Build Wealth

Between political uncertainty, rising costs, layoffs, and scary economic headlines, it's hard not to wonder: Should I be doing something differently with my money right now? Especially when you've spent years working hard, saving, and investing to build financial security. Maybe you've been contributing to your 401k for a decade or more. You've built up a solid amount in investments. But when the...

✨ FREE THIS TIME ONLY: ARE YOU ON TRACK? MASTERCLASS You’ve mastered the hard part – earning and investing. The next step is figuring out how much freedom, time, and LIFE it can actually buy you. Could you work less while your kids are little? Buy the house you dream of? Retire earlier? Spend more today without worrying you’re sacrificing your future? In my Are You On Track? Masterclass , I’ll sh...

If you’re wondering whether you can work less, change careers, buy the house, spend more, or make a big life move without screwing up your financial future, this episode is for you. What happens when the “smart” financial decision… isn’t making more money? For years, I was really good at building wealth: earn more, save more, invest more, watch the net worth go up. Then I had a baby and realized t...

What happens when the life you want starts asking for something different? A lower-paying job. More time with your kids. A move closer to family. A career change. And suddenly you’re wondering: Can I actually afford to choose the life I want without screwing up everything I’ve worked so hard to build? In this episode, we run the numbers for Rachel—a 37-year-old considering a $70K pay cut for a lif...

If you’ve ever opened your 401(k), seen only a few investments, and thought… Wait. Is this really enough? Investing has a reputation for being complicated, which can make a simple portfolio feel almost too simple. Shouldn’t you own more funds? More stocks? More… stuff? In this episode, we’re breaking down what a strong, simple investment portfolio can actually look like — especially if you don’t h...

You’ve been contributing to your 401(k) for years. You know that’s what you’re supposed to do. But if someone asked you what you’re actually invested in, how much you’re paying in fees, or whether your investments make sense for your goals… would you know? If the answer is “not really,” you’re definitely not alone. In this episode, I’m breaking down exactly what I would look at inside your 401(k)...

Thinking about buying a home but wondering if you should rent or buy? In this episode, you'll learn how to compare renting vs. buying, the hidden costs of homeownership, and why renting can still build wealth. Instead of relying on common advice like "rent is throwing away money," you'll learn how to make the best decision for your finances and your lifestyle. We break down the numbers most people...

A bigger mortgage can impact your ability to invest, change careers, travel, start a business, survive a layoff, retire early, or create the lifestyle you actually want. In this episode, I'll walk you through the framework I use to evaluate a home purchase, including the hidden costs most buyers overlook and the tradeoffs that rarely get discussed. In this episode, you'll learn: Why "Can I afford...

💬 Ready to get clear on what your money can make possible? My 90-Minute Money Clarity & Decision Support Session is designed to help you understand where you are, what your options are, and how to make confident financial decisions without second-guessing yourself. Learn more at: www.buildwealthwithkatie.com You can have a great income, a growing net worth, and hundreds of thousands of dollar...

Ever found yourself wondering how someone can afford the million-dollar house, luxury car, or endless vacations? The fascinating thing is... you're probably not actually wondering how they're doing financially. You're wondering how you're doing financially. In this episode, we're unpacking why comparison feels so powerful when it comes to money—and how to stop letting someone else's life make you...

You've heard the advice: "Just invest in the S&P 500." "You don’t need bonds." "Don't keep too much cash." So... is that good advice for YOU? In this episode, you'll learn how to: Feel more confident evaluating investing advice Stop wondering who to trust Understand how your portfolio changes as your life changes Make investment decisions that support the life you actually want Know when gener...

In this episode, we're talking about why your financial strategy should evolve with your life —and how to stop sacrificing today's joy for a future you've already worked so hard to create. In this episode, we’ll cover... Why doing the "responsible" thing with your money may not be the right move forever How to know if you're prioritizing your investments… at the expense of your life. The mindset s...

You can have a 401k, a financial advisor, a CPA, and still feel weirdly… lost. There’s a gap many financial conversations don’t fill the space between your numbers and your actual life. In this episode, I'm talking about the gap that so many women experience between having information and actually feeling confident with their money—and why money coaching has naturally evolved to fill that space. W...

You can be earning good money, investing consistently, and doing all the “right” things… and still feel stressed about money. If you've ever found yourself lying awake wondering, "Am I doing enough?" or feeling guilty every time you spend money, this episode is for you. Today, we're talking about five simple systems that can help you feel more in control of your finances and bring more peace of mi...

What if you only needed to know five numbers to understand more about your financial life than most people ever do? In this episode, I'm sharing the five numbers that help you answer: ✨ Where am I right now? ✨ What am I building toward? ✨ When could work become optional? ✨ And how do I make decisions today without sacrificing the life I want tomorrow? Investing isn't about memorizing jargon or...

If you’ve ever thought: “I’m investing… so I’m probably fine.” …but still secretly felt anxious, confused, guilty spending money, or unsure what your investments are actually getting you in life… this episode is for you. For years, I thought investing was just “complicated,” and that letting someone else handle it was the safest option. But by not being involved with my investments: I felt guilty...

Most women I know are smart, successful, and investing consistently… but still have someone else handling their investments. A husband. An advisor. A parent. A friend who’s “good with money.” And while that seems harmless on the surface, it quietly changes your confidence, your relationship dynamic, and the way you move through your life. In this episode, we’re doing a deep dive into the stuff tha...

Join Us Live to Feel Confident Reaching Your Goals If this episode hits, you’ll love my live masterclass: “Are You On Track? How to Know If You’re Investing Enough” We’ll take this concept and apply it to your numbers — so you can see: what your investments are on track to become if that supports the life you want and what to change if it doesn’t ✨ Save your seat here In this episode, we’re flipp...

In this episode, we’re breaking down the one thing most high-achieving women are missing when it comes to investing — and why, without it, your money will always feel uncertain (no matter how much you earn or invest). This is the shift that takes you from: second-guessing your spending wondering if you’re behind hesitating on big life decisions to feeling clear, confident, and fully in control of...

You’re already making trade-offs with your money. You just don’t know what you’re giving up. That hesitation before you book the trip. The guilt after you spend. The voice asking, “Is this going to mess up my future?” This episode is that feeling explained, & what to do about it. What you’ll walk away with: A new way to think about money decisions that instantly makes them feel clearer Why “Ca...

I’m walking you through exactly how to take control of your investments... without blowing anything up, starting over, or needing to become a finance expert. This is the shift from: “I hope this is working” to “I know exactly what my money is doing, why it’s set up that way, and how to get on track for MY goals.” ✨ What you’ll walk away with: A simple 5-step path to go from confused → totally con...

You’ve got a lot on your plate. A full-time job. Maybe a family. A full life you’re building. And a million tabs open in your brain at all times. You’re making good money. You’re investing. You’re doing everything you’ve been told will lead to success… So why does your money still feel like one more stressful thing to manage? This episode is about cutting through the noise, reducing the mental loa...

The biggest investing mistakes? They’re not the obvious ones like picking the wrong stock or timing the market. They’re the ones you don’t even realize you’re making… until years go by and you wish someone had told you sooner. ✨ What you’ll hear in this episode: The way too common mistake when you think you’ve been investing, but your money isn’t actually growing Why “being invested” doesn’t auto...

What if your money didn’t just make you feel secure… but made you feel calm, confident, and fully in control of your choices? Like you could take your time, make bold moves, and say yes (or no) without second-guessing yourself. That’s the shift from having money… to having options. What You’ll Hear in This Episode: The mindset shift that turns “saving responsibly” into actual power What F.U. money...

You’ve been told to “just invest in index funds”... and somehow that made you feel more confused, not less. Like – which one, why, and what am I even looking at?? If you’ve ever opened your 401k, saw words like large cap, emerging markets, growth, value and immediately checked out… this episode is your reset. In this episode, you’ll learn: Why “just invest in index funds” is incomplete advice — an...