Kate Arndt, CFP®

Image for Kate Arndt

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 Am I Doing This Right? Your Guide to Health Care Consumption

Feb 24, 2020

Am I Doing This Right? Your Guide to Health Care Consumption

The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!

Image for The Many Decisions of an Investor

Jan 27, 2020

The Many Decisions of an Investor

You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.

Image for Kate’s 2019 Holiday Gifting Ideas

Dec 16, 2019

Kate’s 2019 Holiday Gifting Ideas

Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.

Image for Cyber Security: Out of Your Control - or Not?

Nov 10, 2019

Cyber Security: Out of Your Control - or Not?

Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.

Image for Retiring at 50: The Keys to Early Retirement

Oct 28, 2019

Retiring at 50: The Keys to Early Retirement

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

Image for What’s Your Biggest Waste of Money?

Oct 21, 2019

What’s Your Biggest Waste of Money?

It’s easy for wasteful spending to go undetected, especially if you’ve developed any of these bad habits. You work hard for your paycheck, so make sure you’re spending it in the right places. We cover some of the easiest places to spend more money than you need to. Read on and then celebrate Financial Planning Month by reviewing your budget for wasted money.

Image for What Should I Do with My Old Retirement Accounts?

Oct 14, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

Image for The Underutilized HSA

Jul 17, 2019

The Underutilized HSA

By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?

Image for Training for the Mini & Financial Planning

May 3, 2019

Training for the Mini & Financial Planning

It might not seem like training for the Mini-Marathon and planning for your financial future have anything in common. But they have more similarities than you might think. Both require a detailed plan and input from experts that can help you get a leg up on the competition.

Image for Owe Taxes? What Went Wrong in 2018 and How to Survive It

Apr 22, 2019

Owe Taxes? What Went Wrong in 2018 and How to Survive It

With 2019 being the first year to file under the Tax Cut and Jobs Act, many Americans are finding themselves faced with a tax bill due to Uncle Sam. Unsure how this happened, how to pay for your tax burden, or what you can do to prevent another tax bill in the future? Read on for the details.

Image for 20 Percent Down Payment - Debunked or Not?

Jan 14, 2019

20 Percent Down Payment - Debunked or Not?

A 20% down payment used to be the rule of thumb when purchasing a home. Avoiding private mortgage insurance (PMI) and lowering the interest rate on your loan were some of the benefits. But times have changed! If you’re unable to afford a 20% down payment, you have options - but be sure you understand the pros and cons first!

Image for Put Your Finances on Autopilot

Dec 31, 2018

Put Your Finances on Autopilot

There are a plethora of tools that can help you streamline your finances – from automatic transfers to bill paying services to auto escalation for retirement accounts. Taking advantage of this technology can go a long way in helping you meet the financial goals you’ve defined, setting you up for continued success in the future.