Have you ever been in an investing conversation thinking… “Cool cool cool… I have no idea what you’re talking about.”

They’re talking about the market. Rates. Strategies.

You’re nodding and smiling while internally screaming:

“Can someone PLEASE just tell me the things I actually need to know for my life… and leave out the rest??”

If investing conversations go straight over your head and all you really want is some usable clarity, not a finance degree, this episode is for you.

In this episode, you’ll walk away able to:

• Be in money conversations without feeling lost or like you’re missing something obvious
• Tell the difference between what actually affects your life and what’s just noise
• Log into your accounts and feel oriented, instead of hoping everything is “fine”
• Make decisions without asking for permission first — whether that’s spending, slowing down, or changing direction
• Feel steady when the stock market swings, instead of panicking or wanting to avoid it altogether
• Make your own choices from clarity instead of guilt, fear, or second-guessing
• Use your money as a tool for your life, not something you’re afraid to touch

This is the episode I wish existed back when I was smiling on investment calls thinking, “I just want to know how many vacations I can take without blowing up my future.”

✨ Want help applying this to your money?

If you’re listening and thinking, “Okay… I get this, now I want to know what this means for my portfolio,” that’s exactly what my 1:1 coaching is for.

In our work together, we:

• Walk through your investments in plain English
• Connect the numbers to real-life decisions you’re trying to make
• Build confidence so you can stop second-guessing and start trusting yourself

👉 Learn more about 1:1 coaching: www.buildwealthwithkatie.com/coaching

💌 Stay in the loop

• Follow me on Instagram for bite-sized money clarity, real-life investing conversations, and gentle reminders that you’re not bad with money — you’re just not in control yet. 👉 @buildwealthwithkatie

Perfect for:

Smart, high-earning women who are great at life, allergic to finance jargon, and very ready to feel confident, calm, and in control of their hard earned money.