147 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
    • 4.7 • 943 Ratings

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.

    Rich Girl Roundup: Does Shopping at Small Businesses Really Matter?

    Rich Girl Roundup: Does Shopping at Small Businesses Really Matter?

    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.
    Join the waitlist for a discount on the 2024 Wealth Planner: https://www.morningbrew.com/money-with-katie/subscribe/mwk-wealth-planner-2024

    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

    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.
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    • 35 min
    A Sabbatical Will Change Your Life—and Finances

    A Sabbatical Will Change Your Life—and Finances

    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

    Follow Money with Katie!
    - Instagram: https://www.instagram.com/moneywithkatie/
    - Twitter: https://twitter.com/moneywithkatie
     
    Subscribe to The Money with Katie Newsletter
    - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2

    Follow the Brew!
    - Instagram: https://www.instagram.com/morningbrew/
    - Twitter: https://twitter.com/MorningBrew
    - TikTok: https://www.tiktok.com/@morningbrew

    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.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 1 hr 4 min
    Rich Girl Roundup: How to Calculate Side Hustle Startup Costs

    Rich Girl Roundup: How to Calculate Side Hustle Startup Costs

    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/

    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

    • 16 min
    Fresh Invest x Money with Katie: What to Know About Fixed-Income Investing

    Fresh Invest x Money with Katie: What to Know About Fixed-Income Investing

    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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    • 29 min
    Growing Your Wealth with a “Personal Financial System”

    Growing Your Wealth with a “Personal Financial System”

    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.

    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/
    - Twitter: https://twitter.com/moneywithkatie
     
    Subscribe to The Money with Katie Newsletter
    - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2

    Follow the Brew!
    - Instagram: https://www.instagram.com/morningbrew/
    - Twitter: https://twitter.com/MorningBrew
    - TikTok: https://www.tiktok.com/@morningbrew
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 29 min
    Rich Girl Roundup: No Access to a 401(k)? Here's What to Do

    Rich Girl Roundup: No Access to a 401(k)? Here's What to Do

    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/

    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

    • 18 min

Customer Reviews

4.7 out of 5
943 Ratings

943 Ratings

LorixAnn ,

Great Podcast

I love how they always run financial different scenarios and try to include many different situations for people. They discuss it in easy to understand terms and have really good podcast chemistry!

pegosaur ,

Just Keeps Getting Better

As an early follower of @MoneyWithKatie, I’ve enjoyed Katie’s content since the beginning. Her thoughtful commentary, diligent sourcing, and “deep dive” exploration of interesting financial topics and how they specifically apply to and affect millennial women are all reasons why I continue to follow and listen. Her candor, wit, and passion keep me coming back week after week. Special shout-out to Henah who always adds valuable insight and great chemistry to the show. I consume a lot of personal finance content, but when I listen to Katie and Henah discuss topics, I feel like I’m chatting with my smart and interesting friends. Thanks, ladies!

Sarah100123 ,

Love this show and the hosts!

The Money with Katie show is an excellent show for people with minimal or a lot of personal finance knowledge. I love how Katie breaks down relevant financial topics in a humanizing and easy to digest way. Her producer and cohost Henah is such an amazing addition. Their conversations are always thoughtful and humorous! Highly recommend!!

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