The Keys to Good Financial Advice With Kate Stalter

Writer and financial advisor Kate Stalter of the Better Money Decisions firm discusses the keys to good financial advice in today’s world.

  • What to Expect from a Financial Advisor Content
  • Financial Planning the Right Way for Today
  • Planning for Retirement and Facing the Facts


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You don’t need someone to pick stocks or time the market. Those activities, touted non-stop in the financial media, have absolutely nothing to do with your personal financial goals.

That’s why Kate Stalter founded Better Money Decisions: People face any number of financial decisions these days. But with the financial media encouraging all kinds of bad behavior, like trying to predict market direction or gambling on what the Federal Reserve might do, the odds are stacked against the person just trying to make good financial decisions for the short and long-term.

Before becoming a Series 65-licensed advisor several years ago, Kate wrote in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on, and taught Investor’s Business Daily live seminars throughout the country.

She also hosted the Small Cap Roundup radio show on the Tiger Financial News Network, interviewed hundreds of asset managers for the “Daily Guru” feature on, and wrote mutual-fund analyses for

Although she still contributes to Forbes, US News & World Report and TheStreet, Kate’s primary focus is helping clients around the country who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

“Although financial decision-making becomes more complicated every year, many people still believe a financial advisor’s value comes from stock picking and timing the market. But that’s not the value. In fact, that’s speculating and gambling, exactly the opposite of good financial decision-making,” Kate says.

Kate has a fiduciary duty to put clients first. As her client, that means understanding your unique goals and concerns. It means being your coach throughout different market and economic cycles and helping you stay on track, even while the TV anchors and magazine writers tell you the world is coming to an end.

“Investors continue to be hurt because some TV anchor says it’s time to panic. That TV anchor, meanwhile, has no responsibility for your well-being in retirement, or even if you are able to retire.” Kate says.

Kate enjoys helping people make those “peace of mind” financial decisions. For example, the age at which you and your spouse begin taking Social Security can make a tremendous difference in your household income over the next few decades. Nobody wants to leave $100,000 or more on the table, but it happens all the time! This is the kind of situation Kate helps clients avoid, in favor of making better decisions about money!

A graduate of Saint Mary’s College in Notre Dame, Indiana, Kate spends fall Saturdays watching the Fighting Irish on the gridiron. Her MBA alma mater is Northwestern, so she also likes to see the Wildcats win, unless they are playing Notre Dame! She has a houseful of rescued animals, and is trying to get her 5K speed just a tiny bit faster.

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