services industry and provides a full range of financial services, including retirement and financial planning, wealth management, and insurance. Her husband, John Healy, CFA, is the Chief Investment Officer for Healy Wealth Management. Together they make an amazing team, working to improve each client’s financial well-being.
Kathy’s education and certifications include: CERTIFIED FINANCIAL PLANNER™, University of Georgia – Terry College of Business MBA, University of Alabama at Birmingham BBA, University of Montevallo FINRA Series 7 held with LPL Financial FINRA Series 66 held with IFG Advisory, LLC and LPL Financial Life and Health/Accident Sickness Insurance.
Topics Discussed in this Episode
00:00 Introduction and Welcome to North Fulton Business Radio
01:36 Meet Kathy Healy of Healy Wealth Management
02:53 Understanding Wealth Management
06:46 Challenges in Saving for Retirement
08:15 Determining Risk Profile and Investment Objectives
18:34 Investment Philosophy and Strategies
21:06 Long-Term Care Insurance Insights
24:07 Social Security and Longevity Planning
28:34 Success Stories and Client Experiences
33:17 Conclusion and Contact Information
Renasant Bank supports North Fulton Business Radio
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube
About North Fulton Business Radio and host John Ray
With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!
The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.
The studio address is 275 South Main Street, Alpharetta, GA 30009.
John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.
John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.
