An Austrian heiress made headlines when she announced she would let 50 strangers decide what to do with $27M USD of her inheritance. Katie and Henah discuss the potential impact of this kind of social experiment, how the lack of inheritance and estate taxes disproportionately support inequality, and why "generational stability" might be worth striving for more than "generational wealth."
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.
Transcript, show resources, production credits and more can be found at: https://moneywithkatie.com/austrian-heiress-experiment
Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Girl Roundup: What an Heiress Giving Away $27M Says About Generational Wealth & Inequality

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.

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

How To

Self-Improvement

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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

How Private Equity is Making Your Life More Expensive

Bachelorette parties have morphed into weekend-long celebrations, potentially costing upwards of several thousands dollars a pop. And when you’re in your 20s and 30s, you might find yourself heading to multiple bachelorettes and weddings a year—so what’s an aspiring #RichGirl to do? And how did it culturally become A Thing?
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/bachelorette-parties.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Girl Roundup: The Bachelorette Party Industrial Complex is Ruining My Life

I’ve long entertained a logistically untenable fantasy of picking up and moving my life to Copenhagen for a season. Today, we explore what it takes to make a temporary or permanent international move.
We have two guests, CPA Katelynn Minott of Bright!Tax as well as Chartered Wealth Manager Alex Ingrim of Chase Buchanan USA, who walk us through taxes, retirement accounts, cultural, and ethical considerations of living abroad.
Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/living-abroad
Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Girl Roundup: What an Heiress Giving Away $27M Says About Generational Wealth & Inequality

Download our free app to listen on your phone