131 - Maria - "Emergency Fund to Home Fund"

Future Rich with Barbara Ginty, CFP®

English - September 17, 2021 14:03 - 29 minutes - 26.7 MB - ★★★★★ - 82 ratings
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Previous Episode: 130 - Jack Ginty - "What was it like being a Firefighter on September 11th?"

Next Episode: 132 Follow-Up Minnie (Episode 93) - "Saving Money While Also Living Your Life!"

Happy Friday, Future Rich fam! We have a fantastic episode this week with our lovely guest and long-time listener, Maria!

Maria is a 32-year-old Product Manager in Consumer Goods living in Portland, Organ. At the time we recorded this episode, she was in the process of moving to Denver, Colorado with her partner and dog, OJ! She has an AMAZING spreadsheet and serious savings goals.

Does Barbara answer the burning question, Roth or Traditional IRA? Listen to hear her answer along with the multiple options for moving 401Ks to IRAs and Barbara's advice for Maria to hit her future goals seamlessly.

Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season!

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