Kate Arndt, CFP®

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Wealth Advisor

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, Indiana Education Savings Authority (2022 – Present)
  • Board Member, Indiana State University Alumni Association (2022 – Present)
  • Member, Junior League of Indianapolis (2018 – Present)
  • Member, Financial Planning Association of Greater Indiana (2016 – Present)

Check out more fun facts about Kate:

Kate Arndt, CFP® | Meet the Bedel Team


BLOG POSTS

Image for Instant Gratification? Not So Fast

Apr 16, 2024

Instant Gratification? Not So Fast

It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to spend money. However, you don’t experience the same reaction when you open the Amazon package or wear the new shoes compared to when you invest money in a Roth IRA.

Image for The Lost Years: The Untold Truth About Your 30s

Jan 22, 2024

The Lost Years: The Untold Truth About Your 30s

What people fail to talk about is how this phase of life is expensive and can easily throw a wrench into your financial goals – whether it’s saving for retirement or simply building and maintaining a solid financial foundation.

Image for Busting Common Retirement Myths

Oct 23, 2023

Busting Common Retirement Myths

As you prepare for retirement, whether that’s in 25 years or two months, it’s important to keep your eye on what’s important. Develop strong habits (but not too strong!) early on for optionality that works in your favor.

Image for Student Loan Repayment: Back Like Never Before

Sep 27, 2023

Student Loan Repayment: Back Like Never Before

It’s not abnormal for borrowers to feel they are in a different spot financially since March of 2020. The pandemic brought about rising wages and allowed many Americans to stockpile cash.

Image for When Wealth Goes Wrong

Jul 19, 2023

When Wealth Goes Wrong

When you pass, you don’t get to take your money with you, so avoiding the common pitfalls of wealth transfer is best. Prepare your heirs, talk openly about money, pass along family values, and don’t be afraid to implement a trust.

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Apr 17, 2023

Marry for the Money? Maybe or Maybe Not

Social Security benefits are an essential piece of many retirees' financial plans. Most people know they are entitled to benefits based on their own record or earning history, but did you know that you are also eligible for benefits on your spouse's earnings?

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Jan 23, 2023

Are You Making These Common Tax Mistakes?

Unfortunately, even as tax prep software evolves, several common mistakes prevail. So how can you avoid these common (and costly) errors?

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Oct 24, 2022

Financial Infidelity

There are plenty of reasons someone might conceal information or deceive their partner. For instance, a high-earning spouse may tell their partner they earn less because they fear their partner would spend more.

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Sep 28, 2022

Biden’s Student Loan Forgiveness

Forgiveness can come in one of two forms. Borrowers that made payments during the pandemic forbearance period are eligible for a dollar-for-dollar refund, up to the $10,000 limit.

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.