The Money with Katie Show

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.

Exploring the natural inclination to increase spending as income rises, the podcast delves into the complexities of lifestyle creep. Reflecting on the speaker's journey from indulgent spending to minimalist values, it navigates the balance between frugality and enjoying life's simple pleasures. The discussion emphasizes the importance of defining valuable expenses in alignment with personal values and provides a formula for responsible spending management.

The podcast discusses the outdated 30% housing rule, stories of inheritances, gender appearance social experiment, lifestyle creep, societal pressures on self-image, challenges of high housing costs, renting vs. owning financial considerations, extravagant home gifting and wealth transfer dynamics.

Exploring the economic power of women in media, the podcast delves into the influence of Barbie, Beyoncé, and Taylor Swift on the economy. Kate Kennedy discusses how society undervalues women's media interests and the financial impact of women's storytelling. The conversation also addresses gender disparities in the industry, the Bechville Test, and the challenges faced by women in podcasting.

Exploring the delicate topic of intervening in a loved one's bad money decisions, strategies for navigating financial denial within family dynamics, addressing debt issues with support and understanding, and providing practical strategies for assisting someone with financial issues.

This podcast explores the financial implications of marriage, divorce, and empowerment through expert insights and personal stories. Topics include hidden finances, financial abuse, prenuptial agreements, and strategies for managing financial differences in marriage. A must-listen for anyone considering or experiencing marriage.

Is the 15-year mortgage worth it in today's market? The debate between 15-year vs 30-year mortgages, financial implications, and strategies for faster debt repayment. Understanding the dynamics of mortgage choices, home equity, and personal financial situations to make informed decisions.

Financial independence expert JL Collins discusses the simple path to wealth by spending 50% of income and investing the other 50% in VTSAX. They cover relying on VTSAX and the American economy, managing market crashes, and the debate over homeownership. Collins shares his personal investing journey, regretting not discovering index investing earlier. They also emphasize the power of compounding, achieving financial independence regardless of starting point, and avoiding lifestyle creep.

Discover the concept of having too much liquid cash in an emergency fund and the importance of reassessing its necessity. Learn about investing leftover cash, considering net worth, and finding the balance between investing and the size of an emergency fund. Explore factors to determine the appropriate amount for an emergency fund and the importance of consulting financial professionals.