At this point, the annual “Plan with Me”-style episode feels like a sacred ritual. In today's show:
- Thinking through major tax changes, including why I finally ponied up for a CPA and what they’ll be doing
- Estimating and planning with irregular income
- Identifying new retirement contribution targets
- Revisiting the slush fund concept for covering lean cash flow months
- Penciling out a realistic spending plan
Sign up for the December 3 D.I.Y. class and see the Wealth Planner System's new features: https://www.moneywithkatie.myflodesk.com/mwk-2026-planning-party
Subscribe to my weekly newsletter: https://moneywithkatie.com/newsletter
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Transcripts, show notes, resources, and credits at: https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
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