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Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast
Message the Host
In this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.
We explore:
- The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategies
- Why open conversations about money are critical for raising financially savvy children
- The importance of building long-term, adaptable portfolios without falling into emotional traps
- How Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cycles
- Why access to simple, educational financial tools can transform how families approach investing
Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.
About Katie Fenner:
Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.
Click Here to Check Out Our Upcoming Online
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About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
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By Sidepocket FinancialMessage the Host
In this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.
We explore:
- The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategies
- Why open conversations about money are critical for raising financially savvy children
- The importance of building long-term, adaptable portfolios without falling into emotional traps
- How Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cycles
- Why access to simple, educational financial tools can transform how families approach investing
Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.
About Katie Fenner:
Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.
Click Here to Check Out Our Upcoming Online
Investing Events
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com