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The Money with Katie Show

Latest episodes

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Nov 27, 2023 • 17min

Rich Girl Roundup: 4 Easy Ways to Host Friends on a Budget

Learn tips for hosting friends on a budget, including keeping the guest list small, using free invite templates, and adding personal touches. Find out how to save on food by meal planning and shopping sales. Discover cost-effective alternatives for meat and alcohol, and how to create an elevated atmosphere using inexpensive items and repurposing decor.
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6 snips
Nov 22, 2023 • 36min

Set Your 2024 Financial & Life Goals with Me

The podcast discusses goal-setting exercises for financial and life goals, emphasizing the importance of aligning them. It covers recognizing self-efficacy and taking control of one's life, setting goals and reflecting on progress, and setting vision and goals for the future. The chapter on setting financial goals for 2024 focuses on analyzing past spending habits and making informed budgeting decisions.
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Nov 20, 2023 • 16min

Rich Girl Roundup: When to Avoid Using "Buy Now, Pay Later"—And When It Makes Sense

'Rich Girl Roundup' discusses when to use 'Buy Now, Pay Later' and when to avoid it. They explore the concept, risks, and misconceptions of this financing option. They compare it to 0% interest credit cards and discuss integrating large purchases into a wealth planner budget.
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Nov 15, 2023 • 47min

America’s Issues with Time Off, the 9-5, and the Future of Work

Economist Daniel Hamermesh joins to analyze the reasons behind America's 40-hour workweek, the lack of paid vacation, and the impact on productivity. It explores challenges in measuring productivity in knowledge work, the culture of no vacation, manufactured insecurity, and the potential of implementing a four-day workweek.
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Nov 13, 2023 • 21min

Rich Girl Roundup: Got a W-2 and 1099? Check Out These Tax Tricks

Discover strategies for saving money and reducing tax burdens, including the impact of having both a W2 job and 1099 income, the benefits of an EIN number and opening a solo 401(k), setting up a self-employed 401(k) and SEP IRA, and considerations and limitations of a backdoor Roth conversion with a SEP IRA.
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9 snips
Nov 8, 2023 • 1h 10min

A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?

CFP, Eric Jones, debunks the traditional vs. Roth strategy with Katie, discussing factors like social security benefits, tax implications for business owners, tax optimization strategies for retirement, and reasons for working past retirement age.
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Nov 6, 2023 • 28min

Rich Girl Roundup: The Debt Deep-Dive—And How to Strategically Tackle Each Balance

Discussion on prioritizing and paying off different types of debt, including credit card debt, student loan debt, and the concept of leveraging debt strategically. Strategies for addressing underlying behaviors, options for tackling debt, and tips on prioritizing higher interest rate debt and investing in the context of student loan debt.
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4 snips
Nov 1, 2023 • 37min

Financial Freedom is Probably Closer Than You Think

Explore the differences between financial independence and financial freedom, and how they relate to personal finance. Understand the power of compounding and different investing styles for various life stages. Learn about the host's progress towards their financial goals.
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Oct 30, 2023 • 17min

Rich Girl Roundup: The Best Investing Hack for Kids

A podcast discusses the powerful investment strategy of a custodial Roth IRA for securing a child's future, comparing it to 529 accounts. It explores the requirements for kids to have earned income for investing and the potential benefits of parental matching contributions. The podcast also emphasizes the benefits of teaching children about money and investing from a young age.
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4 snips
Oct 25, 2023 • 51min

How Underpaying Teachers Became The Norm—and How to Fix It

This podcast investigates the issue of underpaying teachers in the US, discussing variations in salaries, education funding, and the decline in teacher prestige. It explores the frustrations of underpaid teachers and their workload, challenges misconceptions about teacher pensions, and highlights the negative impact of 403b plans on teacher investments. The podcast also delves into the history and devaluation of the teaching profession, emphasizing the need for better compensation.

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