Financially Plan for 2026 with Katie: Self-Employment Tea & Contingency Planning

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

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Transcripts, show notes, resources, and credits at: ⁠⁠⁠⁠https://www.moneywithkatie.com/the_mwk_show/financially-plan-2026⁠.

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