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Learn WTF: What The Finance Podcast

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by Katrina Keller, CPA, CFF, CFE, MST...PhD*coming soon!

5.0(2 reviews)

51 episodes

Updated Daily

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Podcast Overview

Hosted by your Not-So-Typical-Forensic Accountant and humble genius Katrina Keller, CPA, CFF, CFE, MST, Business Strategist with 25 years of experience bringing you unfiltered, raw, conversations about life, finance, and the pursuit of happiness * and why Financial Independence and Education is the key to the to breaking the chains of financial stress. Katrina is unlike any person, and definitely unlike any accountant you've ever met. The girl who "should've been an actress" according to everyone, is here to bring you her passion for people and creating happiness within them!

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2/8/2025

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PoorBased on show quality, social media presence, reviews, charts, and more

Quality38

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Engagement32

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Recent Episodes

June 26, 2026

Another Conference Call That Should Have Been An Email - Jury Results Are In!

Was it worth standing your ground if it meant saving a client more than $300,000?In this episode of What the Finance, Katrina revisits a contentious conference call that sparked a previous episode and reveals how the story ultimately ended. What started as a simple request for documentation turned into weeks of delays, unnecessary conflict, and a heated exchange with another accountant who questioned her motives and expertise. But when the documents finally arrived, the results spoke for themselves. Katrina breaks down the importance of strategic tax planning, proper documentation, partnership agreements, and why proactive financial advice can make an enormous difference in a client's outcome. She shares how careful planning and execution helped a long-time client avoid a costly tax burden and instead secure a significant tax benefit. Along the way, she explores:<ul><li>The difference between tax preparation and tax planning</li><li>Why documentation is critical in business and finance</li><li>How strategic thinking can dramatically impact tax outcomes</li><li>The value of trusted advisors who understand the bigger picture</li><li>Business partnerships, exit strategies, and financial planning</li><li>Why asking the right questions matters</li><li>Handling difficult personalities in professional settings</li><li>The importance of advocating for your clients</li></ul>The episode also takes a personal turn as Katrina shares updates on her wellness journey, her return to coffee after nearly 80 days, lessons about gratitude and family, thoughts on supporting adult children, and the excitement of finally receiving a custom couch after a seven-month wait. Part business lesson, part life lesson, and part personal reflection, this episode is a reminder that persistence, preparation, and paying attention to the details can create extraordinary results.If you've ever wondered whether it's worth pushing for answers, standing by your expertise, or spending extra time to get things right, this episode is for you.

June 20, 2026

Conference Calls & A$$holes/ Realities in Business and Life

On this deeply personal episode of What the Finance, Katrina Keller shares a powerful story about navigating one of the hardest weeks of her life while still showing up for her clients and her business. While dealing with a family health crisis and the uncertainty surrounding her father's condition, Katrina finds herself on a contentious business call involving a complicated partnership dispute, missing documentation, and an accountant whose behavior raises serious questions about professionalism, ego, and bias. This episode explores:<ul><li>The reality of balancing personal tragedy and professional responsibility</li><li>How to handle difficult personalities in business</li><li>Gender bias and being underestimated in professional settings</li><li>Why documentation matters in accounting, tax, and business disputes</li><li>Knowing when to engage—and when to let someone expose themselves</li><li>The importance of confidence, composure, and emotional intelligence</li><li>Business relationships, client advocacy, and protecting your interests</li><li>Lessons learned from decades of working with entrepreneurs and partnerships</li></ul>Katrina also shares practical tax and accounting advice, including key financial documents every business owner should understand and why asking the right questions can save you from costly mistakes.Most importantly, this episode is a reminder that everyone is carrying battles you can't see. Whether in business, life, or relationships, compassion, professionalism, and perspective matter more than ever.Life doesn't stop when business starts. Sometimes the hardest moments teach us the most important lessons.

September 20, 2025

Is this the David Duchovny Review podcast? Finding your human!

Welcome back to *What the Finance* with your favorite humble genius, Katrina Keller! In this episode, Katrina takes you on a personal journey of self-discovery and transformation, reflecting on the past 70 days of her life without coffee and the profound changes she's experienced along the way. Tune in as she shares insights on the importance of self-care, the value of nurturing relationships with clients who truly appreciate your work, and the significance of leaving a legacy for future generations. Katrina also discusses her recent experiences at a NASA symposium that inspired her to rethink education and the role of creativity in our lives. As she prepares for a home painting project, she emphasizes the need to take breaks and reconnect with our passions. This episode is filled with raw honesty about mental health, the human experience, and the power of recognizing both the soul and the human within us. Join Katrina as she invites you to embark on your own journey of self-exploration, encouraging you to embrace change and cultivate a deeper connection with yourself. Whether you're in a financial rut or simply seeking inspiration, this episode offers a refreshing perspective on what truly matters in life. Don’t forget to subscribe and share the love!

51 total episodes available

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What is Learn WTF: What The Finance Podcast?: Hosted by your Not-So-Typical-Forensic Accountant and humble genius Katrina Keller, CPA, CFF, CFE, MST, Business Strategist with 25 years of experience bringing you unfiltered, raw, conversations about life, finance, and the pursuit of happiness * and why Financial Independence and Education is the key to the to breaking the chains of financial stress.

Katrina is unlike any person, and definitely unlike any accountant you've ever met. The girl who "should've been an actress" according to everyone, is here to bring you her passion for people and creating happiness within them!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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