Episode description
Episode description
In this episode, CFP Barbara Ginty interviews the wonderful Anna! Anna is 38 and works in technology sales with a 150K base commission in the San Francisco Bay area. She's married with two young children.
Barb and Anna discuss...
- Childcare expenses in high-cost areas
- Maxing out 401(k) contributions
- Potential issues with IRA contributions and conversions, especially when dealing with mixed monies
- Diversification with stocks
- Finding a balance between saving for the future and enjoying the present
- How to decide when the "right time" to pursue a career pivot is
Watch this episode on YouTube!
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