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

Future Rich with Barbara Ginty, CFP®

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11M ago 48:53

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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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306 episode

#Trading #Business #Future Rich #Barbara Ginty