IN THIS EPISODE, YOU'LL LEARN:<ul><li>14:38 - How to calculate your retirement needs.</li><li>20:32 - How to determine how much cash you should reserve.</li><li>39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc.</li><li>51:17 - The ideal allocation of index funds.</li><li>1:00:34 - When to consider alternative investments like real estate or small businesses.</li><li>1:04:23 - Time and Energy trade-offs while determining your approach.</li><li>1:08:59 - How to incorporate philanthropy.</li></ul>﻿*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Money with Katie <a href="https://podcast.moneywithkatie.com/" rel="noopener noreferrer" target="_blank">Podcast</a>.</li><li>Money with Katie <a href="https://moneywithkatie.com/" rel="noopener noreferrer" target="_blank">Blog</a>.</li><li>Copilot Budget <a href="https://copilot.money/" rel="noopener noreferrer" target="_blank">Tool</a>.</li><li>Portfolio Visualizer <a href="https://www.portfoliovisualizer.com/" rel="noopener noreferrer" target="_blank">Backtest</a>.</li><li>Katie Gatti <a href="https://twitter.com/moneywithkatie?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer" target="_blank">Twitter</a>.</li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a>.</li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Our&nbsp;tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a>.</li><li>Check out our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">Favorite Apps and Services.</a></li><li>Find people with the right experience and invite them to apply to your job. Try&nbsp;<a href="https://ziprecruiter.com/wsb" rel="noopener noreferrer" target="_blank">ZipRecruiter</a>&nbsp;for FREE today.</li><li>Find Pros & Fair Pricing for Any Home Project for Free with&nbsp;<a href="http://angi.com/" rel="noopener noreferrer" target="_blank">Angi</a>.</li><li>Send, spend and receive money around the world easily with&nbsp;<a href="https://wise.com/tip" rel="noopener noreferrer" target="_blank">Wise</a>.</li><li>Reclaim your health and arm your immune system with convenient, daily nutrition.&nbsp;<a href="http://athleticgreens.com/WSB" rel="noopener noreferrer" target="_blank">Athletic Greens</a>&nbsp;is going to give you a FREE 1 year supply&nbsp;of immune-supporting Vitamin D AND 5 FREE travel packs with your first&nbsp;purchase.</li><li>Break into the multifamily investing space or level up your investing game. Learn these at the&nbsp;<a href="http://mfincon.com/" rel="noopener noreferrer" target="_blank">Multifamily Investor Nation Convention</a>. Visit&nbsp;<a href="http://mfincon.com/" rel="noopener noreferrer" target="_blank">mfincon.com</a>&nbsp;for details and tickets. Use promo code TIP to get $200 off your tickets.</li><li>Invest in the $1.7 trillion art market with&nbsp;<a href="https://www.masterworks.io/" rel="noopener noreferrer" target="_blank">Masterworks.io</a>. Use promo code WSB to skip the waitlist.</li><li>Connect all your apps, automate routine tasks, and streamline your processes with&nbsp;<a href="https://zapier.com/WSB" rel="noopener noreferrer" target="_blank">Zapier</a>.</li><li>Provide future financial protection to the people who matter most to you with the help of&nbsp;<a href="https://tdinsurance.com/termlife" rel="noopener noreferrer" target="_blank">TD Term Life Insurance</a>.</li><li>Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with&nbsp;<a href="https://avast.com/" rel="noopener noreferrer" target="_blank">Avast One</a>.</li><li>Get a FREE Wealth Protection Kit and learn how thousands are protecting their retirement savings and adding $10,000 (or more) in free Silver with&nbsp;<a href="https://goldco.com/Investors" rel="noopener noreferrer" target="_blank">Goldco</a>.</li><li>Push your team to do their best work with&nbsp;<a href="https://monday.com/" rel="noopener noreferrer" target="_blank">Monday.com</a>&nbsp;Work OS. Start your free two-week trial today.</li><li>Gain the skills you need to move your career a level up when you enroll in a&nbsp;<a href="https://www.swinburneonline.edu.au/" rel="noopener noreferrer" target="_blank">Swinburne Online</a>&nbsp;Business Degree. Search Swinburne Online today.</li><li>Design is already in your hands with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a>. Start designing for free today.</li><li>Use&nbsp;<a href="https://keepersecurity.com/TIP" rel="noopener noreferrer" target="_blank">Keeper Security</a>’s enterprise password management platform to enforce strong passwords and to make it easy for your teams to securely share credentials.</li><li>Depend on&nbsp;<a href="http://rbcwealthmanagement.com/plan" rel="noopener noreferrer" target="_blank">RBC Wealth Management</a>’s investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.</li><li>If you’re a sales professional, get every real time advantage you can get with&nbsp;<a href="https://linkedin.com/wsb" rel="noopener noreferrer" target="_blank">Sales Navigator</a>. Enjoy 60 days of free trial today.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul>HELP US OUT!Help us reach new listeners by leaving us a&nbsp;<a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;on&nbsp;<a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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

We Study Billionaires - The Investor’s Podcast Network