Katy Song | MONEY TIPS with a CFP

In this episode of MONEYO2, we’re joined by Katy Song, a Certified Financial Planner and Chief Financial Planner for Domain Money. With a background in investment banking and over 800 personalized financial plans crafted, Katy brings valuable expertise to our discussion.

Using Qnity’s MONEY EDU/MONEY PRO framework, we dive into the impact of MONEY MINDSET and how negative money stories affect people across income levels. Katy offers practical advice on maximizing MONEY IN, managing MONEY OUT, and highlights three key areas where overspending often occurs. Erin also shares her personal experience working with Katy and using a fee-only financial planning service like Domain Money.

DISCLAIMER: Erin Kuhn Bhansali, host of this podcast, is a client of Domain Money. She and her husband received a complimentary financial plan.

Interested in working with Domain Money? Visit https://dmnmny.co/qnity and use code Qnity2024 to get $300 off your plan.

Listen to the full episode here.