The Money with Katie Show

Latest Episodes:

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business Jan 15, 2024

Show notes

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.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

It's Officially Negotiation Season—Here's What Works Jan 10, 2024

Show notes

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.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

Rich Girl Roundup: Planning Group Travel Without Breaking the Bank Jan 08, 2024

Show notes

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.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

How Do You Stack Up in #RichGirlNation?: What Our Community Makes, Saves, and Spends Jan 03, 2024

Show notes

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.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!) Jan 01, 2024

Show notes

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.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

The "Trickle-Down Economics" of One Year of Sobriety Dec 27, 2023

Show notes

In September 2022, I made the decision to quit drinking alcohol altogether. Now, I'm looking back at the last 15 months, the role alcohol plays in our GDP and personal finances, and all the unintended positive benefits I’ve stumbled upon since switching out my New Belgium Fat Tire for Athletic Brewing’s N/A IPA.
Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/reflection-one-year-sober.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

Rich Girl Roundup: What Should I Do with My Bonus? Dec 25, 2023

Show notes

Rich Girl Elyssa asks, "What should I do with a year-end bonus?" Katie and Henah chat through the two buckets of bonuses: expected (as part of your total compensation) or unexpected (when you've gone above and beyond)—and how they'd handle each.
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/rich-girl-roundup-what-to-do-bonus.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

When It's Time to Work with a Financial Professional Dec 20, 2023

Show notes

When is it time to start working with a financial professional? Do you ever need to hire one? And, maybe more importantly, what are telltale signs of a good (or bad) one? This week’s episode breaks it down so you can make sense of the decision—featuring not one, but two financial pros who hold the esteemed CFP® certification: Shelby Ferstl and Eric Jones.
🤑 Interested in working with a potential Money with Katie-aligned financial professional? Fill out this form here.
Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/when-its-time-to-work-with-a-financial-professional.
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The information presented is solely for informational purposes. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. The views or opinions expressed in the podcast are my views, or Shelby’s personal views, and do not reflect the opinions and beliefs of the podcast, its affiliates, my employer, or Shelby’s employer, or any other person.The podcast does not undertake any duty to publicly or otherwise update or revise any disseminated information.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

Rich Girl Roundup: Are Roboadvisor Fees Worth It? Dec 18, 2023

Show notes

Rich Girl Sierra S. asks, "Is it worth paying a roboadvisor fee to get the benefits they offer, especially if you don't want to put the effort in?" Katie and Henah share a refresher on what roboadvisors are, what fees are worth it, and the benefits of using them.
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/rich-girl-roundup-roboadvisor-fees.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

The Endless Chase: How to Define "Enough" in Your Financial Life Dec 13, 2023

Show notes

We all love trying to better ourselves, but sometimes that drive can come at the expense of contentment. Is it possible to be both ambitious and satisfied? After a certain point, the pursuit of additional financial resources is not about money at all, but what it might symbolize.
This week’s episode is part-vulnerable exploration of my own hang-ups, part-manifesto for finding contentment in the midst of your ambition.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/how-to-define-enough.
Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

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