Episodes
Investing in the Age of "Overvalued" Stocks & Homes with Nick Maggiul…
What bubble? Should we invest elsewhere, or just keep buying?
Why You May Need to Save Less Than You Think for Retirement
Running out of money isn't the most pressing concern.
Negotiating Tactics that Actually Work
How to increase your income by 40-60%.
Everything's an Investment: Building Your Epic Spending Plan
How to get the most joy for your dollar.
The Unexpected Problem with Your Financial Goals
Why your long-term plan will fail, and how to fix it.
Navigating the U.S. Healthcare System Without Getting Financially F**…
It's not a "system" at all.
Common 401(k) Mistakes to Avoid: Fees, Being Overly Conservative, and…
Figuring out what to buy in your 401(k)? Start here.
Is "Financial Independence" a Sign of... a Problem?
What does it say about the state of work in the U.S.?
Building Financial Intimacy: How to Deal with Financial Irresponsibil…
Tips for improving financial intimacy and bridging the gap between different money mindsets.
Is House-Hacking Still Lucrative in 2022's Housing Market?
Diving into our experience attempting (and failing at) a house hack in a high price-to-rent ratio zip code.
A SPENDING PROBLEM?: What Gambling Addiction Research Teaches Us Abou…
How we can "fix" our dopamine pathways to improve our financial habits.
ALL THINGS ENTREPRENEURSHIP: Pt. 2 with ChroniFI Founder, Ben Miller
Pros, cons, and how to get started.
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 to never worry about money again? If the answer is, "There's no amount of money that would make me stop (insert hyper-frugal habit here)," this episode might be a must-li…
NICE STUFF IS MAKING YOUR LIFE WORSE: Reflections on Materialism
Today, we're revisiting a topic I first covered a few years ago – but with a renewed interest after the Christmas season (and all the damn Amazon boxes that accompany it).Thanks to today's sponsor, Capitalize, for their partnership in today's episode. If you'd like Capitalize to roll over your 401(…
TRAVEL REWARDS PT. 2: How to Decide Which Card to Use & Other Ways to…
Welcome back to Season 2 of the Money with Katie podcast!Today, we're exploring the ways in which I think about strategizing your spending across different credit cards (and how to earn more points).You can sign up for the Travel Rewards 101 free mini course here.Thanks to Capitalize for sponsoring…
#12: MY TOP 3 FINANCIAL LESSONS OF 2021: Earning More, Lifestyle Cree…
Today, we're discussing the top 3 financial lessons I'm taking from 2021. This is the last episode of season 1, and I'd love to hear what you're interested in for season 2. Shoot me an email at podcast@moneywithkatie.com!Thanks to Capitalize for sponsoring today's episode. Capitalize is my favorite…
#11: MONEY, HAPPINESS, AND TIME: Interview with Ben Miller, Founder o…
Today, I'm interviewing a friend of mine who left the trading floor at Goldman Sachs to start his own company that helps people make sense of their finances and relate them back to the one precious resource that matters most: Time.I loved this conversation, and Ben is fantastic, as you'll hear. Her…
#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 financial and otherwise) is super powerful for achieving the things we want. Our three questions:Where will I be one year from today?Where am I right now?What's my one word …
#9: HOW TO FIND A WELL-PAYING CAREER YOU LOVE: Interview with Millenn…
Today on the show, I've got my friend Eliana Goldstein, a Millennial Success Coach who focuses on career coaching (she's certified!).Sign up for Eliana's free masterclass for Money with Katie listeners on Wednesday, Dec. 8 here (4PM PST/7PM EST).We discuss:Her journey to becoming a career coach and…
#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 time:COMPETITION: What makes Betterment better than, say, Wealthfront?HUMAN EXPERTS: How much human involvement goes on behind the scenes with a roboadvisor?THE FUTURE: Whe…
#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 away."I'd argue that the Backdoor Roth IRA is actually the sub-optimal path forward if you've got W2 wages and self-employment income. In today's episode, we talk about some…
#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, and how my goals have shifted since then.Ultimately, we're taking a more thoughtful look at the way we approach financial goals and if – sometimes – we kinda miss the p…
#5: SPENDING GUILT: 3 Tips to Overcome Guilty Spending
Inspired by my recent venture into the capsule wardrobe, I wrote and recorded this episode about overcoming spending guilt as an objectively high earner who has a hard time spending money. We'll dig into...My money stories from childhoodWhy (I think) I have a hard time with spending, and what I'm d…
#4: SELF-EMPLOYMENT TAXES: How to Save on Taxes When You're Self-Empl…
Self-employed people are able to contribute a ridiculous amount of money to their special self-employment retirement accounts. Today, we're going to dig into:Everything you need to know about Solo 401(k)s and SEP IRAsWhere your self-employment tax even comes fromHow to decide what's better for you …