Get More Done in Less Time with Kathleen Boyd

Real Life Planning Podcast

In Episode 24, I have a great conversation with work process coach, Kathleen Boyd, CFP® from the XY Planning Network team. We talk about getting more done in less time with the help of workflows and tech tools for automation. Listen to learn valuable tips on creating effective work processes that will save you time and money. Later in the episode, Kathleen shares her take on the future of cryptocurrencies and the challenges she has faced as a woman of color in the financial service sector.

INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.
This week on Real Life Planning Podcast:

💡What is a workflow and how does it help your business? [00:03:06]

💡Will hiring someone contribute to work process efficacy? [00:05:02]

💡Kathleen’s challenges as a woman of color in the finance industry [00:14:43]

💡How do you design work processes? [00:19:46]

💡What is happening in the cryptocurrency sector today? [00:23:34]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.