In this episode of Future Rich, host Barbara Ginty speaks with Jane, a therapist with multiple income streams, about her impressive financial journey. Jane is 44 years old, lives with her partner, owns two different properties, and works one full-time job and two part-time jobs.

They discuss...

• Using online mortgage calculators
• When and if Jane should refinance her mortgages
• Why you should ALWAYS have professionals double-check your finances 
• Estate, trusts, and wills
• Why Barb recommends a simple estate plan for Jane
• Should Jane keep her full-time job?!

*This is part two of a two-part episode; part one aired last week! Please listen to that if you have not already, it's #299

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This season of Future Rich we’re bringing you even more REAL guest stories about personal finance AND diving deeper into retirement planning.

Got burning questions about retirement? Or want to be an anonymous guest on the pod? 🌍 No matter where you are in the world or your financial situation, we’d love to have you!

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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.

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