SHOW NOTES

In this episode, Priya sits down with writer, money expert, and off-Broadway creator Catie Hogan, whose “portfolio career” proves you can build a life on your own terms, even while raising two kids. From stitching together multiple income streams to surviving a surprise layoff at six months pregnant, Catie breaks down the real tradeoffs behind flexibility, the financial shock of parenthood, the myth of “having it all,” and why your career might actually get better when you stop chasing perfection. They also dive into affordability, home-buying stress, humor as a financial education tool, and how Catie turned a Grease parody into an off-Broadway hit. This one is part money talk, part motherhood reality check, and part masterclass in designing work around your life (not the other way around).

Takeaways:

• The flexibility everyone wants comes with a price.
• If you want kids someday, “we’ll figure how to afford it later” is not a good plan
• You don’t need the perfect house. You need the house that lets you keep your life, budget, and sanity intact.
• The biggest financial shock of parenthood isn’t diapers, it’s the unpredictability you cannot budget your way out of.

Follow Priya Malani:

LinkedIn | Instagram | Stash Wealth

Guest Bio:

Catie Hogan is a personal finance expert and educator. She's the author of the family finances newsletter, Cents of Humor, and an equity analyst for The Motley Fool. She previously ran a financial planning firm for Millennials and spent a decade in financial services. Catie most recently served as the Head of Advice for a New York City-based fintech. When she's not helping people with their money, Catie is an award-winning comedy writer and the creator of Vape! The Grease Parody, which is playing off-Broadway at Theater 555 through January 4th.

Guest Links:

Newsletter - Cents Of Humor

Off-Broadway - Vape The Musical

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Are you accidentally protecting your kids out of becoming financially capable adults? In this episode, Priya sits down with financial planner, author, and mom of four, Jamie Bosse, to talk about the messy overlap of money, parenting, and raising financially confident humans. From the dangers of over-rescuing to the right way to use allowances, Jamie breaks down how your everyday language, habits, and even guilt-driven parenting moments shape your kids’ lifelong relationship with money. This one hits home for parents who want emotionally safe kids and financially competent adults.

And for those of you wondering, this episode’s Best “Bite” features the Carrot Ginger Mule from Linden’s in Tribeca.

*Source

Takeaways:

• Kids form money beliefs by age 10. More is caught than taught
• Gentle parenting can backfire with money
• Your kids pick up on how you and your partner talk (or don’t talk) about money
• Allowance isn’t about paying for chores, it’s about giving kids hands-on practice making decisions

Follow Priya Malani

LinkedIn | Instagram | Stash Wealth

Guest Bio:

Jamie Bosse is a Financial Planner, Author, and mom of four who helps families navigate life’s transitions and build a financial foundation they can feel confident about. At CGN Advisors, she guides clients through organizing their money, maximizing their human capital, and moving closer to their long-term goals.

A longtime advocate for financial literacy, Jamie wrote Money Boss Mom and the Milton the Money Savvy Pup children’s series. Her next book, Investing for Tweens, arrives January 2026. She also creates free resources—games, worksheets, templates, and more—to help parents and teachers raise money-savvy kids.

Jamie was named to InvestmentNews’ 40 Under 40 list in 2020 for her leadership and contributions to the profession. Her work has appeared in the Kansas City Star, KC Parent, the Journal of Financial Planning, Investment Advisor Magazine, Kansas City PBS, and more. She is a graduate of Kansas State University’s Personal Financial Planning Program.

Guest Links:

Book: Investing For Tweens

Book: Milton The Money Savvy Pup

Book: Money Boss Mom

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Financial problems contribute to 20–40% of U.S. divorces, but the real issue often isn’t the money itself, it’s how couples talk (or don’t talk) about it. In this episode, Priya sits down with power couple Doug & Heather Boneparth, co-authors of Money Together, to unpack the real dynamics behind financial conflict, partnership, resentment, “the Bermuda Triangle” of early parenting, and the habits that either make couples unstoppable… or quietly blow up their finances.

Whether you’re merging lives, managing uneven incomes, or trying to get back on the same team, this episode pulls back the curtain on what truly makes (or breaks) financial partnership, the subtle ways couples undermine each other’s autonomy, and the single biggest red flag most couples miss.

*Source

**Source

Takeaways:

• The #1 financial red flag isn’t debt.
• Risk-takers and savers can thrive together when they understand each other’s money stories.
• Many couples get stuck trying to split everything 50/50. The healthier (and more realistic) goal is equity, not equality.
• Your financial plan won’t work if only one person knows what’s going on. True partnership requires shared visibility, even if you divide responsibilities.

Follow Priya Malani

LinkedIn | Instagram | Stash Wealth

Guest Bio:

Heather and Douglas Boneparth are the co-authors of Money Together: How to find fairness in your relationship and become an unstoppable financial team. By day, Douglas Boneparth is the founder of Bone Fide Wealth in New York City. Heather spent more than a decade as a lawyer in the commercial insurance industry before joining the firm as the director of business and legal affairs. They also co-write a weekly newsletter, The Joint Account, which helps couples talk about money.

Guest Links:

• Firm: BoneFideWealth.com
• Book: DoMoneyTogether.com
• Newsletter: ReadTheJointAccount.com

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.