IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:14:12 – How to calculate your retirement needs
00:20:15 – How to determine how much cash you should reserve
00:37:39 – How to think through investment account types like 401ks, IRA’s, Roths, etc
00:45:21 – The ideal allocation of index funds
00:54:57 – When to consider alternative investments like real estate or small businesses
00:59:00 – Time and Energy trade offs while determining your approach
01:03:51 – How to incorporate philanthropy
Katie is highly personal and highly knowledgeable and I learned a lot, especially around all of the amazing resources she shares. I consider your personal finance plan to be the lead domino to building wealth. You must get this plan in place, before you can consider your investing strategy. So, with that, please enjoy my conversation with Katie Gatti.
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✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB456
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/how-to-build-a-wealth-plan-for-financial-independence-w-katie-gatti/
💡 OTHER RESOURCES
– Money with Katie Podcast: https://podcast.moneywithkatie.com/
– Money with Katie Blog: https://moneywithkatie.com/
– Copilot Budget Tool: https://copilot.money/
– Portfolio Visualizer Backtest: https://www.portfoliovisualizer.com/
– Connect with Katie: https://twitter.com/moneywithkatie
– Connect with Trey: https://twitter.com/TreyLockerbie
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LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:
₿ If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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