A CFP on Outdated Advice, "Jumping" Social Classes, & Why Money Mindset Matters

03/09/2025 51 min Temporada 2 Episodio 280
A CFP on Outdated Advice, "Jumping" Social Classes, & Why Money Mindset Matters

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Episode Synopsis

This week, Certified Financial Planner® Adrianna Adams joins us to answer six questions pulled from last year’s final round of listener submissions. After poring over hundreds, I selected these for how they captured themes that find their way into our inbox frequently. 


(00:00) Intro

(03:40) Outdated personal finance advice

(07:53) How health diagnoses could impact your FI plans

(15:57) What grad students can do before earning consistent income

(19:18) I'm underpaid but enjoy my work—what should I do?

(30:51) How do I straddle two rungs of the class ladder after an inheritance?

(36:25) I'm envious of my friends' more stable paths as an entrepreneur—should I be?


Transcripts, show notes, resources, and credits will be available within a week at: https://moneywithkatie.com/cfp-answers⁠⁠⁠.



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.

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