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
What Are the Different Types of Financial Advisors?
Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, and the differences between r ... Show More
26m 29s
Oct 2022
358. Why Listening to a Financial Podcast will Make you Millions w/ Joe Saul-Sehy, Paulette Perhach, and Neighbor Doug
Will listening to a financial podcast make you millions? More importantly, is this still a good way to teach and learn financial competence? We talk how the sausage gets made with part of the creative team behind the Stacking Benjamins Show. Here's your chance to be a fly on the ... Show More
49m 42s