๐Ÿ‘‰ Where are my money people?


Hello Reader,

I'm embarrassed to admit it, but I've become a bit of a gossip lately.

I blame the podcast, ๐—ก๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—š๐—ผ๐˜€๐˜€๐—ถ๐—ฝ.

If you donโ€™t know it: itโ€™s a podcast where people anonymously submit low-stakes, real-life gossip โ€” coworker drama, weird friend dynamics, social faux pas โ€” and the hosts retell the story with smart guests who dissect it like itโ€™s a sport.

Nothing โ€œimportantโ€ is discussed at all.

Yet it really works (and it's one of the few podcasts I still listen to religiously) because:

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ต๐˜ฐ๐˜ณ๐˜บ๐˜ต๐˜ฆ๐˜ญ๐˜ญ๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ด ๐˜ฆ๐˜น๐˜ค๐˜ฆ๐˜ญ๐˜ญ๐˜ฆ๐˜ฏ๐˜ต,

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜ณ๐˜บ ๐˜ช๐˜ด ๐˜ด๐˜ฉ๐˜ข๐˜ณ๐˜ฑ,

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ฉ๐˜ฐ๐˜ด๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ๐˜ญ๐˜บ ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ญ๐˜ญ๐˜ช๐˜จ๐˜ฆ๐˜ฏ๐˜ต,

โ€“ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ธ๐˜ฉ๐˜ฐ๐˜ญ๐˜ฆ ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ด ๐˜จ๐˜ฆ๐˜ฏ๐˜ถ๐˜ช๐˜ฏ๐˜ฆ๐˜ญ๐˜บ ๐˜ง๐˜ถ๐˜ฏ.

๐—ง๐—ต๐—ฒ๐˜†โ€™๐˜ƒ๐—ฒ ๐—ฏ๐˜‚๐—ถ๐—น๐˜ ๐—ฎ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—ฐ๐—ผ๐—บ๐—บ๐˜‚๐—ป๐—ถ๐˜๐˜† around people who enjoy good stories and observing human behavior and laughing a little at how ridiculous we all are.

Plus, it's changed the way I value "gossip" forever.

Which makes me wonder: ๐˜ž๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜บ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฑ๐˜ฆ๐˜ฐ๐˜ฑ๐˜ญ๐˜ฆ? Whereโ€™s the space for people who like business, leadership, and wealth but donโ€™t want every conversation to feel like working?

Everything else is so heavy right now.

I want smart conversations about my shared interests AND some levity.

I want to hang out with my peers and not feel the pressure to "network" while I do it.

That desire has been quietly shaping what weโ€™ve been building over here. ๐—ง๐—ต๐—ฒ ๐—ป๐—ฒ๐˜„ ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐˜๐—ผ๐—ฟ๐˜†๐˜๐—ฒ๐—น๐—น๐—ฒ๐—ฟ ๐—ฏ๐—ฟ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ป๐—ฑ ๐˜„๐—ฒ๐—ฏ๐˜€๐—ถ๐˜๐—ฒ ๐—ฎ๐—ฟ๐—ฒ ๐—ป๐—ผ๐˜„ ๐—น๐—ถ๐˜ƒ๐—ฒ! This is not as a reintroduction of me, but as a clearer home for people who want better insight, better conversations, and a more human relationship with money.

And in two weeks, this idea gets literal.

Iโ€™m debuting a ๐˜“๐˜ช๐˜ฏ๐˜ฌ๐˜ฆ๐˜ฅ๐˜๐˜ฏ ๐˜“๐˜ช๐˜ท๐˜ฆ ๐˜ญ๐˜ถ๐˜ฏ๐˜ค๐˜ฉ ๐˜ด๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ด with Amelia Misenheimer, called ๐—ž๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ๐—ถ๐—ป๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—”๐—บ๐—ฒ๐—น๐—ถ๐—ฎ, ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™š๐™™.

There's nothing to โ€œlearn.โ€ Just smart, relaxed conversations about what weโ€™re actually investing in right now.

Yes, we'll talk money (we can't help ourselves) but we'll also talk ideas, choices, and the lives weโ€™re invested in alongside our businesses.

I'm a CFO and tax advisor, and Amelia is a real estate and wealth consultant, so this is the conversation we're having offline everyday with clients and each other. We're just opening the door and pulling up a few more chairs.

If youโ€™ve ever thought, surely there are other people like me, there are. Weโ€™re just trying to find each other.

(๐—œ๐—ป๐—ณ๐—ผ ๐˜๐—ผ ๐—ท๐—ผ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ž๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ๐—ถ๐—ป๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—”๐—บ๐—ฒ๐—น๐—ถ๐—ฎ, ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ถ๐˜€ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ถ๐˜ ๐—ฝ๐˜‚๐—น๐˜€๐—ฒ.)

Be profitable,

I'm excited for...

Trunk or treat! We're trunk or treating this weekend.

An offer for you...

You know I love a good book. I'm gifting copies of The Download by Sara Connell and SpendFirst by Kelsa Dickey. If either sounds good, add your name to this list!

Favorite Thing...

Pumpkins. I just love pumpkins.

My daughter likes to draw pumpkins. It's one of the only things she knows how to draw. And orange is my favorite color.

The trunk or treat we're going to always has a giant pumpkin patch every year. So just shout out to pumpkins!

Money Study...

The strategy above gets even sexier if you invest this money for your kids in a Roth IRA. They don't pay taxes when they earn the money, and they don't pay taxes when they take it out in retirement.

If you contribute $500 a month to your childโ€™s Roth IRA from ages 10 to 17, they could have over $1 million by retirement, even if they never save another dollar. And because itโ€™s a Roth, they can take it out tax-free after 59ยฝ.

Thereโ€™s one rule to know: Roth contributions canโ€™t exceed your childโ€™s earned income for the year. Thatโ€™s exactly why the payroll strategy matters. The wages you pay them for real work in your business are what make these contributions possible.

โ€‹

Hi! I'm Katherine, actress turned accountant

I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!

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