In this episode, CFP Barbara Ginty interviews the wonderful Anna! Anna is 38 and works in technology sales with a 150K base commission in the San Francisco Bay area. She's married with two young children.

Barb and Anna discuss...

Childcare expenses in high-cost areasMaxing out 401(k) contributionsPotential issues with IRA contributions and conversions, especially when dealing with mixed moniesDiversification with stocksFinding a balance between saving for the future and enjoying the presentHow to decide when the "right time" to pursue a career pivot is


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