Love Life Money & a cup of coffee w/ Cody & Kat

Love Life Money & a cup of coffee w/ Cody & Kat

Cody and Kathie Lewis are partners in life and business. They are passionate in assisting individuals in safeguarding their lifestyle and retirement against plot twists. Cody left his corporate job at American Express Financial to forge his own path to success in business and financial independence. As a CPA, Kathie enjoys assisting clients with their tax planning. Cody and Kathie talk about today's trending issues that have an impact on your love, life and money.

Episodes

May 15, 2023 44 mins
Alex Fekete of One America joins Cody and Kathie to discuss the importance of protecting your assets against long term care costs.
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Cody and Kathie discuss issues women face during retirement and how to give them peace of mind when doing planning.
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Cody and Kathie discuss the correlation between mental health and financial health.
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Cody and Kathie discuss the in and out of financial services industry and how Cody got into the business.
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Cody & Kathie discuss recent Silicon Valley Bank(SVB) failure and how safe is Charles Schwab amid what happen to SVB?
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As love month is coming to an end, Cody & Kathie discuss the importance of money talk in a relationship and how to navigate that difficult conversations as well as how they incorporate LOVE into their practice.
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Veronica Malloy joins Cody and Kathie to discuss health and fitness and her path to being PRO figure competitor. 2015and 2016 Olympia champion, worlds 2017, 2018, 2019 champion.
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January 30, 2023 34 mins
Cody and Kathie discuss the Utah Jazz....this season and trade rumors
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Cody and Kathie discuss 2023 outlook on the economy and the market.
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January 5, 2023 29 mins
Cody and Kathie discuss what happened in 2022
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December 19, 2022 27 mins
Cody and Kathie discuss Christmas...the history, symbolism and tradition
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Guest: Fritz Folts, Chief Investment Strategist at 3Edge Asset Management joins Cody and Kathie to discuss year end market outlook and what we can potentially see happening in 2023.
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Cody and Kathie discuss the history of Thanksgiving and how to have a grateful Thanksgiving.
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November 14, 2022 23 mins
Cody and Kathie honor veterans on Veteran's Day.
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October 31, 2022 32 mins
Cody and Kathie discuss annuities. What is an annuity? How does it work?
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October 24, 2022 41 mins
October is Depression and Mental Health Awareness month, Cody and Kathie discuss their struggles with depression and some of the resources that are available.
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October 17, 2022 30 mins
Cody and Kathie discuss the growing number of pet owners and the thriving pet service industry.
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Cody and Kathie discuss state of the market..what should we be worried about, what do we like about it and what's the game plan?
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Cody and Kathie discuss paycheck and playcheck in retirement, what does it mean? What falls under paycheck in Retirement and what’s playcheck?
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September 20, 2022 31 mins
Cody and Kathie discuss the growing needs for long term care. What it is, the affect it has on your love ones and how to transfer that risk.
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