Kate Ashford
Core personal finance reporter and expert contributor who provides actionable guidance on retirement savings, Roth vs. 403(b) rules, and balancing short- and long-term savings goals.
Top 5 podcasts with Kate Ashford
Ranked by the Snipd community
39 snips
Jul 17, 2025 • 30min
SALT Cap Raised, Clean Energy Credits Ending: Adapt Your Finances to the “Big, Beautiful Bill”
Anna Helhoski, a senior news writer, delves into the implications of a major budget bill on taxes, detailing changes like new car loan deductions and clean energy credit rollbacks. She also discusses how these shifts may impact future tax strategies. Personal finance expert Kate Ashford then offers advice on managing finances while on disability, covering key topics like SSDI vs. SSI, saving strategies, and the emotional aspects of financial transitions. Essential insights for adapting to life’s changes and navigating financial challenges abound!
30 snips
Sep 22, 2025 • 31min
Preparing Finances for Fall and How to Help Parents Who Haven’t Saved Enough
Kate Ashford, a personal finance expert at NerdWallet, joins Sean and Elizabeth to delve into crucial fall finance strategies. They explore how to prepare for open enrollment and set a budgeting plan for holiday expenses. The discussion shifts to assisting aging parents with limited retirement savings, touching on sensitive money conversations and evaluating Social Security. They also provide insights on Medicare options, subsidies for senior housing, and practical tips to help without jeopardizing your own retirement.
23 snips
Aug 18, 2025 • 31min
How to Pay Less for Your Prescriptions and Brace for a Health Insurance Shake-Up
Join Dan Weissmann, host of NPR's An Arm and a Leg, and Kate Ashford, personal finance Nerd, as they tackle the challenge of rising prescription costs and the impact of potential health insurance changes. Discover practical tips for comparing pharmacy prices and utilizing discount programs like GoodRx. The duo also explores how expiring tax credits from the ACA could affect premiums, urging listeners to prepare for open enrollment while highlighting the risks of going uninsured. It's an insightful discussion packed with valuable strategies to navigate the healthcare landscape!
Dec 8, 2025 • 30min
Life’s Big Buys: Travel Splurges and When to Cut Retirement Savings for a Home Down Payment
Kate Ashford, a core personal finance reporter, joins the discussion on striking a balance between big life purchases and retirement savings. The conversation dives into the nuances of diverting retirement funds for a down payment while maintaining a financial safety net. Listeners learn the importance of setting clear savings priorities and the impact of pausing retirement contributions. Kate also shares insights on Roth IRAs vs. 403(b)s, emphasizing strategic withdrawals for first-time homebuyers. Overall, it's a fascinating exploration of navigating life’s significant financial decisions.
Nov 7, 2024 • 33min
Open Enrollment: Choosing a Healthcare Plan (HMO, PPO, FSA, HSA, HDHP and More)
In this insightful discussion, guests Kate Ashford, a certified senior advisor in Medicare and retirement, and Tina Orem, a NerdWallet tax expert, break down the open enrollment process. They simplify the intricacies of different healthcare plans like HMOs, PPOs, and HDHPs, discussing how to assess personal needs and budget effectively. They also explain the tax advantages of Health Savings Accounts (HSAs) versus Flexible Spending Accounts (FSAs), helping listeners navigate the complexities of selecting the right healthcare coverage.
