203 episodes

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.

The Money with Katie Show Morning Brew Podcasts

    • Business

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.

    The Uncomfortable Truth about Sustainable Investing

    The Uncomfortable Truth about Sustainable Investing

    ESG (or “environmental, social, and governance”) investing has been one of the hottest financial trends in recent years. It promises something that sounds too good to be true: You can invest in a way that aligns with your moral compass, and you don’t have to sacrifice returns to do it. But…can you?
    We’re joined by Alex Edmans, a professor of finance at London Business School and expert in the field, to help us cut through the greenwashing.
    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/sustainable-investing.
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    • 59 min
    How You Can Enjoy Today *And* Save for the Future

    How You Can Enjoy Today *And* Save for the Future

    How can you spend and save in a way that lets you maximize your daily experience and keeps you on track with your money goals? Katie and Henah chat through balancing both short-term and delayed gratification, how to optimize for your life dreams, and when extreme stints in saving or paying down debt are worth it.
    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: This is not financial advice; we are not certified financial professionals—please do your own due diligence.
    Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/living-today-future.
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    • 34 min
    How Private Equity is Making Your Life More Expensive

    How Private Equity is Making Your Life More Expensive

    If you feel like everything from your vet bills to your favorite grocery store chains are getting worse at the exact same moment they’re becoming more expensive, there might be a singular explanation: private equity.
    I dive in with guest Brendan Ballou, author of Plunder: Private Equity’s Plan to Pillage America and former special counsel for private equity in the Justice Department—baby's first federal investigation!
    Disclosure: Brendan Ballou’s views are his own, not the views of his employer.
    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/private-equity
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    • 49 min
    Rich Girl Roundup: The Bachelorette Party Industrial Complex is Ruining My Life

    Rich Girl Roundup: The Bachelorette Party Industrial Complex is Ruining My Life

    Bachelorette parties have morphed into weekend-long celebrations, potentially costing upwards of several thousands dollars a pop. And when you’re in your 20s and 30s, you might find yourself heading to multiple bachelorettes and weddings a year—so what’s an aspiring #RichGirl to do? And how did it culturally become A Thing?
    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: This is not financial advice; we are not certified financial professionals—please do your own due diligence.
    Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/bachelorette-parties.
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    • 36 min
    A Year of Travel...and $17,000 in Tax Savings?

    A Year of Travel...and $17,000 in Tax Savings?

    I’ve long entertained a logistically untenable fantasy of picking up and moving my life to Copenhagen for a season. Today, we explore what it takes to make a temporary or permanent international move.
    We have two guests, CPA Katelynn Minott of Bright!Tax as well as Chartered Wealth Manager Alex Ingrim of Chase Buchanan USA, who walk us through taxes, retirement accounts, cultural, and ethical considerations of living abroad.
    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/living-abroad
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    • 1 hr 10 min
    Rich Girl Roundup: “I’m Open About Money—But Now My Friends Hold It Against Me.”

    Rich Girl Roundup: “I’m Open About Money—But Now My Friends Hold It Against Me.”

    Rich Girl BT wrote in saying, "We talk more money with friends—but once they know the salary, they'll hold it against you. For example, they'll say, 'You can afford $750 for two nights at my wedding.' But I don't want to spend that." So, how do we navigate these situations in an attempt to be more transparent about finances?
    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.
    *Instrumental theme credit from Justin Canton.
    Reminder: This is not financial advice; we are not certified financial professionals—please do your own due diligence.
    Transcript, show resources, additional production credits, and more can be found at: https://moneywithkatie.com/money-conversations-friends.
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    • 20 min

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