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.

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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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