The Money with Katie Show

Brendan Ballou, former special counsel for private equity, discusses the negative impact of private equity on various sectors, including the downfall of Shopco Supermarkets. He explores the exploitative tactics of private equity firms, such as exploiting legal gaps, manipulating laws, and influencing policymakers. Brendan advocates for regulatory intervention to curb these practices and highlights ways individuals can advocate for industry changes.

The podcast discusses the escalating costs and societal pressures of attending multiple bachelorettes and weddings a year. It explores the financial considerations and conflicts within bachelorette parties, highlighting the discomfort felt by attendees due to extravagant expectations. Additionally, personal accounts of family investments in a potential Ponzi scheme are shared, exploring the financial risks and concerns about fraud.

CPA Katelynn Minott and Chartered Wealth Manager Alex Ingram discuss the complexities of relocating abroad, including tax implications, retirement accounts, and cultural considerations. Topics covered include Foreign Earned Income Exclusion, visa limitations for digital nomads, and financial strategies for international moves.

The podcast discusses the challenges of discussing money with friends, including judgment and pressure. It explores situations like asking friends to Venmo for a dinner party and the implications of revealing personal financial situations. It also delves into the importance of building communication skills for transparent money conversations and the complexities of sharing success with friends. Additionally, the hosts discuss workplace discrimination and gender biases based on motherhood status.

New York Times reporter Amy X. Wang discusses the booming replica black market for luxury goods. They explore 'stealth wealth,' quiet luxury, and the shift in status symbols. The podcast delves into the challenges of verifying authenticity, the allure of replica luxury goods, and the evolving trends in luxury brands.

Learn about the concept of tax drag and its impact on investments. Dive into a wild money story involving $90,000 of debt due to parental fraud. Hear about the emotional turmoil and challenges of coping with financial betrayal.

Writer Elise Loehnen delves into how cultural scripts like 'sloth' and 'greed' influence our money behaviors. She uncovers the societal norms dictating our attitudes towards wealth and work, challenging traditional gender roles. The discussion explores the complex relationship between women and money, highlighting conflicting emotions and ethical dilemmas. Ultimately, the podcast unravels the deep-rooted influence of cultural scripts on our financial mindsets.

This podcast explores how to financially prepare for children before having them, covering topics such as budget adjustments for doctor's visits, insurance policies, and TTC tools. The hosts provide tips on strategic financial planning, navigating challenges of conceiving, and practical advice on health insurance changes. They also discuss the gray area of writing off wedding costs for tax purposes.

Samara Cohen, Chief Investment Officer at BlackRock iShares, delves into the world of ETFs in 2024, discussing fee structures, diversification, and the benefits of bond ETFs. She shares insights on how ETFs have revolutionized the bond market and the importance of diversified investment strategies, along with her unconventional career journey from theater to finance.

Discussion on the potential disappearance of 401(k) plans in the next decade, exploring tax implications and retirement savings strategy. Delving into the intricate relationship between 401(k) plans and taxes, including a riveting tale of unreported gambling profits and trust in tax preparation.