The Money with Katie Show

Latest Episodes:

Rich Girl Roundup: Does Shopping at Small Businesses Really Matter? Oct 02, 2023

Show notes

Rich Girl Allyson T. asks, "What effect does shopping small businesses have on our wallets? What about the small business owner’s wallet? And how does that compare to us buying the same thing at Walmart or on Amazon?" Katie and Henah chat through the landscape of small businesses today, what the "gray area" is when it comes to corporations, and how we can make the most impact with our dollars.
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, resources, show credits, and more can be found at https://moneywithkatie.com/rich-girl-roundup-does-shopping-at-small-business-really-matter.
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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

A Sabbatical Will Change Your Life—and Finances Sep 27, 2023

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Today, we’re making the personal and professional case for some extended time off. Who needs a sabbatical, and most importantly, how do you take one? We cover the logistics, finances, and psychology behind stepping away from work—along with three interviews: Jen Fisher, the Human Sustainability Leader from Deloitte, Progress Coach Jillian Johnsrud, and Rich Girl Rachael Levine (@trippingmillennial) who took a sabbatical of her own.
Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024
Transcripts can be found at https://podcast.moneywithkatie.com
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
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—
While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
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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: How to Calculate Side Hustle Startup Costs Sep 25, 2023

Show notes

Rich Girl Meredith asks, "I’m interested in taking the plunge and starting a side hustle, but it seems like there are so many upfront costs. How much is reasonable to spend before I even know if I’ll make any money?" Katie and Henah consider the most important costs to invest in first, what can wait, and how to take a calculated bet on yourself.
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.
Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024
Reminder: While we love diving into investing- and tax law-related data, we are not financial professionals. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
—
Read Money with Katie: https://moneywithkatie.com/
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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

Fresh Invest x Money with Katie: What to Know About Fixed-Income Investing Sep 22, 2023

Show notes

2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.
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.
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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

Growing Your Wealth with a “Personal Financial System” Sep 20, 2023

Show notes

I recently read an r/personalfinance post about someone's financial position: "I have $5,000 in a 401(k), about $10,000 in my Robinhood, $15,000 in Chase, and $1,000 in stocks, and some cash. Am I on the right track?"
While this mental model is logically reasonable (where you're physically putting the money vs. the vehicles themselves), it reminded me how powerful it can be to think about the structure of your finances accurately. I dive into a few tools, tactics, and lenses at which we can assess and optimize our financial ecosystem—and how we can supercharge our wealth for the long-term.
Transcripts can be found at https://podcast.moneywithkatie.com
While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
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Mentioned in the Episode
Building a Spending Plan: https://podcast.moneywithkatie.com/everythings-an-investment-building-your-epic-spending-plan/
How to Set Up Money Management Systems: https://podcast.moneywithkatie.com/how-to-set-up-money-management-systems-for-short-term-long-term-goals/
I Invested in My First Startup: https://podcast.moneywithkatie.com/i-invested-in-my-first-startup-and-it-was-terrifying/
Investing Outside Your Retirement Accounts: https://podcast.moneywithkatie.com/investing-outside-your-retirement-accounts/
How to Build a Diversified Stock Portfolio: https://podcast.moneywithkatie.com/how-to-construct-a-diversified-stock-portfolio-of-major-index-funds/
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
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Follow the Brew!
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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: No Access to a 401(k)? Here's What to Do Sep 18, 2023

Show notes

Rich Girl Laura V. asks, "How would you recommend strategically investing for retirement if you don’t have access to an employer sponsored account or an HSA?" Katie and Henah walk through your other investment options along with some suggestions to help encourage employers to offer access to retirement plans.
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. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
—
Mentioned in the Episode:
401(k) contribution limits vs. the IRA contribution limits in 2023: https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
The Solo 401(k) and SEP IRA: https://moneywithkatie.com/blog/tax-advantaged-retirement-investing-for-the-self-employed-sep-iras-and-solo-401ks
Gusto study on offering retirement benefits: https://gusto.com/company-news/one-secret-to-retaining-top-talent-offering-retirement-benefits
WTW survey on retirement benefits: https://www.wtwco.com/en-us/news/2022/04/health-and-retirement-benefits-jump-as-key-reasons-employees-join-or-stay-with-employer
State-mandated retirement plans: https://www.adp.com/resources/articles-and-insights/articles/s/state-mandated-retirement-plans.aspx
—
Read Money with Katie: https://moneywithkatie.com/
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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

Fresh Invest x Money with Katie: Women’s Financial Wellness Sep 15, 2023

Show notes

Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals.
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.
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

What Crypto's Failures Reveal About Money's Future Sep 13, 2023

Show notes

In 2021, high school boys on TikTok were pumping meme coins and discovering (then misapplying) the concept of exponential compounding. Today, with the benefit of hindsight, we can learn a lot about what crypto's rapid rise and fall might mean about money.
Plus, we’re going down the rabbit hole of the competing theories about what money really is: Why do we all agree it has value? What happens if the government keeps making more of it, and is crypto the wrong solution for the right problem?
Transcripts can be found at podcast.moneywithkatie.com
While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
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Mentioned in the Episode
The Future of Cryptocurrency, via The Economist: https://www.youtube.com/watch?v=5-rCKo4CBgM&ab_channel=TheEconomist
Narrative Economics by Robert Shiller: https://bookshop.org/a/90396/9780691210261
Mike Green of Simplify Asset Management: https://investresolve.com/podcasts/mike-green-the-fourth-turning-and-reimagining-the-american-dream/
Stephanie Kelton's TED Talk on the Big Myth of Government Deficits: https://www.youtube.com/watch?v=FATQ0Yf0Fhc
—
Follow Along at Money with Katie: https://moneywithkatie.com/
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Follow the Brew!
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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: We Regret Buying Our House—What Now? Sep 11, 2023

Show notes

After purchasing a home, listener Ryan says they now regret it and miss the cash cushion they used to have. What can they do now? Katie and Henah run through the various scenarios—and how universal the feeling of "buyer's remorse" can be, even with housing.
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. We have no formal financial education. We are not financial advisors, portfolio managers, or accountants. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
—
Mentioned in the Episode:
The Right of Rescission: https://www.consumerfinance.gov/ask-cfpb/how-long-do-i-have-to-rescind-when-does-the-right-of-rescission-start-en-187
Anne Helen Petersen's How Your House Makes You Miserable: https://annehelen.substack.com/p/how-your-house-makes-you-miserable
How Rent vs. Buy Shifted in 2023: https://podcast.moneywithkatie.com/how-rent-vs-buy-shifted-in-2023/
—
Read Money with Katie: https://moneywithkatie.com/
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Twitter - https://twitter.com/moneywithkatie
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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

I Invested in My First Startup—And It Was Terrifying Sep 06, 2023

Show notes

I invested in a startup for the first time as an angel investor, and, honestly, the process was…strange. While public market investing feels comfortable and “safe,” private investments feel like pulling the lever on a slot machine with a few thousand bucks on the line.
We're taking Rich Girl Nation behind the scenes of the process, with three guests this week. I'm joined by Arman Hezarkhani, the founder & CEO of Parthean (https://www.parthean.com/) about my investment and what I did wrong. I also chatted with Steph Mui, the founder & CEO of PIN (https://www.getpin.xyz/) and Erica Wenger, founder of Park Rangers Capital (https://www.parkrangerscap.com/).
Transcripts can be found at https://podcast.moneywithkatie.com/.
Reminder: While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Money with Katie, LLC.
—
Mentioned in the Episode
Defining an "accredited investor" & how to invest as a non-accredited investor: https://www.upcounsel.com/how-to-invest-without-being-an-accredited-investor
Questions if you're thinking of investing in startups: https://www.forbes.com/advisor/investing/invest-in-startups/
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
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Subscribe to The Money with Katie Newsletter
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Follow the Brew!
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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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