The Heart of Finance
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The Heart of Finance episodes

  • Spending on Experiences, Investing in Memories with Kim Fournier

    s spending money on travel irresponsible, or can meaningful experiences have a legitimate place in a thoughtful financial plan?'

    In this episode of The Heart of Finance, Katie Kimball Dyer sits down with travel agent Kim Fournier, founder of Wanderlust Atelier, for a conversation about travel, budgeting, financial priorities, and making room for experiences that genuinely matter to you.
    Katie and Kim explore how to plan travel without letting financial guilt overshadow the experience. They discuss choosing what matters most within your budget, saving intentionally for future trips, using travel rewards and credit card points strategically, understanding travel
    insurance, and knowing when working with a travel professional can save time, stress, and sometimes money.
    Kim also shares why a great trip does not have to look like the picture-perfect vacation you see online. The goal is to create an experience that actually fits you, whether that means prioritizing food, accommodations, museums, local culture, a luxury honeymoon, or a simple weekend
    somewhere close to home.
    In this episode:
    • How to create a realistic travel budget
    • Saving intentionally for vacations and experiences
    • Spending on experiences without the post-trip guilt
    • Choosing where to save and where to splurge
    • How travel agents can add value to a trip
    • Travel insurance and protecting your vacation investment
    • Refundable bookings and planning for the unexpected
    • Using credit card points and miles for travel
    • Finding experiences that fit your priorities instead of social media trends
    • Affordable ways to satisfy the travel itch closer to home
    • Why meaningful travel looks different for everyone
    Kim’s philosophy is simple: travel should be tailored to the person experiencing it. You do not
    have to take the same trip everyone else is taking, and you do not have to spend endlessly to
    create memories worth keeping.
    Connect with Kim Fournier:
    Wanderlust Atelier
    Instagram: @thewanderlustatelier
    Kim also shares in the episode that listeners can contact her directly through her Fora Travel
    email to begin planning a trip.
    Learn more about The Heart of Finance:
    https://www.heartoffinance.com/
    The Heart of Finance is hosted by Katie Kimball Dyer and explores the emotional side of money, including behavioral finance, relationships, identity, financial decision-making, and the real-life experiences that shape the way we use money.
    Important: This podcast is for general educational and informational purposes only. Nothing discussed in this episode should be considered individualized financial, investment, tax, legal, travel, or other professional advice. Please consult the appropriate qualified professionals regarding your individual circumstances.
    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners, a Registered Investment Advisor. Gateway Financial Partners and Gateway Wealth Partners are separate entities from LPL Financial.
    ✨ Available on Spotify and Apple Podcasts ✨
    Keep up with Kim Fournier:
    Instagram: @thewanderlustatelier
    The Wanderlust Atelier
    All Things Katie Kimball Dyer:
    Website: heartoffinance.com
    Instagram: @the.heart.of.finance
    The Heart of Finance is for general educational and informational purposes and is not intended to provide individualized financial advice.

    1 hr 6 min
  • Heart of Finance: Financial Rebirth with Elizabeth Neal

    August 2026 | Episode 8

    Guest: Elizabeth Neal
    What if changing your relationship with money starts with understanding the story underneath it?
    In Financial Rebirth, Katie Kimball Dyer is joined by Elizabeth Neal for a conversation about the beliefs, emotions, and experiences that shape the way we relate to money.
    Together, they explore how our money stories are formed, how those stories can follow us into adulthood and relationships, and why financial decisions are often tied to much more than numbers. Ideas about safety, trust, success, worth, independence, and care can all quietly influence the way we spend, save, communicate, and make choices.
    This episode is about noticing those patterns with more curiosity and less judgment, creating room for a different relationship with money moving forward.
    Because financial change is not always about doing more.
    Sometimes, it begins with understanding what you have been carrying and deciding what you are ready to leave behind.
    Listen to Financial Rebirth, Episode 8 of The Heart of Finance.
    Learn more about Katie Kimball Dyer and The Heart of Finance:
    heartoffinance.com
    Learn more about Elizabeth Neal:
    elizabethnealcoaching.com

    1 hr 8 min
  • Heart of Finance: From Conflict to Clarity with Amy Smith

    In this episode of The Heart of Finance, Katie Kimble Dyer sits down with Amy Smith, PhD, founder of Aligned Mediation Services. In this thoughtful conversation they discuss the value of mediation, and the deeply human side of financial decision-making.

    Together, they explore how mediation can help people navigate difficult conversations around homes, retirement assets, pets, schedules, and future plans with more clarity and care.

    This episode is a reminder that money conversations are rarely just about money; they’re about safety, dignity, and helping people move forward.

    ✨ Available on YouTube, Spotify and Apple Podcasts ✨
    Keep up with Amy Smith:
    LinkedIn: https://www.linkedin.com/in/amysmithphd
    Website: http://www.alignedmediationservices.com/
    All Things Katie Kimball Dyer:
    Website: heartoffinance.com
    Instagram:
    https://www.instagram.com/the.heart.of.finance/

    59 min
  • Pride & Dime: Financial Planning for the LGBTQ+ Community with Karen Melo Ticas

    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 long-term wealth with confidence.

    Karen shares practical strategies for creating inclusive, personalized financial plans, while also addressing the importance of working with advisors who understand and respect diverse life experiences. This episode offers thoughtful guidance for anyone looking to strengthen their financial future through a more inclusive and informed lens.
    ✨ Available on Spotify and Apple Podcasts ✨
    Keep up with Karen Melo Ticas
    https://www.planningforgood.financial/
    https://www.instagram.com/planningforgood.kmt/
    All Things Katie Kimball Dyer:
    Website: heartoffinace.com
    https://www.instagram.com/the.heart.of.finance/

    1 hr 21 min
  • The Heart of Finance: Strong as a Mother with Ryan Healy

    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 can be such a powerful act of self-trust and care.

    ✨ Available on YouTube, Spotify and Apple Podcasts ✨
    Keep up with Ryan Healy
    https://www.kaizenhealthandfitness.com/
    https://www.instagram.com/kaizenhealthandfitness
    https://www.facebook.com/kaizenhealthandfitness1
    All Things Katie Kimball Dyer:
    Website: heartoffinace.com
    https://www.instagram.com/the.heart.of.finance/

    1 hr 1 min
  • The Heart of Finance: Connecting the Dots: Women, Wealth, & What’s Next with Mikki Wilson

    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 inspiring perspective, this episode is packed with practical wisdom and motivation for the journey ahead.
    ✨ Available on Spotify and Apple Podcasts ✨
    Keep up with Mikki Wilson
    https://www.instagram.com/mikconnectsdots/
    https://dotconnectorconsulting.com/about
    Website: heartoffinace.com

    1 hr 18 min
  • The Heart of Finance: Real Estate Roller Coaster with Stephanie Hinsvark, Real Estate Advisor

    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 financial crossroads of homeownership with clarity and confidence, offering practical insights to help you stay grounded through major transitions. Whether you’re stepping into a new home or preparing to let one go, this conversation will help you prepare for the emotional rollercoaster of real estate.

    Keep up with Stephanie Hinsvark:
    https://www.coldwellbanker.com/ma/cambridge/agents/stephanie-hinsvark/aid-P00200000GT4RziZWLPXUFNO1pEPYfgea9aaekbL
    https://www.instagram.com/homeswithhinz/
    https://www.instagram.com/hinzyandpaul/
    Website: heartoffinace.com

    1 hr 10 min
  • The Heart of Finance: Couples and Money with Jennifer H. Carey

    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 stories shape our reactions, and the key shifts that turn tension into teamwork. If you’ve ever felt that “money stress” creeping into your relationship, this conversation is your guide to getting back in sync; not just financially, but emotionally, too.

    ✨ Tune in wherever you listen to podcasts!
    Keep up with Jennifer H. Carey:
    Website: https://jenniferhcarey.com/
    YouTube: https://www.youtube.com/@heallearngrow
    Book: https://a.co/d/0hktuzYd
    Podcast: https://jenniferhcarey.com/podcasts-2/

    57 min
  • The Heart of Finance: Resolutions (Money, Food & Everything in Between) with Jennifer Jasmin

    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 steps, and gentle mindset shifts, you’ll learn how to build a healthier and more peaceful relationship with your wallet and your plate. Whether you’re saving more, spending less, eating differently, or learning to let go of all-or-nothing thinking, this show reminds you that real change starts with compassion, not restriction.

    49 min
  • The Heart of Finance: Introducing Your Host

    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 Kimball Dyer is more than a financial advisor, she's a passionate advocate for women and LGBTQ+ financial empowerment. As a proud community member, she brings personal understanding to her work, recognizing money intertwines with emotions, aspirations, and unique life journeys. She specializes in working with women, LGBTQ+, and Business Owners.
    Katie, is more than an advisor—she is an advocate dedicated to everyone's financial journey. As an independent advisor, Katie is not tied to any specific products or companies. Through this podcast and website, she will be providing general financial education.
    ​
    Beyond her practice, Katie volunteers at NAGLY, an LGBTQ+ youth center, offering free financial workshops. She is on multiple charity boards, and part of volunteer cores for multiple organizations. She and her wife Sarah have 3 godchildren and many much-loved nieces and nephews. They love to go to sporting events for all Boston teams, attending all types of concerts from classical music to Blink 182 to Fleetwood Mac. They also love to travel and dream of having a home full of dogs one day.
    Website: heartoffinance.com

    12 min

About The Heart of Finance

From the publisher's feed

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 Kimball Dyer is more than a financial advisor, she's a passionate advocate for women and LGBTQ+ financial empowerment. As a proud community member, she brings personal understanding to her work, recognizing money intertwines with emotions, aspirations, and unique life journeys. She specializes in working with women, LGBTQ+, and Business Owners.Katie, is more than an advisor—she is an advocate dedicated to everyone's financial journey. As an independent advisor, Katie is not tied to any specific products or companies. Through this podcast and website, she will be providing general financial education. ​Beyond her practice, Katie volunteers at NAGLY, an LGBTQ+ youth center, offering free financial workshops. She is on multiple charity boards, and part of volunteer cores for multiple organizations. She and her wife Sarah have 3 godchildren and many much-loved nieces and nephews. They love to go to sporting events for all Boston teams, attending all types of concerts from classical music to Blink 182 to Fleetwood Mac.