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The Money with Katie Show

English, Finance, 4 seasons, 181 episodes, 4 days, 9 hours, 9 minutes
About
Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.
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Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed

What can you write off from your side hustle? Should your business be an S Corp? What's the best retirement account for self-employed folks? We cover it all, once again with the help of CPA & CFP Tim Steffen of Baird Wealth. Reminder: This is not financial advice; please do your own due diligence with a licensed professional. 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. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/business-writeoffs. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/29/202425 minutes, 1 second
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A Look at Katie’s New Show About Entrepreneurship, BOSSY

Tune in to this episode of BOSSY, the other podcast I host with entrepreneur Tara Reed, of Apps Without Code. This is a show we started at the end of 2023 to expand our surface area beyond just personal finance to entrepreneurship and career-focused conversations—you can hear new episodes every Thursday. This episode is our conversation about pivoting out of business slumps—aka, you've been trying something for awhile and it's just...not working. What do you do? What are your options? How do you get unstuck? Listen to BOSSY wherever you get your podcasts or on YouTube. Transcripts, show resources, production credits, and more can be found at: https://moneywithkatie.com/bossy-money-entrepreneurship. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/24/202441 minutes, 25 seconds
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Buying a House? Lower Interest Rates May Not Be the Answer in 2024

I’m going out on a limb today to say: No, I don't think “high interest rates” are the problem in today’s housing market. The “high interest rate” might be a bit of a red herring. So today, we’ll talk about how the current situation stacks up to years past, the strange upsides of higher interest rates, and the decision to rent or buy in 2024. Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/rent-buy-2024 Learn more about your ad choices. Visit megaphone.fm/adchoices
1/17/202431 minutes, 32 seconds
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Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business

Many of you wanted to know: What deductions can I look into to lower my tax burden if I’m not a business owner? We’re bringing back Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, for another Rich Girl Roundtable. 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. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/tax-deductions-non-business. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/15/202424 minutes, 25 seconds
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It's Officially Negotiation Season—Here's What Works

The decision to negotiate even once creates an economic ripple effect in your life that researchers found means retirement up to eight years sooner. Start hair-spraying your combovers, people, because we’re talking about #TheArtOfTheDeal with this negotiation masterclass, featuring expert Kathryn Valentine of Worthmore Strategies. Transcripts, resources, production credits, and more can be found at: https://moneywithkatie.com/negotiation. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/10/202439 minutes, 7 seconds
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Rich Girl Roundup: Planning Group Travel Without Breaking the Bank

Trying to plan a group trip with friends who make wildly different incomes? We got you—here are Katie and Henah's best tips for balancing fun and financials. 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. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/planning-group-travel. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/8/202419 minutes, 23 seconds
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How Do You Stack Up in #RichGirlNation?: What Our Community Makes, Saves, and Spends

Comparison is human nature, so trying to prevent yourself from noticing all the success portrayed in your feeds and social circles is an uphill battle. Instead, learning how to compare productively works with your nature, not against it. And where better to start than with #RichGirlNation? See what hundreds of you submitted about your incomes, budgets, and net worths—and what surprised us most. Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/rich-girl-nation-stats. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/3/202446 minutes, 23 seconds
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Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)

Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees. 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. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/time-for-a-cpa. Reminder: This is not financial advice; please do your own due diligence. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/1/202424 minutes, 50 seconds
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Guest Episode: Fresh Invest's Finding Financial Confidence

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), host Alex Lieberman talks about what this current climate means in the long term for beginner and seasoned investors alike, with Fidelity's Jurrien Timmer. About Fresh Invest: From market shifts to emerging asset classes, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take to manage your money and set yourself up for a solid financial future. Join Morning Brew co-founder and executive chairman Alex Lieberman on his weekly deep dive with Fidelity guests. Custom music by Davis Jones. -- Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices
9/8/202230 minutes, 12 seconds