Financially Plan for 2026 with Katie: Self-Employment Tea & Contingency Planning

The Money with Katie Show

Money with Katie

Investing, How To, Self-improvement, Business, Education

4.8 • 1.3K Ratings

🗓️ 19 November 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

At this point, the annual “Plan with Me”-style episode feels like a sacred ritual. In today's show: Thinking through major tax changes, including why I finally ponied up for a CPA and what they’ll be doing Estimating and planning with irregular income Identifying new retirement contribution targets Revisiting the slush fund concept for covering lean cash flow months Penciling out a realistic spending plan Sign up for the December 3 D.I.Y. class and see the Wealth Planner System's new features: ⁠https://www.moneywithkatie.myflodesk.com/mwk-2026-planning-party⁠ Subscribe to my weekly newsletter: ⁠⁠⁠https://moneywithkatie.com/newsletter⁠⁠⁠ Get your copy of Rich Girl Nation, one of Barnes & Noble's Best Business Books of 2025:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.moneywithkatie.com/rich-girl-nation⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcripts, show notes, resources, and credits at: ⁠⁠⁠⁠https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026⁠. — Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Why are businesses like HelloVet choosing Apple products and services?
0:04.8	So we started the business two years ago.
0:07.2	We had a few people who were used to PCs and this was their first foray into Macs.
0:12.5	But it's been super smooth getting everyone onto those devices and everyone seems really, really happy.
0:18.0	Find out how Mac can help you run and grow your business at apple.com forward slash
0:23.6	HelloVet.
0:27.4	I have been feeling like doing a solo episode for a little while now, but fate forced my hand.
0:35.0	I think I might have cursed us when I joked in Rich Girl Roundup a couple months ago
0:39.1	that we've had such good luck getting great guests this year because we hit a major dry patch.
0:45.2	There were three interviewees in a row that I had pursued doggedly to no avail. So I am taking
0:51.7	that as a sign that I should just lean into my instincts and do
0:55.5	what is my first solo chat, I think, since January, if you can believe it.
1:02.7	So welcome back to The Money with Katie Show, where today you are just going to hear from me,
1:07.9	Katie Gaddy Tasan, no interviewee in the building.
1:11.7	As you know, if you listen to our Rich Girl Roundup from October 29th,
1:15.2	I am taking an indefinite hiatus from producing The Money with Katie show
1:19.4	after the final episode on December 31st this year.
1:23.6	And part of this change is me essentially buying back the money with Katie Brand for Morning
1:28.9	Brew who acquired it at the end of 2021 and taking it independent again. So I will say more about that,
1:37.7	more about the personal and emotional components of these decisions in the final episode of the show. But in the meantime, I want to talk
1:48.1	about the financial side, because 2026 will usher in a major financial change for me. I have never
1:55.8	been fully self-employed before. When I ran money with Katie independently from early 2020 until the
	...

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