💡 What if your financial plan was about more than just money?

In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Kym Reed, Financial Advisor and wealth planning expert at Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. Together, they explore the power of comprehensive, relationship-based financial planning, sharing valuable insights and practical tips for listeners. Kym draws from her diverse background—including military service and advanced education—to discuss the most common financial mistakes, the importance of planning with a spouse, and how to avoid costly missteps during life transitions, offering actionable advice for families preparing for their financial future.
This episode is a must-listen for anyone looking to secure their financial legacy, especially couples, retirees, and multigenerational families, providing both knowledge and tools to navigate this important subject.
 Key Takeaways:
● 🧭 Financial Planning Is More Than Investing: Kym explains why true planning includes retirement, taxes, estate strategy, risk management, and more.
● 🧱 Start Early—Plan As a Couple: One of the biggest mistakes is waiting until something happens. Kym shares how proactive planning saves heartache and confusion.
● 🧠 Education + Life Experience Matter: From military discipline to her master’s degree in personal financial planning, Kym brings a unique, relatable perspective.
● 💬 Advisors Offer More Than Advice—They Offer Peace of Mind: Clients often come to Kym during major life transitions—grief, loss, retirement—and leave with clarity and confidence.
● 👨‍👩‍👧‍👦 Multi-Generational Impact: Working with families across generations is core to Kym’s mission of building not just wealth, but connection and stability.
 Quotes from Kym Reed:
● "It's not just about numbers, it's about understanding people."
● "Without a clear plan, it's easy to go off track."
● "I want to be remembered as someone who brought clarity in the middle of complexity."

 🔗 If you're trying to build more than wealth—if you're aiming to leave a legacy—this episode will guide you toward the right conversations, decisions, and partnerships.

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