The Money with Katie Show

Exploring the relationship between money and contentment, the podcast discusses the psychological effects of comparing financial success to others. It also dives into the concept of constantly striving for more and the importance of breaking free from established identities. Embracing fear as a catalyst for personal growth and making intentional choices are highlighted as well.

In this episode, the hosts discuss the benefits of booking travel in advance and provide tips for finding the best deals. They share strategies for maximizing points and saving money on flights and hotels. They also talk about the value of a good travel agent and provide tips for finding and evaluating flight deals, including mistake fares.

This podcast explores money hacks for high earners, including tax-advantaged vehicles, alternative investments, and personal finance hacks. They also discuss finding the right accountant, tax optimization strategies, using losses to offset gains, insurance optimization, estate planning, gift and estate tax exclusion, and leveraging chat GPT for financial modeling.

Learn about the benefits of rolling over a 401k when leaving a job, including avoiding cashing out and reducing fees. Explore different options for rolling over a 401k, such as transferring it into an IRA or a new employer's plan. Discover their experience using a service to roll over a 401k. Discuss the process of rolling over a 401k retirement account, including options for indirect and direct rollovers.

The podcast shares the narrator's personal experience with identity theft and how they resolved the issue. It discusses encounters with phone scams and identity thieves, as well as the revelation that their friends had also been targeted. The chapter also highlights the importance of preventing identity theft, offering tips such as acting promptly on fraudulent charges and being cautious on social media.

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.

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.

'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.

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.

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.