Ready to make 2026 the year you stop questioning your money and start designing your best life?

Bestie… this is your “holy sh*t, I get to choose how I want next year to feel” moment.

If you’ve been craving more joy, more spaciousness, more confidence with your money, and more YES energy in your day-to-day, this episode hands you the blueprint.

It’s about clarity, excitement, and creating a year that feels aligned, abundant, and SO you. Champagne at 2pm energy absolutely encouraged.

In this episode, you’ll learn how to:

• Set the tone for your entire year by choosing one big, exciting “this would make my year” goal
• Create a life-first calendar that reflects the things that make you feel alive — travel, family, health, adventure, rest, joy
• Anchor into your top values so your year feels meaningful instead of messy
• Plan in quarters (not vague resolutions) so your goals finally feel doable and fun

And on the money side, you’ll learn the exact clarity you need to make it happen:

• The key numbers that actually matter for planning your year
• How to align your spending with what you truly value so your money finally feels intentional
• How to strengthen your financial safety net so you walk into 2026 feeling secure, steady, and unshakeable
• What to look at inside your investment accounts so you finally understand the big picture without doing a deep dive
• How to build a money rhythm that supports your dream year with check-ins that feel grounding, not stressful

This episode will leave you feeling clear, energized, and wildly capable of creating the year you actually want — not the one you “fall into.”

Perfect for you if…

You’re a high-achieving woman who’s ready to make 2026 your most confident, fun, financially-aligned year yet, and you want a plan that feels exciting, doable, and totally your vibe.

Ready for action?

✨ 1:1 Coaching with Katie — If you’re ready to make 2026 your year to finally understand your money and use it to support the life you’re building, my 1:1 coaching is where we do that together. Get Full Support

✨ Grab my free investing guide — 3 Essential Things Every Woman Should Know About Her Investments. It’ll walk you through exactly what you’re looking at inside your investment accounts – the first step to align your money with the life you want.

✨ Tell me your 2026 anchor on Instagram (@buildwealthwithkatie) so we can cheers to your year ahead!

✨ Subscribe to the show for more clarity + confidence every Tuesday.

If 2025 felt like a year of subtle shifts, big pivots, quiet growth, or just figuring it out, you’re not alone. Whether it was a season of survival, expansion, both, or something in between, your money has been quietly reflecting who you've been becoming the whole time.

This episode helps you finally see the patterns you lived, the energy you carried, and the version of you that’s been taking shape all year long. Building wealth isn’t just numbers. It’s identity. It’s alignment. It’s learning to recognize who you are becoming — and letting your money finally rise to meet her.

✨ What You’ll Take From This Episode:

• A compassionate, shame-free look at your year — so you can reflect without spiraling or nitpicking.
• Four simple numbers that actually matter for understanding your financial picture.
• Insight into where your money felt light vs. heavy — and what that says about your energy, boundaries, and priorities.
• Reflection prompts that reconnect you to your values, not the version of you that runs on autopilot.
• Clarity about what fueled you and what drained you — emotionally, financially, and energetically.
• A grounded understanding of the woman you’re becoming… and how your money has been quietly supporting (or stressing) that evolution.

Perfect for you if…

You’re a high-achieving, self-aware woman who’s somewhere between “I’m growing” and “I’m figuring it out,” and you want to move into 2026 with clarity, confidence, and a money system that actually supports the life you want, not the life you’ve outgrown.

Free Resources:

• Free Guide to Understanding Your Investments: https://buildwealthwithkatie.com/investingessentials
• Say hi on IG! @buildwealthwithkatie

Ever wonder why you’re out here making great money… yet still feeling confused, anxious, or low-key guilty about spending it?

Or why you feel chill about your finances while your partner is spiraling over a $12 Target run?

In this episode, I break down the money mindsets secretly running your financial life — in your relationships and in your own head — so you can finally feel grounded, confident, and in control.

Inside this episode, you’ll hear:

• Why money fights aren’t actually about money — and how this explains 90% of your financial stress (partnered OR single).
• Scarcity Type A vs. Scarcity Type B — the two patterns we fall into most, and how they show up in everyday decisions.
• What real abundance feels like (spoiler: it’s not “YOLO”).
• The Fruity Duo framework 🍉🍍 — your new favorite, unhinged-but-accurate guide to how different money personalities clash, vibe, or combust.
• Why you might panic, overspend, avoid your accounts, or vibe too hard — even when your bank balance looks fine.
• How childhood conditioning + family money stories may be shaping your confidence today (without your permission).
• How to spot your personal money triggers before they sabotage your goals or relationships.
• 3-steps of my money safety system to create clarity, certainty, and ease — even if money feels like “too much.”
• The “freedom to spend” number that instantly reduces guilt, panic, and overthinking.
• A simple vision + baseline framework that helps you feel aligned, secure, and actually excited about your financial future — partnered or solo.

🔗 LINKS

• Download my FREE PDF Guide to finally understanding what your investments are doing: https://buildwealthwithkatie.com/investingessentials
• Connect with me on IG: @buildwealthwithkatie
• Today’s episode pairs beautifully with:
  • 🧀 Episode 2 - The Secret Scripts Sabotaging Your Money Mindset (And How to Fix Them)
  • 🍷 Episode 10 - Soul on Fire: Reignite Your Spark, Define Your Dreams, and Make Your Money Work for the Life You CRAVE

In this episode, I break down the tiny little fee that’s quietly eating 25–30% of your lifetime wealth and how to take back control of your investments without the overwhelm. If you’re a high-achieving woman ready to build wealth, understand your money, and claim your financial freedom… this one’s your new religion.

Inside this episode, you’ll hear:

• The real cost of a “harmless” 1% AUM fee — why it can steal millions from your future
• How advisors get paid (and how to know if you’re overpaying)
• The difference between advisor fees vs expense ratios — and why both matter
• The simple math behind long-term investing basics
• What boring, low-fee index funds can do for your financial independence
• How to check your own investment fees in 5 minutes
• Why most high-income women don’t need an advisor — they need a money coach
• The mindset shift that turns confusion into confidence
• A step-by-step guide to running your numbers in a fee calculator
• How to finally understand your investments… and stop outsourcing your financial power

✨ Grab my free Investing Essentials guide: that shows you exactly how to find your fees (plus the copy-and-paste script to send your advisor). buildwealthwithkatie.com/investingessentials

✨ Connect with me: on Instagram — instagram.com/buildwealthwithkatie

Website — buildwealthwithkatie.com

Ever wonder if you’re actually on track to hit your goals or if you’re just winging it and hoping for the best? In this episode, I show you exactly how to run the numbers on your investments and your future so you can stop guessing, stop stressing, and finally see where you really stand.

You'll know how to:

• See if your current investments and contributions are enough to reach your goals
• Spot hidden fees that quietly eat millions of dollars over your lifetime
• Know how small adjustments today can make a huge difference decades from now
• Gain clarity and confidence in your money so you can make aligned decisions about spending, saving, and investing
• Understand the real impact of your money mindset on your financial freedom and future

Inside the Episode:

I break it down step by step: how to check your progress, run projections, and interpret the numbers without overthinking or panic. You’ll walk away with clarity on your investments, a realistic sense of your retirement timeline, and actionable ways to course-correct if you’re off track so you can take control of your financial future and feel empowered doing it.

Ready to finally understand what your investments are really costing you and take control of your portfolio? Grab my free PDF guide, “3 Essential Things Every Woman Should Know About Her Investments,” and see exactly where fees might be eating into your wealth. Download it here: https://buildwealthwithkatie.com/investingessentials

Come say hi: ✨ Instagram: @buildwealthwithkatie ✨ Website: www.buildwealthwithkatie.com

Life can get heavy, busy, and let’s be honest… a little meh sometimes, right? 😬 If you're needing a spark, this episode is your dream glow-up. We’re digging deep, lighting our souls on fire, and making sure your money is actually aligned with the life you truly want — not the one you accidentally drifted into.

What we'll cover:

• The moment I realized my “dream job” was actually draining the life out of me — and how that burnout became my gateway into personal finance for women and true financial independence.
• How moving across the country with one overflowing sedan cracked me open to a new kind of freedom built on clarity, intention, and the investing basics no one teaches ambitious women.
• The exact questions that helped me rebuild my dreams during seasons of uncertainty — so you can get clear on what you want now and what you want later (without spiraling).
• Why most high-earning women still feel stuck, even with six-figure salaries and investment accounts… and the money mindset shift that puts you back in the driver’s seat.
• The art of balancing "live fully now" with "build wealth for later" — without guilt or FIRE-movement martyrdom.
• My real-life “holy shit, I can’t believe this is my life” moment — and how you can start creating those moments now, not someday.
• The sneaky money traps ambitious women fall into that keep them from their dreams — from investing without clarity, to confusing busywork with actual wealth-building… and how these tiny traps quietly delay the dream life you’re craving.
• How aligning your values with your money decisions makes financial freedom feel less like a far-off fantasy and more like a vibe you step into today.

✨ Feel Confident AF in Your Investments (free!):

Grab your copy of “3 Things Every Woman Should Know About Her Investments”: my guide to understanding your portfolio, designed to be the first financial step to aligning your money with the life you actually want.

👉🏻 https://buildwealthwithkatie.com/investingessentials

🎧 Playlists + Mood Boosters (Because vibes matter):

For vibes that make your brain expand and your dreams feel possible, a few of my fave artists are: Elskavon, Roary, Yoste, Tycho, and Kygo

Come hang on the 'gram @buildwealthwithkatie

Money talks with your partner can feel like a rollercoaster you didn’t sign up for. Tears, tension, repeated arguments… yeah, we’ve all been there. In this episode, I break down how to finally feel connected about money — so you can build wealth, own your financial freedom, and stop spinning in the same exhausting money loops.

Here’s what you’ll walk away with:

✨ Why money fights are never really about money — and how to decode what’s really going on

✨ The Golden Money Window that makes tough conversations 10x easier

✨ Simple mindset shifts that turn money talks into team talks

✨ How to stay calm, confident, and connected, (even when emotions run high)

✨ The exact framework my husband and I used to go from defensive arguments → dreaming big together

🍷🧀 This episode pairs perfectly with Ep #2 — The Secret Scripts Sabotaging Your Money Mindset (And How to Fix Them)

📄💎 Ready to finally understand your investments? Grab my free PDF → 3 Essential Things Every Woman Should Know About Her Investments. I walk you through the top 3 drivers of investment returns and how to spot them in your portfolio, so you can stop secretly stressing about your money and start feeling like the boss lady that you already are.

📸✨ Come hang with me on IG → @buildwealthwithkatie

🎧💃 New episodes drop every Tuesday — hit follow and never miss a money glow-up!

Ever feel like your 401(k), Roth IRA, and brokerage sound like what you *should* be doing... but you’re not sure if they’re actually getting you anywhere -- or just making investing feel hard?

Today, we make investment accounts simple so you can finally understand where your money lives and why it matters for building wealth aligned with YOUR goals.

In this episode, I break down:

• Why there are so many investing accounts and how they actually help you 💁‍♀️
• The 2 levers to focus on when choosing an account: optimization vs. access ⚙️
• The 3 tax buckets (pre-tax, post-tax, no tax advantage) and why it changes everything about your growth 💸
• Which accounts make sense for W-2 employees, self-employed women, and those in a career pause 💼
• The #1 mistakes and misconceptions I see with account confusion and how to actually make it work 📈
• Action steps to take today so you feel empowered, not overwhelmed 💪

Freedom doesn’t mean mastering every investing detail, it means focusing on the parts that give you power. Clarity builds confidence, confidence builds freedom, and freedom? That’s the luxe life we’re after. ✨

Links & Resources:

• Grab your free PDF guide to understanding your investments: https://buildwealthwithkatie.com/investingessentials
• Follow me on Instagram for quick tips, money memes, and spreadsheets that are actually fun: @buildwealthwithkatie

💸 $1,000 Investment, Broken Down by Tax Bucket

Here’s a simplified view of what happens if you invest $1,000 in different account types.

Pre-Tax (Traditional 401(k) / IRA)

• Invest the full $1,000 (not taxed yet)
• Grows 10x to $10,000
• Pay 20% tax at withdrawal → $8,000 after-tax
• Pro: You keep full earning power upfront

Post-Tax (Roth IRA)

• Pay 20% tax first → invest $800
• Grows 10x to $8,000
• Withdraw tax-free → $8,000
• Pro: All gains are yours to keep

No Tax Advantage (Brokerage Account)

• Pay 20% tax first → invest $800
• Grows 10x to $8,000
• Pay 15% capital gains on $7,200 profit → $6,920 after-tax
• Pro: No contribution or withdrawal limits, but taxes take a bite

Disclaimer:

Today’s episode is purely educational and not financial advice. I am not a financial advisor, broker, or financial professional. Nothing here is a recommendation to buy, sell, or invest. The examples we use today are simplified for illustration. This is a high-level overview, and there are nitty-gritty details we aren’t covering with each account. Do your own homework before making any money moves. 💖