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Money Tree Investing

MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 4 October 2014

⏱️ 38 minutes

🧾️ Download transcript

Summary

This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of

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The post MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes appeared first on Money Tree Investing Podcast.

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.6

Stock market, wealth, personal finance, value stocks, invest in your life.

0:12.6

Hello, welcome to the Money Tree Investing Podcast.

0:16.3

The podcast where we bring you different insights from investing experts.

0:22.7

And then after an investing interview with our featured guest, we followed up with a panel discussion with our four

0:28.1

expert panelists. So today we have the pleasure bringing on Kate Holmes from Bellmore Financial.

0:33.6

And I've had Kate on as an interviewee before for my YouTube channel.

0:39.9

And I'm really excited to see what else she can share with us.

0:42.3

So with that introduction, I want to thank you, Kate, for coming on.

0:44.1

Thanks for having me again, Andrew.

0:45.6

It's great to talk with you.

0:47.8

Yeah, I'm happy to talk too.

0:52.7

For those people who maybe don't know who you are and haven't heard much about your background,

0:56.0

can you talk about what got you started into investing as a professional? How did your investing journey start? And did you have to

1:02.9

push through any obstacles? Was there like an aha moment? Or did you have any hiccups along the way?

1:08.9

Of course. That's a great question. Growing up, I was always

1:12.0

actually really good with money. Just I was the kid that, you know, saved everything I got for

1:16.8

Christmas or birthdays or from the tooth fairy. And I just watched my friends kind of make what I

1:23.4

thought were some silly mistakes growing up. Even in high school, buying expensive cars when we're all working minimum wage jobs.

1:30.9

And so I was always really fascinated with money and how people use money.

1:34.1

But I went off to Australia and I got a degree in photography because I wanted to try something completely different.

1:41.1

And that's what I was really interested in.

...

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