204 - Bernadette "Quickly Bumping Up Your Net Worth"

Future Rich with Barbara Ginty, CFP®

English - June 02, 2023 09:01 - 30 minutes - 28 MB - ★★★★★ - 82 ratings
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Previous Episode: 203 - Caroline Pt. 2 "How Much Should You Have In Your Emergency Fund with a Growing Family?"

Next Episode: 205 - When Should You Refinance and Will Mortgage Rates Go Lower?

Today’s episode is a really fun one! CFP Barbara Ginty interviews the wonderful Bernadette!

Bernadette just turned 37, lives in a house that she purchased in upstate New York, and works as a District Manager for a wine supplier. She has a great base salary of 100K per year with variable bonuses. She's a self-proclaimed boater at heart, and exclaims that BOAT stands for, "bust out another thousand".

Barbara and Bernadette discuss...

Upping Bernadette's emergency fundUsing her bonus to advance her savings goals How she can start planning out her expenses more to bump up her net worth as quickly as possible .... and so much more!

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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.

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