262. Tegan "Being Financially Flexible as a Small Business Owner"

Future Rich with Barbara Ginty, CFP®

Happy Friday Future Rich Fam! In today's episode, CFP Barbara Ginty interviews the lovely Tegan!

Tegan is a strategic communications consultant who started her own consulting practice. She's been in business for almost a year and a half and is earning around $80,000 per year. Tegan is interested in planning for her retirement and wants to ramp down from work before officially retiring.

Tegan currently has saved...

• $183,000 in her IRA
• $74,500 in her Roth IRA
• A Solo 401k with just under $1,000
• $43,000 in non-retirement investments
• $1,300 in crypto

Barbara offers Tegan advice on being flexible with her finances to be better equipped to handle ever-changing circumstances and goals in her life as a small business owner.

Would YOU like to be an anonymous guest on the podcast? We welcome guests in any financial situation! Apply here!

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