239. Morgan - "Millennial Money Anxiety with 500K in Savings"

Future Rich with Barbara Ginty, CFP®

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2M ago 59:23

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Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews the lovely Morgan! Morgan is 39 years old and lives in Seattle. She works in HR for a tech company and makes around $185K per year.

In this conversation, Morgan breaks down why, even with her higher salary, no debt, and almost 500K in retirement savings, she still feels like she's not doing enough.

Morgan and Barb discuss...

The benefits of renting vs. buying in high-cost-of-living areas
Diversifying Morgan's savings portfolio
Rolling over 401Ks
Mega Backdoor Roths
Why comparison is the thief of joy
... and more!

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