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311: [MONEY] Back to Basics: Short-, Medium-, and Long-Term Savings Goals image

311: [MONEY] Back to Basics: Short-, Medium-, and Long-Term Savings Goals

E311 · The PA Is In
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0 Plays28 days ago

I’m continuing our Back to Basics money series with PA and financial guru, Sarah Miller. Today, Sarah and I discuss all types of savings goals. Whether you’re saving for a short-term goal, medium-term goal, or long-term goal, we cover it all. 

Sarah defines what constitutes these different types of goals and gives examples for each. She also discusses where we should be keeping the money for each type of savings goal. Tune in to learn how to optimize your savings!

Sarah is a personal finance nerd who learned about finances and investing from an early age from her father and grandfather, who both spent their careers in the corporate finance world. As an adult, Sarah immersed herself in the personal finance and FIRE spheres, learning from top experts. Sarah is my personal go-to for all financial questions, and she’s here to share her knowledge with all of you!



SPONSORS

Pathway to Part-Time Coaching: https://tracybingaman.myflodesk.com/part-time/checkout

Drink LMNT: http://elementallabs.refr.cc/default/u/tracybingaman


CONNECT WITH SARAH

Email: sjmvirtualsolutions@gmail.com

LinkedIn: linkedin.com/in/sarah-miller-pa-va/


RESOURCES

Previous episodes in Back to Basics Money Series: 

283: Back to Basics: Meet Sarah

287: Back to Basics: What Actually IS Investing?

290: Back to Basics: Traditional versus Roth - What’s the Difference?

293: Back to Basics: The Best Investments for Long-Term Success

296: Back to Basics: How Much Money Do I Need to Retire?



COACHING

⁠1-ON-1 NEGOTIATION CONSULT https://calendly.com/the-pa-is-in/negotiate⁠ 

⁠FREE 30-MINUTE COACHING CONSULT⁠ ⁠https://calendly.com/the-pa-is-in/gen-call⁠  


LINKS

EPISODE BLOG POST https://www.tracybingaman.com/blog

⁠TRACY ON INSTAGRAM https://www.instagram.com/mrstracybingaman/

⁠TRACY ON LINKEDIN https://www.linkedin.com/in/tracybingama

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