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Podcast: Steady Wealth Podcast
Episode: Common Mistakes Self-Directed Investors Make with Kate Stalter
Description: Getting set up for retirement is important to a lot of people, and a financial portfolio is often the way that is done. Today, Serge is joined by special guest, Kate Stalter, to discuss the common mistakes people make with their portfolios. Kate got her start in the financial industry working for Bill O’Neil at the Investor’s Business Daily. She reached a lot of people through speaking engagements with IBD, but knew she wanted to work closer, one-on-one, with people. She accomplished that by getting into the registered investment advisors business. While she’s witnessed a lot of suc...