The Heart of Finance

Katie Kimball Dyer

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: https://www.heartoffinance.com/

Episodes

  1. Sep 25

    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.

  2. Jan 20

    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

    The Heart of Finance: Introducing Your Host
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About

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: https://www.heartoffinance.com/

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