46 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 • 454 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.

    Confessional: Materialism, Worthiness, and Financial “Discipline”

    Confessional: Materialism, Worthiness, and Financial “Discipline”

    The central thesis for this episode is that when you think you have a spending problem, what you probably have is a purpose problem. 
    This week, we’re getting philosophical—and I’m diving into a series of realizations I had when transitioning from Spendy McSpenderson to Sally Saver, about the role money played in my life pre- and post-”baptism by FI/RE.” (See what I did there?) I also chat with mindset and manifestation expert Haley Hoffman Smith (https://www.haleyhoffmansmith.com/) on the void money creates and what we should be aiming for instead.
    It’s one of the more vulnerable episodes I’ve published, but my hope is that it’ll inspire you to reflect in a way you haven’t before about your relationship with materialism and its role in your sense of self.

    Mentioned in the Episode
    - The Hot Girl Hamster Wheel: https://www.instagram.com/reel/Cc5dZNLvRNN/ and https://moneywithkatie.com/blog/high-maintenance-is-expensive-how-i-went-from-a-320mo-girly-budget-to-a-negligible-one
    - Brad Yates: https://www.tapwithbrad.com/

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    • 48 min
    How to Set Up Money Management Systems for Short-Term & Long-Term Goals

    How to Set Up Money Management Systems for Short-Term & Long-Term Goals

    This episode is a logistical examination of how to put systems in place that help you balance your short-term and long-term spending goals—after all, “saving” is really just another name for “deferred spending,” and the ideal scenario we’d find ourselves in is one in which the money we need is available to us whenever we need it. 
    It’s my hope that after listening, you’ll have a solid understanding of how to structure all of your savings and investing and—most importantly—you’ll eliminate the fear that you’re “missing something.”

    Mentioned in the Episode
    - Atomic Habits by James Clear: https://jamesclear.com/atomic-habits

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    • 36 min
    To Lease, Buy, or Have No Car at All? How 2022’s Used Car Market Shifts Things

    To Lease, Buy, or Have No Car at All? How 2022’s Used Car Market Shifts Things

    I sold my car in March 2021 and have (mostly) never looked back as part of a one-car couple, but my husband and I have been dabbling with the idea of getting a new car this year. Unfortunately, 2022 is…not a great time to buy a vehicle, as anyone who’s perused the used car market knows. 
    It inspired this episode in which we break down the lease vs. buy decision in today’s car market with guest Jorge Diaz, author of Car Leasing Done Right (https://www.leasecosts.ca/en/book). 
    As part of the episode, I wanted to do an IRL lease vs. buy comparison with a luxury car—so I reached out to a Porsche dealership to pull numbers on a 2023 Macan. What I wasn’t expecting as part of my number-crunching journey: being immediately plunged into an inferior sense of class consciousness as a result of the interaction. That’s…a fun bonus in the episode. 😂

    Mentioned in the Episode
    - Car market prices up 24% in 2021 (via The Washington Post): https://www.washingtonpost.com/us-policy/2021/10/28/used-car-prices-chip-shortage/
    - Rule of thumb for paying for a car: https://www.nerdwallet.com/article/loans/auto-loans/much-spend-car
    - “Why Leasing a Car is Like Setting Money on Fire”: https://moneywithkatie.com/blog/why-leasing-a-car-is-like-setting-money-on-fire
    - Study: Driving fewer than 10K/year: https://www.rockethq.com/learn/personal-finances/how-expensive-is-uber
    - Pregnancy Discrimination Act: https://www.eeoc.gov/pregnancy-discrimination 



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    • 55 min
    Wedding Confessions: Budget, Who Paid, and Biggest Learnings

    Wedding Confessions: Budget, Who Paid, and Biggest Learnings

    Ah, the long-awaited deep dive is finally here! As someone who got married in a courthouse and in a big, traditional ceremony (to the same person, don’t worry), I feel I’m now qualified to do a thorough compare-and-contrast analysis of the two—and share the granular details of how much our ceremony cost.
    I’m diving into the budget ($25,000), the actual spend (...a lot more than $25,000), who paid, the things that shocked me, and the stuff I thought was worthwhile. I also do a deep-dive into the Wedding Industrial Complex with our guest, Anna Braff, founder of the award-winning vendor service Provenance Rentals.
    Originally, I wasn’t planning on doing any sort of deep dive about my nuptials—but ultimately decided it was incredibly off-brand not to talk about one of the largest expenses a young couple faces.

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    • 51 min
    Why I’m Not Buying I Bonds, the “Flight to Safety,” and Optimism

    Why I’m Not Buying I Bonds, the “Flight to Safety,” and Optimism

    Something I had never even heard of a year ago has been front and center in the financial news for the last few months: I Bonds.
    But I suppose it makes sense: Nothing tempts those seeking performance and those seeking safety alike quite like a guaranteed nominal 9.62% rate of return, right?
    But I fear they’re a distraction for young investors (and don’t worry, we address who they might make sense for in the episode). Plus, I invited Alan Ebright of Hodges Private Client—a wealth management firm in Dallas with $1B+ assets under management—on the show this week to talk about investor psychology and the self-defeating flight to safety. 
    *Any information shared is not tax or legal advice, and is purely for informational purposes.
    #MoneyWithKatie #IBonds #Investing #Bonds #PersonalFinance

    This Episode’s Sponsors
    To learn more about our sponsor, Ubiquity, check out https://ubiquity.com/
    To learn more about our sponsor, Caribou, check out https://www.caribou.com/moneywithkatie/?utm_source=moneywithkatie&utm_medium=podcast&utm_campaign=jul13
    For more info on our sponsor, Q.Ai, check out https://refer.tryq.ai/MBrew
    To learn more about Betterment, visit https://betterment.com/moneywithkatie 

    Mentioned in the Episode
    - Nick Maggiulli's blog, Of Dollars & Data
    - DALBAR Quantitative Analysis of Investor Behavior
    - National Association of Personal Financial Advisors Database

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    - Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/
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    *Disclaimer: Hodges Private Client is a program offered through Hodges Capital Management, Inc. (“HCM”). HCM is an Investment Advisory Firm registered with the Securities and Exchange Commission (“SEC”), is a wholly owned subsidiary of Hodges Capital Holdings and serves as investment advisor to the Hodges Funds. HCM is affiliated with First Dallas Securities, Inc, a broker-dealer and investment advisor registered with the SEC.
    This discussion is not intended to be a forecast of future events and should not be considered a recommendation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk. Principal loss is possible. Investing in smaller companies involves additional risks such as limited liquidity and greater volatility. No current or prospective client should assume that information referenced in this communication is a recommendation to buy or sell any security or is a substitute for personalized investment advice from your individual advisor. HCM does not provide tax or legal advice. Consult your tax or legal advisor for any related questions.
    All information referenced herein is from sources believed to be reliable and is provided as general market commentary and does not constitute investment advice. This material was created for informational purposes only and the opinions expressed are solely those of HCM. HCM shall not in any way be liable for claims and makes no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information. The data and information are provided as of the date referenced and are subject to change without notice.

    • 39 min
    The Benefits and Pitfalls of Salary Transparency with Jason Tartick

    The Benefits and Pitfalls of Salary Transparency with Jason Tartick

    Nothing excites millennials and surprises baby boomers quite like our penchant for sharing how much money we make with one another. 
    But salary transparency—one of the latest tactics for rectifying biases in hiring and compensation—is a means to an end, not the end itself.
    In this week’s episode, we explore the benefits and pitfalls of openly sharing compensation information within an organization—and how we can share in a way that actually helps one another. Plus, an interview with Jason Tartick of Bachelor Nation fame, and the host of Trading Secrets, a podcast about our “taboo curiosities” around money and career.
    --
    Mentioned in the episode


    World Economic Forum's data on closing the gender pay gap


    National Labor Relations Act: Your right to discuss pay in the US


    Silicon Valley study about top employee performance


    Tim Low's interview about PayScale and salary transparency


    2018 Denmark study on closing the gender pay gap


    Buffer case study on salary transparency

    Trading Secrets interview with Rob Dyrdek


    Trading Secrets interview with A-Rod


    Trading Secrets interview with Molly Bloom (Molly's Game)



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    • 47 min

Customer Reviews

4.7 out of 5
454 Ratings

454 Ratings

Ashley Skilyne ,

LOVING KATIE IS AN UNDERSTATEMENT ❤️

I am newbie to the personal financing world and when I say this podcast is everything!!!! I am truly mind blown. I have learned so much so far and have been truly thinking about my personal finances in a whole different light. I am starting to take the necessary steps to change my life and I’m thankful for her content and her discussions on these topic. Please continue to bless us with your intelligence and funny personality. Thank you Katie

annie nusbaum ,

Fantastic resource for actionable and relevant career advice

The host is easy to listen to, funny, provides up-to-date and tactical advice and sufficient resources. The Negotiating Tactics episode provides the most helpful advice I’ve been able to find and exactly what to say.

pffan22 ,

Good energy

Like the host. Good energy and easy to listen to

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