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

1614:Joe Rutland is a copywriter and an author

Joe Rutland- Joe Rutland is a copywriter and author. His latest book, “CleftThoughts: Emotional Musings From The Facial Difference World,” is now available for purchase on Amazon and other retailers. Rutland also is a contributing writer to large-scale publications like The Huffington Post, Addicted2Success, Thrive Global, The Good Men Project, and Elite Daily. He has

Read More

1755:Patrick Pistor, co-host of the Oil and Gas HSE Podcast and…

Patrick Pistor- Patrick Pistor is a true oil and gas professional, he has experience working in upstream and midstream oil and gas Operations, Process Improvement, Healthy, Safety and Environment, Contracts and Sales and Marketing roles.  Patrick has worked in the U.S., Turkey, Angola, Singapore, Australia and various European countries throughout his oil and gas career.

Read More

Evgeniy Kharam: Cybersecurity Fundamentals for Everyone: Simple Steps to Protect Yourself and Your Business /Ep3859

About Evgeniy KharamEvgeniy Kharam is a leading cybersecurity architect, trusted advisor, author, and podcast host with over 25 years of experience working with top global consulting firms. As the founder of Soft Skills for Tech and a pioneer in cybersecurity consulting and media services, Evgeniy empowers organizations to navigate complex security challenges with confidence and

Read More

Nicole Richards: Overcoming Burnout and Building a Thriving Coaching Business /Ep 4057

About Nicole RichardsNicole Richards is more than a coach—she’s a catalyst for transformation. As the founder of Change Purpose Action Coaching, Nicole helps ambitious professionals and entrepreneurs break free from limiting beliefs, unlock their creative potential, and take clear, purposeful steps toward their goals… …With a background as a Certified Public Accountant (CPA) and a

Read More

Rick Ornelas: Mastering Business Growth Through Behavioral Analysis /Ep 4185

About Rick OrnelasRick Ornelas is a Nationally Recognized Executive Business Strategist and two-time best-selling author. He helps executives, leaders, and entrepreneurs have thriving businesses by leveraging behavioral analytics to skyrocket success… …Rick is extremely passionate about working with individuals and teams and has helped hundreds of clients achieve huge goals. For over 30 years, he’s

Read More

805:Andrea Hill has had a love affair with love, since she can remember

Andrea Hill – Andrea Hill is a rebel in today’s dating industry. She has created programs, services and espouses advice, and guidance to help people to consciously date better.   Andrea has had a love affair with love, since she can remember. She’s a card carrying romantic, and has been studying and writing about the dynamics

Read More

Mary Nichols (DJ Fusion) is an Administrative Specialist, Communications Consultant, and Podcast Host at FuseBox Media LLC /Ep2722

  Mary Nichols (DJ Fusion) is an Administrative Specialist, Communications Consultant, and Podcast Host at FuseBox Media LLC /Ep2722Previous Episode 1289 Mary Nichols (DJ Fusion) of the FuseBox Radio Broadcast is a U.S. mixshow and events DJ whose main musical focus in the Black Music/Urban Music Genre (Hip-Hop, Reggae, Funk, Jazz, Soul/R&B, House, Disco, Dance, Rock,

Read More

597: Twelve Minute Convos w/ Will Aylward

Will Aylward- Will Aylward believes everyone has a unique gift to offer the world and his purpose is supporting people with the unwrapping of their gifts through powerful 1-1 Coaching. Will’s service of clients around the globe inspired him to create a ‘Global Coaching Challenge’ where his aim is to Coach 50 people in 50

Read More

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.