103 - Lu - “You can't afford to buy orange juice!”
Future Rich with Barbara Ginty, CFP®
English - March 05, 2021 10:00 - 41 minutes - 38.3 MB - ★★★★★ - 82 ratingsEducation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
It all started one night with pizza, wine, and chats about credit card debt...
In episode 103 of Future Rich, Certified Financial Planner Barbara Ginty interviews her longtime friend, Lu, who actually helped Barbara transition to working full-time in personal finance way before the podcast even existed!
Lu lives in Western, NY (not upstate! there's a difference!) and works as an administrator in higher education. In the past, Barbara helped Lu tackle her intense credit card debt. Since then, Lu has made budgeting her bestie and hit almost all of her goals; she purchased her first home, received a degree in higher education, and finally has her student loans under control.
In this episode, Barbara not only creates a plan for Lu to accumulate MORE money for her emergency fund but also helps her organize the rest of her retirement money in a way that maximizes her savings.
Follow Future Rich to stay up to up to date and let us know what topics you'd like Barbara to cover more in-depth this season.
instagram.com/futurerichpodcast
facebook.com/planancial
Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com