

The Money with Katie Show
Morning Brew
Finance bros are out, #RichGirls are in. Join Money with Katie and her guests for conversations about where the economic, cultural, and political meet the practical personal finance education that everyone needs. Listen weekly on Wednesdays.
Episodes
Mentioned books

16 snips
Oct 4, 2023 • 1h 2min
How Kids Impact Financial Independence
Financial expert and mother of two, Farnoosh Torabi, shares practical advice on raising children and achieving financial independence. Topics include the life-cycle model of consumption and saving, maintaining a high savings rate, the impact of family expenses on financial independence, investing in oneself, and overcoming fear to make informed financial decisions.

7 snips
Oct 2, 2023 • 35min
Rich Girl Roundup: Does Shopping at Small Businesses Really Matter?
The podcast discusses the impact of shopping at small businesses compared to larger retailers, exploring the economic significance of small businesses and the challenges faced by entrepreneurs. They also delve into the trade-off between convenience and ethics in consumer behavior and the pros and cons of shopping local. The role of consumers in supporting ethical businesses is examined, along with ways to minimize exploitation and support small businesses. The conversation includes playful devil's advocate arguments about capitalism.

4 snips
Sep 27, 2023 • 1h 5min
A Sabbatical Will Change Your Life—and Finances
Guests include Jen Fisher, Human Sustainability Leader at Deloitte, Progress Coach Jillian Johnsrud, and Rich Girl Rachael who took her own sabbatical. Topics discussed include the logistics and psychology behind taking a sabbatical, the importance of work-life balance and investing tips, strategies for overcoming fear and navigating uncertainty, achieving a sustainable work pace, and the pursuit of financial stability and exposure to new perspectives.

Sep 25, 2023 • 16min
Rich Girl Roundup: How to Calculate Side Hustle Startup Costs
Learn the upfront costs of starting a side hustle, including website hosting, logo design, and advertising. Hear personal anecdotes and insights on how much to invest before expecting profits. Discover the importance of considering costs and the distinction between essential and additional costs. Explore different side hustle goals and low startup cost options like transcriptions and dog walking.

Sep 22, 2023 • 29min
Fresh Invest x Money with Katie: What to Know About Fixed-Income Investing
This podcast explores fixed-income investing in today's tough market. Topics include traditional income strategies like bonds and annuities, as well as new innovations like fractional CDs. They discuss the benefits of fixed income during downturns and how it provides stable income. The importance of understanding different types of bonds and assessing risk is highlighted. Fixed income is explored as a hedge against inflation and opportunities in this field are discussed.

8 snips
Sep 20, 2023 • 29min
Growing Your Wealth with a “Personal Financial System”
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.

Sep 18, 2023 • 18min
Rich Girl Roundup: No Access to a 401(k)? Here's What to Do
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

6 snips
Sep 15, 2023 • 24min
Fresh Invest x Money with Katie: Women’s Financial Wellness
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.

Sep 13, 2023 • 31min
What Crypto's Failures Reveal About Money's Future
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.

Sep 11, 2023 • 18min
Rich Girl Roundup: We Regret Buying Our House—What Now?
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