The Heart of Finance

In this episode of The Heart of Finance Podcast, host Katie Kimball Dyer sits down with Certified Financial Planner Karen Melo Ticas for an insightful conversation on financial planning within the LGBTQ+ community. Together, they explore the unique financial challenges and opportunities LGBTQ+ individuals and families may face, from navigating legal considerations and family planning to building l...

In this episode of The Heart of Finance, we’re joined by Ryan Healy; a personal trainer and owner of Kaizen Health & Fitness, for a thoughtful conversation on the importance of financial independence for women. Drawing from her own lived experience of going through a divorce as a new mom, Ryan shares how money connects to confidence, choice, and peace of mind; and why building financial stability...

In this episode of The Heart of Finance Podcast, we’re joined by Mikki Wilson, The Dot Connector, for a conversation centered on women in business, purpose, and growth. Mikki shares how connection, strategy, and confidence can help women entrepreneurs uncover new opportunities, strengthen their business foundations, and move toward financial freedom. If you’re ready for honest insights and an insp...

In this episode of The Heart of Finance, we take a thoughtful look at the emotional side of one of life’s biggest financial decisions, buying or selling a home. Beyond market trends and mortgage rates lies a deeply personal journey filled with anticipation, uncertainty, and transformation. Katie and her guest, Real Estate Advisor Stephanie Hinsvark, discusses how to navigate the emotional and fina...

Money talks in relationships aren’t just about dollars and cents; they’re about trust, communication, and understanding what’s beneath the budget. In this episode of The Heart of Finance, we’re joined by Jennifer H. Carey, LMHC, author of Illuminating the Stories that Bind Us, to dive deep into the emotional side of money. Together, we unpack why couples often clash over finances, how hidden money...

The Heart of Finance, Episode 1 In "Resolutions: Money, Food, and Everything in Between", your host Katie and her guest Jennifer Jasmin, a Registered Dietitian Nutritionist, explore what it really means to “start fresh.” This episode dives into how our goals around money and food mirror our inner world; our beliefs about enoughness, discipline, and joy. Through honest conversations, practical step...

At The Heart of Finance, we offer a distinct approach to financial education to harmonize your fiscal goals with your emotional well-being. Our specialized outlook combines traditional financial best practices with the psychological concept of the "Wise Mind". Here you can learn strategies to address both your financial and emotional needs. Meet Your Host! With 10 years of experience, Katie Kimbal...