Episode Details

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.

During This Show We Discuss…

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 have 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