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 today’s episode, we have Katie Gatti, the host of the very popular podcast, Money with Katie. Katie also runs a personal finance blog and is joining us today to discuss how to build a wealth plan.

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