Episode description
Episode description
Happy Friday Future Rich Fam! In this episode of the pod, CFP Barbara Ginty interviews the lovely Jane!
Jane and her husband both work in sales and have a combined bi-weekly gross pay of $7,550. They have two young children and their monthly expenses total $5,321. They also own two rental properties that bring in an additional $1,400 per month.
Jane is considering a career change and wants to be as financially prepared as possible. Jane and her husband have over $1 million in combined assets, including retirement accounts, a high-yield savings account, and a brokerage account. They have minimal debt, with only mortgages and a car payment.
Jane and Barb discuss...
- Paying down their mortgage
- Reducing Jane's work hours to pursue her passions
- Healthcare costs with two young children
- Different types of life insurance to consider as a married mother of two
- The importance of estate planning
- Early retirement for both Jane and her husband
We hope you enjoy this episode!
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