Month: February 2017

ATM Episode 10: Donating Stock & The Financial Mentor with Todd Tresidder

LISTEN HERE Today, in response to a question from one of the listeners, Kate talks about making charitable donations from brokerage accounts. She explains the tax benefits that you could enjoy from doing that. She cautions you, however, to avoid...

/ February 15, 2017

ATM Episode 09: What to Do When You Receive an Inheritance & Deconstructing Peter Lynch with Dan Sotiroff

LISTEN HERE Today, Kate starts out by talking about inheritance. She looks at a study, done by MetLife in 2013, which states that the boomer generation stands to inherit a whopping total of eight point four trillion dollars! There are...

/ February 15, 2017

ATM Episode 11: Boomers and Career Changes with Kimberly Palmer

LISTEN HERE The guest on today’s show is a popular author, Kimberly Palmer. Kimberly was the senior Money Editor at US News and World Report for nine years. She’s currently the Features Editor on The Money Team at AARP. Her...

/ February 15, 2017

You’re Soaking in it – TDI Podcast

Guest, Kate Stalter and Andrew discuss behavioral finance and some of the ways that investors sabotage themselves. Kate provides a holistic approach to the world of investing while specializing in pre-retirement planning all in an effort to impart better money...

/ February 12, 2017

Chasing Performance Is a Quick Way to Disaster

In the early part of every year, you’ll find plenty of articles identifying the stocks and funds that notched the best return in the prior year. In many cases, these rosters of top-performing investments are intended as de-facto buy lists....

/ February 8, 2017

Understanding portfolio risk in uncertain times

Humans hate uncertainty. In 2016, researchers at University College London found that we fear the unknown even more than the inevitability of a poor outcome in a given situation. Research subjects played a computer game in which they turned over...

/ February 6, 2017

ATM Episode 08: Asset-Class Investing & Expensive Actively Managed Funds with Aye Soe

LISTEN HERE Today’s episode of America Talks Money focuses on setting up an effective portfolio that does Today’s episode of America Talks Money focuses on setting up an effective portfolio that does not involve guesswork in trying to beat the...

/ February 4, 2017

ATM Episode 07: Women & the Financial Services Industry with Andrew Chanin of PureFunds

LISTEN HERE Finances are more complicated today than ever before. There are as many women out there making financial decisions, as there are men.  It can be difficult to get up to speed if you haven’t been involved before. First,...

/ February 4, 2017

ATM Episode 06: Sacred Money Archetypes & What the Election Means for the Markets with Chip Lake

LISTEN HERE How do you really feel about money? Do you blame someone or something else for your financial situation, or do you avoid timely financial planning? If so, you will benefit from an informative product that really speaks to...

/ February 4, 2017