244. Sarah "Setting a Retirement Savings Goal: Aim for $5 Million"

Future Rich with Barbara Ginty, CFP®

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26d ago 48:40

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Happy Friday! In today's episode of Future Rich, CFP Barbara Ginty interviews Sarah, a business owner with multiple entities, no debt, and $700,000 in investments.

Sarah and Barb discuss...

How Sarah owns a house through an LLC
How she manages her annual expenses
Her retirement goals
Why she is not relying on Social Security
S-Corp distributions
... and more!

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