Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees.
Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Ka ... Show More
Dec 2025
Curtain Call: All Stars Return to Talk Financial Independence, Fear, and Growth
Well, here we are—for the last time, for now. A couple weeks ago, I wrote an end-of-year letter that functioned like a little “status update” on how I’m feeling moving into 2026. In this episode, I invite back five of my favorite guests for their own check-ins. We talk about: Wha ... Show More
1h 52m
Dec 2025
Why We Judge Women’s Spending, What We Hide, & What We’re Afraid to Admit
Today’s guest won’t surprise you if you read the introduction to Rich Girl Nation, which recollected the 2018 event that made me think personal finance might not be solely for people with brown bananas and pocket protectors. Lindsey Stanberry, founding editor of Refinery29’s Mone ... Show More
56m 3s
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
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 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 26s