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 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.

SPONSORS

Support our free podcast by supporting our sponsors:

• Bluehost
• Fintool
• PrizePicks
• Vanta
• Onramp
• SimpleMining
• Fundrise
• TurboTax

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