TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti

IN THIS EPISODE, YOU'LL LEARN:14:38 - How to calculate your retirement needs.20:32 - How to determine how much cash you should reserve.39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc.51:17 - The ideal allocation of index funds.1:00:34 - When to consider alternative investments like real estate or small businesses.1:04:23 - Time and Energy trade-offs while determining your approach.1:08:59 - How to incorporate philanthropy.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESMoney with Katie Podcast.Money with Katie Blog.Copilot Budget Tool.Portfolio Visualizer Backtest.Katie Gatti Twitter.Trey Lockerbie Twitter.New to the show? Check out our We Study Billionaires Starter Packs.Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our Favorite Apps and Services.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Send, spend and receive money around the world easily with Wise.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Connect all your apps, automate routine tasks, and streamline your processes with Zapier.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Get a FREE Wealth Protection Kit and learn how thousands are protecting their retirement savings and adding $10,000 (or more) in free Silver with Goldco.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Design is already in your hands with Canva. Start designing for free today.Use Keeper Security’s enterprise password management platform to enforce strong passwords and to make it easy for your teams to securely share credentials.Depend on RBC Wealth Management’s investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.If you’re a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


by We Study Billionaires - The Investor’s Podcast Network