Katie Kimball Dyer

When was the last time you checked the beneficiaries listed on your financial accounts? For many people, the answer is years ago. Some may not remember naming anyone at all. Others assume their will, marriage, or family relationships will automatically determine what happens to their money. Unfortunately, assumptions are not a financial plan Beneficiary designations can determine who receives retirement accounts, life insurance proceeds, and other assets after someone dies. When those...

When revenue drops in a business, the instinct is often immediate: do more marketing. Post more. Spend more. Promote more. Push harder. It makes sense on the surface, but it is not always the right answer. In Episode 5 of Heart of Finance, Katie Kimball Dyer and Mikki Wilson talk about a common pattern they see in business owners, especially women entrepreneurs: when income slows down, the assumption becomes “more marketing equals more revenue.” But that connection is not always direct, and...

In Episode 5 of Heart of Finance, Katie Kimball Dyer and Mikki Wilson discuss a distinction that can change the way women business owners think about relationships, networking, and what they actually need to grow: help is often transactional, while support is long-term. Why This Difference Matters This difference is crucial because many women entrepreneurs carry too much on their own. When they do ask for help, the outcome may not match their actual needs. Over time, this can make asking feel...