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THROWBACK - 196 - Penny "The Three Different Money Types and What You Should Have When You Retire."

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Manage episode 457755377 series 2090758
Konten disediakan oleh Future Rich. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Future Rich atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this week's THROWBACK episode, CFP Barbara Ginty interviews the wonderful Penny!

Penny is 37, single, lives in Washington, D.C., and works at a small Residential Interior Design Firm. Penny feels pretty good about her short-term savings and retirement. Where she struggles is with what specific goals she wants to focus on and allocate the rest of her funds on.

In this episode, Barbara and Penny discuss...

  • Renting vs. Mortage
  • Investing vs. Saving in a High-Yield Savings Account
  • What Tax Harvesting is and if she should do it
  • The three different money types you should have when you get to retirement
  • Disability and Life Insurance

We'll be back in February 2025 with more in-depth personal finance interviews, chats with expert guests, financial freebies, PLUS a few more surprises... Until then, we'll be re-releasing our favorite episodes throughout the years.

We want to hear from you: what types of experts do you want us to interview in 2025? What types of podcast episodes are you interested in?

OR do you want to be a guest?? If you or a friend want to be on the podcast, please let us know, you can be anywhere in the world, and we'll make it happen. You can DM us on Instagram (@futurerichpodcast) OR you can apply here. We accept guests in any financial situation!

Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich

Download a free guide today to help plan your financial future!

Subscribe to our YouTube

Follow us on TikTok

Follow us on Instagram

Visit the Future Rich Podcast website for Financial Freebies and Classes

If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.

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

319 episode

Artwork
iconBagikan
 
Manage episode 457755377 series 2090758
Konten disediakan oleh Future Rich. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Future Rich atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this week's THROWBACK episode, CFP Barbara Ginty interviews the wonderful Penny!

Penny is 37, single, lives in Washington, D.C., and works at a small Residential Interior Design Firm. Penny feels pretty good about her short-term savings and retirement. Where she struggles is with what specific goals she wants to focus on and allocate the rest of her funds on.

In this episode, Barbara and Penny discuss...

  • Renting vs. Mortage
  • Investing vs. Saving in a High-Yield Savings Account
  • What Tax Harvesting is and if she should do it
  • The three different money types you should have when you get to retirement
  • Disability and Life Insurance

We'll be back in February 2025 with more in-depth personal finance interviews, chats with expert guests, financial freebies, PLUS a few more surprises... Until then, we'll be re-releasing our favorite episodes throughout the years.

We want to hear from you: what types of experts do you want us to interview in 2025? What types of podcast episodes are you interested in?

OR do you want to be a guest?? If you or a friend want to be on the podcast, please let us know, you can be anywhere in the world, and we'll make it happen. You can DM us on Instagram (@futurerichpodcast) OR you can apply here. We accept guests in any financial situation!

Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich

Download a free guide today to help plan your financial future!

Subscribe to our YouTube

Follow us on TikTok

Follow us on Instagram

Visit the Future Rich Podcast website for Financial Freebies and Classes

If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.

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

319 episode

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