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239. Morgan - "Millennial Money Anxiety with 500K in Savings"
Manage episode 416198107 series 2090758
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the lovely Morgan! Morgan is 39 years old and lives in Seattle. She works in HR for a tech company and makes around $185K per year.
In this conversation, Morgan breaks down why, even with her higher salary, no debt, and almost 500K in retirement savings, she still feels like she's not doing enough.
Morgan and Barb discuss...
- The benefits of renting vs. buying in high-cost-of-living areas
- Diversifying Morgan's savings portfolio
- Rolling over 401Ks
- Mega Backdoor Roths
- Why comparison is the thief of joy
- ... and more!
Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich
Download a free guide today to help plan your financial future!
Visit the Future Rich Podcast website for Financial Freebies and Classes
If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.
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.
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
314 episodi
Manage episode 416198107 series 2090758
Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the lovely Morgan! Morgan is 39 years old and lives in Seattle. She works in HR for a tech company and makes around $185K per year.
In this conversation, Morgan breaks down why, even with her higher salary, no debt, and almost 500K in retirement savings, she still feels like she's not doing enough.
Morgan and Barb discuss...
- The benefits of renting vs. buying in high-cost-of-living areas
- Diversifying Morgan's savings portfolio
- Rolling over 401Ks
- Mega Backdoor Roths
- Why comparison is the thief of joy
- ... and more!
Leaving reviews on the podcast is the best way to boost us on the podcast platforms and help more listeners get #FutureRich
Download a free guide today to help plan your financial future!
Visit the Future Rich Podcast website for Financial Freebies and Classes
If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.
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.
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
314 episodi
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