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The Money Script
Between Two Advisors - A Conversation with Katy Song
In this episode, we welcome Katy, a trailblazing financial expert, to the show. The conversation starts by exploring what brings Katy to Austin, Texas, and the vibrant opportunities in the city. Katy shares a journey into finance, diving into how a passion for helping people manage money developed. We then delve into an innovative business model and transparent fee structure, providing insights for listeners curious about financial services. Katy also discusses the influence of social media influencers on financial habits and education. The conversation turns tech-forward with thoughts on AI-driven financial planning and how it is reshaping the industry. The episode wraps up with a reflection on an earliest memory of money, offering a glimpse into what shaped financial values.
1:00 - Introduction: Meet Katy Song
2:30 - The Austin Connection: Why Katy’s Here
8:30 - Katy’s Journey: From Passion to Finance
14:45 - Demystifying Katy’s Financial Model and Fees
16:30 - The Role of Influencers in Modern Finance
28:30 - Exploring AI in Financial Planning: Katy’s Take
35:00 - What is your first memory of money
Book: https://www.domainmoney.com/financially-fearless
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