How do I transition my long-term brokerage account to a shorter-term savings goal, like a house? That’s the question we’re unpacking on this week’s episode of Rich Girl Roundup. I even called in the big guns (a friend who happens to be a CFP and wealth manager) to weigh in.
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.
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Rich Girl Roundup: Using Long-Term Investments to...Buy a House?

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

We’ve all been there, roped into working with our uncle’s best friend’s financial advisor who charges a 1.5% fee for some inscrutable but seemingly important service. What do you do when you think it might be time to sever ties? And how do you reconstruct your financial life after breaking up?
Reminder: We are not licensed financial professionals; this is not financial advice. Please do your own due diligence.
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/financial-advisor-breakup.
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Don't Break Up with Your Financial Advisor Without Listening to This

On this week's Rich Girl Roundup: How do you navigate the world of dating as an aspiring Rich Person? When's the right time to bring it up? How do we make checking in about money "fun"? 
Rich Girl Roundup is Money with Katie's weekly segment where Katie and her 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/dating
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Dating Money Red Flags, Power Moves, and Money Dates

You might be familiar with the phrase, "In this economy?" But it turns out, there might be more than one "economy" out there. There's a deep disconnect between what we hear about in the headlines ("The economy is great!") and our day-to-day experiences affected by wage stagnation, inflation, and high interest rates. We dig into it with the help of Mark Zandi, the chief economist at Moody's Analytics, as well as Judd Cramer, from the Harvard department of economics. 
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/economy-headlines.
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If You’re Not in the Top 10%, the “Economy” in Headlines Isn’t Yours

On this week's Rich Girl Roundup: "How do I overcome comfort spending?" and "How can I control stress shopping online?" We dive into some tactical strategies to curb overspending, why it's so prevalent nowadays, and the deeper psychology behind the urge to spend.
Rich Girl Roundup is Money with Katie's weekly segment where Katie and her 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/impulse-spending.
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"I Need to Stop Comfort Spending—Help!"

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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Rich Girl Roundup: Using Long-Term Investments to...Buy a House?

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