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223. Kelly - "Over 500K in Savings at 37 Years Old!"

223. Kelly - "Over 500K in Savings at 37 Years Old!"

FromFuture Rich with Barbara Ginty, CFP®


223. Kelly - "Over 500K in Savings at 37 Years Old!"

FromFuture Rich with Barbara Ginty, CFP®

ratings:
Length:
49 minutes
Released:
Nov 10, 2023
Format:
Podcast episode

Description

In today's episode, CFP Barbara Ginty interviews the wonderful Kelly!Kelly is 37 years old, lives in Chicago, and works in Marketing for a Food and Beverage company. Kelly is a rockstar saver and has over 500K in her combined savings! She also just purchased a condo!Kelly and Barb discuss...Different mortgage rates and mortgage rate history How to navigate company benefits packages HSA vs FSA Open EnrollmentThe "seesaw" method of asset planning And so much more!If you’re looking for a simpler, effective investment for your health, try AG1, and get 5 free AG1 Travel Packs and a FREE 1 yearsupply of Vitamin D with your first purchase. Go to drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich. Check it out and directly support the podcast!Follow us on TikTokVisit the Future Rich Podcast website for Financial Freebies and Classes!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.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Released:
Nov 10, 2023
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.