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.

You’re doing well on paper… but something inside you is itching for more. Not more money — more space, more alignment, more permission to choose a life that actually fits who you’re becoming.

This episode is for the woman who knows she could keep going as-is… but feels called to take a risk — without lighting her financial foundation on fire. We’re talking about how to create real safety so fear doesn’t get to run the show.

In this episode, you’ll hear about:

• The exact questions to ask yourself before dropping income, changing careers, or taking time off
• How to tell the difference between aligned risk and panic risk — so you stop second-guessing every big move and start trusting your decisions
• What “financial safety” actually means (hint: it’s not hoarding cash or staying stuck in a job you hate)
• Why undefined risk is the real source of money anxiety — and how clarity instantly calms your nervous system
• How to build a runway before you leap, so you’re not making decisions in an “oh sh*t” moment
• Why pulling back on a risk is not failure — it’s leadership, boundaries, and long-term wealth thinking
• How to plan conservatively without shrinking your life, so bold choices feel grounded instead of reckless
• How money clarity creates permission — to rest, to pivot, to grow, and to choose what matters most without guilt

Big takeaway: Safety isn’t the opposite of ambition. Safety is what makes bold, expansive lives sustainable.

When you understand your numbers — and what they mean for your actual life — you get to choose risk from a place of confidence instead of fear.

Perfect for: Ambitious, high-earning women who are successful on paper, craving change beneath the surface, and ready to let their money support the next version of their life — without chaos, guilt, or burnout. 💫

Ready to feel confident in your money (without spreadsheets or spiraling)?

📅 Get personalized support and total clarity aligning your numbers with the life you dream: I have a few 1:1 Coaching slots for 2026. If you’re ready to stop guessing and start making grounded, aligned money decisions: 🔗 Get full support

✨ Download the free guide: 3 Essential Things Every Woman Should Know About Her Investments → Perfect if you’re already invested and you're ready to understand what those investments are actually doing 🔗 Get the guide

🎧 Love this episode? Make sure you’re following the podcast so you never miss an episode like this. New episodes drop every Tuesday — your money confidence ritual. 🔗 Follow

You know that feeling when nothing is wrong… but something in your life just feels off?

On paper, life looks good. You've got a great job. Your money is growing. You’re doing what you’re “supposed” to be doing.

And yet… things feel heavier. Messier. Decisions that used to feel easy now feel exhausting. Old habits don’t feel supportive anymore. And you can’t quite put your finger on why.

This episode is about that season.

The one where you’re not failing or behind, you’re just outgrowing an old version of yourself. And no one ever told you what that feels like… especially when it shows up around money.

In this episode, we'll talk about:

• Why money can suddenly feel heavier even when nothing is “wrong”
• How high-achieving women often mistake growth for a problem to fix
• Why identity shifts feel uncomfortable before they feel empowering
• How being invested can trigger a quiet internal misalignment
• The difference between having investments and feeling like a confident investor
• What it means when old routines, rules, or identities stop fitting, and why that’s not a failure

This isn’t about changing your strategy or pushing yourself harder. It’s about naming the transition you’re already in and giving yourself permission to grow into what’s next.

Because, girlfriend... You aren't stuck. You’re evolving.

✨ Want support as you grow into your next money identity?

I offer 1:1 financial coaching to get you feeling totally confident in your investments and clear on how they're working toward the life you actually want.

After working together you'll have:

• An investing strategy you actually understand, with clarity on what you’re invested in and why
• Confidence managing your money independently, without outsourcing decisions or second-guessing yourself
• Calm, organized financial systems that run in the background of your life instead of taking up mental space
• A clear, simple system for income, saving, and spending, so you always know what your money is doing
• Grounded decision-making, so money choices feel intentional — not emotional

If you want your money to feel supportive, clear, and aligned with the life you’re building, learn more about working together here:

👉 https://www.buildwealthwithkatie.com/coaching