297. Hannah Pt. 1 "Ex-Fiancés and Estate Planning"
In this week's new episode of Future Rich, CFP Barbara Ginty speaks with Hannah, a 51-year-old veterinarian living in Utah, with a base salary of $130,000. Hannah has done her financial homework and is set to be a multimillionaire by the time she retires.
Barb and Hannah discuss...
- A bad experience Hannah had with an ex-fiancé
- The importance of having a financial advisor
- Projected Social Security Payments
- The challenges of navigating inherited assets
- Estate planning
- ...and so much more!
*This is part one of a two-part episode; part two will air on Friday 9/19
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