Kate Arndt, CFP®

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Financial Planner

Kate Arndt, CFP® | CFP Certificate | Bedel Financial

My role as a financial planner involves engaging in the necessary steps that build a financial plan. Along with running useful projections and models, I also remain knowledgeable on changes in the industry to ensure that we deliver a high level of client service.

Professional Financial Planning Experience

  • Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.

Career History

  • Bedel Financial Consulting, Inc. Financial Planner
  • Bedel Financial Consulting, Inc. Financial Planning Coordinator

Education and Professional Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University

Professional Activities

  • Board Member, Financial Planning Association of Greater Indiana
  • Member, Indiana State University Financial Planning Advisory Board
  • Provisional Member, Junior League of Indianapolis

Check out more fun facts about Kate:

Kate Arndt, CFP® | Meet the Bedel Team


BLOG POSTS

Image for Start Feeling Confident About Your Finances

Jul 18, 2022

Start Feeling Confident About Your Finances

When it comes to finances, there is more than meets the eye. If you catch yourself green with envy over someone else’s apparent financial status, take a step back and take stock of your successes.

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Jun 14, 2022

Savings Bonds Beyond $10,000

One easy way to purchase additional I Bonds is through a revocable living trust. Many Bedel clients have either individual trusts or joint trusts.

Image for A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows

Apr 18, 2022

A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows

Money does not buy happiness, but I believe that it can buy peace of mind. One way your money can do so is through an emergency fund. Having that box checked gave me permission to live a little.

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Feb 7, 2022

Retiring Early? Avoid Withdrawal Penalty

The “Roth Conversion Ladder” strategy isn’t for everyone, but anyone considering early retirement should know about it. Pay the tax early, let the funds grow, count to five (years), and withdraw your principal both tax and penalty-free.

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Oct 25, 2021

Retirement: Your Three Numbers

Retirement is a numbers game. Know your numbers and turn in your retirement notice with confidence. If you don’t feel comfortable running the numbers yourself, hire a financial planner to do the work for you.

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Jul 19, 2021

Is Your Financial Goal only a Wish?

Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of the essence. Defining goals early on can provide flexibility to adapt to life’s changes rather than accept the reality of a situation.

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Jul 9, 2021

The Financial Transition to Stay-at-Home Parent

The most apparent change to the household of a newly minted stay-at-home parent is the loss of income. How do you navigate those problems and others?

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Jun 24, 2021

Guide to Leaving a Legacy

Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.

Image for Yours, Mine, and Ours: Marriage and Personal Finances

Apr 19, 2021

Yours, Mine, and Ours: Marriage and Personal Finances

There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.

Image for Hiring a Financial Advisor: When is it Time?

Mar 22, 2021

Hiring a Financial Advisor: When is it Time?

Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.

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Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.

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Jan 25, 2021

What Should I Do With My Inheritance?

Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.