The Money with Katie Show

By Morning Brew

What's The Money with Katie Show about?

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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The Money with Katie Show episodes:

05.01.2024
How Private Equity is Making Your Life More Expensive
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...
04.29.2024
Rich Girl Roundup: The Bachelorette Party Industrial Complex is Ruining My Life
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...
04.24.2024
A Year of Travel...and $17,000 in Tax Savings?
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...
04.22.2024
Rich Girl Roundup: “I’m Open About Money—But Now My Friends Hold It Against Me.”
Rich Girl BT wrote in saying, "We talk more money with friends—but once they know the salary, they'll hold it against you. For example, they'll say, 'You can afford $750 for two nights at my wedding.' But I don't want...
04.10.2024
The Black Market Turning "Stealth Wealth" & "Quiet Luxury" Upside Down
The world of status symbols and all their various manifestations (“quiet luxury,” “stealth wealth,” and even conspicuous dressing down as a backhanded sign of prestige) has operated in a more or less predictable way over the course of history—until now. Amy...
04.08.2024
Rich Girl Roundup: What You Should Know About Tax Drag (and a Wild Money Story)
“Tax drag” can hold your money back from reaching its fullest potential—what is it, how does it work, and what do the outcomes look like? Plus, we share a wild money story involving $90,000 of debt. Have a money story...
04.03.2024
These Subtle Cultural Scripts Probably Shaped Your Money Habits
Writer Elise Loehnen (“On Our Best Behavior”) joined me to explore how our money stories make us spend, work, and live. Distinct cultural scripts shape our relationship with money, like “sloth” and “greed” or the idea that “a man should...
04.01.2024
Rich Girl Roundup: How to Financially Prepare for Children—Before You Have Them
We're always told how expensive children are once you have them—but how do you prepare for them financially before they're here? How should you adapt or shift your budget when it comes to doctor's visits, insurance policies, TTC tools, and...
03.27.2024
How to Best Invest in ETFs in 2024, with BlackRock's Chief Investment Officer of ETF and Index Investments
You know them, you love them, and you probably own them—but do you understand them? By “them,” I mean exchange-traded funds, or “ETFs.” We’re digging deep into these magical little devices (everything from fee structures, to diversification, to how “bond ETFs”...
03.25.2024
Rich Girl Roundup: Is It True That 401(K)s Will Be Dead in 10 Years?
A recent Bloomberg Opinion piece said, "Your 401(k) will be gone in a decade," sounding off alarm bells in the MWK community. Is it true, and if so, what does it really entail? Welcome back to #RichGirlRoundup, Money with Katie's weekly...
03.13.2024
The “Right” Amount of Lifestyle Creep (Plus, Revealing 5 Years of Mine)
If you've ever waded into personal finance content, you’re probably familiar with lifestyle creep. It gets a lot of airtime because it’s a natural financial experience: to spend more as you earn more. But because there's no positive equivalent about...
03.11.2024
Rich Girl Roundup: Is the "30% on Housing" Rule Still Useful?
We've got some range for you today: Dissecting the recommendation to spend 30% on your housing (and if it's outdated), stories of folks receiving inheritances and homes from their parents, and a social experiment on gender and appearance. Welcome back to...
03.06.2024
Women in Pop Culture Saved the Economy—Why Are They Still the Punchline?
If the entire US economy were worth $1,000, a few of those dollars would be driven by music and movies. Of those few dollars, just three people (of whom one is imaginary) were at the helm in 2023, driving 30...
03.04.2024
Rich Girl Roundup: Should I Host a Money Intervention?
If your loved one keeps making bad money decisions, should you intervene? And if so, what’s the best way to approach it? Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning...
02.28.2024
How Marriage Legally Changes Your Financial Rights
Most of our listeners probably know they should be involved in the ~marital finances.~ But very few people, it seems, understand how signing a marriage contract legally changes their financial rights (I know I didn't back when I got married!). Whether...
02.26.2024
Rich Girl Roundup: Is the 15-Year Mortgage Dead? (And Is It Even Worth Doing?)
Rich Guy Gavin asks, "Is the 15-year mortgage worth it?" Plus, given how few people can afford them nowadays, Katie and Henah chat through if the 15-year mortgage is dead. We run the numbers, the factors to consider, and some...
02.14.2024
The Easiest Way to Build Wealth with JL Collins, the Godfather of Financial Independence
The Simple Path to Wealth by JL Collins is financial independence canon. The premise boils down to elegant simplicity: Spend 50% of your income and invest the other 50% in one specific index fund, VTSAX. We ask the Godfather of FI...
02.12.2024
Rich Girl Roundup: Do You Have Too Much Liquid Cash in Your Emergency Fund? Probably.
Rich Girl Liz H. wanted to know: "How do I know if I'm too 'liquid?'" Chances are, you probably do have too much in your emergency fund—Katie and Henah chat through mental blocks and reframes to consider, when you might...
02.07.2024
Why Poverty Persists in One of the Richest Countries in the World
Low-wage work is more prevalent in the US than any other high-income nation—and we've essentially seen 50 years of stasis in anti-poverty efforts. After reading four different books about why the US has such a difficult time minimizing poverty despite...
02.05.2024
Rich Girl Roundup: What an Heiress Giving Away $27M Says About Generational Wealth & Inequality
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...
01.31.2024
A Fraternity Crime Story: Power, Money, and a Multimillion-Dollar Scandal
The abuse of prescription drugs on college campuses has skyrocketed in the last 10 years—and by extension, so too has the intricate ecosystem of college-aged dealers and distribution networks. So today, we're covering a multimillion-dollar fraternity drug ring scandal at the...
01.29.2024
Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed
What can you write off from your side hustle? Should your business be an S Corp? What's the best retirement account for self-employed folks? We cover it all, once again with the help of CPA & CFP Tim Steffen of...
01.24.2024
A Look at Katie’s New Show About Entrepreneurship, BOSSY
Tune in to this episode of BOSSY, the other podcast I host with entrepreneur Tara Reed, of Apps Without Code. This is a show we started at the end of 2023 to expand our surface area beyond just personal finance...
01.17.2024
Buying a House? Lower Interest Rates May Not Be the Answer in 2024
I’m going out on a limb today to say: No, I don't think “high interest rates” are the problem in today’s housing market. The “high interest rate” might be a bit of a red herring. So today, we’ll talk about how...
01.15.2024
Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business
Many of you wanted to know: What deductions can I look into to lower my tax burden if I’m not a business owner? We’re bringing back Tim Steffen, a CFA, CFP, and CPWA at Baird Wealth, for another Rich Girl...
01.10.2024
It's Officially Negotiation Season—Here's What Works
The decision to negotiate even once creates an economic ripple effect in your life that researchers found means retirement up to eight years sooner. Start hair-spraying your combovers, people, because we’re talking about #TheArtOfTheDeal with this negotiation masterclass, featuring expert Kathryn...
01.08.2024
Rich Girl Roundup: Planning Group Travel Without Breaking the Bank
Trying to plan a group trip with friends who make wildly different incomes? We got you—here are Katie and Henah's best tips for balancing fun and financials. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive...
01.03.2024
How Do You Stack Up in #RichGirlNation?: What Our Community Makes, Saves, and Spends
Comparison is human nature, so trying to prevent yourself from noticing all the success portrayed in your feeds and social circles is an uphill battle. Instead, learning how to compare productively works with your nature, not against it. And where...
01.01.2024
Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you...
12.27.2023
The "Trickle-Down Economics" of One Year of Sobriety
In September 2022, I made the decision to quit drinking alcohol altogether. Now, I'm looking back at the last 15 months, the role alcohol plays in our GDP and personal finances, and all the unintended positive benefits I’ve stumbled upon...
12.25.2023
Rich Girl Roundup: What Should I Do with My Bonus?
Rich Girl Elyssa asks, "What should I do with a year-end bonus?" Katie and Henah chat through the two buckets of bonuses: expected (as part of your total compensation) or unexpected (when you've gone above and beyond)—and how they'd handle...
12.20.2023
When It's Time to Work with a Financial Professional
When is it time to start working with a financial professional? Do you ever need to hire one? And, maybe more importantly, what are telltale signs of a good (or bad) one? This week’s episode breaks it down so you...
12.18.2023
Rich Girl Roundup: Are Roboadvisor Fees Worth It?
Rich Girl Sierra S. asks, "Is it worth paying a roboadvisor fee to get the benefits they offer, especially if you don't want to put the effort in?" Katie and Henah share a refresher on what roboadvisors are, what fees...
12.13.2023
The Endless Chase: How to Define "Enough" in Your Financial Life
We all love trying to better ourselves, but sometimes that drive can come at the expense of contentment. Is it possible to be both ambitious and satisfied? After a certain point, the pursuit of additional financial resources is not about...
12.11.2023
Rich Girl Roundup: Our Best Travel Tips, Maximizing Points, & Early Bookings
There are so many benefits to booking travel in advance: psychologically, logistically, and financially. What's the best way to do so, and how can we book our travel to get the best bang for our buck? Welcome back to #RichGirlRoundup, Money...
12.06.2023
“High Earner, Not Rich Yet”: Must-Have Money Hacks for HENRYs and HENRIETTAs
Let's talk about the many hacks for HENRYs and HENRIETTAs to move from high incomes into high net worths. We'll go over some of the best tax-advantaged vehicles for high earners, alternative investment callouts, and hear from Chris Hutchins of...
12.04.2023
Rich Girl Roundup: The Easiest Way to Roll Over Your 401(k)
As of May 2023, more than a trillion dollars worth of 401(k) assets were left behind by former employees. Here's how you can easily roll over your 401(k), why you should, and the rare instances where it might make sense...
11.29.2023
An Identity Theft Scam Stole Half My Net Worth—What I Learned & How to Prevent It
“Miss Gatti, are you traveling?” was the phrase that began one of the most stressful financial sagas of my life. Because as I'd come to learn, I’d become the victim of an elaborate “middleman” scam. Here's the play-by-play of what...
11.27.2023
Rich Girl Roundup: 4 Easy Ways to Host Friends on a Budget
Rich Girl Jen W. asked: "How can I host friends on a budget?" Katie and Henah share their best tips on everything from the guest list and invites to decor and food planning—all while minimizing costs and maximizing the experience. Welcome...
11.22.2023
Set Your 2024 Financial & Life Goals with Me
I'm not superstitious, but I am a little stitious—thanks to the goal-setting exercises we're doing in today's episode. I started doing this process in 2021, and so many of my past, hyper-specific visions have come freakishly true that it’s now...
11.20.2023
Rich Girl Roundup: When to Avoid Using "Buy Now, Pay Later"—And When It Makes Sense
More than 50% of American adults surveyed by The Motley Fool used "Buy Now, Pay Later" in 2021 and 2022—it's a common short-term financing option to make bigger purchases. So when should you use it, and when is it worth...
11.15.2023
America’s Issues with Time Off, the 9-5, and the Future of Work
America has defaulted to the 40-hour workweek for nearly 90 years. But why do US employees work more than any other industrialized nation? Is it the #LoveOfTheGrind…or something else? And, could less work and more vacation allow for the same...
11.13.2023
Rich Girl Roundup: Got a W-2 and 1099? Check Out These Tax Tricks
If you've got a W-2 job and earn 1099 income, there are some worthwhile opportunities to consider in order to lower your burden this #taxszn. Save your hard-earned dollars with these hacks. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment...
11.08.2023
A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
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...
11.06.2023
Rich Girl Roundup: The Debt Deep-Dive—And How to Strategically Tackle Each Balance
Credit cards, lines of credit, student loans—debt is a normal part of life. How should we prioritize our debt(s), and what’s the best way to pay them off? Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's...
11.01.2023
Financial Freedom is Probably Closer Than You Think
When I first learned about personal finance, I was all about FI/RE (financial independence, retire early). But then came along financial freedom. But how are they different, and what has that nuance unlocked? Transcripts, resources, show credits, and more can be...
10.30.2023
Rich Girl Roundup: The Best Investing Hack for Kids
If you could supercharge your kid’s future with thousands of dollars, would you? We share one investing hack that can make that happen—the Custodial Roth IRA. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer...
10.25.2023
How Underpaying Teachers Became The Norm—and How to Fix It
Join us for this investigative deep dive into the state of public educator salaries in the US. Does it pay to be a teacher? Or is there merit to the argument that teachers aren't underpaid? And how can we actually...
10.23.2023
Rich Girl Roundup: Katie's Most-Recommended Personal Finance Books
If Katie could only recommend 3 books to the Rich Girl audience, which would she share? Katie and Henah talk through each of her top recs (as well as some honorable mentions) and how they've changed her approach to personal...
10.18.2023
House-Hacking: The Best Path to Home Ownership?
Live for free! Okay, maybe not free—but house-hacking, or buying a property that you plan to live in and rent out for income, is a potential solution if you’re feeling financially stuck as an aspiring homeowner. We go way deeper on...

What's The Money with Katie Show about?

Download our free app to listen on your phone

The Money with Katie Show episodes:

How Private Equity is Making Your Life More Expensive

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

A Year of Travel...and $17,000 in Tax Savings?

Rich Girl Roundup: “I’m Open About Money—But Now My Friends Hold It Against Me.”

The Black Market Turning "Stealth Wealth" & "Quiet Luxury" Upside Down

Rich Girl Roundup: What You Should Know About Tax Drag (and a Wild Money Story)

These Subtle Cultural Scripts Probably Shaped Your Money Habits

Rich Girl Roundup: How to Financially Prepare for Children—Before You Have Them

How to Best Invest in ETFs in 2024, with BlackRock's Chief Investment Officer of ETF and Index Investments

Rich Girl Roundup: Is It True That 401(K)s Will Be Dead in 10 Years?

The “Right” Amount of Lifestyle Creep (Plus, Revealing 5 Years of Mine)

Rich Girl Roundup: Is the "30% on Housing" Rule Still Useful?

Women in Pop Culture Saved the Economy—Why Are They Still the Punchline?

Rich Girl Roundup: Should I Host a Money Intervention?

How Marriage Legally Changes Your Financial Rights

Rich Girl Roundup: Is the 15-Year Mortgage Dead? (And Is It Even Worth Doing?)

The Easiest Way to Build Wealth with JL Collins, the Godfather of Financial Independence

Rich Girl Roundup: Do You Have Too Much Liquid Cash in Your Emergency Fund? Probably.

Why Poverty Persists in One of the Richest Countries in the World

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

A Fraternity Crime Story: Power, Money, and a Multimillion-Dollar Scandal

Rich Girl Roundtable (with a CPA): Business Writeoffs & Tax Hacks for the Fully & Partially Self-Employed

A Look at Katie’s New Show About Entrepreneurship, BOSSY

Buying a House? Lower Interest Rates May Not Be the Answer in 2024

Rich Girl Roundtable (with a CPA): Tax Deductions, MFJ vs. MFS, & Credits if You DON'T Own a Business

It's Officially Negotiation Season—Here's What Works

Rich Girl Roundup: Planning Group Travel Without Breaking the Bank

How Do You Stack Up in #RichGirlNation?: What Our Community Makes, Saves, and Spends

Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)

The "Trickle-Down Economics" of One Year of Sobriety

Rich Girl Roundup: What Should I Do with My Bonus?

When It's Time to Work with a Financial Professional

Rich Girl Roundup: Are Roboadvisor Fees Worth It?

The Endless Chase: How to Define "Enough" in Your Financial Life

Rich Girl Roundup: Our Best Travel Tips, Maximizing Points, & Early Bookings

“High Earner, Not Rich Yet”: Must-Have Money Hacks for HENRYs and HENRIETTAs

Rich Girl Roundup: The Easiest Way to Roll Over Your 401(k)

An Identity Theft Scam Stole Half My Net Worth—What I Learned & How to Prevent It

Rich Girl Roundup: 4 Easy Ways to Host Friends on a Budget

Set Your 2024 Financial & Life Goals with Me

Rich Girl Roundup: When to Avoid Using "Buy Now, Pay Later"—And When It Makes Sense

America’s Issues with Time Off, the 9-5, and the Future of Work

Rich Girl Roundup: Got a W-2 and 1099? Check Out These Tax Tricks

A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?

Rich Girl Roundup: The Debt Deep-Dive—And How to Strategically Tackle Each Balance

Financial Freedom is Probably Closer Than You Think

Rich Girl Roundup: The Best Investing Hack for Kids

How Underpaying Teachers Became The Norm—and How to Fix It

Rich Girl Roundup: Katie's Most-Recommended Personal Finance Books

House-Hacking: The Best Path to Home Ownership?