Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)

The Money with Katie Show

Money with Katie

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

4.8 • 1.3K Ratings

🗓️ 1 January 2024

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/time-for-a-cpa. Reminder: This is not financial advice; please do your own due diligence. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Oh, January 1st.
0:03.0	Better get going on those taxes, Nettie.
0:05.0	Rich Girl Round Up.
0:07.0	Love it!
0:11.0	Welcome back, Rich Girls and Boys, to the Rich Girl Roundup weekly discussion of the Money
0:15.9	with Katie's show, although today is a Rich Girl roundtable instead.
0:20.4	I'm your host, Katie Gaddy Tossanan and every Monday morning we discuss a relevant money topic a little more
0:26.8	casually than we do in our Wednesday deep dives.
0:29.8	Here's a quick message from our sponsors. At the beginning of November, big news dropped in the personal finance world.
0:44.0	Mint announced that they're shutting down at the end of the year.
0:48.0	And while we hope it rests in peace,
0:50.0	I'm excited to tell all of you former Mint users about a new place your money can call home.
0:55.4	Co-Pilot is a smart Money app designed to make daily money tracking easy.
1:00.1	And get this, it was actually titled The Mint Killer when it launched back in 2020
1:04.4	and they recently became Apple's editor's choice for all things personal finance.
1:09.2	Try tracking your daily spending, investing in savings with co-pilot.
1:13.4	Go to co-pilot dot money slash money with kady and enter code kady 2m
1:19.2	in onboarding to start your free two-month trial.
1:23.0	Before we get into it,
1:27.0	before we get into it,
1:32.0	this week's upcoming main episode is about all of you,
1:35.1	rich girl nation. We recently asked for community members to submit their
	...

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