The Money with Katie Show

Morning Brew

  • 49 minutes 35 seconds
    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 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

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    1 May 2024, 6:00 am
  • 36 minutes 2 seconds
    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 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.

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    29 April 2024, 6:00 am
  • 1 hour 10 minutes
    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 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

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    24 April 2024, 6:00 am
  • 20 minutes 24 seconds
    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 to spend that." So, how do we navigate these situations in an attempt to be more transparent about finances?

    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.

    *Instrumental theme credit from Justin Canton.

    Reminder: This is not financial advice; we are not certified financial professionals—please do your own due diligence.

    Transcript, show resources, additional production credits, and more can be found at: https://moneywithkatie.com/money-conversations-friends.

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    22 April 2024, 6:00 am
  • 1 hour 7 seconds
    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 X. Wang, whose reporting for the New York Times uncovered a replica black market that’s exploded in popularity in recent years, joins me to discuss.

    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/luxury-black-market.

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    10 April 2024, 6:00 am
  • 20 minutes
    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 of your own? Email us at [email protected], and we’ll anonymously share 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/tax-drag.

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    8 April 2024, 6:00 am
  • 55 minutes 19 seconds
    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 be a provider.” Even if you’re not consciously abiding by this societal shorthand, Elise says, it probably influences your attitudes.

    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/money-stories-culture.

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    3 April 2024, 6:00 am
  • 22 minutes 23 seconds
    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 more?

    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/cost-of-children

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    1 April 2024, 6:00 am
  • 42 minutes 40 seconds
    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” might be a great replacement for your complex bond configurations). We’re joined by Samara Cohen, Chief Investment Officer of ETF and Index Investments at BlackRock—one of the largest providers of ETFs in the game—to see how she’s thinking about ETFs in 2024.

    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/investing-etfs

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    27 March 2024, 6:00 am
  • 19 minutes 55 seconds
    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 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/401k-future.

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    25 March 2024, 6:00 am
  • 31 minutes 40 seconds
    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 intentionally upgrading your lifestyle, all enhancements are cast through this "to-be-avoided-at-any-costs" lens.

    Fortunately for us, my evolution on the subject has been entombed for eternity on the internet. I dug through five years' worth of posts for this episode…and I share the equation that helped me determine "how much" creep is encouraged.

    Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/lifestyle-creep-episode.

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    13 March 2024, 6:00 am
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