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275. Eileen Pt. 2 "Financial Literacy and Adjusting Your Retirement Plan" image

275. Eileen Pt. 2 "Financial Literacy and Adjusting Your Retirement Plan"

Future Rich
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In this two part episode of Future Rich, host Barbara Ginty speaks with the lovely Eileen about her financial goals after her recent move from Pennsylvania to Florida!

*This is part two of a two-part episode, part one aired last Friday on 4/11!

Here is a recap on our guest:

Eileen is 43 years old, works remotely for a software company with a base income of $65K per year, and just purchased a new home with her partner in Florida using a down payment assistance program!

In this episode, Barb and Eileen discuss...

  • The importance of taking time off from saving/investing if you feel you need to
  • Investing after living through paying off debt
  • Why you should have a mix of retirement money
  • The importance of being patient with your investments during "down" or "unstable" periods in the market


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This season of Future Rich we’re bringing you even more REAL guest stories about personal finance AND diving deeper into retirement planning.

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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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