Investing in Turbulent Times: With Peter Catalano

April 10, 2025 / Kristin Gunderson

Why Investing in Assets is the Foundation of Financial Freedom
Featuring Peter Catalano, Wealth Advisor

If you’ve ever felt like you’re working hard but not getting ahead, chances are—you’re spending money on things that don’t build wealth.

In my latest YouTube video, I sat down with Peter Catalano, a wealth advisor who shares my passion for helping people take control of their financial futures. Together, we discussed what it really means to invest in assets and how to build a strategy that supports both freedom and legacy.

🔍 What We Talked About:

  • The difference between assets and liabilities (and why it’s more than just a balance sheet line)
  • Real-world examples of asset investing—from real estate to tax-free retirement strategies
  • Why collaborating with both a tax strategist and wealth advisor can maximize your returns and reduce your stress
  • The three financial mindsets: DIY, collaborate, and delegate—and how to move between them with confidence

Whether you’re starting your investing journey or you’re ready to scale and protect what you’ve built, this video will give you tools, clarity, and motivation to take the next step.

Check out Pete Catalano’s website and YouTube if you want to learn more!

W@ https://www.pcatalano.com/peter-catalano/

Y@ https://www.youtube.com/@financialadvisor-PCatalano

🎥 Watch the full interview here: https://youtu.be/aBDu45wCY4k
📅 Book a Discovery Call here: https://app.acuityscheduling.com/schedule.php?owner=14522012&appointmentType=62563958

Because the best time to start building your legacy… is now.

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