Future Rich with Barbara Ginty, CFP®
Future Rich with Barbara Ginty, CFP®
Future Rich
327. Annie "Retirement Planning at 64: Income, Taxes & Real Estate"
46 minutes Posted Jun 26, 2026 at 9:00 am.
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46:23
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Show notes

She's 64. Two kids out of the house. Working at a hospital in New York. And she has ONE question on her mind right now: how do I make the most of the next chapter financially?

This week on Future Rich, Annie sits down with Barb to map out exactly that: how to optimize her retirement income, why paying taxes is a good thing in retirement, and why (despite being so close to retirement) now might NOT be the time to jump into real estate.

If you're approaching retirement, or helping a parent think through theirs, this episode is packed with the kind of specific, practical advice you actually need. 🎙️

Barb and Annie cover:

💰 How to optimize your retirement income

📋 Managing taxes once you're in retirement

🏠 Why real estate isn't always the smart move


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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