• Home
  • |
  • Blog
  • |
  • 161: Twelve Minute Convos w/ Kate Stalter
Kate Stalter

Kate Stalter-

Kate Stalter: CMO and Senior Financial Advisor

You don’t need someone to pick stocks or time the market. Those activities, touted non-stop in the financial media, have absolutely nothing to do with your personal financial goals.

That’s why Kate Stalter founded Better Money Decisions: People face any number of financial decisions these days. But with the financial media encouraging all kinds of bad behavior – like trying to predict market direction or gambling on what the Federal Reserve might do – the odds are stacked against the person just trying to make good financial decisions for the short and long-term.

Before becoming a Series 65-licensed advisor several years ago, Kate wrote in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on Investors.com, and taught Investor’s Business Daily live seminars throughout the country.

She also hosted the Small Cap Roundup radio show on the Tiger Financial News Network, interviewed hundreds of asset managers for the “Daily Guru” feature on MoneyShow.com, and wrote mutual-fund analyses for Benzinga.com.

Although she still contributes to Forbes, US News & World Report and TheStreet, Kate’s primary focus is helping clients around the country who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

“Although financial decision-making becomes more complicated every year, many people still believe a financial advisor’s value comes from stock picking and timing the market. But that’s not the value. In fact, that’s speculating and gambling – exactly the opposite of good financial decision-making,” Kate says.

Kate has a fiduciary duty to put clients first. As her client that means understanding your unique goals and concerns. It means being your coach throughout different market and economic cycles and helping you stay on track, even while the TV anchors and magazine writers tell you the world is coming to an end.

“Investors continue to be hurt because some TV anchor says it’s time to panic. That TV anchor, meanwhile, has no responsibility for your well-being in retirement – or even if you are able to retire,” Kate says.

Kate enjoys helping people make those “peace of mind” financial decisions. For example, the age at which you and your spouse begin taking Social Security can make a tremendous difference in your household income over the next few decades. Nobody wants to leave $100,000 or more on the table – but it happens all the time! This is the kind of situation Kate helps clients avoid, in favor of making better decisions about money!

A graduate of Saint Mary’s College in Notre Dame, Indiana, Kate spends fall Saturdays watching the Fighting Irish on the gridiron. Her MBA alma mater is Northwestern, so she also likes to see the Wildcats win, unless they are playing Notre Dame! She has a houseful of rescued animals, and is trying to get her 5K speed just a tiny bit faster.

Website:
http://bettermoneydecisions.com/

 

Listen another #12minconvo

Credits:
Musical Background: ‘TAKE THE CHANCE’ by Nicolai Heidl

Related Posts

286: Twelve Minute Convos w/ Tammy Hudgin

286: Twelve Minute Convos w/ Tammy Hudgin

1507:Bill is one of the podcast hosts of the unsupervised podcast

1507:Bill is one of the podcast hosts of the unsupervised podcast

1472:Josh Butt is a producer of television, commercials, brand funded video and audio with over 20 years experience

1472:Josh Butt is a producer of television, commercials, brand funded video and audio with over 20 years experience

1165:Lynn Hauka helps wives whose husbands have (PTSD) have the life they…

1165:Lynn Hauka helps wives whose husbands have (PTSD) have the life they…

1408:Ellen Violette is a strategist, publishing expert & CEO of Create a Splash Marketing Group

1408:Ellen Violette is a strategist, publishing expert & CEO of Create a Splash Marketing Group

#12minconvos Podcast Journal of Engel Jones-Day 46

#12minconvos Podcast Journal of Engel Jones-Day 46

822:Alicia Rodriguez says I consider myself a storyteller in the tradition of the cantadoras of the past

822:Alicia Rodriguez says I consider myself a storyteller in the tradition of the cantadoras of the past

1541:Greg Friel does a weekly podcast show called “The Friel Thing”

1541:Greg Friel does a weekly podcast show called “The Friel Thing”

873: Paul Brodie believes that books should be inexpensive, straightforward, direct, and not have a bunch of fluff

873: Paul Brodie believes that books should be inexpensive, straightforward, direct, and not have a bunch of fluff

1531:Kai Davis is an author, speaker, coach, and consultant who helps freelancers

1531:Kai Davis is an author, speaker, coach, and consultant who helps freelancers

1208:Michelle Ngome is the Author of “Network, Navigate, & Nurture: The Equation to Strategic Networking” and the Podcast host of Networking With Michelle

1208:Michelle Ngome is the Author of “Network, Navigate, & Nurture: The Equation to Strategic Networking” and the Podcast host of Networking With Michelle

Lazandra Dial is an International Best-Selling Author, Speaker and C.E.O. of L. Michelle Development Group, LLC /Ep2283

Lazandra Dial is an International Best-Selling Author, Speaker and C.E.O. of L. Michelle Development Group, LLC /Ep2283

Engel Jones

I am a podcaster who has now had over 2900 recorded podcast conversations, plus 349 live interviews in 12 weeks, while driving through the 48 states of the US plus the eastern and western side of Canada.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}