242. Raquel - "Finding Financial Stability and New Income Streams"

Future Rich with Barbara Ginty, CFP®

Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the wonderful Raquel! Raquel is 35 years old and lives in New York. She works in the creative world in advertising and social strategy.

Raquel recently transitioned from owning her own business to working in-house due to challenges caused by strikes in the industry. She had a sabbatical in 2023 to care for her sick dog, leading to a significant income drop. She just started working at a new company with a rough annual income of $170K.

Raquel is now focused on finding stability, exploring new income streams. and retiring early!

Raquel and Barb discuss...

• Her investments and cash accounts
• Her personal loans
• How to consolidate retirement accounts
• Raquel's retirement strategy and Barbara's advice on how to increase her savings

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