Rich Girl Roundup: Using Long-Term Investments to...Buy a House?

The Money with Katie Show

Money with Katie

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

4.8 • 1.3K Ratings

🗓️ 3 July 2023

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

How do I transition my long-term brokerage account to a shorter-term savings goal, like a house? That’s the question we’re unpacking on this week’s episode of Rich Girl Roundup. I even called in the big guns (a friend who happens to be a CFP and wealth manager) to weigh in. 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. — Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! Instagram - https://www.instagram.com/moneywithkatie Twitter - https://twitter.com/moneywithkatie TikTok - https://www.tiktok.com/@moneywithkatie Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Rich Girl Roundup!
0:04.0	We love it!
0:07.0	Welcome back, Rich Girls, and boys to the Rich Girl Roundup weekly discussion of The Money
0:11.7	with Katie Show.
0:12.7	I'm your host, Katie Addie Tossan, and every Monday morning we're going to dig into an
0:17.1	interesting money discussion.
0:19.2	But before we do that, here's a quick message from the sponsors of this segment.
0:29.3	So it is a vacation week for us here at Team Money with Katie, but this week's
0:36.1	upcoming main episode is a really solid 2023 investing lesson about buying, holding,
0:43.8	and the idea that this time it's different.
0:46.4	So I think we would all agree that the stock market has been bewilderingly irrational this
0:52.0	year, so we're going to use that as an opportunity to dig into the hashtag data.
0:57.3	But in a fun way.
0:58.3	Okay, on to the Roundup.
1:00.3	Hannah, how you doing?
1:01.3	I'm good.
1:02.3	We're recording this now at the end of June, so by the time I hear this, I'll be settled
1:06.1	in my new home in Atlanta, which is exciting, and you'll be whining down your time in
1:11.0	Fort Collins.
1:12.1	So how are you doing?
1:13.1	I'm doing well.
1:14.9	Friendly reminder that we should probably just start putting in the top of every show,
	...

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