Money With Katie

Katie Gatti Tassin is an American personal finance writer and creator who publishes under the brand Money With Katie, which she started in 2020. According to her publisher's author page, she previously worked in user experience design for Southwest Airlines, Dell Technologies and Meta. The Dallas Morning News reported in August 2025 that she graduated from the University of Alabama and moved to Dallas to work at Southwest Airlines, and described her as Colorado-based. The Learning Leader Show describes her personal finance knowledge as self-taught. Her year of birth is not listed in any source consulted.

The business behind the brand is Money with Katie, LLC; its terms and conditions are governed by Colorado law. In an essay dated January 14, 2026, she explains that Morning Brew acquired the brand in a deal agreed on December 23, 2021 (announced in January 2022), structured as an acquihire in which Morning Brew owned 100% of the business and she held no equity. She writes that she negotiated a buyback through an earn-out tied to her employment and exercised the option to complete it in July 2025. The same essay says the Money with Katie Show podcast is paused indefinitely and that the newsletter now runs weekly on Substack. A company revenue post dated June 19, 2023 reported $1.152 million in 2022 revenue, of which $407,750 came from Wealth Planner sales; these figures are self-reported and have no independent source.

She publishes the Money with Katie newsletter on Substack, which showed more than 213,000 subscribers when checked on September 14, 2026, and the YouTube channel @MoneywithKatie, which showed 29.5K subscribers on the same date. Her website states the podcast has passed 10 million downloads, a figure not independently verified. She also co-hosts a subscription podcast, Diabolical Lies, with Caro Claire Burke.

Her main paid product is the Wealth Planner, a spreadsheet for tracking spending, net worth and a financial independence timeline, sold on her website for a one-time $67 with a 30-day money-back guarantee. Her book Rich Girl Nation: Taking Charge of Our Financial Futures was published by Portfolio (Penguin Random House) on June 10, 2025, with a hardcover list price of $30.00. Her site also offers paid keynote talks and seminars on personal finance; no fee is published, and bookings go through an inquiry form. Her site's terms and conditions, last updated November 21, 2021, mention two masterclasses with a 14-day money-back guarantee, Budget Like a Millionaire and High Earner's Code, and the June 2023 revenue post refers to a Tax-Smart Investing masterclass launched in 2023. No current sales page, price or link to any of them was found on her website on September 14, 2026, so they are not listed as active offers here. She is not a licensed financial adviser: no record under her name was found in FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure database, searched on September 14, 2026.

On reputation, her work has been covered in interviews by Morningstar's The Long View podcast and The Dallas Morning News (August 24, 2025). No FTC action or court case under her name or the Money with Katie brand turned up in a web search on September 14, 2026. Not confirmed: her age, her speaking fees, and whether any of the masterclasses is still sold.