196 - Penny "The Three Different Money Types and What You Should Have When You Retire."

Future Rich with Barbara Ginty, CFP®

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1y ago 1:02:20

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This week CFP Barbara Ginty interviews the wonderful Penny!

Penny is 37, single, lives in Washington, D.C., and works at a small Residential Interior Design Firm. Penny feels pretty good about her short-term savings and retirement. Where she struggles is with what specific goals she wants to focus on and allocate the rest of her funds on.

In this episode, Barbara and Penny discuss...

Renting vs. Mortage
Investing vs. Saving in a High-Yield Savings Account
What Tax Harvesting is and if she should do it
The three different money types you should have when you get to retirement
Disability and Life Insurance

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