The 4-1-1 on Your 401K

It’s time to reimagine therapy and what it means to be a therapist. We are human beings who can now present ourselves as whole people, with authenticity, purpose, and connection. Especially now, when therapists must develop a personal brand to market their practices.

To support you as a whole person and a therapist, your hosts, Curt Widhalm and Katie Vernoy talk about how to approach the role of therapist in the modern age.

Interview with Katrina Soelter, CFP

Katrina Strelow Soelter is a Financial Advisor with the Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors. She received her undergraduate degree at UC Berkeley in Philosophy and German. After graduation, she taught elementary school in the Bay Area, during which time she received her MA from Loyola Marymount University. Motivated by her interest in personal finance and her passion for helping individuals define and achieve the life they want, she changed careers and began working with The Zeutzius, Hutchinson, Sosa Wealth Management Group at Wells Fargo Advisors in 2013. She attended UCLA extension for her CFP® coursework and is a proud CFP® practitioner.

She enjoys exploring the different LA neighborhoods, reading a good book, finding local coffee shops, and giving back to her community. She volunteers as a mentor with the Fulfillment Fund and participates with the Financial Planning Association of Los Angeles, organizations that are close to her heart. She is a member of the Financial Planning Association of Los Angeles, the Cal Alumni Association, and an activator with SheEO.

In this episode we talk about:

• Why people should invest their money
• How to prioritize and balance paying down debt (like student loans) with investing early for retirement and purchasing a home
• Thinking about your savings in buckets (long-term retirement, emergency fund, fun/intermediate planning)
• Retirement account options, including the advantages of different retirement plans (SEP, Simple)
• Self-directed investing (like Vanguard, Robo-advisors) and target date funds versus actively managed investing with a professional advisor
• The differences between stocks and bonds and the importance of understanding the allocation of each within your investments
• Fees to be aware of when investing
• How and when to consult a professional financial advisor/certified financial planner

Resources mentioned:

We’ve pulled together any resources mentioned in this episode and put together some handy-dandy links.

Getting a hold of Katrina:

Katrina.Soelter@wfadvisors.com

www.zhswealthmanagementgroup.com

Our events:

The Brand Called “You”: Legal and Ethical Issues in Developing Your Personal Brand

The Therapy Reimagined Conference in Los Angeles in October 2018!!

Credits:

Voice Over by DW McCann https://www.facebook.com/McCannDW/

Music by Crystal Grooms Mangano http://www.crystalmangano.com/