Episode description
Episode description
In today’s episode, CFP Barbara Ginty interviews the lovely Caroline!
Caroline is 36, lives in Colorado with her husband, and works in the financial industry. They have one child and a baby on the way. She has a healthy budget but worries that she and her husband didn’t do enough in their 20s. She wants to ensure that they're doing all the right things now that their family is growing and their budget has become more complicated.
In this episode they discuss...
- The differences between a 401A and 403B
- What a 72T is when it comes to early withdrawals from 401Ks and other early retirement rules
- Housing goals when retiring early
- How much you should have in your emergency fund with a growing family
*FYI! This episode will be split into two parts! Pt. 1 is Episode 201, which was released last week on 5/19/23.
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