The Catered Financials Podcast

Does wanting more money make you greedy? And is giving something away really more meaningful than being paid for it?

In this episode, we're exploring the emotional side of money and the beliefs we carry about earning, generosity, and what it means to live a good life.

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📣 Send in your financial questions to the podcast:

https://forms.gle/X6GuZBrJeeRyJbLy7

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

https://calendly.com/cateredfinancials/intro-call?month=2026-10

Disclaimer: Catered Financials provides financial educationand coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

In this episode, we unpack a listener’s question about student loans, cosigning, and how parents can coach their kids through one of the biggest financial decisions they’ll make.

But honestly? This conversation isn’t just about college. It’s about every expensive decision we make: homes, businesses, cars, weddings, and everything in between. Because most of us don’t make big money decisions with a calculator first…we make them with our hearts.

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial educationand coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

Today's listener question is the everything bagel of financial questions. They asked: What other tools compliment a Roth IRA, how should I factor in Social Security, and where should money go if it's for the 5-10 year time frame?

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial educationand coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

The hardest part about investing isn’t what to buy, it’s knowing when to start. This episode breaks down exactly how to tell if you’re ready, and what to do if you’re not there yet.

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7 ⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial education and coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

Most people don’t avoid investing because they’re lazy, they avoid it because it feels confusing, risky, and way too easy to mess up. In this episode, we’re breaking down two of the biggest questions that keep people stuck: What should I invest in… and how much?

If you’ve been overthinking investing, or avoiding it altogether, this episode will help you get clear, grounded, and ready to take a first step.

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7 ⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial education and coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

In this episode, I answer a listener's question about whether maxing out a Roth IRA is enough for retirement. I break down what a Roth IRA actually is, how it works, and why it’s such a powerful tool.

Then we zoom out and look at the bigger picture: how to think about retirement income, what “enough” really means, and why most people benefit from multiple financial tools to build long-term stability.

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7 ⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial education and coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.

Trump Accounts are one of the newest savings vehicles on the block, and they’ve sparked a lot of questions. In this episode, we break down exactly what a Trump Account is, how it works, who qualifies, and what makes it different from other child-focused savings options like 529 plans or custodial brokerage accounts. If you’re a parent, planning to become one, or simply want to understand this new account before making a move, this breakdown will give you a strong picture without the noise.

📣 Send in your financial questions to the podcast:

⁠https://forms.gle/X6GuZBrJeeRyJbLy7 ⁠

👉🏼 Email [email protected] with questions, comments, and general inquiries.

📞 Schedule a Free Call:

⁠https://calendly.com/cateredfinancials/intro-call?month=2026-10⁠

Disclaimer: Catered Financials provides financial education and coaching services only. It does not provide investment, tax, or legal advice. Any financial decisions you make are your own, and you are encouraged to consult with a licensed financial advisor, CPA, or attorney for advice specific to your situation.