Nov 26

Freedom, Capitalism, and America's Missing Revolution

Since I spent last week’s episode detailing the thrilling ins and outs of making your own 2026 financial plan for wealth-maxxing, today I’m taking a hard left turn and interviewing Andrew Hartman, a history professor and the author of Karl Marx in America, a 500-page tome about w ... Show More

1h 21m

Nov 19

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 re ... Show More

30m 52s

Nov 5

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 ... Show More

1h 15m

Aug 2021

Ask HTM - Working with a Partner who is Bad with Money, Best Ways to Pay for Grad School, & Tax Implications of Inherited Money #400

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for you to submit your own via HowToMoney.com/ask/ , send us your voice memo. Regardless of how random or bizarre you might think it is, ... Show More

45m 9s

Jan 2021

"How Much Do You Make?" and Other Awkward Money Conversations (plus an update on M1Finance)

Not sure how to ask for a raise at work? Don't know how to initiate seemingly awkward money conversations with the people around you? This one is for you. Joining us today with their best tips on having an honest, productive dialogue around money are our roundtable contributors: ... Show More

1h 8m

Feb 2019

Starting a Business, Cardi B, and the Problem with Afterpay

Nearly everyone has had a "great" business idea. However, as mom says, "the devil is in the details," and great businesses aren't built on ideas, they're built on successful implementation and follow through. To help you set up either your next side gig or start your next big ven ... Show More

1 h

Apr 2018

Breaking Free From Money's "Oh @$#%" Cycle (with/ Kristin Wong)

Ever had that time in your life when you just couldn't get ahead? You'd come home after payday, think that you could maybe relax and spend a dollar or two, and then realize, "Oh, $%#!" Kristin Wong has been through that cycle before herself, and she also knows how to dig your way ... Show More

1h 7m

Apr 2023

753: Seeing Greene: CPAs Answer YOUR Top Investing and Tax Questions

Want more real estate tax deductions? If you’re a savvy investor, you can use the tax code to avoid income tax, keep more money, and grow your portfolio even faster. But it’s hard to do so without a rock-solid CPA behind you. Thankfully, we have some of the world’s top real estat ... Show More

49m 33s

Apr 2018

s Frugality For Rich People? (plus an intro to Voleo)

We've snared a HOT topic! Bloggers online are talking about a recent piece written by Miles Howard, entitled "Is Frugality For The Rich?" It asks many questions about bloggers online and the transparency of how they earn their money. We talk to our roundtable about whether the fr ... Show More

1h 16m

Feb 2023

387: Finance Friday: Is Staying At Your Job Costing You More Than You Think?

Most people assume that buying rental properties is only for those making six-figure salaries. How can the average American afford the sizeable down payment and high interest rates of today’s housing market? Let us introduce you to Tiffany, a twenty-three-year-old from Colorado w ... Show More

43m 15s

Feb 2022

What You Need to Know to File Your Taxes This Year with Milton Rodriguez

Taxes are one of those things that we just can’t avoid. And it always feels like tax time comes around awfully fast. Every year you send in more and more questions about all things taxes, so I decided to bring in an expert to answer them all. We recently did an episode all about ... Show More

50m 31s

Aug 2023

105. Ask Tori: Do I Need a Financial Advisor?

How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re already working with one and realize you don’t need to anymore? Today, we’re reaching into the (voice)mail bag and pulling out some o ... Show More

34m 9s

Apr 2023

402: Tax Day Q&A: Live CPAs Help YOU Owe Less To the IRS

Tax season is a nerve-racking time for many, especially for those who don’t have simple tax returns. If you’re a real estate investor, you need top-notch tax advice if you hope to reap the best tax savings when filing—legally, of course. And that’s exactly what we’ve got for you ... Show More

42m 41s

Rich Girl Roundup: Is It Time to Move to...