The Business Credit and Financing Show

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Kate Stalter

Investment Hacks… How to Earn the Most from Your Portfolio

Kate Stalter is a licensed investment advisor representative, and the founder of Better Money Decisions, a fee-only investment advisory firm with offices in Albuquerque, Santa Fe and Scottsdale. She is an investment columnist for Forbes, US News & World Report, TheStreet.com and Seeking Alpha, and host of the America Talks Money financial podcast. She previously hosted the “Small-Cap Roundup” radio show, the “Daily Guru” feature on MoneyShow.com and served as an investing coach for Investor’s Business Daily.

In This Show We Cover:

  • What financial planners really do
  • When someone should consider using a financial planner
  • What many people misunderstand about financial planning
  • Why so many Americans seeing inferior returns on their investments and how to fix it
  • How fees and expenses hurt investors
  • The kind of returns someone gets who manages their own portfolio versus working with a pro
  • What you should know about diversifying investments globally
  • How to put together a well-balanced portfolio
  • The biggest challenges you’ve seen for those trying to save for retirement
  • How to figure out what you may need for retirement
  • The smartest investments people should make and why
  • What you should know about investing in real estate versus investing in the markets

Resources

HEAR WHAT OUR CLIENTS HAVE TO SAY

We are passionate about helping our clients secure business credit and financing, and offering both as a service. Of course, we’re going to have great things to say about our company because we think what we do and how we do it is pretty awesome. What really matters is what our clients have to say, so click below to hear from some of our customers who we live to serve.

Bryan Hoover

Keystone Credit Solutions
Harrisburg, PA

Hi I am Bryan Hoover with Keystone Credit Solutions. I’ve been doing business credit and I think it’s a g …

Cory Johnican

BK Gold Credit Solutions
Tucker GA

Hello my name is Cory.  I’m with BK Gold Credit Solutions. I just wanted to talk a few minutes about the …

Demarcus Hewitt

Restore My Dream
Frisco TX

My name is Demarcus Hewitt I am a Dallas native. I attended the boot camp here about a year ago. I purcha …

Donna Perkins

KC Credit Services
Kansas City MO

Hi I am Donna with KC Credit Services. The Business Dispute Suite funding area is easy to use, a simple t …