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

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: @missfundyourfreedom ✨ Website: www.missfundyourfreedom.com