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

February 28, 2024 89 mins
Most of our listeners probably know they should be involved in the ~marital finances.~ But very few people, it seems, understand how signing a marriage contract legally changes their financial rights (I know I didn't back when I got married!). Whether you’re single and considering marriage one day, already happily married, or experiencing divorce, this episode is a must-listen. Content warning: This episode includes stories of inti...
Mark as Played
Rich Guy Gavin asks, "Is the 15-year mortgage worth it?" Plus, given how few people can afford them nowadays, Katie and Henah chat through if the 15-year mortgage is dead. We run the numbers, the factors to consider, and some workarounds to make the 30-year mortgage more appealing. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. ...
Mark as Played
The Simple Path to Wealth by JL Collins is financial independence canon. The premise boils down to elegant simplicity: Spend 50% of your income and invest the other 50% in one specific index fund, VTSAX. We ask the Godfather of FI about it all—covering everything from his reliance on VTSAX and the American economy, to managing market crashes, to the debate over homeownership. Reminder: This is not financial advice; please talk to a...
Mark as Played
Rich Girl Liz H. wanted to know: "How do I know if I'm too 'liquid?'" Chances are, you probably do have too much in your emergency fund—Katie and Henah chat through mental blocks and reframes to consider, when you might want to save more, and what Katie personally keeps in her own accounts. Reminder: This is not financial advice; we are not certified financial professionals—please do your own due diligence. Welcome back to #RichGir...
Mark as Played
Low-wage work is more prevalent in the US than any other high-income nation—and we've essentially seen 50 years of stasis in anti-poverty efforts. After reading four different books about why the US has such a difficult time minimizing poverty despite having relative abundance, we deep dive into the main issues that keep the poor in place. We also talk about ways to solve for poverty, like readdressing policy, improving allocations...
Mark as Played
An Austrian heiress made headlines when she announced she would let 50 strangers decide what to do with $27M USD of her inheritance. Katie and Henah discuss the potential impact of this kind of social experiment, how the lack of inheritance and estate taxes disproportionately support inequality, and why "generational stability" might be worth striving for more than "generational wealth." Welcome back to #RichGirlRoundup, Money with...
Mark as Played
The abuse of prescription drugs on college campuses has skyrocketed in the last 10 years—and by extension, so too has the intricate ecosystem of college-aged dealers and distribution networks. So today, we're covering a multimillion-dollar fraternity drug ring scandal at the College of Charleston with the investigative journalist, Max Marshall, who covered it in his book, Among the Bros. We talk about power, privilege, and the near...
Mark as Played
What can you write off from your side hustle? Should your business be an S Corp? What's the best retirement account for self-employed folks? We cover it all, once again with the help of CPA & CFP Tim Steffen of Baird Wealth. Reminder: This is not financial advice; please do your own due diligence with a licensed professional. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Produce...
Mark as Played
Tune in to this episode of BOSSY, the other podcast I host with entrepreneur Tara Reed, of Apps Without Code. This is a show we started at the end of 2023 to expand our surface area beyond just personal finance to entrepreneurship and career-focused conversations—you can hear new episodes every Thursday. This episode is our conversation about pivoting out of business slumps—aka, you've been trying something for awhile and it's just...
Mark as Played
I’m going out on a limb today to say: No, I don't think “high interest rates” are the problem in today’s housing market. The “high interest rate” might be a bit of a red herring. So today, we’ll talk about how the current situation stacks up to years past, the strange upsides of higher interest rates, and the decision to rent or buy in 2024. Transcripts, show notes, production credits, and more can be found at: https://moneywithkat...
Mark as Played
Many of you wanted to know: What deductions can I look into to lower my tax burden if I’m not a business owner? We’re bringing back Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, for another Rich Girl Roundtable. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@...
Mark as Played
The decision to negotiate even once creates an economic ripple effect in your life that researchers found means retirement up to eight years sooner. Start hair-spraying your combovers, people, because we’re talking about #TheArtOfTheDeal with this negotiation masterclass, featuring expert Kathryn Valentine of Worthmore Strategies. Transcripts, resources, production credits, and more can be found at: https://moneywithkatie.com/negot...
Mark as Played
Trying to plan a group trip with friends who make wildly different incomes? We got you—here are Katie and Henah's best tips for balancing fun and financials. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show ...
Mark as Played
Comparison is human nature, so trying to prevent yourself from noticing all the success portrayed in your feeds and social circles is an uphill battle. Instead, learning how to compare productively works with your nature, not against it. And where better to start than with #RichGirlNation? See what hundreds of you submitted about your incomes, budgets, and net worths—and what surprised us most. Transcripts, show notes, resources, a...
Mark as Played
Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions....
Mark as Played
In September 2022, I made the decision to quit drinking alcohol altogether. Now, I'm looking back at the last 15 months, the role alcohol plays in our GDP and personal finances, and all the unintended positive benefits I’ve stumbled upon since switching out my New Belgium Fat Tire for Athletic Brewing’s N/A IPA. Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/reflection-one-year-sober. Learn...
Mark as Played
Rich Girl Elyssa asks, "What should I do with a year-end bonus?" Katie and Henah chat through the two buckets of bonuses: expected (as part of your total compensation) or unexpected (when you've gone above and beyond)—and how they'd handle each. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for ...
Mark as Played
When is it time to start working with a financial professional? Do you ever need to hire one? And, maybe more importantly, what are telltale signs of a good (or bad) one? This week’s episode breaks it down so you can make sense of the decision—featuring not one, but two financial pros who hold the esteemed CFP® certification: Shelby Ferstl and Eric Jones. 🤑 Interested in working with a potential Money with Katie-aligned financial ...
Mark as Played
Rich Girl Sierra S. asks, "Is it worth paying a roboadvisor fee to get the benefits they offer, especially if you don't want to put the effort in?" Katie and Henah share a refresher on what roboadvisors are, what fees are worth it, and the benefits of using them. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll p...
Mark as Played
We all love trying to better ourselves, but sometimes that drive can come at the expense of contentment. Is it possible to be both ambitious and satisfied? After a certain point, the pursuit of additional financial resources is not about money at all, but what it might symbolize. This week’s episode is part-vulnerable exploration of my own hang-ups, part-manifesto for finding contentment in the midst of your ambition. Transcripts, ...
Mark as Played

Popular Podcasts

    Forty six years ago, on a warm summer night in Melbourne, Susan Bartlett and Suzanne Armstrong were stabbed to death in their home in Easey Street, Collingwood. Suzanne's 16 month-old son was asleep in the cot at this time. The double homicide remains one of the most confronting cold cases.

    Math & Magic: Stories from the Frontiers of Marketing with Bob Pittman

    How do the smartest marketers and business entrepreneurs cut through the noise? And how do they manage to do it again and again? It's a combination of math—the strategy and analytics—and magic, the creative spark. Join iHeartMedia Chairman and CEO Bob Pittman as he analyzes the Math and Magic of marketing—sitting down with today's most gifted disruptors and compelling storytellers.

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    BG2Pod with Brad Gerstner and Bill Gurley

    Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.