ATM Episode 13: Change Your Habits, Change Your Life with Tom Corley

LISTEN HERE Tom Corley points out that when you pursue success, the emotional downturns are about ninety-five percent of what you have to contend with. He maintains that, due to this, it’s your vision, your dream and your passion that...

/ March 2, 2017

ATM Episode 14: Investing To Win with Rob Lutts

LISTEN HERE Today’s guest, Rob Lutts, is the author of The Great Game Of Business- Investing To Win. He is the Chief Investment Officer and President at Cabot Wealth Management in Salem, Massachusetts. Although Kate was initially unsure about interviewing...

/ March 2, 2017

ATM Episode 15: Life Settlements and Long Term Care with Jordan E. Goodman

LISTEN HERE Today’s guest is Jordan E. Goodman, America’s Money Answers man. He is a nationally recognized expert on personal finance as well as being a regular guest in the media, such as The View, Fox News, Fox Business, CNN,...

/ March 2, 2017

ATM Episode 16: Should I Buy Gold with Peter Hug

LISTEN HERE The question of whether or not to buy gold comes up a lot for Kate. She mentions that people often tend to think of gold as having special powers, due to the lack of correlation with the stock...

/ March 2, 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