The Money with Katie Show

Wealth Planning Episodes

April 13, 2022

Investing in the Age of "Overvalued" Stocks & Homes with Nick Maggiul…

What bubble? Should we invest elsewhere, or just keep buying?

Episode page
April 6, 2022

Why You May Need to Save Less Than You Think for Retirement

Running out of money isn't the most pressing concern.

Episode page
March 23, 2022

Everything's an Investment: Building Your Epic Spending Plan

How to get the most joy for your dollar.

Episode page
March 16, 2022

The Unexpected Problem with Your Financial Goals

Why your long-term plan will fail, and how to fix it.

Episode page
March 2, 2022

Common 401(k) Mistakes to Avoid: Fees, Being Overly Conservative, and…

Figuring out what to buy in your 401(k)? Start here.

Episode page
Jan. 19, 2022

FINANCIAL FREEDOM: How Much Money Would You Need to Never Worry About…

Today's episode is a deep dive into a concept that most of us have probably never stopped to ponder: How much money would I need …

Episode page
Dec. 8, 2021

#10: 3 QUESTIONS YOU SHOULD ASK YOURSELF FOR 2022: Annual Financial (…

Today, we're talking about three questions we should be asking ourselves in preparation for a new year. Annual planning (both fin…

Episode page
Nov. 24, 2021

#8: BETTERMENT CEO INTERVIEW: Financial Independence & Successful Inv…

I was excited to talk to Sarah, the CEO of Betterment, about some of the tough questions I've wanted to ask someone for a long ti…

Episode page
Nov. 17, 2021

#7: BACKDOOR ROTH IRA NO MORE?: What High Earners Should Do If It Goe…

All right, maybe the episode title should be, "What high earners should already be doing regardless of whether or not it goes awa…

Episode page
Nov. 10, 2021

#6: MY ACTUAL FINANCIAL INDEPENDENCE PLAN: The Next 4 Years of My Life

Today, we're riffing on a few things: How I discovered financial independence, what my life was like then, the progress I've made…

Episode page