The Money with Katie Show

This podcast challenges the idea that high interest rates are the main problem in the housing market, discussing the history and impact of interest rates on housing affordability. It also explores the advantages of renting versus buying a home in the current market and highlights the abnormal housing price movements.

Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, joins the Rich Girl Roundtable to discuss tax deductions for non-business owners. Topics include strategic spending, tax implications of medical expenses and childcare, deductions for remote employees, and the difference between filing taxes jointly and separately for married couples.

This podcast explores the significance of negotiation in improving lifetime earnings and retirement years. It discusses the challenges faced by women in negotiations and effective strategies to eliminate backlash. The chapter highlights the importance of taking a holistic approach to negotiation and explores various areas where individuals can negotiate for more value. It also explores different strategies for negotiations, including success stories of women who achieved significant results. Additionally, it provides insights on negotiating a house purchase using strategies like researching the sellers and understanding their priorities.

The podcast discusses tips for planning group travel on a budget, including strategies for controlling expenses and reallocating the travel budget. They also explore the challenges of organizing group trips, hidden costs of international travel, and the trade-off between finances and fun.

Explore the finances of Rich Girl Nation and surprising findings, including high incomes and career growth. Discover US income statistics and retirement contributions, as well as savings habits and overcoming financial challenges after losing a loved one.

Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, joins the Rich Girl Roundup to discuss whether you should move to a CPA. They cover when to hire a CPA, finding the right one, and understanding fees. Topics include transitioning from TurboTax, hiring a CPA for tax preparation, finding a CPA for your financial needs, and the importance of a CPA for complex taxes.

Explore the impact of sobriety on personal and financial aspects. Delve into the negative effects of alcohol on sleep quality, brain health, and finances. Reflect on the journey towards sobriety and its influence on professional and personal lives. Discover the sober curious movement and its positive effects. Reflect on one year of sobriety and its impact on health and personal growth.

In this episode, the hosts discuss what to do with a year-end bonus, debunk the misconception about taxes on bonuses, share their personal approaches to handling bonuses, explain how to calculate investment growth, and explore the balance between celebrating financial accomplishments and preparing for the future.

When is it time to work with a financial professional? This episode delves into the topic and highlights the importance of establishing a relationship before financial life gets complicated. It discusses the lack of requirements for the title 'financial advisor' and the different standards of care in the industry. The chapter also explores different compensation models for fee-only financial advisors and explains the concept of fiduciary and its importance in financial advice.

In this episode, Katie and Henah discuss whether roboadvisor fees are worth it and the benefits of using them. They explore the value of roboadvisor fees for tax optimization and compare them to human financial planners. They also highlight the benefits of roboadvisors for beginner investors and discuss popular options like M1 Finance and Betterment. Finally, they provide best practices for investing and mention M1 Finance as a customizable roboadvisor option.