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

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Manage episode 383071239 series 2090758
Content provided by Future Rich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Future Rich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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!

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 TikTok

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.


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

287 episoade

Artwork
iconDistribuie
 
Manage episode 383071239 series 2090758
Content provided by Future Rich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Future Rich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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!

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 TikTok

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.


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

287 episoade

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