Podcast appearances and mentions of kate stalter

Today, host Kate Stalter chats with Mike Davis, founding partner of Olive Tree Ridge, a multi-strategy asset management firm. Prior to that, Mike was a successful technology serial entrepreneur, having started more than 13 startups. He brings that varied perspective to our market discussion today, sharing what investors can learn from studying the past, as well as offering some ideas about asset classes with future potential. -Why Mike believes investors would benefit from “reviewing the tape” and learning from market and economic history -How did various economies in the past weather periods of high inflation? -Why conditions in even smaller economies like Ukraine affect the global marketplace -How Mike's experience as an immigrant influences his view of getting through periods of high inflation -How to view asset classes in terms of your time horizon, risk appetite and your own understanding of various instruments -Why Mike recommends dollar-cost-averaging names that you know -Why Mike's version of “buy what you know” may be different from the traditional way you've heard that advice -Why Mike owned three stocks for years, and continued investing because he understood the businesses and had conviction in their potential -How to understand how to navigate the complexities of any given trade, based on your view of markets -Why commodities, such as energy and grains, will continue to be in demand, regardless of technological developments -Why does Mike see potential in the housing sector, given the challenges right now? How to contact Mike: mike@olivetreeridge.com LinkedIn: https://www.linkedin.com/in/davismichaelp/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

Kate Stalter welcomes back MarketBeat contributor Chris Markoch. Chris is a regular visitor to the podcast and brings a keen eye for the characteristics of leading stocks. Is the market telling us that premium brands, with competitive advantage, are worth higher valuations? What is the forecast for NKE? Why does Chris see strength in this stock? Are analysts rethinking their price targets on some of these premium brands with growth characteristics? What is the consensus price target on NKE? Are athletic clothing makers trading somewhat in tandem? How will Starbucks employees' unionization efforts affect that company's stock? Despite all the naysayers, why does Starbucks continue performing well, over time? How do the analysts view the stock? Are rising gas prices resulting in a sales boom for electric vehicles? Is a slower growth theme affecting shares of Chinese EV maker NiO? How is Nio developing its own solution to the question of EV battery charging? How does NIO's business case differ from Tesla's? Sam Quirke: Is Nike The Buy Of The Year? https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/ Stocks mentioned: NKE LULU SBUX NIO How to find Chris Twitter: @CTMcopywriter LinkedIn: https://www.linkedin.com/in/christophermarkoch/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week, Kate Stalter sits down with Kevin Kelly, CEO and founder of Kelly ETFs, which operates three thematic ETFs. Thematic ETFs are poised to become more important vehicles for accessing subindustries in very targeted ways that are not possible with broad sector funds. What does the next phase of the “intelligence revolution” mean for investors? What opportunity does Kevin see in the next generation of health care technology? What is the potential in CRISPR and gene editing, fixing DNA to cure rare diseases? Why Kevin has been following this space for more than a decade, and decided to launch a CRISPR gene editing fund, after learning of successful results with this technology. Why one of Kevin's portfolio holdings trades idiosyncratic to the market, and why that means it has so much potential. Why are hotels a great barometer of the economy as Americans are splurging again on travel and experiences after the pandemic? Why the supply-and-demand equation in the hotel industry leads to a compelling investment thesis. How is remote work boosting one of the stocks in Kevin's portfolio? What factors are driving long-term potential in the residential real estate market? Stocks and ETFs mentioned in this episode Intellia Therapeutics (NTLA) Regeneron (REGN) Marriott International (MAR) Hilton Worldwide Holdings (HLT) AirBnb (ABNB) Invitation Homes (INVH) Kelly CRISPR & Gene Editing Technology ETF (XDNA) Kelly Hotel & Lodging Sector ETF (HOTL) Kelly Residential & Apartment Real Estate ETF (RESI) Learn more about the Kelly ETFs: https://www.kellyetfs.com/ Links mentioned in this episode: https://www.marketbeat.com/ratings/newsletter/ This podcast is hosted by ZenCast.fm

It's clear that Russia's attack against Ukraine continues to cause turbulence in the markets. But it's also presented opportunities. In today's episode, podcast host Kate Stalter sits down with Randy Farina and Pete Trontis, portfolio managers at Excencial Wealth. Randy and Pete invest both internationally and domestically, and offer some insights into stocks and sectors they like right now, along with some areas where they are paring back positions. In this episode, Kate, Pete and Randy discuss: Why you always need a plan for your investments to weather a downturn or extended volatility. The pros do this, and individual investors should, as well Is it possible to anticipate geopolitical events to position your portfolio ahead of time? When analyzing stocks, why it's important to identify its competitive advantage within its industry to assess growth prospects. How should you manage your watch list to be prepared for an event like the Omicron variant or the Russian invasion of Ukraine? If a major event happens, how you can be ready to buy companies with good fundamentals at a lower valuation? How investors should respond to quarterly earnings reports. What caused Randy and Pete to remove particular stocks from the portfolio? Which sector was a particular focus as a “sell” due to the Russian invasion of Ukraine? Which sectors and industries hold promise due to the current geopolitical concerns? How should you make the calculation about paring back a position when you have gains? The two ways Randy and Pete make decisions about the holding period for a stock How do they evaluate whether to sell or hold when a stock hits its price target? How multiple factors should go into your buy and sell decisions Stocks discussed in this episode: Ryanair Holdings (RYAAY) Booking Holdings (BKNG) Atlas Copco (ATLCY) Checkpoint (CHKP) Alaska Air Group (ALK) Microsoft (MSFT) Amazon (AMZN) https://exencialwealth.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In today's episode, Kate Stalter talks with MarketBeat contributor Jea Yu, who shares two stock picks and discusses how Fed tapering may affect markets going forward. In this conversation, Kate and Jea discuss: ● What can we expect when it comes to interest-rate hikes this year ● What will monetary tightening mean for your portfolio? Jae offers some specific ideas ● What are some stocks Jea likes for this year? ● Should you invest in superheroes? ● Where does Jea see an opportunity to get into Discovery (DISCA)? ● What other entertainment industry stock does Jea see potential in? ● Which entertainment segments are driving revenue now? You can find Jea at MarketBeat: https://www.marketbeat.com/authors/jea-yu/ Or on Twitter: @JeaYu21 https://twitter.com/JeaYu21?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode, host Kate Stalter talks with Will Rhind, founder and CEO of ETF issuer GraniteShares. Will's firm runs strategies in the equities, precious metals and commodities asset classes, so he has a broad perspective on the current market conditions. He also shares his insights into factors that make a stock worth avoiding! How do Will's financial advisor clients (professional money managers) view the current market downturn? What are they most concerned with right now? How are they considering hedging against a downturn? Does Microsoft's recent earnings report show that investors have priced the market to perfection? Will there be opportunity for people to buy strong growth stocks at lower valuations? How does the strategy of Will's XOUT ETF screen for stocks less likely to be losers? What are the flaws with passive investing, as we see in common index funds? What is Will's process for excluding companies from the S&P 500 when constructing the fund's portfolio? Why do Will's screens exclude companies like Visa and Disney? Why the “story” behind a company and its industry is crucial to consider when evaluating a stock. What is Will's high-yield strategy, and how does it differ from the typical strategy of buying high-yield bonds? oes the current market give investors an opportunity to buy beaten-up stocks at lower valuations? Does P/E ratio properly capture the value of companies? What are pass-through securities, and how does Will's fund incorporate these? Is the GraniteShares HIPS fund a bond substitute? Web sites mentioned in this episode. SPIVA Scorecard: https://www.spglobal.com/spdji/en/spiva/article/spiva-us/ GraniteShares: https://graniteshares.com https://www.marketbeat.com/ratings/newsletter/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

In this episode, Kate Stalter talks with energy fund manager Eric Nuttall, who gives his view on the broad sector as it stands now, and how he's investing with an eye toward the future. He shares the metrics he uses to evaluate stocks, along with the mistakes many investors make when viewing the oil-and-gas industry. Are we in an energy bull market? What are the risks to the energy sector right now? What disruptions to the energy market has caused volatility, and which ones still present challenges? Is growth or return in the energy sector the driver for institutional investors right now? How are ESG pressures affecting oil-industry stocks' growth vs. free cash flow? How much are stock prices dependent on the underlying commodity? What factors are behind the financial underpinnings of oil prices? Eric has written that “panic creates opportunity.” How does he see that playing out in the oil market today? When is the best time to make money from energy? Why it's important to have conviction in your investment-analysis thesis, even if others disagree. Is the broad market writing the obituary for oil too soon? Just because others don't see it, doesn't mean opportunity is not there. You can quickly figure out how much free cash flow a company can generate to evaluate an opportunity. How does Eric view the dislocation between free cash flow and valuations of oil stocks? Should you invest in energy stocks individually, or through a fund? How should investors incorporate a specialty sector fund into their allocation? Should you incorporate long-term demand and pricing pressure into your analysis? NinePoint Energy Fund Snapshot https://www.ninepoint.com/snapshots/December-2021/ninepoint-energy-fund-performance-sheet-s-f-(12.2021).pdf Links mentioned in this episode: https://www.marketbeat.com https://www.ninepoint.com/snapshots/December-2021/ninepoint-energy-fund-performance-sheet-s-f-(12.2021).pdf This podcast is hosted by ZenCast.fm

In this episode, Kate Stalter talks to commodity broker and analyst Carley Garner about trading commodities, and Carley shares her view of the commodities market for 2022. How are businesses affected by natural gas prices right now? What to expect with oil prices, and what do changes in oil prices mean for consumers? How can investors and traders capitalize on volatility in natural gas prices? Why commodity prices trade differently from stocks, and why you need to be cautious when trading Gold & silver underperformed in 2021. What should we expect this year? Should you use these for diversification? Why gold & silver may not always behave the way you think they will Why lack of confidence in silver is something to watch now. What is Carley's view of commodity ETFs vs. futures? What are micro futures and how can you use them? You can find Carley at www.DeCarleyTrading.com Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This week Kate Stalter makes a big announcment about the upcoming MarketBeat Podcast Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

Eric Brotman discusses how to make better money decisions and why it is so important to ignore the financial media's "advice" with radio show host and financial advisor Kate Stalter. In this episode:  The financial media is a product they are selling, not a public service. Advice from the media is one-size-fits-all, not personalized to you. Financial education is not taught in schools but is taught by advisors. When is comprehensive planning not for you? It is your job to follow your financial plan. Financial plans are living documents, not one and done. The dangers of DIY financial planning.

Most of us want to invest in companies that we believe in and morally support, but feeling good isn’t going to put money in your pocket. In this episode, Kate Stalter shares how you can incorporate those sustainable funds into your asset allocation without jeopardizing your portfolio. If you’re interested in maintaining an ethical portfolio and making it fit your current retirement plan, tune into this episode of Better Money Decisions. Show Highlights: Incorporating sustainable funds into your asset allocation Having diversified funds to balance each other out Picking and choosing outside of your proper allocation What to do if you’re holding too much domestic stock Links: Got investing questions you’d like me to answer on the show? We Can Help Better Money Decisions For Your Free Report, “5 Serious Mistakes You Can Avoid in Retirement”: Email We Can Help Better Money Decisions Our proprietary Financial Wellness For Life program Register for upcoming webinars Contact Better Money Decisions: (844) 507-0961 Extension 700 We Can Help Better Money Decisions Want our library of financial education topics? It’s all right here Kate’s Forbes articles Kate’s US News & World Report articles Visit us on social media: Facebook: Better Money Decisions Twitter: ​Financial Better Instagram: ​Better Financial Decisions LinkedIn: Better Money Decisions

Saying you’re “socially responsible” sounds like a good thing to say, but what does that really mean? Putting your own values into perspective, that could mean something different for everyone. In this episode, Kate Stalter explains the metrics used to measure progress and what distinctions are made between sustainable and socially responsible investing. If you want to know more about what fund families really mean or simply how to avoid picking a good feeling over a good investment, tune into this episode of Better Money Decisions. Show Highlights: Causes that socially responsible funds tend to embrace Deciding where you want to put your money and pinpointing your values What a socially responsible portfolio looks like How different values dictate what socially responsible means How ownership stakes influence management Why you shouldn’t let a good cause take away from a good return Supporting causes that are important to you Links: Got investing questions you’d like me to answer on the show? wecanhelp@bettermoneydecisions.com For Your Free Report, “5 Serious Mistakes You Can Avoid in Retirement”: Email We Can Help Better Money Decisions Our proprietary Financial Wellness For Life program Register for upcoming webinars Contact Better Money Decisions: (844) 507-0961 Extension 700 We Can Help Better Money Decisions Want our library of financial education topics? It’s all right here Kate’s Forbes articles Kate’s US News & World Report articles Visit us on social media: Facebook: Better Money Decisions Twitter: ​Financial Better Instagram: ​Better Financial Decisions LinkedIn: Better Money Decisions

It’s easy to trick ourselves into thinking “it’s different this time”, but more often than not, that isn’t the case. When it comes to the stock market, cycles tend to repeat themselves and the research that’s been proven over the years is still relevant to todays market. In this episode, Kate Stalter talks why “it’s different” is a misleading mindset that will result in negative repercussions. To learn more about how to avoid this trend and to stop making decisions out of emotional biases tune into this episode of Better Money Decisions. Show Highlights: Behavior finance and cognitive biases that lead to bad decisions How recency bias misleads us Why we shouldn’t be too optimistic Markets being driven by human components Rebounds that occur after negative events Reflecting on history to avoid falling into a trap Links: Episode 13: The Behavioral Investor With Daniel Crosby US News & World Report: 7 Behavioral Biases That May Hurt Your Investments Got investing questions you’d like me to answer on the show? Can Help Better Money Decisions For Your Free Report, “5 Serious Mistakes You Can Avoid in Retirement”: Email We Can Help Better Money Decisions.com Our proprietary Financial Wellness For Life program Register for upcoming webinars Contact Better Money Decisions: (844) 507-0961 Extension 700 We Can Help Better Money Decisions Want our library of financial education topics? It’s all right here Kate’s Forbes articles Kate’s US News & World Report articles Visit us on social media: Facebook: Better Money Decisions Twitter: ​Financial Better Instagram: ​Better Financial Decisions LinkedIn: Better Money Decisions

When it comes to stocks, chances are that no matter how credible the source is, they still don’t have the answer. It’s easy to become fixated on the idea of certainty and security, but the truth is that no one person can really predict the outcome. In todays’ episode, Kate Stalter talks about putting aside desire for certainty, the common misconceptions people have about stocks and how to shift that mindset. To learn more about avoiding bad market prediction and how to determine what works best for your personal portfolio, tune into this episode of Better Money Decisions.    Show Highlights:    The common obsession with market prediction and certainty  The loss and gains sensation  What determines stock prices  Commonalities between credible people giving bad predictions Correlations between the economy and the stock market  How to avoid guessing what might cause buyers and sellers to act    Links:    The Dangers of Listening to Financial Pundits  https://finance.yahoo.com/news/dangers-listening-financial-pundits-130000552.html  Got investing questions you’d like me to answer on the show?  WeCanHelp@BetterMoneyDecisions.com  For Your Free Report, “5 Serious Mistakes You Can Avoid in Retirement”: Email  WeCanHelp@BetterMoneyDecisions.com  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Want our library of financial education topics? It’s all right here:  www.betterfinancialdecisions.com  Kate’s Forbes articles:  https://www.forbes.com/sites/katestalter/#799df653349f  Kate’s US News & World Report articles:  https://www.usnews.com/topics/author/kate_stalter  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

Many Americans are unaware of the steps they need to take to be well-prepared for their retirement. Not only are they neglecting planning, but the average American doesn’t even start saving until after 55. Today Kate Stalter talks about the predicted retirement crisis that this upcoming generation is going to face and the factors to consider that people may not have had to worry about in the past. To learn how you can avoid these major roadblocks, leave the legacy you want with your money, and insure you can cover long term expenses, tune into this episode of Better Money Decisions with Kate Stalter.    Show Highlights:    The predicted retirement crisis  Why we have to plan better for retirement than people have in the past  Factors we should consider when planning  The biggest retirement roadblocks  The issue with not being knowledgeable about the stocks you own  Making sure your investments match your risk tolerance  Neglecting a retirement income plan      Links:    Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Want our library of financial education topics? It’s all right here:  www.betterfinancialdecisions.com  Kate’s Forbes articles:  https://www.forbes.com/sites/katestalter/#799df653349f  Kate’s US News & World Report articles:  https://www.usnews.com/topics/author/kate_stalter  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

What’s best for you long-term doesn’t always feel good in the present, but those who put in the time and hard work will thank themselves in the future. Today Kate Stalter shares why you should look at the long-term horizon and how to build the endurance necessary to deal with the inevitable ups and downs in the market. Tune into this episode of Better Money Decisions with Kate Stalter to learn more on why you should invest in yourself, your family, and your future.  Show Highlights:  The issue with saving vs. investing  The power of compounding  The role risk and returns play in investing  Looking at the long-term horizon  Factors that determine risk tolerance  Dealing with inevitable downturns in the market Why it’s never too late to invest  Taking steps to achieve the future you want  Enduring pain now to experience joy later  Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Want our library of financial education topics? It’s all right here:  www.betterfinancialdecisions.com  Kate’s Forbes articles:  https://www.forbes.com/sites/katestalter/#799df653349f  Kate’s US News & World Report articles:  https://www.usnews.com/topics/author/kate_stalter  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

Many people go all in on companies that seem to have promising growth, but what happens when they make a mistake? Believe it or not, this is more common than you’d think. Today, Kate Stalter talks the risks of investing in single stocks and why you should be cautious of only investing in specific companies. For more on how to avoid risky investments and secure smooth returns, tune into this episode of Better Money Decisions.      Show Highlights:    The issues Boeing is facing  The effects the Ethiopian Air crash had on stocks  Why current issues are relevant to your investments  The risk of investing in biotech  How to smooth out your returns  The risk of single stocks      Links:    Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

No one can consistently pick stocks that’ll result in the highest returns, but you can learn how to make the market work for you. Most people tend to think their finances are completely out of their control, although there are many techniques you can implement to mitigate risk and generate more income. Today, Kate Stalter shares insight on how you can take control of your finances and what strategies to use in order to drive higher returns. To hear more on how you can reach your financial goals and set yourself up for the retirement of your dreams, tune into this episode of Better Money Decisions.    Show Highlights:    Aspects of investing that you can control for a successful outcome  Calculating your time horizon and risk tolerance to achieve your goals  Structuring your portfolio around dimensions of return  What drives returns  How to get the science to work for you  Diversifying broadly and reducing expenses  Buying and selling different elements within a fund  Formulating a withdraw strategy  Understanding how to respond to financial surprises      Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

We all tend to believe the flashing headlines on our television screens, but when it comes to the market they’re almost always wrong. No one has the ability to time the market, not even journalists, but how do we avoid buying into the screaming propaganda? Today Kate Stalter shares how to avoid buying into our own biases, how to ignore the top headlines, and the most refutable sources for better investing. Tune into this episode of Better Money decisions if you want to learn how you can become a better investor.    Show Highlights:    News highlights that impact todays market  Why you shouldn’t trade based on news  The motive behind news channel headlines  Avoiding buying into confirmation bias  The worst thing you can do during a market downturn  How mistakes can devastate retirement  Why you shouldn’t use media as a tool for investing      Links:    “7 Behavioral Biases That May Hurt Your Investments” by Kate Stalter, US News & World Report  https://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/05/26/7-behavioral-biases-that-may-hurt-your-investments  Our proprietary Financial Wellness For Life program  https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions

It’s easy to get distracted by empty promises and stock brokers claiming they know “the next big thing”, but if it were that easy we’d all be millionaires. Learning how to decipher the difference between bad products and investments is necessary to help you avoid market timing. It’s vital to start tuning out these uneducated marketers now and to start making more logical investments. To learn more about how you can invest tactically, avoid market timing and being sold poor products, tune into this episode of Better Money Decisions with your host, Kate Stalter.  Show Highlights:  Why you shouldn’t listen to stock brokers  How people justify emotional investing  Embracing the logistics of investing  Avoiding using investing as entertainment  How to stop wasting your time, energy and money trying to outguess the market  The best way to capture market returns    Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

There will always be outside sources that claim to know the next best thing when it comes to investing, but the best thing you can do is ignore them. No one knows what you need to reach your goals better than you do. In todays’ episode, Kate Stalter talks diversification and how to build a portfolio that correlates with the life you want. To learn more about how to take educated risks, avoid common mistakes and create a multi-faceted portfolio, tune into this episode of Better Money Decisions.  Show Highlights:  How the media botches portfolio construction  How diversification can improve your return  Owning international and global stocks  The most common mistakes investors make  How broad diversification came about  The risk you need to take to generate return  What qualifies as a diversified portfolio  Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/

Perhaps you’re one of the many people who don’t understand why bonds are necessary for your portfolio. Stocks on their own seem to be enough, but what many people don’t know is that bonds are much less volatile than stocks.  In fact, having a more diversified portfolio will increase the stability of your stocks in the future.  In today’s episode, Kate Stalter shares tips on how to help you identify which bonds are the most financially beneficial and why you should invest. If you want to retire in a position where you can have fun, give back to others, and enjoy the family and life you’ve built, tune into this episode of Better Money Decisions to enhance your probability of accomplishing those goals.  Show Highlights:  Why you need bonds  What happens when interest rates go up and you own bonds with lower rates  Primary reasons why long-term bonds are subject to greater interest rate risks than short-term bonds  Why you want to tilt towards a shorter-term bond  How debt effects bonds  How to identify junk and high yield funds    Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decisions/ 

Unlike cooking and doing the laundry, investing isn’t necessarily something instilled in us through life. Despite this, people tend to be embarrassed by not knowing how to invest, which causes them to continue to dabble in the stock market without ever reaching out to a professional. In today’s episode, Kate Stalter explains why “Do It Yourself” investing isn’t the best strategy and the importance of consulting a professional. If you want to learn how to invest in stocks that’ll drive high returns and avoid the most common investing mistakes tune into this episode of Better Money Decisions.    Show Highlights:    Why talking about becoming a better investor is important  Mistakes “Do it Yourself” Investors are prone to  Why investing based on political opinions is detrimental  How to know which investments are most likely to drive returns Differences in expected returns  Creating a financial plan and structuring investments  What drives returns’ in the stock market  Why sitting with cash isn’t a smart strategy Having exposure towards small cap stocks  Investing in stocks over seas  Determining value stocks  Why value is so important  Investing in companies with high profitability to see higher returns  Adding profitability to your other screens      Links:    Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decisions/ 

It’s easy to let news programs and propaganda dictate our investment decisions, but these aren’t necessarily the most reliable sources. More often than not, current news is the most refutable source for investment decisions. In today's’ episode, Kate Stalter shares why you should stop trying to use current events to play the market and simply let the market work for you. Frankly, it’s that simple to avoid silly mistakes and set yourself up for complete financial wellness. If you’re interested in how you can do better in your investments and improve your returns, tune into this episode of Better Money Decisions.  Show Highlights:  Letting the market work for you  Identifying your reason to invest  Not letting short term news events dictate investments  Improving your returns by diversifying internationally  Aiming for broad market returns  Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decision

Most people tend to think that past performance is a good indicator for future trajectory, but that couldn’t be farther from the truth. When it comes to stocks, bonds, and other financial investments, there’s no telling what that market will look like in the future. This is why you should resist chasing past performance and rely on a diversified portfolio. In todays’ episode of Better Money Decisions, Kate Stalter shares more efficient ways to choose investments, why you shouldn’t depend on past winners, and avoiding riding out momentum. Tune in to learn more about how you can expand the variety of your portfolio and become a successful investor.    Show Highlights:    How to choose your investments  The effects of momentum on stocks  Why you shouldn’t chase past winners  Acknowledging diversification and avoiding clickbait  Being patient and focusing on the future      Links:    Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decisions/ 

Despite common belief, short-term investing isn’t the most profitable method. While it’s tempting to play the market “safe” and to undertake the risk of trying to outguess the market, it’s unlikely anyone can successfully do so. There are many other methods in which you will see higher returns long-term, and Kate Stalter shares them in this episode. If you want to become a better investor, live the life you deserve after retirement, and receive the returns you deserve, tune into this episode of Better Money Decisions with your host, Kate Stalter,      Show Highlights:    Why attempting to outguess the market isn’t rational  Throwing short term thinking out the window  Why picking cash isn’t the best method for investing  Calculating returns and comparing mutual funds  Taking advantage of public information  Having higher risk exposure and settling for a lower return  Getting the return you need to live the life you want after retirement      Links:  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

In order to see returns on your investments, you have to learn how to play the market smart. In todays’ episode, Kate Stalter talks about how you can become a better and more tactful investor. She covers topics such as how supply and demand dictate equilibrium, expanding your portfolio, and remaining disciplined through market downturns, all based on research by Dimensional fund advisors. Tune into this episode of Better Money Decisions for more tips on how you can become a better and smarter investor.      Show Highlights:    Embracing market pricing  Prices adjusting according to previous buyers  How new information dictates the equilibrium price point  Accepting market prices and understanding returns  Building a well-diversified portfolio around drivers of returns  Remaining disciplined through declines in the market      Links:    Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/  Jim Parker PDF: “A Question of Equilibrium.” - https://betterfinancialdecisions.com/wp-content/uploads/2019/02/AQuestionofEquilibrium.pdf?fbclid=IwAR1Vd8XYmBCcqQKl3z-0wNv1Ksj_4Jsa8l9oVd7b4Y2EZeOHi_6lr3dDXZA

There are many factors that make up a good investor. Learning how to work the market without making hasty assumptions, attempting to outguess the market, and managing your emotions can take years, but it doesn’t have to.    In this episode, Kate Stalter introduces helpful strategies that will be further discussed on upcoming episodes. We’ll discuss important resources, such as credible sources for market statistics, how to eradicate emotions from investment decisions, and how to hold the right mix of assets. To learn more about how you can pursue a better investment experience, tune into this episode of Better Money Decisions with financial expert, Kate Stalter.        Show Highlights:    Why chaos in the market shouldn’t deter investors  Avoiding trying to outguess the market  Resisting chasing past performance  Not giving in to emotions to experience returns  Stocks vs. Bonds  How small companies outperform larger corporations  Keeping bonds short term and high-credit quality  Smart diversification  Staying updated with market-timing  Managing your emotions  Not listening to the media to make your investments  Managing personal expenses  Staying disciplined throughout market dips and swings      Links:    Video: The value of a dollar over time    Our proprietary Financial Wellness For Life program    Register for upcoming webinars and get your no-obligation portfolio review: BetterMoneyDecisions.com/webinar  Contact Better Money Decisions: (844) 507-0961 Extension 700 WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decisions/

As a woman it is equally as important to be well informed on your finances and to have a well-devised retirement plan set in place. There are many obstacles women are forced to overcome that men do not have to encounter. In this episode, Kate Stalter talks about how to plan according to these challenges, how to harness your spending power, and why women shouldn’t be reluctant to invest in stocks. To learn more about how you can prepare for your financial future and stay ahead of the financial market, join your host in this episode of Better Money Decisions.      Show Highlights:      The financial gap between men and women  Common stock market investment differences between men and women  Why men are more vulnerable to impulsive behavior Why women have lower risk tolerance  Staying ahead of inflation  How work years impact women’s savings for retirement  Why women should become more involved in monitoring retirement savings  How to know if you’re working with an advisor who is making investments that are right for you  The importance of making sure you’re financially stable before you take care of anyone else  What you should do if you feel like your advisor isn’t right for you  Identifying tax efficient strategies to talk to your financial planner about        Links:      7 Behavioral Biases That May Hurt Your Investments  https://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/05/26/7-behavio ral-biases-that-may-hurt-your-investments  Boys Will Be Boys: Gender, Overconfidence, And Common Stock Investment  https://faculty.haas.berkeley.edu/odean/papers/gender/boyswillbeboys.pdf  Our proprietary Financial Wellness For Life program  www.https://bettermoneydecisions.com/financial-wellness-for-life/  Register for upcoming webinars and get your no-obligation portfolio review:  BetterMoneyDecisions.com/webinar  Contact Better Money Decisions:  (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/ Twitter: https://twitter.com/FinancialBetter Instagram: https://www.instagram.com/betterfinancialdecisions/ LinkedIn: https://www.linkedin.com/company/better-money-decisions/ 

The market is constantly changing and adjusting to fit current economic circumstances in the US and internationally. While you could be discouraged by this fluctuation, you can also use it to your advantage.  In this episode, Kate Stalter talks about global market developments, expanding your portfolio to international investments, and why market declines aren’t necessarily a bad thing. To learn more about discerning the market and how to build a portfolio that will help you reach your financial goals tune into this episode of Better Money Decisions, with your host, Kate Stalter.  Show Highlights:  Global market developments  What is causing the growth decline in China  How international economic decline dictates the market  The effects of tariffs imposed  Having exposure to markets outside of the US  Why fluctuation in the market shouldn’t deter you  Factors to consider in international investments  Why timing the market isn’t reliable  The importance of rebalancing your portfolio regularly    Links:  Better Money Decisions Website Forbes article on China MSCI emerging markets index  Contact Better Money Decisions: (844) 507-0961 Extension 700  WeCanHelp@bettermoneydecisions.com  Visit us on social media: Facebook Twitter Instagram  LinkedIn  

Rumor has it that January is the most important month to dictate the course of the annual market. According to credible sources, such as the Stock Traders’ Almanac, these allegations seem to continuously prove to be true. Although, what’s even more important is how you choose to invest your money throughout the rest of the year. If you’re leery about bonds or simply aren’t sure whether or not they should be included in your portfolio, tune into this episode of Better Money Decisions with Kate Stalter to see how you can beneficially integrate bonds into your portfolio.  Show Highlights:  Tracking January’s performance to indicate the annual market  Bonds of fixed income variety  Dampening the volatility of stocks  Finding solutions to bond declines  Avoiding “junk bonds” Utilizing the exposure that bonds offers  Balancing equity risks  Shortening bond durations  Links:  www.https://bettermoneydecisions.com/financial-wellness-for-life/ https://www.stocktradersalmanac.com/  Visit us on social media: Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/

As many of you may already be aware, the founder and chief executor of the Vanguard group, Jack Bogel, has recently passed. What you may not be aware of is the significance behind his work and the investing methods in which he is known for proving to be effective.    This episode of Better Money Decisions explores the pioneering of index funds, why actively managed markets are not always stable, and the importance of acknowledging that there is no fool-proof method to investing. To learn more about index funds and how to manage your investments join your host, Kate Stalter, in this weeks’ episode of Better Money Decisions.      Show Highlights:   The purpose of an index fund  Why Jack Bogel invented the index fund  Why actively managed funds underperform  Why Jack emphasized investing in a broader market  Recognizing that systems are not fool-proof     Links:    www.https://bettermoneydecisions.com/financial-wellness-for-life/   

Many people think you have to be a multimillionaire or have diamonds in the bank to give charitably but that just isn’t the case. Arlene Cogen is a philanthropist, the author of the Amazon bestselling book, Give to Live, and is passionate about improving human welfare. If you’re interested in learning more about how you can give more generously or simply want to get started in philanthropy, this is a great introductory and informative episode. Join your host, Kate Stalter, in exploring charitable giving and eliminating any preconceived beliefs that limit you from supporting charities you believe in   Show Highlights: Moving from a career from Wall-street to a more traditional career  Finding a career that brings fulfillment  Consulting a career coach and networking  The disconnect between platforms and the gap in communication  Who should be considering philanthropic giving  Improving human welfare  Tactics to set up a significant charitable gift  Limiting objections to making donations  Determining the key thing that is restricting you from giving  What multi-generational giving means  The inspiration behind writing “Give to Live”  How to get started in giving and identifying core values Creating donor designated funds  Tracking and monitoring your giving    Links:  Arlene’s Website Give to Live: Make A Charitable Gift You Never Imagined Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/  Twitter: https://twitter.com/FinancialBetter  Instagram: https://www.instagram.com/betterfinancialdecisions/  LinkedIn: https://www.linkedin.com/company/better-money-decisions/

If you want to ensure that your finances are secure and in place to be ahead in 2019, this interview with Christine Benz can assist you with just that. Christine is the Director of Personal Finance for Morningstar and is the author of several personal finance books. She knows how to tactfully manage taxes and how to get your portfolio out of aggressive and detrimental positions. If you want to start off this next year with a well-organized portfolio by making educated tax-deductible decisions, listen in on this episode of Better Money Decisions with your host and financial advisor, Kate Stalter.      Show Highlights:    Things people need to do to wrap up 2018 and jumpstart 2019  Ways to improve your portfolio  Properly managing IRA accounts  Strategies for tax law holdings and gains  Working with wash sale rules  Why capital gains distributions within mutual funds can be a tax trap  Meeting redemptions from departing sale holders  Step up in cost basis to account for tax distributions  How inheriting money is beneficial in litigating taxes  Charitable giving and itemizing  Qualified charitable distribution strategies  Clustering procedures and donor advised funds  The importance of evaluating your portfolio and sourcing portfolio withdrawals  Strategizing withdrawals to minimize taxes  Taking advantage of temporarily low tax brackets  When to take social security      Resources:    Christine’s article on Morningstar.com:  https://www.morningstar.com/articles/891899/retirees-yearend-taxplanning-guide.html  The Bodacious Benefits of A Donor Advised fund, by Lorraine Ell:  https://www.kiplinger.com/article/taxes/T054-C032-S014-the-bodacious-benefits-of-a-donor-advi sed-fund.html  Visit us on social media: Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/  LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

For some reason, we prioritize our health, our home, our family, and often exclude one of the most important factors, our finances. Handling our money properly is crucial to being able to live the life we want, but it isn’t a task we should take on our own.  In this interview, Nick Stuller, author of “The Truth Shall Set Your Wallet Free”, explains the vitality of having a trustworthy financial advisor and how to identify red flags. Tune into this episode of Better Money Decisions with Kate Stalter to learn more about how to manage the market and your money strategically.  Show Highlights:  Recognizing how few people actually understand financial advisors.  The necessity for financial help.  The general public and investors being misinformed.  Different types of investor facing advisors.  The importance of outside objective input Becoming educated in your finances and seeking an advisor. How the market affects clientele  How to determine between a bad and professional advisor  Questions to identify red flags  Links:  The Truth Shall Set Your Wallet Free Facebook Twitter Instagram LinkedIn Kate's Contact: 844-507-0961

The stock market can be wildly unpredictable but understanding patterns and algorithms can help any investor make better financial decisions. It can also be beneficial when understanding when it is better to invest or trade, when to make a move in your portfolio, and the best strategies to implement. Anne-Marie Baiynd, Chief technical strategist and CEO at thetradingbook.com, and author of The Trading Book, is known as the worlds’ most successful trader and has professional insight on todays’ market. If you’re interested in learning how to strategize trading, tune into this episode of Better Money Decisions with Kate Stalter.  Show Highlights:  What long term investors can learn from trading  The patience that comes with looking forward  How to be more strategic  The importance of simplicity  Price and volume action  Balancing why and evaluating patterns  Broadening perspective  How to discern between short-term and long-term market movements  Comparing and contrasting past market crashes to now  Foreign loans and debt  Collateralized debt  Why a current defensive posture is necessary  Managing emotions around downturns  Creating a trading journal Evaluating and engaging with our why’s  Resources:  The Trading Book: https://thetradingbook.com/TTB/  Visit us on social media: Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/ LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

As medicine and society has advanced, life expectancy has increased. This only makes the importance of preparing for the future that much more vital. In this episode of Better Money Decisions, strategies for long term investing, preparing for a market downturn, maintaining a healthy lifestyle, and how to achieve happiness is discussed. If you’re striving to achieve a happy, healthy, and successful lifestyle then todays guests, Dr. Marissa Pei and the Dividend Sensei, have plenty of credible tips to help you accomplish that goal. Tune into this episode of Better Money Decisions with your host, Kate Stalter, to learn how you can generate a plan for your financial and future success.        Show Highlights:    Recognizing the complexity of the global economy  Confirmation bias  Following courses of asset class investment  Causes of financial crises and liquidity  Why 88% is the most achievable number for happiness  Tuning out negativity  Media being used as a weapon  The choice factor  How to ensure a happy and healthy retirement  Maximizing creativity  The benefits of forgiveness  How to change your mindset Morning routine that’ll redirect the outcome of your day  The damage complaining causes    Resources:  Dividend Sensei on Seeking Alpha  www.facebook.com/bettermoneydecisions  audibletrial.com/bettermoneydecisions  Dr Marissa Pei  bettermoneydecisions.com or (844)-507-0961  

More often than not, we want to go with whatever investment plan is the newest rage just because it’s a hot topic. What people don’t realize is that just because a strategy is hot right now, doesn’t mean it’s the best option for you. Exchange traded funds are popular right now because of their convenience, and while it doesn’t mean it’s the right strategy for you, it’s good to familiarize yourself with different investment techniques. In this episode, Kevin Quigg, the Chief Strategist at Exponential ETF’s and host of Exponential ETF’s Podcast, talks about a unique system developed at his firm and how it fits in a strategy with your general investments. Today, our focus is on the American Customer Satisfaction Investable Fund, which is an EFT. Tune into this episode of Better Money Decisions with Kate Stalter to enhance your investment knowledge.  Show Highlights:  The core of the investment thesis  The relationship between customer satisfaction and security performance  Creating an index  How a portfolio turnover happens  Utilizing data  Satisfaction in action  Sector weightings  Consumer discretionary market place and market share  How investors should view the potential performance of specialty ETF’s  Risk and return rates  How to balance funds  Getting exposure or complimenting your company  Large cap domestic growth  Utilizing different processes  Enhancing customer experience  Adapting to provided services  Creating data that makes informed decisions  Hedge funds    Resources:  https://exponentialetfs.com/  www.facebook.com/bettermoneydecisions  audibletrial.com/bettermoneydecisions 

We all like clean cut predictions but unfortunately stocks aren’t like the weather. It is impossible to know exactly when or how the market will fluctuate, which is why it is important to always be prepared. If you’re looking for the best solutions to manage and prepare your stocks for future market corrections, Kate Stalter is here to teach you how. Tune into this episode of Better Money Decisions for the best advice on how you can avoid major risks with your stock investments.    Show Highlights: Normal market correction  Making predictions for the market correction  Stock fluctuation  Buying in large  Runaway inflation  Uncertainty and risk  Determining retirement money  Being conscious of who you’re taking investment advice from  Preplanning investments  Looking at your current spending  Taking on market risk  Avoidable risks  Resources: Join the Better Money Decisions Facebook Group

The first step to money success is to build a good relationship with money, yet many of us are unaware of how to do that. Learning how to change your money mindset and limiting beliefs on money is the first step to financial freedom.  Barbara Huson is a money coach and financial expert with a plethora of tips on how to use money to live life on your own terms. Tune into this episode of Better Money Decisions with your host, Kate Stalter, to learn how to use your money to achieve your goals and live with the financial freedom you deserve.  Show Highlights: How love encourages self-acceptance  Being smart with money  The process of working with finances  Dealing with money beliefs  Having confidence to make smart money decisions  Fearing the consequences of intelligence  Collective learning about money  Openly talking about money  The wealth connection Creating a safe place to talk about emotions behind money  Finding individual values  Why it is important to create wealth  Living life unapologetically  Finding emotional healing  Participating in financial decisions  Steps to follow for financial success    Resources: Barbara's Website Join the Better Money Decisions Facebook Group

At some point we’d all like to retire but what that looks like is different for all of us. No one wants to have to downsize their home, lack necessities, or have to work excessive hours in order to build up savings for retirement. Building up savings requires discipline and planning, yet many are unaware of how to do that. Fritz Gilbert, this weeks’ guest, is here to teach life lessons and valuable financial tips to help you build your retirement savings. Tune into this episode of Better Money Decisions with Kate Stalter to learn how you can start compound investing and building your net worth.    Show Highlights:   Retiring early  Being unprepared for retirement  Techniques to prepare for retirement  Advantages to saving later in life  Making difficult decisions  Resisting change  Reduction in lifestyle  How to begin planning for retirement early  Personal retirement stories  Lifestyle change  Finding balance  Keeping up with the Joneses  Being on the same page financially as your spouse  Recognizing the logistics of finances  Automating your savings  Being consistent  Finding true contentment  Developing a steady stream of income  Making financial decisions based on political views  Having liquidity and diversifying investments  Domestic travel  Mindset to have in retirement  Knowing how to pivot    Resources Mentioned:   Www.theretirementmanifesto.com  Twitter & Facebook: Fritz Gilbert  10 commandments of retirement article  Betty and Gordon article

It can be difficult to separate personal or political views from finances. Often times we see negative or positive things occurring in media and assume they change the trajectory of the financial market. As investors, we must learn to separate ourselves from cognitive biases when making financial decisions. Daniel Crosby is a financial advisor who wants to share the secrets to acquiring wealth and investing successfully with you. Tune into this episode of Better Money Decisions with your host, Kate Stalter, to learn how to identify any biases hindering your investing success and how to overcome it.     Show Highlights: A deep dive in cognitive investing  People believing their time is always the most volatile  Misunderstanding the market  Biggest behavioral issues in investors  Investing according to politics  Being optimistic about human potential  Overcoming being surrounded by negativity  Understanding broad market trends  Positive effects coming from negative things  How to be informed consumers  Transitioning from psychology to finance  Developing models and how they correlate with human behaviors  Finding data that supports your approach  Behavioral components  Determining which investment philosophy is the best  How to control emotions and tune out tips in the news  Making good choices and staying in your lane  What makes women better investors than men  Overconfidence and cognitive biases    Connect with Daniel: The Behavioral Investor by Daniel Crosby Twitter: @DanielCrosby  LINKEDIN: Dr. Daniel Crosby 

The industry around cannabis is growing rapidly and making monumental advancements. Many new products and technology have been developed that will not only benefit growers of cannabis, but will make a tremendous impact agriculturally.  While the majority of this industry is still in the shadows, Debra Borchardt, the Co-founder and Editor of Green Market Report, is here to help those who are interested in cannabis stock investments. Tune into this episode of Better Money Decisions with your host, Kate Stalter to learn all aspects of cannabis investing, economics, and the opportunities for you to make stocks a part of your investment portfolio.    Show Highlights: The initial attraction to starting this business  Penny stocks  Stock promotion  Listing requirements and IRS issues  Canadian companies and US exchange  401K benefits and umbrella companies  Challenges for individual or institutional investors  Publicly traded stocks  Legality of cannabis  Advances and indoor growing  Resurgence in depressed areas  Ag-Tech being used in the future  Getting started in investing    Resources: www.greenmarketreport.com 

There are many factors to consider when getting a divorce, but finances may be the most important issue to get properly resolved. There are misconceptions that people have when it comes to financial division in divorce, but Nancy Hetrick is here to invalidate those misunderstood views and inform you on how to reach the best overall solution for your divorce financially. Tune into this episode of Better Money Decisions with Kate Stalter to learn how you can come to the most suitable and beneficial financial solution in your divorce.    Show Highlights:   CDFA growing in significance  Creating a different process for people  Optimizing property  Determining whether alimony should be paid  Deciding how to balance and adjust financially  Having support needed when you’re emotionally overwhelmed  Forgetting who the decision makers are  Not being willing to compromise  Limiting resources  Giving up  Betting the farm on a new relationship  Wanting guarantees and certainty  Helping people avoid litigation and the court process Being hired as an advocate  Forensics involved in finances  Proportioning out growth in retirement assets  Collaborative divorce  IACP – working towards a settlement    Resources:  Smarter Divorce Solutions Nancy’s book on Amazon Nancy’s Contact Information: 877-552-4017 Nancy@smarterdivorcesolutions.com

Sustainable investing is becoming a revolution that many of us may not be well informed on. Learning to spend your money and profit only off companies that align with your morals is fulfilling and impactful. Cliff Feigenbaum is the founder of the Green Money Journal, and actively promotes sustainable investing. Tune into this episode of Better Money Decisions with your host, Kate Stalter to learn how to invest your money more sustainably and make a difference in your environment.    Show Highlights:   Societal and Demographic changes that have influenced business  Investing long term  Personal accountability and transparency  Solutions coming in and approaching sustainability  Avoidance and community investing  Share-holder activism  Companies shifting to millennials and women  Being an entrepreneur with pushback  Getting influential people to contribute to your business  Making healthier food affordable to more people  Trends in impact investing  Growth in financial planning  Making a real impact  Making new connections and covering new ground  Concepts about money that everyone deals with    Resources: https://greenmoneyjournal.com/ 

A good financial advisor should be there to assist you in understanding your assets; frankly, that isn’t always the case. Many advisors take advantage of their clients and their lack of understanding. No one wants to be in this situation and facing uncertainty for their financial future. Tune into this episode of Better Money Decisions with Kate Stalter and Lorraine Ell to learn how to avoid a financial crisis and replenish your account.    Show Highlights:   Not putting up with subpar financial advisors  Horror stories of poor advisors  Being ignorant and stuck in the past  Finding new ways to help your clients  Advisors taking advantage of unaware clients  Advisors incentives and mutual funds  Suitability Rules  Working with someone you like but isn’t working in your best interest Ways clients aren’t being served  Women being discredited  The downfall of handling your own finances  Runaway inflation and bond portfolios  Achieving the best outcome for retirement    Resources: Brokercheck.com  Bettermoneydecions.com  Wecanhelp@bettermoneydecisions.com  844-507-0961   Bozos, Monsters and Whiz Bangs Financial Advisors ebook   https://bozosmonsterswhizbangs.com

Socially responsible investing is something we can all do without settling for a low return rate. There are many ways you can find companies that fit your personal values and positively impact the environment, along with other people’s lives. With the right research and assistance, you can learn how to find these companies without having to jeopardize your return.  To learn how to invest ethically, sustainably, and support companies that aid foundations you care about, tune into this episode of Better Money Decisions with Kate Stalter.  Show Highlights: What socially responsible investing looks like  Using your funds to make a positive impact on something that matters to you Ethical Investing  Looking into investment candidates  Using governance to make investments  Not sacrificing your return to invest responsibly  Focusing deliberately on high returns and sustainability  How investors can force companies to make changes  Companies involved in other companies you don’t support  Institutions, Foundations, and companies becoming more socially conscious  Share Holder Activism  Considering a fund’s investing style, expenses, and quality Making sure you have the right elements in your portfolio   Resources: Contact Information: 844-507-0961 Extension: 702 Kate@bettermoneydecisions.com Kate's Article in Forbes Magazine   Kate's Article in US News and World Report 

Purchasing a home is one of the most monumental investments an individual will ever make. Whether or not this investment will circulate revenue is always a risk, and sometimes it isn’t the smartest one. There are many factors to consider when investing and despite common belief, real estate may not always be your best answer.    In this episode of Better Money Decisions, Aaron Hendon will discuss practical advice on passive income, investing in the stock market versus real estate, the value of buying over renting, and so much more valuable advice. Tune into this episode of Better Money Decisions with Kate Stalter to learn how to make better investments and avoid common mistakes.  Show Highlights: Mistakes people make when investing in real estate  The risks of people in retirement having a mortgage payment Investments that have a higher return than real estate  Considering all of the factors that go into whether you should rent or buy  Understanding circumstances along with numbers  Why one size fits all is not applicable to every situation  Evaluating performance before you select a realtor  7 questions you should ask a realtor  Credentials for becoming a realtor  Combining emotions with rational decisions  Boomers taking care of aging parents  Providing answers before a crisis occurs  Getting people to acknowledge inevitable issues  Being an advisor to clients  Resources: Shortchanged by Shortcuts Book  

There are many possible challenges when it comes to retirement, especially for women. The list of factors to consider are endless; from health care to income, to estimated life expectancy, it can be difficult to calculate. If you would like to learn how to manage and organize a financial retirement plan tune into this episode of Better Money Decisions with Kate Stalter.   “Women need to set aside 20% more than men for health care.” – Kate Stalter Show Highlights: Saving money for retirement as a woman  The gap between men and women’s retirement income  Women, money, power  Paying the bills  The purpose of being aware of finances, if your husband delegates the finances  Health care and longer life expectancy  A specialized approach to your personal situation  Planning to make sure you don’t outlive your money  Women working longer  Financial wellness for life  Resources: www.bettermoneydecisions.com          

Retirement is often something we don’t give much thought until it’s too late. There are many simple ways you can save to have money in the future, or to generate more income now. Marc Lichtenstein is a financial expert, the author of the book “You Don’t Have to Drive an Uber in Retirement”, and he has many easy tips that could help you start saving money now. Tune into this episode of Better Money Decisions with Kate Stalter to acquire quick and easily applicable tips to maintain your desired lifestyle.  “Saving for retirement, unfortunately, slips through the cracks for most people.”   Show Highlights: The Oxford Club  Generating more income  Complications with saving for retirement  Making sure you get protected when you lend money  Help savings accounts  Cutting costs  How to maintain your lifestyle  Things people do to save that you shouldn’t do  Why annuities may not be a good idea  Reverse mortgages    Resources: Goodrx.com  Oxfordclub.com  Wealthyretirement.com  Uberretirementbook.com  NY Times Article

You’ve managed your debt, made a few investments, and acquired some assets. Now what? Do you know what to do to incorporate financial wellness into your entire life? How do you know if you are making the best decisions about your money? Welcome to the Better Money Decisions podcast, a place where you can take the steps you need to meet all of your financial goals. My name is Kate Stalter, and I am on a mission to help dispel some of the most prevalent money myths so that you can make informed decisions about your finances.    This is not a show about getting out of debt or starting an online business for retirement. This program will be taking a close look at your existing finances in order to make them work for you. Whether you are already investing and want to expand your portfolio, or want to make the most out of your retirement fund, this is the place you want to be. You can trust that my perspective is in your best interest because I work for a Fee-Only Fiduciary. Better Money Decisions already works with clients all over the country, and in each case, your interests are first. Period.    Today, let’s talk about what you can expect from the show, debunk a few money myths, and gain a little perspective on why we are even here in the first place. If you are ready for financial wellness, then you are ready for the Better Money Decisions Podcast!    More in this episode:  This is the show for people who are already saving and want to make the most out of their monetary investments.  Don’t panic about the state of the stock market right now!  How to know when it is time to sell.  Why you can trust my financial perspective from a Fee-Only Fiduciary.  A story of someone who freaked out in 2008, and why their advice simply wasn’t good.  My own background as a financial journalist makes me aware of the money myths getting spread around.  What to expect in the future of this podcast. How to get our free gift to you!    Better Money Decisions  Free Portfolio Diagnostic Wecanhelp@bettermoneydecisions.com  (844)-507-0961  

Get Kate Stalter's Guide to Retirement Income! Today's topic is how to Make Better Money Decisions and hopefully it will inspire you to make financial decisions that help you achieve the life you've always wanted. My guest today is Kate Stalter. Kate is co-owner and founder of Better Money Decisions, a woman-owned asset-management firm with offices… The post https://wellwomanlife.com/097show/ (097 How to make Better Money Decisions with Kate Stalter) appeared first on https://wellwomanlife.com (Well Woman Life). Support this podcast

Kate Stalter on how cognitive biases affect investment decisions - MAF151 This week I talk to Kate Stalter about cognitive biases and how they affect investment decisions. She's a journalist turned financial adviser, so we also chat about how media coverage can influence people's biases. Welcome to episode 151 of the Marketing and Finance Podcast. We chat about: Kate's career from journalist to financial adviser, and more specifically financial educator How news media across the globe affects investments decisions The US perspective on active versus passive investments Avoiding cognitive biases when making financial planning decisions Home country bias and its effect on investment portfolios Who is Kate Stalter? Kate works for Better Money Decisions, a US financial adviser firm, and lives in Albuquerque. She's been a journalist writing 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 US. She still contributes to Forbes, US News & World Report and TheStreet, but her main focus is helping clients around the US who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions. Links and Show Notes. For links to the books and apps mentioned by Kate, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh helping you keep your marketing strategy simple and the BS at bay. The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Men Die Married, Women Die Single… Our guest today is Kate Stalter.  Kate is the founder and President of Better Financial Decisions. Her firm helps clients navigate retirement concerns, such as claiming Social Security benefits, making assets last for three or four decades, managing tax consequences of withdrawals and understanding estate-planning challenges. Better Financial Decisions.  Kate also […]

Kate Stalter is a licensed investment advisor representative, and the founder of Better Money Decisions, a fee-only investment advisory firm with offices in Albuquerque, Santa Fe and Scottsdale. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the America Talks Money financial podcast. She previously hosted the “Small-Cap Roundup” radio show, the “Daily Guru” feature on MoneyShow.com and served as an investing coach for Investor's Business Daily. www.bettermoneydecisions.com Phone: (844) 507-0961 Ext. 702 Facebook: Better Money Decisions Twitter: @KateStalter LinkedIn: Kate Stalter Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Stalter is one of those financial gurus who just seem to know what is going on with the markets and the economy. She is here to help us sort a bit out. A licensed investment advisor representative (means she knows investments), the founder of Better Money Decisions, which is a fee-only investment advisory firm based […] The post ML27 – Scaling a Service Based Business with Kate Stalter appeared first on Jake A Carlson.

Kate Stalter is a licensed investment advisor representative, and the founder of Better Money Decisions, a fee-only investment advisory firm with offices in Albuquerque, Santa Fe and Scottsdale. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the America Talks Money financial podcast. She previously hosted the “Small-Cap Roundup” radio show, the “Daily Guru” feature on MoneyShow.com and served as an investing coach for Investor’s Business Daily. Kate Stalter Vroom Veer Stories Dad worked for Eastman Kodak when during her childhood; they moved often Majored in English for undergrad; attended Columbia Film school for one semester; it was dumb Started working various jobs as a journalist; continued to move around often Worked at Variety covering technology in Entertainment in the 90's; think AOL, Compuserve Landed at Investors Business Daily and stayed their 10 years working a variety of jobs Started her business on the side while still making money as a writer Re-connected with a former co-worker at Investors Business Daily who became her biz partner Kate Stalter Links Better Money Decisions Website Contact Kate at kate@bettermoneydecisions.com for a free portfolio review  

Kate Stalter is a licensed investment advisor representative, and the founder of Better Money Decisions, a fee-only investment advisory firm with offices in Albuquerque, Santa Fe and Scottsdale. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the America Talks Money financial podcast. She previously hosted the “Small-Cap Roundup” radio show, the “Daily Guru” feature on MoneyShow.com and served as an investing coach for Investor's Business Daily.   During This Show We Discuss… What financial planners really do When someone should consider using a financial planner What many people misunderstand about financial planning Why so many Americans seeing inferior returns on their investments and how to fix it How fees and expenses hurt investors The kind of returns someone gets who manages their own portfolio versus working with a pro What you should know about diversifying investments globally How to put together a well-balanced portfolio The biggest challenges you have seen for those trying to save for retirement How to figure out what you may need for retirement The smartest investments people should make and why What you should know about investing in real estate versus investing in the markets

In this podcast, we talk about making better money decisions with our guest Kate Stalter.  We informed her before the recording session that we are both clueless when it comes to investing. “We’re artists and scientists, we’re not financial wizards.” ~ Sharone Coming to you this time from the Tarzana Tourist Center. Her website is www.bettermoneydecisions.com […] The post Better Money Decisions for Baby Boomers with Financial Adviser Kate Stalter : 2BB 085 appeared first on 2 Boomer Broads Podcast.

WHH25: The BUSINE$$ of MONEY Education! NOT BORING ALERT! with Kate Stalter Hi Winners! Kate is a speaker and Financial Columnist for Forbes, US News, and World Report.; with a column called ‘Seeking Alpha’ and an asset management company ‘Better Money Decisions’. The WINING thing about Kate is that she is REAL, down to earth, and shares the truth on the BUSINE$$ of Money Education. I have always felt after being in the financial planning industry at the young age of 21, that most of the ‘money’ educators are just salesmen and not truly advocates / mentors to help people to grow their money and protect their money from the government. What is the FUTURE of the Financial market in the PUBLISHING industry? Kate and I go into untouched areas. Enjoy this FREE interview. Learn. Grow. WIN. MAKE MONEY! Be You! Be REAL! Be the BOSS of your LIFE! Heather Havenwood Connect with Me: HeatherHavenwood.com/Facebook HeatherHavenwood.com/Twitter HeatherHavenwood.com/LinkedIn HeatherHavenwood.com/YouTube Support this podcast

Kate Stalter is the founder of Better Money Decisions; a financial planning and an asset-management firm that helps people solve their financial problems.  She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha.  Kate also hosts a financial podcast called The Kate Stalter Show.

Dr. Bill Schieman is CEO of Metrus Group. He is a thought leader in human resources, employee engagement, and fulfillment and author of Fulfilled! Critical Choices – Work, Home, Life, scheduled to be released nationwide October 1, 2016 Kate Stalter founder of Better Money Decisions, an asset-management firm with offices in Albuquerque and Santa Fe, New Mexico and Scottsdale, Arizona. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the soon-to-be-launched America Talks Money podcast. Kate specializes in helping people solve challenging financial problems as they approach retirement Kari Gray founder and CEO of GreenSurance. A cancer-survivor and alternative advocate, Kari is uniquely qualified to lead this innovation as a 30-year successful veteran entrepreneur. A multi-award winning talented professional, Kari's passion, tenacity, commitment, vision, knowledge and experience took a two decade dream for natural medicine health care into a reality today. With a self-sacrificing determination after a second chance at life, Kari Gray ‘pays it forward' through the GreenSurance health program revolution For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Special thanks to jLappin for the latest rating and review on iTunes. And, special thanks to Kate Stalter, a journalist for US News & World Reports. Kate invited your host to contribute to an article she's writing: "10 Steps To Whip Your 401(k) Into Shape." Look for it on October 13th! In this episode we'll review the current technical indicators and draw a parallel between 401k investment choices and bomb disposal. Don't miss it!