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

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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