The Build Wealth with Katie Podcast

Investing & Financial Clarity for High-Achieving Women

37. “Am I Doing Okay Financially?” The 5 Simple Numbers That Answer Your Biggest Money Questions

37. “Am I Doing Okay Financially?” The 5 Simple Numbers That Answer Your Biggest Money Questionsby: Katie ViolaPublished on: 09/06/2026

Learn the five financial numbers that simplify investing, reduce money anxiety, and help you build wealth with confidence and financial freedom.

financial numbersfinancial freedomhow to understand my investmentsam i investing enoughare my investments on trackare my investments goodhow to understand my portfoliohow much should i investcan i afford topersonal finance for womeninvesting for beginnersunderstanding investinghow to talk to an advisorwhat do my finances mean
37. “Am I Doing Okay Financially?” The 5 Simple Numbers That Answer Your Biggest Money Questions

36. The Fear That Kept Me From Feeling in Control of My Investments for Years

36. The Fear That Kept Me From Feeling in Control of My Investments for Yearsby: Katie ViolaPublished on: 02/06/2026

I thought delegating my investments would bring peace of mind. Instead, I felt more anxious. Here's what changed when I finally learned to understand my money.

financial confidencepersonal finance for womenwomen and investinginvesting basicshow to understand my investmentsunderstanding retirement accountsshould i have a financial advisorhow to understand my portfoliomy husband handles my investmentshow to understand your investmentswhat questions to ask my advisorare my investments goodhow to know if my investments are good
36. The Fear That Kept Me From Feeling in Control of My Investments for Years

35. The Hidden Cost of Letting Someone Else Handle Your Investments

35. The Hidden Cost of Letting Someone Else Handle Your Investmentsby: Katie ViolaPublished on: 26/05/2026

Feel more confident about investing without becoming an expert. Learn why understanding your investments can bring more clarity, freedom, and peace of mind.

understanding your investmentsfinancial confidencehow to feel confident about investinginvesting basicsinvestment educationinvesting for beginnershow to understand financial advisorhow to get involved with my financeshow to understand my investmentswomen and investingunderstanding investment accountsam i investing enoughare my investments on track for my goalshow to have conversation about investmentshow to understand my portfolio
35. The Hidden Cost of Letting Someone Else Handle Your Investments

E31 - 5 Steps to Take Control of Your Investments Without Messing Everything Up

E31 - 5 Steps to Take Control of Your Investments Without Messing Everything Upby: Katie ViolaPublished on: 21/04/2026

You’re investing—but do you actually understand your portfolio? Learn how to take control of your investments, build financial confidence, and know if you’re on track for the life you want.

how to take control of your investmentsunderstand your investmentspersonal finance for womeninvesting for beginnersunderstand my portfoliois my advisor taking advantage of mehow to tell if my investments are righthow to feel confident with my investmentsinvesting basicswomen and investinghow to control my investment portfolioafraid of messing up investmentshow to invest on my own without messing it uphow to understand my investments
E31 - 5 Steps to Take Control of Your Investments Without Messing Everything Up

©2026 Miss Fund Your Freedom, LLC operating as Build Wealth with Katie, All Rights Reserved

DISCLAIMER: Build Wealth with KatieTM is a brand of Miss Fund Your Freedom LLC. Katie Viola is a financial coach and educator, not a licensed financial advisor, accountant, or investment professional. All content is for educational purposes only and should not be considered professional financial advice. You are responsible for your own financial decisions, and Miss Fund Your Freedom, LLC assumes no liability for any outcomes.