The most played episodes among Podcast App listeners.

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   Number 1: Rich Girl Roundtable: Money, Marriage, & Risks of Combined (and Separate) Finances (with a CFP!)

   Should you combine all your finances upon marriage? Is there a case for keeping them apart? We brought in the expert, CFP and Certified Financial Therapist Bill Nelson (https://pacesetterplanning.com/), to share what he most commonly sees and why you might be better off combining. 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. Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/rich-girl-roundup-money-marriage-risks-of-combined-finances-and-separate. Learn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

   October 09, 2023·42min
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   Number 2: Does The “Perfect Save Rate” Exist? I Figured It Out

   The biggest money question we have is usually: How do I enjoy my life now and plan for enjoying it later? If we go too far in either direction, we're sacrificing the quality of our lives at one point or another. So does the “perfect” save rate exist that optimizes for both now and the future? And if so, what is the ideal percentage of our income to save that would work for most people, most of the time? Here's the number I landed at, and why. Transcripts can be found at podcast.moneywithkatie.com — Mentioned in the Episode Save Rate Spreadsheet [Make a copy!]: https://docs.google.com/spreadsheets/d/1rTlDhv2GGRUczBF_1W0PX_OCxKFNR9ZZp78EKpP2KTc/edit?usp=sharing Why Hitting "Half FI" is More Like 75%: https://moneywithkatie.com/blog/why-hitting-half-fi-is-more-like-75 Money with Katie Wealth Planner with the Financial Independence Calculator: https://moneywithkatie.com/new-2023-wealth-planner — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

   July 26, 2023·23min
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   Number 3: Does Early Retirement Still Work With 2023 Inflation? Featuring Bill Bengen

   Bill Bengen, who established the 4% safe maximum withdrawal rate (the rule on which most of financial planning relies), is a straight shooter, and his perspective on whether or not we’re currently in uncharted waters surprised me. But fear not—there’s a little-discussed element of planning for early (as well as regular!) retirement that might be our saving grace. We’ll unpack that, too. Learn more about our sponsor, Vin Social: https://www.vinsocial.vip Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice Transcripts can be found at podcast.moneywithkatie.com. — Mentioned in the Episode The 4% Rule by Bill Bengen: https://www.retailinvestor.org/pdf/Bengen1.pdf Our previous episode on the 4% Rule: https://podcast.moneywithkatie.com/the-most-dangerous-misconceptions-about-the-4-safe-withdrawal-rate/ — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

   April 12, 2023·30min
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   Number 4: Deep Dive: Set Yourself Up to Pay No Penalties or Taxes in Early Retirement

   If you’re normally a “casual commute” listener of The Money with Katie Show, prepare to park your car and whip out your notebook—today’s episode is a complex deep dive into exactly how you can set yourself up to pay no taxes or penalties in retirement on any of your pre-tax, taxable, and Roth funds, even if you retire in your thirties. We’ll dig into how much a couple would need to save and invest to retire early and then break down how they can strategically access those funds for the most optimal tax-free outcomes. Remember to caffeinate before this one—your brain cells are about to be workin’ and twerkin’. If you’re a visual learner, the YouTube video for this episode or the episode transcription may be your best friends. — Mentioned in the Episode IRS Tax Code: https://www.irs.gov/privacy-disclosure/tax-code-regulations-and-official-guidance Standard deduction for 2022: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2022 0% capital gains tax rate brackets for 2022: https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates Required Minimum Distributions (RMDs): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds Roth IRA Five-Year Rule: https://www.investopedia.com/ask/answers/05/waitingperiodroth.asp Compound interest calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator Combining finances for marriage: https://moneywithkatie.com/blog/what-to-consider-when-combining-finances-with-your-partner — Follow Along - Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/ - Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie - TikTok: https://www.tiktok.com/@moneywithkatie Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

   August 31, 2022·48min
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   Number 5: #11: MONEY, HAPPINESS, AND TIME: Interview with Ben Miller, Founder of ChroniFI

   Today, I'm interviewing a friend of mine who left the trading floor at Goldman Sachs to start his own company that helps people make sense of their finances and relate them back to the one precious resource that matters most: Time. I loved this conversation, and Ben is fantastic, as you'll hear. Here's where you can find him: Try ChroniFI with a 60-day free trial: www.chronifi.com/katie Ben's budding blog, which I'm trying to convince him to blow up even more If you're interested in rolling over a 401(k) with the sponsor of today's episode, Capitalize, check out my full product review here. Learn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com

   December 15, 2021·1h 11min
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