Author: Katie

Ep #91: The REAL Power of Patience

Posted by Katie | Jan 31, 2024 | Podcast

Waiting Wisdom from Charlie Munger “Big money is not in buying and selling, but in...

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Ep #90: Defying Predictions: The Surprising Strength of the Stock Market in 2023 and How to Proceed in 2024

Posted by Katie | Jan 31, 2024 | Podcast

It’s hard to believe that it’s already 2024. Time has flown, and at the time of...

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Ep #89: Sailing Smoothly Through Market Fluctuations

Posted by Katie | Dec 4, 2023 | Podcast

Sailing Smoothly Through Market Fluctuations A client nearing retirement recently asked me how he...

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Ep #88: Exploring Passive Income Strategies

Posted by Katie | Dec 4, 2023 | Podcast

Exploring Passive Income Strategies A lot of my podcast topics come from conversations I have with...

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Ep #87: Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications

Posted by Katie | Dec 4, 2023 | Podcast

Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications A Roth...

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