Sept. 2, 2025

A CFP on Outdated Advice, "Jumping" Social Classes, & Why Money Mindset Matters

A CFP on Outdated Advice, "Jumping" Social Classes, & Why Money Mindset Matters

These tactical questions had some unexpected answers.

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This week, Certified Financial Planner® Adrianna Adams joins us to answer six questions pulled from last year’s final round of listener submissions. After poring over hundreds, I selected these for how they captured themes that find their way into our inbox frequently. 

  • (00:00) Intro
  • (03:20) Outdated personal finance advice
  • (07:54) How health diagnoses could impact your FI plans
  • (16:00) What grad students can do before earning consistent income
  • (19:25) I'm underpaid but enjoy my work—what should I do?
  • (30:43) How do I straddle two rungs of the class ladder after an inheritance?
  • (36:25) I'm envious of my friends' more stable paths as an entrepreneur—should I be?

Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/cfp-answers⁠⁠⁠.

Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.

Get your copy of Rich Girl Nation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://moneywithkatie.com/rich-girl-nation⁠⁠⁠⁠⁠

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