The Money with Katie Show Morning Brew Podcasts

In a hyper-individualistic culture, it can feel like all the important parts of your life are at odds with one another: You may want to socialize regularly, spend time with family, save money, crush it at work, and exercise frequently, but as that one quippy girlboss coffee mug slogan reminds us: There are only 24 hours in the day (and something about Beyoncé). 
What’s an ambitious person to do, especially when the overwhelm of big goals makes you want to throw in the towel, melt into a Netflix puddle, and nap? There’s only one sustainable solution: integration.
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

New Year Annual Review: https://docs.google.com/document/d/1K2P_yL1Ah976P7MLicb55wgY2DY-39jP3Lvp810H6HQ/edit


Nat Eliason on De-Atomization: https://blog.nateliason.com/p/de-atomization-is-the-secret-to-happiness


Statistic on Single-Person Households in the US: https://www.statista.com/statistics/242022/number-of-single-person-households-in-the-us/


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Katie's husband Thomas has been an active-duty US Air Force JAG since 2021, and we've received many questions over the years about military benefits and finances. Here's the TL;DR on the perks of being active-duty military or a dependent based on Katie's personal experience, from accessing VA loans to basic allowances for housing.
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.
Learn more about our sponsor, Betterment: https://betterment.com/moneywithkatie
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Mentioned in the Episode

Military Benefits for Active Duty and Veterans: https://www.benefits.gov/categories/Military%3A%20Active%20Duty%20and%20Veterans


VA Loan: https://www.va.gov/housing-assistance/home-loans/eligibility


VA Home Loan Process Checklist (Page 9): https://www.benefits.va.gov/HOMELOANS/documents/docs/VA_Buyers_Guide.pdf



The Reluctant Landlord: https://www.reluctantlandlord.net/

Military Pay & Pensions: https://www.usa.gov/military-pay


Thrift Savings Plan: https://www.dfas.mil/civilianemployees/employeebenefits/TSP/


Basic Allowances & Military Income: https://militarypay.defense.gov/pay/


Military Taxes & Residency: hrblock.com/tax-center/lifestyle/military/military-taxes-and-residency/


Military Health Insurance (TRICARE): https://www.tricare.mil/


Credit Card Benefits: https://www.americanexpress.com/us/help-support/service-members-civil-relief/


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If you think you may be affected by a potential recession or upcoming layoff, we’re running through the best tips on navigating this uncertainty—from figuring out your cash “runway” to understanding your rights as an employee.
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.
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

Financial Steps to Take If You Fear You May Lose Your Job: https://moneywithkatie.com/blog/prepare-for-losing-job-how-to


Severance negotiation: https://www.fastcompany.com/90723978/you-have-more-power-than-you-think-when-negotiating-a-severance-package


Financial karma and constructive paranoia: https://podcast.moneywithkatie.com/financial-karma-and-the-fall-of-the-fintwit-bro-empire-must-see-lessons-about-constructive-paranoia/


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It’s estimated that one in every four American 20-year-olds today will experience a disability before they turn 67, but a whopping 65% of workers in the private sector don’t carry long-term disability insurance (per our pals at the Social Security Administration). 
This week, I’m joined by two Rich Girls who are sharing their stories about the little-known financial implications of experiencing a disability unexpectedly—and early in life.
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 Inclusive Traveler Instagram: https://www.instagram.com/theinclusivetraveler/


1 in 4 adults in the US live with a disability: https://www.cdc.gov/ncbddd/disabilityandhealth/infographic-disability-impacts-all.html


Healthcare blog posts on Money with Katie: https://moneywithkatie.com/blog/category/healthcare


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Tackling finances with your partner can be tricky: What if one of you earns substantially more? What if you have different philosophies about money? What if you're tired of the "roommate" model of splitting costs down the middle? Katie and Henah share their respective approaches on money with their partners, and what to keep in mind when combining accounts.
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 combining finances: https://moneywithkatie.com/blog/how-we-combined-finances-for-marriage


Money with Katie blog on how to consider combining money: https://moneywithkatie.com/blog/what-to-consider-when-combining-finances-with-your-partner


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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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Follow Along at Money with Katie: https://moneywithkatie.com/
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Follow Money with Katie!
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