On "Dangerous" Financial Advice, Downsizing, and Dying with Zero

The Money with Katie Show

Money with Katie

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

4.8 • 1.3K Ratings

🗓️ 5 February 2025

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

It's our first newly revamped Rich Girl Roundup of 2025, and we’re taking you on a scenic guided tour of the chatter spurred from recent episodes: our most contentious episode to date, one that generated moving revelations from listeners, and the two-part series that ended up being less polarizing than we expected. We also discuss how to jerry-rig your Wealth Planner to project a “Die with Zero”-style drawdown, by popular demand—as well as the potential for a book club or community. (00:00) Introduction to the new Rich Girl Roundup format (03:59) General feedback we've heard recently (12:55) Feedback on the "You Don't Need a Budget" episode (28:27) Amending your Wealth Planner to "Die with Zero" (34:45) Two moving emails from a listener, several years apart (41:19) Feedback on the "What's Next for Money with Katie" episode and downsizing (47:29) The possibility of a Money with Katie book club or community (50:37) Feedback on the GLP-1 weight loss drugs series Transcripts, show notes, production credits, and more can be found at: https://moneywithkatie.com/dangerous-advice. 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	Ready to launch your business? Get started with the commerce platform made for entrepreneurs.
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0:17.5	From startups to scaleups, online, in person, and on the go.
0:22.0	Shopify is made for entrepreneurs like you.
0:24.5	Sign up for your $1 a month trial at Shopify.com slash setup.
0:30.6	Rich girl rounder.
0:43.7	Welcome back to our first 2025 Rich Girl Roundup of the Money with Katie show.
0:45.1	New and Improved.
0:46.6	I'm Katie Gattie Tossan.
0:49.5	And every couple of weeks, few weeks, we'll see.
0:54.8	My executive producer, Hedda and I are going to discuss all the feedback, questions,
1:02.1	and maybe like new considerations that we've heard from you about the last batch of our episodes.
1:11.9	Part of what I hope this new format is going to allow us to do is discuss more of your thoughts and questions at the same time.
1:18.2	So where the old format centered around a single person's question that we would then discuss and hoped would be representative or interesting for others, this gives us a chance to hear from a lot of
1:24.1	you at once.
1:25.0	I'm very excited about this new format and for the three people who wrote in and said,
1:28.9	What Happens to Hena?
1:29.8	I'm back, baby.
1:31.5	So I feel like we could start by reviewing what we covered
1:34.2	in the last couple weeks.
1:35.5	So hit me with the first episode,
	...

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