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

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><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><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Money with Katie <a href="https://podcast.moneywithkatie.com/" rel="noopener noreferrer" target="_blank"><strong>Podcast</strong></a><strong>.</strong></li><li>Money with Katie <a href="https://moneywithkatie.com/" rel="noopener noreferrer" target="_blank"><strong>Blog</strong></a><strong>.</strong></li><li>Copilot Budget <a href="https://copilot.money/" rel="noopener noreferrer" target="_blank"><strong>Tool</strong></a>.</li><li>Portfolio Visualizer <a href="https://www.portfoliovisualizer.com/" rel="noopener noreferrer" target="_blank"><strong>Backtest</strong></a><strong>.</strong></li><li>Katie Gatti <a href="https://twitter.com/moneywithkatie?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a><strong>.</strong></li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a><strong>.</strong></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"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Our&nbsp;tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspo