The Money with Katie Show

Learn about the importance of structuring your finances accurately and diversifying your investments. Explore the connection between financial behavior and your financial position. Analyze the distribution of assets in your personal financial system to optimize your funds. Discover investing options and financial wellness resources for women. Understand the significance of diversifying your portfolio for financial stability.

Rich Girl Laura V. asks, "How would you recommend strategically investing for retirement if you don’t have access to an employer sponsored account or an HSA?" Katie and Henah walk through your other investment options along with some suggestions to help encourage employers to offer access to retirement plans.Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.—Mentioned in the Episode: 401(k) contribution limits vs. the IRA contribution limits in 2023: https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500 The Solo 401(k) and SEP IRA: https://moneywithkatie.com/blog/tax-advantaged-retirement-investing-for-the-self-employed-sep-iras-and-solo-401ks Gusto study on offering retirement benefits: https://gusto.com/company-news/one-secret-to-retaining-top-talent-offering-retirement-benefits WTW survey on retirement benefits: https://www.wtwco.com/en-us/news/2022/04/health-and-retirement-benefits-jump-as-key-reasons-employees-join-or-stay-with-employer State-mandated retirement plans: https://www.adp.com/resources/articles-and-insights/articles/s/state-mandated-retirement-plans.aspx —Read Money with Katie: https://moneywithkatie.com/Follow Money with Katie!Instagram - https://www.instagram.com/moneywithkatieTwitter - https://twitter.com/moneywithkatieTikTok - https://www.tiktok.com/@moneywithkatie Learn more about your ad choices. Visit megaphone.fm/adchoices

The podcast explores women's financial wellness, discussing differences in financial experiences, the impact of inflation, options for women new to investing, and the advantages of investing in the digital age.

Exploring the rise and fall of cryptocurrency, its global ban, and the misconceptions about money. Reflecting on the origins of the internet, privacy concerns, and the mission of cipherpunks. Understanding the role of taxes, central banks, and the Federal Reserve in managing monetary policy and market stability.

After purchasing a home, listener Ryan says they now regret it and miss the cash cushion they used to have. What can they do now? Katie and Henah run through the various scenarios—and how universal the feeling of "buyer's remorse" can be, even with housing.Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.—Mentioned in the Episode: The Right of Rescission: https://www.consumerfinance.gov/ask-cfpb/how-long-do-i-have-to-rescind-when-does-the-right-of-rescission-start-en-187 Anne Helen Petersen's How Your House Makes You Miserable: https://annehelen.substack.com/p/how-your-house-makes-you-miserable How Rent vs. Buy Shifted in 2023: https://podcast.moneywithkatie.com/how-rent-vs-buy-shifted-in-2023/ —Read Money with Katie: https://moneywithkatie.com/Follow Money with Katie!Instagram - https://www.instagram.com/moneywithkatieTwitter - https://twitter.com/moneywithkatieTikTok - https://www.tiktok.com/@moneywithkatie Learn more about your ad choices. Visit megaphone.fm/adchoices

Arman Hezarkhani, founder & CEO of Parthean, joins the host in discussing her experience of investing in a startup. They explore the reality of venture capital, understanding pre and post money valuations, making money on startup investments, balancing potential and realities, and the safe investment model.

The podcast discusses financial advice for people in their 30s, including tax planning tips and considerations. It also explores the concept of expansive thinking and the importance of saving for childcare and elder care. The hosts discuss the physical changes that occur in your 30s and the need to take care of your health.

Explore the benefits of taxable investing, including favorable tax treatment for capital gains. Discover the significance of taxable brokerage accounts for high earners and the tax breaks from the IRS. Learn about the tax implications of reinvesting earnings and a personal Robinhood horror story. Understand investing rules and tax implications, including taxes on dividends and interest. Consider different options for investing outside of retirement accounts, such as Betterment, Vanguard, and M1 Finance.

The hosts debate owing taxes versus receiving a refund, share personal tax strategies, discuss financial challenges of moving across state lines, and explore tax planning and investing strategies outside of retirement accounts.

This podcast explores the persistent wage gap and debunks misconceptions. It delves into the burden of household labor on women and the debate on gender roles in childcare. The concept of 'empowerment' for women is challenged and investment behaviors and the positive impact of women having more money are discussed.