The Money with Katie Show

The Money with Katie Show

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.

Episodes

June 29, 2022 50 min

Given current market conditions, it seemed like a good time to revisit the age-old temptation for investors: Should I…try to stop the bleeding and make more active investment choices? Surely I could do better than -22%!

In most personal finance circles, this question is heresy—but lucky for you, I like to rock the boat. We’re digging into the case against active, some oddly compelling arguments for it, and everything in between in t...

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Every time the market experiences a drawdown, it feels like the echoing chorus of, “This time, it’s different,” gets more deafening. As the history buffs assure us, that’s very unlikely—but that doesn’t change the fact I want to hedge if it’s true. 

For many of us #n00b investors who started in the last decade, we’re experiencing a serious pullback for the first time (I no longer count the 30% COVID drawdown since it was so short-li...

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One of the single-most impactful determinants of our outcomes in life is our self-concept: Our identity. Whether we see ourselves as the victims of circumstance or victors over our challenges. It plays out in everything from miscommunications at work to compensation conversations.

The victim mindset tells you that you're not in control of your outcomes, while the victor's mindset acknowledges that—while life isn't fair—y...

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If you've ever wondered how Money with Katie went from a $0 side hustle to a half-million venture in two years (and if you can do the same!), then this episode is for you.

Today, I'm getting into the weeds and sharing exactly how Money with Katie makes money, all things sponsorships and affiliates, and even ventures I tried that didn't quite pan out. I share real numbers and stories, beyond just the surface-level stuff y...

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Let’s kick this off with an admission: We don’t have a prenup.

In today’s episode, I’ll tell you why—and why we probably should’ve gotten one.

We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about:

  • How the “stay-at-home” spouse can protect themselves financially
  • Why the prenup agreement is like an insurance policy for your marriage
  • What Kim thi...
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    A couple months ago, I got really anxious about income. 

    Aside from ~lite paranoia~ being one of the core tenets of my personality, my concern was (probably) justified. Rumblings of a recession on the horizon, #stonks going down, and the fact that Money with Katie was my sole source of income started to make me feel a little…vulnerable.

    So I started looking into alternative investments. While I deeply considered real estate and passe...

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    The best part about living in 2022 is the fact that you don’t have to know anything about investing to be a successful investor thanks to products like Betterment (and financial technology more broadly). 

    But what if you do want to manage your own investments? Then what?

    Before I learned about Paul Merriman and Chris Pedersen’s Two Funds for Life strategy, I never really knew what to tell people aside from do your research and best o...

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    Lauren from Career Contessa joins me this week for a revelatory conversation about the myth of the elusive “dream job.” Ironically, it took getting my dream job to realize it’s…still a job. Wait a second, why does this still feel like work sometimes?

    So why does acknowledging this myth and moving past it matter? Because the illusion that there’s a “dream job” out there for you (the career version of a soulmate) leads to both expecta...

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    ...because who's more qualified to talk about the challenges of being a mother than someone without kids, right?! Right?!

    3.5 million women were pushed out of the workforce in March 2020 because of caretaking challenges. Overnight, we dropped to 1988 levels of women’s workforce participation, which confirms the theory that there’s a causal relationship between childcare availability and affordability, and women’s workforce parti...

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    So much of personal finance and early retirement #literature is predicated on the 4% safe withdrawal rate that it’s easy to forget that the “rule” was discovered in the 1990s by the original Freak in the Spreadsheets, Bill Bengen.

    And man, the financial media loves to splash sensational headlines about the 4% rule all over the place (“The founder of the 4% rule just changed it!”). You know the kind.

    But there are a lot of misconcepti...

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    Today's episode is about the current reality of the US housing market (and stock market, to some degree) and how it's—paradoxically—not actually good for anyone, renters and owners alike. The one group it is benefiting? Investors.

    The episode dives into why I think a cooldown is inevitable, and focuses more on why human shelter turning into an inflated asset class is dangerous for everyone who needs a house to live in. Look ...

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    Today's episode is all about outsourcing, a topic around which my views have evolved over the years.

    (Read: As you get older and busier, you're less interested in "doing it all," apparently.)

    We discuss how to determine what's worth outsourcing in your life and how much to pay for it, as well as address some common objections. My guest today, Farnoosh Torabi, is an icon in the personal finance world (and a mother ...

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    Today, my friend Nick Maggiulli (COO of Ritholtz Wealth Management & former data scientist, as well as author of Of Dollars & Data and his new book, Just Keep Buying) joined me to talk about something that’s been (justifiably) freaking me out a little bit lately. To boil it down to its most layman's terms is the government’s money printing the reason why stocks and homes are worth so much more now, and does that mean we...

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    Worried you're behind, or may not have enough money to retire someday?

    You may have less cause for concern than you think. Today’s episode dives into the math behind why you may need to save less than you think for retirement, with two solid examples from my own life.

    Plus, an interview with Kim Curtis, a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute, where she dives into what we...

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    Today, we're digging into negotiation tips that actually work—no perfecting crafty word play, performing mental jujitsu on a recruiter, or documenting months of "wins" required.

    Since I'm not a negotiation expert (just a gal who enjoys negotiating), I brought in two guests today: Miranda Martin, a CEO Coach who speaks to money mindset, and a dear friend of mine, Career Coach Darci, who speaks to compensation research...

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    Today, we're diving into the money psychology that impacts the way we spend and save—and I'll give you the framework for an epic change to the way we think about spending and investing for today and the future.

    We'll also hear from Adam Day, a Certified Financial Planner who happens to be a Level 1 Certified Financial Therapist, about ways you can start to unearth the money stories driving your behavior.

    Self-awareness is...

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    Today’s episode is about the one major issue we all share with our financial planning:

    As humans, we’re bad at anticipating what’s going to make us happy. 

    Yep—it’s kinda hard to plan for what you think you’re going to want in 40 years, huh? Especially when some of those decisions tend to be inflexible.

    You’ll also hear from Sam Dogen (a.k.a., Financial Samurai) about his journey retiring—then un-retiring—at age 34. 

    You can preorder S...

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    The healthcare marketplace in the United States is confusing, complex, and expensive.

    Why is it the way it is? Has it always been this way? Is it this way everywhere? These were my questions when I began this deep dive. 

    After reading a couple books, going on a week-long internet deep dive, and interviewing a healthcare consultant, I felt ready to bring some of my initial findings to you. Big thanks to Taylor, a healthcare consultant...

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    Today, we're taking a break from questioning the socioeconomic status quo and digging into a more tactical, technical topic: The most common 401(k) mistakes I see.

    Follow along

    Blog

    Instagram

    Twitter

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    Today, we hear from Dr. Anna Hulett, an industrial organizational psychologist (think female Adam Grant), about the state of work in the United States and why there’s a small legion of Millennials obsessed with financial independence retiring early. 

    Is financial independence a sign of… a problem?

    We examine data from other places (read: Scandinavian countries) where employment rates are higher, people are happier, and – ironically –...

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