
At this point, the annual “Plan with Me”-style episode feels like a sacred ritual. In today's show: Thinking through major tax changes, including why I finally ponied up for a CPA and what they’ll be doing Estimating and planning with irregular income Identifying new retirement contribution targets Revisiting the slush fund concept for covering lean cash flow months Penciling out a realistic spending plan Sign up for the December 3 D.I.Y. class and see the Wealth Planner System's new features: https://www.moneywithkatie.myflodesk.com/mwk-2026-planning-party Subscribe to my weekly newsletter: https://moneywithkatie.com/newsletter Get your copy of Rich Girl Nation, one of Barnes & Noble's Best Business Books of 2025: https://www.moneywithkatie.com/rich-girl-nation Transcripts, show notes, resources, and credits at: https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026. — Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices
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