Episode description

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!

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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.