May 6, 2024

S5E33 – Kathleen Adams

Maximize Your Second 50 with Kathleen Adams! Want to stop making money with no fear of running out? Does a stress-free retirement appeal to you? Want your second 50 years to be your best yet? In this week’s Get Your FILL Podcast, Kathleen Adams shares her strategies and secrets for making the most of your second 50 years.
Get Your FILL
Get Your FILL
S5E33 - Kathleen Adams

Show Notes

About Kathleen:



Founding Partner | Financial Advisor

Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor® designation, in advanced wealth management strategies at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate. Most recently, in 2022 she completed the Retirement Management Advisor® program with the Investments & Wealth Institute®, an advanced certification for financial professionals in building personalized retirement income plans focusing on strategies to manage the challenges of today’s world alongside proven solutions from the past. She chose to work in wealth planning because of her father who loved life and adored his family. Despite building a highly successful professional practice on his own, having no debt and owning substantial real estate, he was not able to live the lifestyle he loved after health issues forced him to sell his practice. His legal, tax and insurance advisors never built a strategy for lifestyle preservation and never communicated, so she and her partner started this planning practice to change the game in planning. Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons.


The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.

Connect with Kathleen:


*Intro and outro music are from an original piece by
Carl Zukroff of The Blue Hotel

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