You can also listen to Steven's own podcast, The Retirement Tax Podcast, for more on these and other topics.

You can also listen to Steven's own podcast, The Retirement Tax Podcast, for more on these and other topics.

As an expert on financial psychology, Kathleen Burns Kingsbury has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Real Simple, Money Magazine, TODAY Money, Forbes, and CNBC. She served as an adjunct faculty member of finance at Bentley University from 2009 to 2019, and currently serves as a adjunct professor at Champlain College where she teaches negotiation. She received an undergraduate degree in finance from Providence College and started her career in retail banking before becoming a commissioned bank examiner with the FDIC. Due to her desire to coach executive management on improving performance, Kathleen attained a master’s degree in psychology, became a certified professional co-active coach, and founded her consulting firm, KBK Wealth Connection. She also hosts the “Breaking Money Silence” podcast.

Ka’Neda is the founder and CEO of Master Plan Investment Group, a financial advisor, and a financial speaker. As a retirement plan advisor, she specializes in managing workplace retirement planning and works to help employees develop healthy money management practices. She has a passion for helping clients clarify their financial goals and chart a path for success while living a fulfilled life during the journey and building generational wealth. She is a former Fulbright Scholar and received her MBA from the New Jersey Institute of Technology. She also holds an undergraduate degree in Government from Smith College in Northampton, Massachusetts, and is dedicated to providing expert financial advice, holding numerous designations, certifications, and licenses.

Prior to discovering her passion for coaching, Leah enjoyed a career as a Financial Advisor and Investment Adviser Representative. Leah is also a certified Domestic Violence Advocate and brings a healing-centered approach to her coaching and financial education programs. She fully supports the unique needs of women that have experienced childhood domestic violence and intimate partner violence. She understands the complexities and hardships survivors commonly experience as a result from gender-based violence such as harmful family court interventions, financial crisis, financial abuse, and substance abuse. Leah creates a safe space for her clients to feel seen and heard as she coaches them step by step to achieve their desired financial outcomes. You can also find Leah on YouTube.

 **EXCLUSIVE OFFERS: Schedule your own 45-minute complimentary consultation with Leah at www.leahcoaching.com.** Download Your FreeResources from Leah Davis Coaching"