Episodes

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…

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(…

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…

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…

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…

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 …

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…

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…

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…

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…

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…

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 …

Today, we're looking at the top 5 basics for people who are starting their personal finance journey:Paying off debt strategicallyNot over-doing the emergency fundInvesting early and often in a tax-efficient wayLiving beneath your meansUsing credit cards to travel for freeRESOURCES MENTIONEDGet star…

An episode by popular demand: Let's talk about how you can travel for free using credit card rewards. Today, we're going to talk about:The prerequisites for using credit card travel rewards (who should and shouldn't be doing this)FAQs about timing, risks, credit score implications, and moreThe 5-6 …

The home ownership debate (to rent or to buy?) is heated and – I would argue – frustrating. Today, I'm diving into my REAL beef with the, "Renting is throwing your money away," condescension – in the hopes that young people will learn how to run the numbers instead of relying on conventional wisdom…