00:00 - Intro
02:40 - How Katie thinks about her long-term goals
04:40 - Katie's views on retirement
07:38 - Asset allocation
13:36 - The benefits of a financial advisor
15:07 - Sector rotation in an ETF wrapper
21:35 - Applying technical analysis to bonds
27:12 - How Katie looks at investing internationally
32:02 - Technical analysis and the crowded technology trade
35:33 - Katie's views on crypto
38:13 - How Katie views her business in the context of her portfolio
40:44 - Katie's views on leaving money to her kids
44:28 - Katie's views on the current market
48:03 - Things Katie spends money on for non-financial reasons
50:27 - The one lesson Katie would teach the average investor
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