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

Future Rich with Barbara Ginty, CFP®

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11M ago 48:53

MP3•Bölüm sayfası

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 Enrollment
The "seesaw" method of asset planning
And so much more!

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Visit 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.

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#Trading #Business #Future Rich #Barbara Ginty