4.5 • 775 Ratings
🗓️ 31 January 2023
⏱️ 53 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.4 | Hi, and welcome to the Longview. I'm Jeff Patak, Chief Ratings Officer for Morningstar Research Services. |
0:38.2 | And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning |
0:41.8 | Star. Our guest on the podcast today is Katie Gaddy Tossan. She's the creator of the |
0:47.1 | Money with Katie blog podcast and newsletter, which was acquired by Business Insiders Morning |
0:52.0 | Brew in 2022. |
0:59.0 | Money with Katie podcast is consistently one of the best performing finance-related podcasts. |
1:04.5 | Katie started up Money with Katie after Stince is a content designer and writer for other firms, |
1:08.3 | including Meta, Dell Technologies, and Southwest Airlines. |
1:12.0 | She received her bachelor's in communication and information sciences from the University of Alabama, where she was a presidential scholar. Katie, welcome to the Longview. |
1:18.5 | Oh, thank you. I'm happy to be here, Jeff. Well, it's our pleasure to have you. Thanks again for |
1:22.5 | coming on. We want to start out talking about your story, your decision to start up the blog, |
1:27.9 | newsletter, and podcast lineup called Money with Katie. |
1:31.5 | What audience and what needs were you trying to address with your content? |
1:37.1 | So I started the brand with the blog in April 2020 and then kind of expanded from there. But I really started it as a means of |
1:47.0 | sharing what I was learning about money management with other women my age, because I noticed at |
1:54.1 | the time that none of us really knew what we were doing. And a lot of the information that I could |
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