Kate Phillips
Financial and Occupational Wellness
About Kate
Kate’s expertise and compassion stems from personal experience. As a real estate investor and single mom caring for her father during the Great Recession, she lost “everything,” including her home in foreclosure.
From this setback, Kate created her own “second chance at wealth.” She went to work as a writer and marketer for financial thought leaders as she rebuilt her credit, purchased a new home, traveled the world, developed multiple income streams and mastered investing.
Today, Kate is known for programs such as “Rewrite Your Money Story,” “Wealth School,” and “The Retirement Revival.” She loves to transform how people think and feel about money and help them make confident financial decisions.
Kate joins the Vivatude team eager to share the “Rich Life Revival”—a journey of discovery that allows us to rewrite the rules when life throws curveballs! The Rich Life isn’t a net worth number or a retirement date. It’s living a life of purpose and prosperity right now, right where you are.
I love meaningful conversations about living in purpose and prosperity, which is the heart of financial and occupational wellness. And honestly? I’m BORED with the typical “Max out your 401(k)” advice! It’s time for creative solutions, real stories, and out-of-the-box thinking.
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My Areas of Passion
Investing! Demystifying investing, understanding asset classes.
Creating a life you don’t want to retire from. (I call this the New Retirement Paradigm and it’s about creative, intentional living)
Multiple streams of income (turning skills and hobbies into cash flow)
Seeing money (and one’s evolving relationship with money) as a tool of personal transformation, not just the means to an end.
Creative ways to monetize your home.
Kate Phillips
Fun Fact: I’m a singer-songwriter and I’m obsessed with all the ways that music can be used to heal, inspire and transform!