Financially Plan for 2026 with Katie: Self-Employment Tea & Contingency Planning
At this point, the annual “Plan with Me”-style episode feels like a sacred ritual. In today's show:
Thinking through major tax changes, including why I finally ponied up for a CPA and what they’ll be doing
Estimating and planning with irregular income
Identifying new retirement contribution targets
Revisiting the slush fund concept for covering lean cash flow months
Penciling out a realistic spending plan
Sign up for the December 3 D.I.Y. class and see the Wealth Planner System's new features: https://www.moneywithkatie.myflodesk.com/mwk-2026-planning-party
Subscribe to my weekly newsletter: https://moneywithkatie.com/newsletter
Get your copy of Rich Girl Nation, one of Barnes & Noble's Best Business Books of 2025: https://www.moneywithkatie.com/rich-girl-nation
Transcripts, show notes, resources, and credits at: https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
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The Leisure Gap, Princess Treatment, and Other Hard Truths About "Soft Life"
There is perhaps nobody in the financial education space who knows her way around the National Bureau of Economic Research quite like Stefanie O’Connell Rodriguez. If Chapter 2 of Rich Girl Nation were sentient, it would probably sound a lot like Stefanie. Today on the show, I’m picking her brain about the current state of what she calls “the ambition penalty.”
Subscribe to our Wednesday email: https://moneywithkatie.com/newsletter
Get your copy of Rich Girl Nation, recently named one of Barnes & Noble's Best Business Books of 2025: https://moneywithkatie.com/rich-girl-nation
Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/ambition-penalty.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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A Big Announcement, the Realities of Burnout & Semi-Retirement, and Buying Gold
In today’s episode of Rich Girl Roundup:
👀 A little more about the changes coming at the end of the year
🏖️ Whether mini retirements or “semi-retirements” are unrealistic (and talking through a few remaining tactical questions)
🔥 Some burnout-reduction tips we’ve been experimenting with
📍 Thoughts on shifting asset allocation away from US dominance without jeopardizing 4% rule “eligibility”
🥇 What to make of the increasingly popular advice to buy gold
Subscribe to our Wednesday email: https://moneywithkatie.com/newsletter
Get your copy of Rich Girl Nation, recently named one of Barnes & Noble's Best Business Books of 2025: https://moneywithkatie.com/rich-girl-nation
Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/burnout-retirement.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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On Influencers, Beauty Culture & "Corporate Confidence," with Kate Kennedy
I previously joined Kate Kennedy on her show, Be There in Five, to discuss Rich Girl Nation, and we ended up talking about everything from beauty culture to women as breadwinners—enjoy.
Get your copy of Rich Girl Nation, recently named one of Barnes & Noble's Best Business Books of 2025: https://moneywithkatie.com/rich-girl-nation
Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/beauty-culture.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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How You Can Enjoy a Mini-Retirement Every 2 Years, Without Risking Your Career
Do you frequently find yourself feeling overwhelmed and spread thin? Like you can't catch up with life, no matter what you do? If so, a mini-retirement —or 20 mini-retirements over the span of your career—might help.
(02:20): Introducing Jillian Johnsrud and the idea of mini retirements
(04:00): How to actually structure a mini retirement
(08:55): Why you should practice retirement before you reach FI
(12:30): What do you want out of your mini retirement?
(20:20): Three tools to help visualize a mini retirement
(28:58): How to build your narrative story
(36:25): Figuring out your career alongside mini retirements
(42:00): How to approach mini retirement as a high-performing professional
(58:20): The finances behind making mini retirements possible
(01:06:11): How to afford US healthcare
(01:14:34): Trends when trying mini retirement for the first time
Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/mini-retirements.
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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
Get your copy of Rich Girl Nation: https://moneywithkatie.com/rich-girl-nation
Learn more about your ad choices. Visit megaphone.fm/adchoices
Finance bros are out, #RichGirls are in. Join Money with Katie and her guests for conversations about where the economic, cultural, and political meet the practical personal finance education that everyone needs. Listen weekly on Wednesdays.
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