If you’re a regular listener, you probably know that we already did an “ultimate” Traditional vs. Roth 401(k) episode this year. “Katie,” you might be saying, “Do you mean to tell me that the ultimate strategy was…*gasp* wrong?”
We put my strategy to the test with Eric Jones, CFP® with the Hook Jones Group at Baird Private Wealth Management, to find out.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/cfp-ultimate-traditional-vs-roth-strategy.
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Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own due diligence.
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A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.

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Self-Improvement

The idea that there’s someone out there who can “help you fulfill your dreams” and “reach your highest potential” is an enticing promise—but do they really know how the “secret” to living your best life? Are life coaches a legitimate investment or a quasi-pyramid scheme?
Well, I hired one to find out—and she’ll be joining me today along with Jane Marie of the popular podcast, The Dream.
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/life-coaches.
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Life Coaches: Pyramid Scheme or Legitimate Investment? I Hired One to Find Out

You can't go online these days without coming across an offer to "buy my e-book" promising "everything you need to know to get rich." Where does this particular manifestation of "get rich quick" culture come from, and why do we most often see it with stay-at-home parents?
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.
Reminder: This is not financial advice; we are not certified financial professionals—please do your own due diligence.
Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/ebook-culture
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How "Buy My E-Book" Culture Targets Stay-at-Home Parents

ESG (or “environmental, social, and governance”) investing has been one of the hottest financial trends in recent years. It promises something that sounds too good to be true: You can invest in a way that aligns with your moral compass, and you don’t have to sacrifice returns to do it. But…can you?
We’re joined by Alex Edmans, a professor of finance at London Business School and expert in the field, to help us cut through the greenwashing.
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/sustainable-investing.
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The Uncomfortable Truth about Sustainable Investing

How can you spend and save in a way that lets you maximize your daily experience and keeps you on track with your money goals? Katie and Henah chat through balancing both short-term and delayed gratification, how to optimize for your life dreams, and when extreme stints in saving or paying down debt are worth it.
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.
Reminder: This is not financial advice; we are not certified financial professionals—please do your own due diligence.
Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/living-today-future.
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How You Can Enjoy Today *And* Save for the Future

If you feel like everything from your vet bills to your favorite grocery store chains are getting worse at the exact same moment they’re becoming more expensive, there might be a singular explanation: private equity.
I dive in with guest Brendan Ballou, author of Plunder: Private Equity’s Plan to Pillage America and former special counsel for private equity in the Justice Department—baby's first federal investigation!
Disclosure: Brendan Ballou’s views are his own, not the views of his employer.
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/private-equity
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A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?

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