The 4-1-1 on Your 401K, An Interview with Katrina Soelter, CFP
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 investing your money:
- 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
We’ve pulled together any resources mentioned in this episode and put together some handy-dandy links.
Getting a hold of Katrina:
Who we are:
Curt Widhalm is a Licensed Marriage & Family Therapist in private practice in the Los Angeles area. He is a Board Member at Large for the California Association of Marriage and Family Therapists, a Subject Matter Expert for the California Board of Behavioral Sciences, Adjunct Faculty at Pepperdine University, and a loving husband and father. He is 1/2 great person, 1/2 provocateur, and 1/2 geek, in that order. He dabbles in the dark art of making “dad jokes” and usually has a half-empty cup of coffee somewhere nearby. Learn more about Curt at http://www.curtwidhalm.com.
Katie Vernoy is a Licensed Marriage and Family Therapist, coach, and consultant. As a helping professional for two decades, she’s navigated the ups and downs of our unique line of work. She’s run her own solo therapy practice, designed innovative clinical programs, built and managed large, thriving teams of service providers, and consulted hundreds of helping professionals on how to build meaningful AND sustainable practices. In her spare time, Katie is secretly siphoning off Curt’s youthful energy, so that she can take over the world. Learn more about Katie at http://www.katievernoy.com.
A Quick Note:
Our opinions are our own. We are only speaking for ourselves – except when we speak for each other, or over each other. We’re working on it.
Our guests are also only speaking for themselves and have their own opinions. We aren’t trying to take their voice, and no one speaks for us either. Mostly because they don’t want to, but hey.
Stay in Touch:
Voice Over by DW McCann https://www.facebook.com/McCannDW/
Music by Crystal Grooms Mangano http://www.crystalmangano.com/