The Money with Katie Show

Latest Episodes:

#8: BETTERMENT CEO INTERVIEW: Financial Independence & Successful Investing with Sarah Levy Nov 24, 2021

Show notes

I was excited to talk to Sarah, the CEO of Betterment, about some of the tough questions I've wanted to ask someone for a long time:
COMPETITION: What makes Betterment better than, say, Wealthfront?
HUMAN EXPERTS: How much human involvement goes on behind the scenes with a roboadvisor?
THE FUTURE: Where's Betterment headed in the next 5 years? 10?
INVESTING WITH YOUR VALUES: How is Betterment approaching socially responsible investing?
If you want to get started with Betterment, you can do so here.
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

#6: MY ACTUAL FINANCIAL INDEPENDENCE PLAN: The Next 4 Years of My Life Nov 10, 2021

Show notes

Today, we're riffing on a few things: How I discovered financial independence, what my life was like then, the progress I've made, and how my goals have shifted since then.
Ultimately, we're taking a more thoughtful look at the way we approach financial goals and if – sometimes – we kinda miss the point.
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

#5: SPENDING GUILT: 3 Tips to Overcome Guilty Spending Nov 03, 2021

Show notes

Inspired by my recent venture into the capsule wardrobe, I wrote and recorded this episode about overcoming spending guilt as an objectively high earner who has a hard time spending money. We'll dig into...
My money stories from childhood
Why (I think) I have a hard time with spending, and what I'm doing about it
3 legitimate, actionable tips for feeling less guilty about spending your money
The budgeting app I mentioned in today's show is called Copilot, and you can use the code KATIE2 to double your free trial.
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

#4: SELF-EMPLOYMENT TAXES: How to Save on Taxes When You're Self-Employed Oct 27, 2021

Show notes

Self-employed people are able to contribute a ridiculous amount of money to their special self-employment retirement accounts. Today, we're going to dig into:
Everything you need to know about Solo 401(k)s and SEP IRAs
Where your self-employment tax even comes from
How to decide what's better for you – Solo 401(k) or SEP IRA – depending on how much money you make and whether or not you have a full-time job, too
The only way to avoid paying the 15.3% self-employment tax
How you could save more than $10,000 in taxes
The easy calculation for figuring out how much you're allowed to contribute to a SEP IRA or Solo 401(k)
My new strategy for ditching the Backdoor Roth IRA and getting Roth exposure elsewhere, allowing me to use a big, fat SEP IRA
RESOURCES MENTIONED
You can open a SEP IRA with Betterment today
The fancy IRS calculator for determining what you're allowed to contribute (but I'd just use the easy formula I mentioned in the episode!)
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

#3: TOP 5 PERSONAL FINANCE BASICS: Money for Beginners Oct 20, 2021

Show notes

Today, we're looking at the top 5 basics for people who are starting their personal finance journey:
Paying off debt strategically
Not over-doing the emergency fund
Investing early and often in a tax-efficient way
Living beneath your means
Using credit cards to travel for free
RESOURCES MENTIONED
Get started with Betterment > "Betterment Safety Net"
Pick up a Wealth Planner tool for an exact emergency fund recommendation
How to Use Your 401(k) in Early Retirement without a 10% Penalty
401(k)s for the Self-Employed
A Case for Why Nice Stuff Might Be Making Your Life Worse
The Top 3 Spending Mistakes I See
Travel Credit Cards: A Full Breakdown Guide
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

#2: HOW TO TRAVEL FOR FREE: Credit Card Travel Rewards 101 Oct 13, 2021

Show notes

An episode by popular demand: Let's talk about how you can travel for free using credit card rewards. Today, we're going to talk about:
The prerequisites for using credit card travel rewards (who should and shouldn't be doing this)
FAQs about timing, risks, credit score implications, and more
The 5-6 cards I recommend getting, in order, and why the annual fees are worth it
RESOURCES MENTIONED
The Wealth Planner
The Chase Freedom Flex Card application link
The Chase Sapphire Preferred application link
The Chase Southwest Airlines Rapid Rewards Priority Card application link
The Chase Marriott Bonvoy Boundless Card application link
The Platinum Card from American Express application link
The Platinum Card from American Express full updated review
Travel rewards as a couple ("two-player mode")
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

#1: HOME OWNERSHIP RANT | My Real Beef with the Debate Oct 06, 2021

Show notes

The home ownership debate (to rent or to buy?) is heated and – I would argue – frustrating. Today, I'm diving into my REAL beef with the, "Renting is throwing your money away," condescension – in the hopes that young people will learn how to run the numbers instead of relying on conventional wisdom.
ARTICLES REFERENCED
When the Math Supports Buying Your Primary Residence
Our Net Worth is More than $500,000 – Here's Why We Choose to Rent
Why Your House is a Terrible Investment (JL Collins)
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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected