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131 - Maria - "Emergency Fund to Home Fund"

131 - Maria - "Emergency Fund to Home Fund"

FromFuture Rich with Barbara Ginty, CFP®


131 - Maria - "Emergency Fund to Home Fund"

FromFuture Rich with Barbara Ginty, CFP®

ratings:
Length:
29 minutes
Released:
Sep 17, 2021
Format:
Podcast episode

Description

Happy Friday, Future Rich fam! We have a fantastic episode this week with our lovely guest and long-time listener, Maria!

Maria is a 32-year-old Product Manager in Consumer Goods living in Portland, Organ. At the time we recorded this episode, she was in the process of moving to Denver, Colorado with her partner and dog, OJ! She has an AMAZING spreadsheet and serious savings goals.

Does Barbara answer the burning question, Roth or Traditional IRA? Listen to hear her answer along with the multiple options for moving 401Ks to IRAs and Barbara's advice for Maria to hit her future goals seamlessly.

Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season!

instagram.com/futurerichpodcast
facebook.com/planancial

Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
Released:
Sep 17, 2021
Format:
Podcast episode

Titles in the series (100)

Certified Financial Planner and money whisperer, Barbara Ginty, helps her guests through all their financial stresses and goals, giving out constructive feedback, advice, and let's face it, a little therapy too. If you're unsure about finance and savings, tune in and learn how you can work towards becoming a financial rockstar, which is all Barb wants. And probably your parents, too.