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The Money with Katie Show — Business
The Money with Katie Show

Join Money with Katie and her guests for conversations about where the economic, cultural, and political meet the practical personal finance education that everyone needs.

www.katiegattitassin.com

Copyright: © Morning Brew, 2024

Latest Episodes:

Is the Old Approach to Retirement Broken? A Millennial Guide to Financial Planning Mar 15, 2023

Show notes

Retirement is a new concept in human history, but the way we fund retirement is even newer. After all, the 401(k) and IRA were legislated into existence less than fifty years ago. To assume a millennial or Gen Z retirement will look anything like a boomer retirement might be wishful thinking—so this week, we’re exploring what might be a better way to structure our financial (and life!) plans.
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Transcripts can be found at podcast.moneywithkatie.com.
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Mentioned in the Episode
The Money with Katie 2023 Wealth Planner: https://moneywithkatie.com/new-2023-wealth-planner
The history of retirement: https://www.theatlantic.com/business/archive/2014/10/how-retirement-was-invented/381802/
1978 legislation on the 401(k): https://www.gpo.gov/fdsys/pkg/STATUTE-92/pdf/STATUTE-92-Pg2763.pdf
Nat Eliason article on Type 1 and Type 2 fun: https://blog.nateliason.com/p/de-atomization-is-the-secret-to-happiness
Replacement rate for retirement income: https://www.troweprice.com/personal-investing/resources/insights/how-to-determine-amount-of-income-you-will-need-at-retirement.html
Bloomberg study on retirement: https://www.bloomberg.com/news/articles/2022-05-24/most-americans-say-1-1-million-they-need-to-retire-comfortably-is-out-of-reach?srnd=wealth-savings-and-retirement
The 4% rule for retirement: https://podcast.moneywithkatie.com/the-most-dangerous-misconceptions-about-the-4-safe-withdrawal-rate/
Average social security check: https://www.bankrate.com/retirement/average-monthly-social-security-check/
The earlier you start investing, the easier it will be: https://ofdollarsanddata.com/go-big-then-stop/
Study on having higher debt when earning more: https://www.washingtonpost.com/business/personal-finance/you-may-be-surprised-by-who-carries-the-most-credit-card-debt/2019/12/20/3ea084e8-20f7-11ea-86f3-3b5019d451db_story.html
Study from American Advisors Group on working in retirement: https://www.forbes.com/sites/palashghosh/2021/05/06/a-third-of-seniors-seek-to-work-well-past-retirement-age-or-wont-retire-at-all-poll-finds/?sh=5bda7b916b95
Compounding interest calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator
—
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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: Balancing a Rewarding Job with Low Pay Mar 10, 2023

Show notes

"What if my dream job isn't lucrative? Is it worth finding something better or is it more valuable to stick around?" Both Katie and Henah have gone through this experience, and they reflect on how they balanced a job they loved and a lower-paying salary.
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 Friday.
Learn more about our sponsor, Betterment: https://betterment.com/moneywithkatie
Learn more about our sponsor, HOKA, and shop now for the HOKA Clifton 9: https://www.hoka.com/en/us/
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Mentioned in the Episode
Money with Katie blog on "What if Your Dream Job Isn't Lucrative?": https://moneywithkatie.com/blog/what-if-your-dream-job-isnt-lucrative
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Read Money with Katie: https://moneywithkatie.com/
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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

Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More Mar 08, 2023

Show notes

Short-term capital gains? Qualified dividends? Tax loss harvesting? Strap in, people, we’re taking a cruise down the chocolate river of all things investment taxes, and I’ll be your Wonka.
Fear of taxes (or maybe just uncertainty) keeps people out of the game, and I think that’s a little bit like declining a raise because you don’t want to pay taxes on the incremental income—if you owe taxes on your investments, it probably means you made money in the first place.
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Transcripts can be found at podcast.moneywithkatie.com.
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Mentioned in the Episode
Tax-sheltered accounts: https://www.irs.gov/retirement-plans/irc-403b-tax-sheltered-annuity-plans
Capital gains & dividends: https://www.irs.gov/taxtopics/tc404
Capital gains tax rates: https://www.irs.gov/taxtopics/tc409
2022-2023 capital gains tax rates: https://www.nerdwallet.com/article/taxes/capital-gains-tax-rates
Ordinary vs. qualified dividends: https://www.investopedia.com/ask/answers/12/how-are-capital-gains-dividends-taxed-differently.asp
Wash sale: https://turbotax.intuit.com/tax-tips/investments-and-taxes/5-situations-to-consider-tax-loss-harvesting/L06jlQWfl
Tax loss carryforward: https://www.sofi.com/learn/content/tax-loss-carryforward/
—
Follow Along at 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

10 Tips for Finding a Rental Mar 03, 2023

Show notes

Today's rental market is a bit...complicated to navigate. Will apartment prices go up or down? How can we find options in our budget Henah and Katie chat through 10 tips for renters today, from the best times of year to look to the most valuable apps and alerts to set up.
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 Friday. Watch their full conversations here: https://www.youtube.com/playlist?list=PLHvvquEbj_eVTRet6cw2ZzhDux3lybWS8
Learn more about our sponsor, Betterment: https://betterment.com/moneywithkatie
Learn more about our sponsor, HOKA, and shop now for the HOKA Clifton 9: https://www.hoka.com/en/us/
-
Transcripts can be found at podcast.moneywithkatie.com.
Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
Instagram - https://www.instagram.com/moneywithkatie
Twitter - https://twitter.com/moneywithkatie
TikTok - https://www.tiktok.com/@moneywithkatie
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

Why Do Half of Young Adults Live with Their Parents? Mar 01, 2023

Show notes

The number of young adults living at home crested at 52% in July 2020, the highest number ever recorded (the former high was around 48%, following the Great Depression—yes, the 1930s).
Understandably, this figure rocked the internet—and spawned a deluge of articles in the years since hypothesizing about the why and how. And while things have since “normalized” back to a level of around 47%, that figure is still—historically—high, and deserves a closer look.
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice
Learn more about our sponsor, Droplette: https://droplette.io/ and use promo code MONEYWITHKATIE for 50% off
Transcripts can be found at podcast.moneywithkatie.com.
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Mentioned in the Episode
USA Today fact check: https://www.usatoday.com/story/news/factcheck/2021/12/23/fact-check-47-american-young-adults-live-their-parents/8672598002/
Pew Research Center data: https://www.pewresearch.org/fact-tank/2020/09/04/a-majority-of-young-adults-in-the-u-s-live-with-their-parents-for-the-first-time-since-the-great-depression/ft_2020-09-04_livingwithparents_02/
Yahoo! Finance article: https://finance.yahoo.com/news/nearly-half-young-adults-us-073044507.html
Fortune article: https://fortune.com/2022/12/13/gen-z-young-millennials-way-afford-luxury-handbags-watches-living-mom-dad-morgan-stanley/
Millennial American Dream Pt 1: https://youtu.be/51S_SpHpPDk
Millennial American Dream Pt. 2: https://youtu.be/VbIQHrSAmsQ
Median home values: https://moneywithkatie.com/blog/are-houses-more-expensive-or-bigger
SHEcession & childcare: https://podcast.moneywithkatie.com/bonus-the-shecession-childcare-and-modern-motherhood-in-the-us/
Healthcare costs: https://moneywithkatie.com/blog/category/healthcare
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Read Money with Katie: https://moneywithkatie.com/
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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

Should I Have A Side Hustle? Feb 24, 2023

Show notes

We often hear about side hustles as a "necessary" thing, but are they really? Katie and Henah chat through how to pick a side hustle based on your needs, skill set, and ambitions, while sharing their own experiences along the way.
Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions.
Watch their full conversations here: https://www.youtube.com/playlist?list=PLHvvquEbj_eVTRet6cw2ZzhDux3lybWS8
New episodes every Friday. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie) and select a few to answer.
Transcripts can be found at podcast.moneywithkatie.com.
-
Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
Instagram - https://www.instagram.com/moneywithkatie
Twitter - https://twitter.com/moneywithkatie
TikTok - https://www.tiktok.com/@moneywithkatie
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

Think You Might Owe the IRS in April? 3 (Easy!) Ways to Lower Your Tax Bill Feb 22, 2023

Show notes

One of the trickiest things about investing in retirement accounts is that by the time you know how much you could’ve contributed for a tax break, it’s too late (e.g., you can only make 401(k) contributions through Dec. 31).
But there are a few accounts in the tax-advantaged investing world that allow contributions right up until the tax deadline, making them incredible options for last-minute savings.
After all, I prefer deductions that come from investing over deductions for spending: Why would I spend $100 to save $32 when I could invest (read: keep) $100 to save $32?
Reminder: I’m not a licensed tax professional. Please consult your CPA and do your own research before making big money moves.
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Transcripts can be found at podcast.moneywithkatie.com.
—
Mentioned in the Episode
The Traditional IRA: https://www.irs.gov/retirement-plans/ira-deduction-limits
3 Ways to Lower Your Tax Bill & Navigate Rollover IRA Forms: https://moneywithkatie.com/blog/3-ways-to-lower-tax-bill-rollover-ira-forms
2022 & 2023 IRA deduction limits: https://www.irs.gov/retirement-plans/2023-ira-deduction-limits-effect-of-modified-agi-on-deduction-if-you-are-not-covered-by-a-retirement-plan-at-work
The Roth IRA: https://www.irs.gov/retirement-plans/roth-iras
Roth IRA Income Limitations: https://www.irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2022
The Backdoor Roth IRA: https://www.youtube.com/watch?v=QTODFAUIBhY&ab_channel=MoneywithKatie
The Money with Katie Show on building a diversified portfolio: https://youtu.be/qTkVMGi3dFg
SEP IRA Contribution Limits: https://www.irs.gov/retirement-plans/plan-participant-employee/sep-contribution-limits-including-grandfathered-sarseps
Self-employment tax: https://www.ssa.gov/pubs/EN-05-10022.pdf
Solo 401(k) deadline: https://www.mysolo401k.net/solo-401k-faq-when-is-the-deadline-to-open-a-solo-401k-for-2022-and-make-2022-401k-contributions
High-Deductible Health Plans (HDHP): https://www.irs.gov/publications/p969
HSA Contribution Limits for 2022: https://www.fidelity.com/learning-center/smart-money/hsa-contribution-limits
Saving on FICA tax via the HSA: https://www.voya.com/voya-insights/importance-educating-employers-hsa-program-fica-savings
—
Follow Along at 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

Is College Worth it? Feb 17, 2023

Show notes

One reader asks: When is the cost of college worth it, given the high costs of tuition? Katie and Henah reflect on their own journeys, how the costs have ballooned over time, and other higher education options to consider.
Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions.
Watch their full conversations here: https://www.youtube.com/playlist?list=PLHvvquEbj_eVTRet6cw2ZzhDux3lybWS8
New episodes every Friday. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie) and select a few to answer.
Transcripts can be found at podcast.moneywithkatie.com.
-
Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
Instagram - https://www.instagram.com/moneywithkatie
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

Where's the Millennial Middle Class? Feb 15, 2023

Show notes

It’s a bit of a trope that the millennial generation has had a rough go of it, economically.
After experiencing the Great Financial Crisis during their formative years, attending higher education during a massive debt-fueled student loan bubble, and entering adulthood while home prices were juiced higher and higher, the majority of millennials are now “behind pace,” financially speaking.
In 2015, Pew Research conducted an interesting survey: It found that 89% of Americans considered themselves middle class. The survey then attempted to break down what middle class wealth actually looks like, landing on a median net worth of around $125,000 in today’s dollars.
I was curious how many millennials had surpassed that threshold, and as it turns out, the answer is…not many.
This episode was inspired by headlines about the impending “Great Wealth Transfer,” often positioned as a solution to millennials’ money woes. But will it be? Let’s dig in.
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Transcripts can be found at podcast.moneywithkatie.com.
—
Mentioned in the Episode
Fervent Finance satirical tweet: https://twitter.com/ferventfinance/status/1605581737651683330
Organization for Economic Cooperation and Development (OECD): https://data.oecd.org/inequality/income-inequality.htm
2019 Federal Reserve Survey of Consumer Finances: https://www.federalreserve.gov/econres/scfindex.htm
2015 Pew Research Study on the American Middle Class: https://www.pewresearch.org/social-trends/2015/12/09/the-american-middle-class-is-losing-ground/
Are Rich People Better Than You? Why Everything We Think We Know About Good Economics Might be Backward, With Nick Hanauer: https://podcast.moneywithkatie.com/are-rich-people-better-than-you-why-everything-we-think-we-know-about-good-economics-might-be-backward-with-nick-hanauer/
Bridget Casey's "There Is No Such Thing as a Millennial Middle Class": https://www.theglobeandmail.com/investing/personal-finance/young-money/article-there-is-no-such-thing-as-a-millennial-middle-class/
The Federal Reserve Analysis on intergenerational wealth: https://www.federalreserve.gov/econres/notes/feds-notes/how-does-intergenerational-wealth-transmission-affect-wealth-concentration-20180601.html
Will ‘the Great Wealth Transfer’ Trigger a Millennial Civil War?: https://nymag.com/intelligencer/2021/07/will-the-great-wealth-transfer-spark-a-millennial-civil-war.html
Visuali Capitalist chart on upward mobility: https://www.visualcapitalist.com/the-decline-of-upward-mobility-in-one-chart/
Coldwell Banker Luxury Report: https://blog.coldwellbankerluxury.com/wp-content/uploads/2019/10/CBGL-Millennial-Report_SEP19_FINAL-4a.1-1-1.pdf
Not All Millennials | Generational Wealth and the New Inequality: https://www.thedriftmag.com/not-all-millennials/
—
Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie
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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

Does Work/Life Balance in Your 20s Hurt Your Career? Feb 10, 2023

Show notes

"Work-life balance in your 20s is an easy way to guarantee a mediocre career."
After seeing a tweet that made this statement and sharing on the Money with Katie Instagram (https://www.instagram.com/p/Cn2FFo2OqUw/), Katie and Henah chat through the topic, ask what "work/life balance" and "mediocrity" truly mean, and run through some of the Instagram responses they've seen.
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Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions.
Watch their full conversations here: https://www.youtube.com/playlist?list=PLHvvquEbj_eVTRet6cw2ZzhDux3lybWS8
New episodes every Friday. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie) and select a few to answer.
Transcripts can be found at podcast.moneywithkatie.com.
-
Read Money with Katie: https://moneywithkatie.com/
Follow Money with Katie!
Instagram - https://www.instagram.com/moneywithkatie
Twitter - https://twitter.com/moneywithkatie
TikTok - https://www.tiktok.com/@moneywithkatie
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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