Investing Confidence 101: What Every Woman Should Know About Her Portfolio
Release Date: 09/23/2025
The 7 Stages of Wealth No One Talks About (How Close Are You to Freedom?)
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Ever feel like you’re stuck on repeat—working hard, doing “all the right things,” but not really moving forward? Or maybe you are making progress… but then you hit a plateau and start wondering, “Okay… what’s next?” Today I’m breaking down the Seven Stages of Wealth so you can see exactly where you are, why you might feel stuck, and what moves actually move the needle. What You’ll Hear: Why money is more than just numbers—it’s feelings, mindset, and momentum. How high-achieving women get stuck in the “too much” or “not enough” loop. The 7 Stages of Wealth and...
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Index Funds Explained: The Key to Actually Understanding Your Investments
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Hey dolls! Today we’re unlocking the beauty of index funds—the MVPs of investing. Understanding index funds for beginners was my ultimate “aha” moment with money — the moment the mysterious puzzle pieces of my portfolio finally clicked together. If your portfolio feels like a jumble of letters and numbers, or if you’ve ever wondered “Am I even invested in the right things?”—this episode is for you. Spoiler: if you have a retirement account, target date fund, or long-term investments, you probably already own index funds (you just might not know it yet). In this no-BS episode,...
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The World’s Greatest Shopping Mall: An Intro to the Stock Market
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Investing Confidence 101: What Every Woman Should Know About Her Portfolio
Build Wealth
Ever peek at your investment account and think, Wait… what am I even looking at? Girl, same. In this episode, I break down the 3 things every woman needs to know so you can finally feel confident, clear, and in control of your money—without spreadsheets, panic, or finance bro energy. Here’s what you’ll get: Asset allocation: Why your money mix is the ultimate predictor of your wealth (hint: it’s way more important than timing the market) Stocks vs. funds: How to know what you actually own—and why it matters for your risk and returns Fees: The silent money-eaters that can quietly...
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In this episode, I break down why hustling, saving, and checking all the “adulting” boxes still didn’t get me the freedom and confidence I wanted — and how I figured out a better way. I share my own journey: moving across the country, feeling lost in my investments, and realizing that even smart, ambitious women can feel confused and behind when it comes to money. This episode is for anyone who’s done everything “right” but still wants more control, clarity, and joy with their finances. Here’s what you’ll hear: 💼 Hustle ≠ freedom: why doing all the “right things”...
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The Build Wealth Podcast - Coming Soon!
Build Wealth
Welcome to the Build Wealth Podcast! The show for ambitious women who are ready to feel in control, confident, and empowered with their money. We’re ditching outdated rules, breaking through money stress, and building wealth that actually supports the life that you want. You’ll leave each episode with: Confidence to own your financial decisions. Clarity on your investments and how to grow them. The sense of freedom and choice you’ve been craving. Inspiration to align your money with the life you're working so hard for Let's connect! Follow me on the gram: Learn more:
info_outlineEver peek at your investment account and think, Wait… what am I even looking at? Girl, same. In this episode, I break down the 3 things every woman needs to know so you can finally feel confident, clear, and in control of your money—without spreadsheets, panic, or finance bro energy.
Here’s what you’ll get:
- Asset allocation: Why your money mix is the ultimate predictor of your wealth (hint: it’s way more important than timing the market)
- Stocks vs. funds: How to know what you actually own—and why it matters for your risk and returns
- Fees: The silent money-eaters that can quietly sabotage decades of growth
- How to actually read your account without feeling lost or frozen
- The mindset shift that lets you own your portfolio and still live your best life
🎁 Bonus: I made a free step-by-step PDF guide to go with this episode. It walks you through your account, gives you fill-in-the-blank worksheets, and even includes a copy/paste email to your advisor. Snag it here → Free Investing Guide
Track your Net Worth with a Free App: Empower by Personal Capital / Empower Personal Wealth
✨ Let’s connect & keep the money glow going!
Website: www.buildwealthwithkatie.com
📌 Disclaimer
This podcast and guide are for educational and informational purposes only. They are not intended as investment, financial, legal, or tax advice. Miss Fund Your Freedom, LLC, doing business as Build Wealth with Katie, is not a registered investment advisor, broker-dealer, or tax advisor. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. You are responsible for your own financial decisions, and you should consult with a licensed financial, tax, or legal professional before making investment choices.