Listen & follow The Money with Katie Show: Apple Podcasts | Spotify | Google Podcasts

Financial independence calculators allow us to understand the path we’re on—so we can either feel good about proceeding, or get on a different one. So, using the new features we added to the 2025 Wealth Planner, we’ll explore all the considerations that might impact your own projections—from temporary expenses you won’t need to support forever (like childcare) to future pension income that’ll lower your investment needs. 

💰 JOIN THE 2025 MONEY WITH KATIE WAITLIST FOR 25% OFF AT LAUNCH

Our show is a production of Morning Brew and is produced by Henah Velez and Katie Gatti Tassin, with our audio engineering and sound design from Nick Torres. Devin Emery is our Chief Content Officer and additional fact checking comes from Scott Wilson.

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Mentioned in the Episode

• The Money with Katie Show episode on the 4% Rule

• The Money with Katie Show episode on Social Security

• The Money with Katie Show episode on how to pay 0 taxes/penalties in early retirement

• 2025 tax tables (IRS)

• Listening after the Wealth Planner launch? Use MWKSHOW for 10% off.