The Money with Katie Show

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Rich Girl Roundup: Our Best Travel Tips, Maximizing Points, & Early Bookings Dec 11, 2023

Show notes

There are so many benefits to booking travel in advance: psychologically, logistically, and financially. What's the best way to do so, and how can we book our travel to get the best bang for our buck?
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-travel-tips.
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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

“High Earner, Not Rich Yet”: Must-Have Money Hacks for HENRYs and HENRIETTAs Dec 06, 2023

Show notes

Let's talk about the many hacks for HENRYs and HENRIETTAs to move from high incomes into high net worths. We'll go over some of the best tax-advantaged vehicles for high earners, alternative investment callouts, and hear from Chris Hutchins of All the Hacks (https://www.allthehacks.com/) on little-known hacks to leverage in order to supercharge your wealth.
As a reminder, we are not licensed financial professionals and this is not financial advice. Please do your own due diligence.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/high-earner-not-rich-yet-henry-hacks.
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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: The Easiest Way to Roll Over Your 401(k) Dec 04, 2023

Show notes

As of May 2023, more than a trillion dollars worth of 401(k) assets were left behind by former employees. Here's how you can easily roll over your 401(k), why you should, and the rare instances where it might make sense to track it but leave it as is.
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-401k-rollover.
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

An Identity Theft Scam Stole Half My Net Worth—What I Learned & How to Prevent It Nov 29, 2023

Show notes

“Miss Gatti, are you traveling?” was the phrase that began one of the most stressful financial sagas of my life. Because as I'd come to learn, I’d become the victim of an elaborate “middleman” scam. Here's the play-by-play of what went down, and what I learned along the way. This week’s episode is a fun jolt of schadenfreude at my expense, so listen if you’d like to laugh while you learn.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/identity-theft-scam.
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

Rich Girl Roundup: 4 Easy Ways to Host Friends on a Budget Nov 27, 2023

Show notes

Rich Girl Jen W. asked: "How can I host friends on a budget?" Katie and Henah share their best tips on everything from the guest list and invites to decor and food planning—all while minimizing costs and maximizing the experience.
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-easy-ways-host-on-budget.
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

Set Your 2024 Financial & Life Goals with Me Nov 22, 2023

Show notes

I'm not superstitious, but I am a little stitious—thanks to the goal-setting exercises we're doing in today's episode. I started doing this process in 2021, and so many of my past, hyper-specific visions have come freakishly true that it’s now a borderline sacred process to me.
We’ll start with the big picture “alignment” questions, and then shift into the annual quantitative assessment I do for our financial picture. If you've been feeling stuck or cloudy in your life, this process might provide the clarity and direction you’ve been looking for.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/set-financial-life-goals-for-next-year.
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

Rich Girl Roundup: When to Avoid Using "Buy Now, Pay Later"—And When It Makes Sense Nov 20, 2023

Show notes

More than 50% of American adults surveyed by The Motley Fool used "Buy Now, Pay Later" in 2021 and 2022—it's a common short-term financing option to make bigger purchases. So when should you use it, and when is it worth avoiding?
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.
Transcripts, show resources, production credits, and more can be found at https://moneywithkatie.com/rich-girl-roundup-buy-now-pay-later.
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

America’s Issues with Time Off, the 9-5, and the Future of Work Nov 15, 2023

Show notes

America has defaulted to the 40-hour workweek for nearly 90 years. But why do US employees work more than any other industrialized nation? Is it the #LoveOfTheGrind…or something else? And, could less work and more vacation allow for the same level of productivity?
We're joined by economist Daniel Hamermesh from the National Bureau of Economic Research to analyze some theories as well as possible solutions for shifting our approach to work.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/america-time-off-vacations-9-5-future.
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

Rich Girl Roundup: Got a W-2 and 1099? Check Out These Tax Tricks Nov 13, 2023

Show notes

If you've got a W-2 job and earn 1099 income, there are some worthwhile opportunities to consider in order to lower your burden this #taxszn. Save your hard-earned dollars with these hacks.
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. Please do your own due diligence.
Transcripts, show resources, production credits, and more can be found at: https://moneywithkatie.com/rich-girl-roundup-debt-deep-dive.
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

A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up? Nov 08, 2023

Show notes

If you’re a regular listener, you probably know that we already did an “ultimate” Traditional vs. Roth 401(k) episode this year. “Katie,” you might be saying, “Do you mean to tell me that the ultimate strategy was…*gasp* wrong?”
We put my strategy to the test with Eric Jones, CFP® with the Hook Jones Group at Baird Private Wealth Management, to find out.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/cfp-ultimate-traditional-vs-roth-strategy.
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Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own due diligence.
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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