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The Money with Katie Show

194 EpisodesProduced by Morning BrewWebsite

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.

23:37

Upgrading Your Lifestyle: Realistic, Targeted Financial Goal-Setting

This 20-minute rundown is about an (accidental) three-year study I ran on myself. 

Back in 2020, I was subjected to hours of content encouraging me to use the “great pause” of a global panini to reassess my entire life. Challenge accepted.

At the time, I wrote one of my very first blog posts for a fledgling Money with Katie site, describing all the ways I’d like to level up my lifestyle—the little ways money could buy happiness.

I revisited this exercise from my 2023 vantage point and had two major realizations: For starters, most of it came true. Some of it felt the way I thought it would…but a lot of it didn’t. 

So how can we set financial goals in a way that’ll actually produce the desired feelings we’re striving for? Tune in to find out.

Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie

Transcripts can be found at podcast.moneywithkatie.com.

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