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

We Study Billionaires - The Investor’s Podcast Network

English - June 12, 2022 00:00 - 1 hour - ★★★★★ - 3.1K ratings
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Previous Episode: TIP455: Indicators for Crisis Investing w/ Dan Rasmussen

Next Episode: RWH008: Playing to Win w/ Investing Guru Mohnish Pabrai

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 RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Money 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.

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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 RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Money 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.

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

We Study Billionaires - The Investor’s Podcast Network

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