In this week’s episode of Future Rich, Barbara Ginty, CFP, guides special guest Sarah through her current financial situation! Sarah is 40 years old and lives in Connecticut with her husband. She works in museums full-time, and he works in freelance Construction Management.
From paying off student loans for undergrad, sorting out her husband’s visa and all the paperwork for his green card, living in Europe and moving back to the US, they’ve had several major financial moments.
They discuss:
- Strategies for Sarah to optimize her savings
- Life insurance
- Managing variable income
- How Sarah is on track to have $1.7M by the time she retires
- … and more!
If you'd like to be a guest on the podcast, we are looking specifically for women who want to discuss their personal finances and have questions about retirement planning, social security, and more.
💌 DM us on Instagram (@futurerichpodcast) or apply here. Let’s make it happen! ✨ #FutureRichPodcast
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The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.
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