Free financial education for real people — taxes, small business, retirement, and the financial decisions that actually matter.
"Financial education for every American — regardless of income or background."
Katie St Ores CFP® ChFC® EAKatie St Ores is a Certified Financial Planner, Chartered Financial Consultant, and IRS Enrolled Agent licensed in all 50 states. She brings professional-grade financial knowledge directly to everyday Americans through free YouTube education.
As founder of St Ores Wealth Management, Katie specializes in tax optimization, small business finance, and financial planning — the topics most people can't afford to get wrong.
Content is for educational purposes only and does not constitute personalized financial advice.
Tax planning, IRS forms, deductions, self-employment tax, estimated payments, and how to file correctly.
LLCs, S-Corps, business banking, bookkeeping, payroll, and everything you need to start and run a business right.
Retirement accounts, investing basics, budgeting, and building long-term wealth with a solid plan.
401(k), IRA, Roth conversions, Social Security strategy, and how to make your money last.
Sole proprietor vs LLC vs S-Corp — the real differences, tax implications, and how to choose.
FreshBooks, QuickBooks, bookkeeping basics, and keeping your financials clean all year long.
Every video is free. Katie breaks down complex financial topics into clear, actionable guidance — the same quality advice you'd pay a professional for, delivered straight to your screen.
Subscribe FreeEducational Purposes Only. All content on this website and the Katie St Ores YouTube channel is for general educational and informational purposes only. Nothing here constitutes personalized financial, tax, legal, or investment advice. Katie St Ores is a Certified Financial Planner and Enrolled Agent, but her YouTube content does not create a client relationship. Please consult a qualified professional before making financial decisions. All people and their financial situations are different.