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Future Rich द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Future Rich या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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248. Megan "Rebuilding Finances After Illness and Supporting Family Members in Retirement"

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Manage episode 427311193 series 2090758
Future Rich द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Future Rich या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

Happy Friday! In today's episode, CFP Barbara Ginty interviews the lovely Megan who opens up about her experience of unexpectedly getting sick in 2021 and the financial challenges she faced as a result, including depleting her savings.

Fast forward to 2024, Megan and her husband now have a combined income of around $8,100 per month, $85,000 in savings and $100,000 in an inherited IRA.

Barb provides Megan with insight regarding her inheritance and retirement planning. They discuss...

  • The tax implications of inherited IRAs
  • Distribution strategies
  • Emergency funds
  • Supporting Megan's mother in retirement.
  • ... and more!

Would YOU like to be an anonymous guest on the podcast? We welcome guests in any financial situation! Apply here!

Subscribe to our Youtube channel

Follow us on TikTok

Follow us on Instagram

Listen to us on Apple Podcasts

If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.

The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

315 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 427311193 series 2090758
Future Rich द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Future Rich या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

Happy Friday! In today's episode, CFP Barbara Ginty interviews the lovely Megan who opens up about her experience of unexpectedly getting sick in 2021 and the financial challenges she faced as a result, including depleting her savings.

Fast forward to 2024, Megan and her husband now have a combined income of around $8,100 per month, $85,000 in savings and $100,000 in an inherited IRA.

Barb provides Megan with insight regarding her inheritance and retirement planning. They discuss...

  • The tax implications of inherited IRAs
  • Distribution strategies
  • Emergency funds
  • Supporting Megan's mother in retirement.
  • ... and more!

Would YOU like to be an anonymous guest on the podcast? We welcome guests in any financial situation! Apply here!

Subscribe to our Youtube channel

Follow us on TikTok

Follow us on Instagram

Listen to us on Apple Podcasts

If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich.

The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.


Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

315 एपिसोडस

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