In this week's episode of #FutureRich, CFP Barbara Ginty is joined by a previous guest from episodes 202 and 203, Caroline and boy, has a lot changed since her last episodes in 2023!
Caroline (39) and her husband (45) both live in Colorado and work full-time. They have a 2-and-a-half-year old and a six-year-old. Caroline recently made a big decision to switch jobs to decrease her stress and improve her quality of life, and has taken a massive (30%!) salary cut.
In this episode, they discuss...
How career changes impact household finances
Budgeting for a new house and renovations
Retirement savings strategies and maxing out 401ks
Managing household expenses with reduced income
Leveraging home equity and brokerage accounts
Testing budgets before big financial commitments
If you'd like to be a guest on the podcast, we are looking specifically for women who want to discuss their personal finances and have questions about retirement planning, social security, and more.
💌 DM us on Instagram (@futurerichpodcast) or apply here. Let’s make it happen! ✨ #FutureRichPodcast
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.
Podden och tillhörande omslagsbild på den här sidan tillhör
Future Rich. Innehållet i podden är skapat av Future Rich och inte av,
eller tillsammans med, Poddtoppen.
