Future Rich with Barbara Ginty, CFP®

Latest Episodes:

222. Rose - "Small Business Owner Struggles" Nov 03, 2023

Show notes

In today's episode, CFP Barbara Ginty interviews the wonderful Rose!

Rose is 24 years old, lives in Salt Lake City, Utah, and owns her own successful photography business. She has extremely low expenses, high cash flow (gross 120K this year), and a lot of BIG plans!

Rose and Barb discuss...

Rose's journey that led her to start her small business
Real estate and Rose's struggle to get a high mortgage as a small business owner
The difference between Sep IRAs and Roth IRAs
Credit cards points
Potentially buying another business

If you’re looking for a simpler, effective investment for your health, try AG1, and get 5 free AG1 Travel Packs and a FREE 1 yearsupply of Vitamin D with your first purchase. Go to drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich. Check it out and directly support the podcast!

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

221. Annie - "Company Stocks and RSUs" Oct 27, 2023

Show notes

In today's episode, CFP Barbara Ginty interviews the lovely Annie!

Annie is 32 years old, lives in Denver with her fiance, and works in tech. She's planning her wedding for 2024 and has a lot of budget goals she's trying to reach. Annie's work provides her with a great salary and stock options... some of which are a bit more on the complicated side.

Annie and Barb discuss...

Annie's budget plan for her wedding
Unexpected Property issues
Company Stocks
Income limitations for Roth IRAs and Roth 401ks
Restricted Stock Units

Visit the Future Rich Podcast website for Financial Freebies and Classes!

Advertising Inquiries: https://redcircle.com/brands

219 - Barbara "Honeymoon Storytime and Q&A" Oct 14, 2023

Show notes

In this week's solo episode, Certified Financial Planner Barbara Ginty answers listener questions about her five-and-a-half-week honeymoon! Barbara and her husband went on 12 flights, stayed in 12 hotels, drove three rental cars (only two of which were planned), and visited two continents and seven countries.

Listen to find out what Barbara's highlight of the trip was, the most frustrating part of the trip, her experience flying European vs Domestic airlines, how she plans her travel itinerary, and what she would do differently to save money on her next trip!

If you're looking for a more straightforward, effective investment for your health, try AG1, and get 5 free AG1 Travel Packs and a FREE 1 year supply of Vitamin D with your first purchase. Go to drinkAG1.com/futurerich. That's drinkAG1.com/futurerich. Check it out and directly support the podcast!

Download a free guide today to help plan your financial future!

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

218 - EXPERT Alejandra Rojas - "Why Money Mindset Matters" Oct 06, 2023

Show notes

In this week's extra special episode, Certified Financial Planner Barbara Ginty interviews the Founder of The Money Mindset Hub, Alejandra Rojas! They discuss how mindset influences people with their finances and why it really does matter what you say to yourself regarding your financial situation.

Alejandra’s mission extends beyond mere financial advice. She’s sculpting a world where personal fulfillment and financial freedom don’t just coexist; they flourish in tandem. Harnessing over seven years in the intricate dance of finance and empowerment, she’s curated methodologies that prioritize the individual, their vision, and their holistic well-being over mere numbers. It’s not just about money; it’s about making money resonate with personal dreams.

Visit themoneymindsethub.com to LEARN MORE.

WATCH THIS EPISODE ON YOUTUBE HERE!

Download a free guide today to help plan your financial future!

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

Money Talks Episode 4 on Student Loans - Future Rich x The Purse with guest Skylar Sep 29, 2023

Show notes

This week, we have the fourth and final episode of the new Future Rich x The Purse podcast series, Money Talks!

In this series, we invited four guests to share their personal finance stories on a video podcast with personal finance experts Barbara Ginty, CFP®, and Lindsey Stanberry, author of the Refinery29 Money Diaries book.

Our fourth guest in the series is the wonderful Skylar, who is 30 years old and works in the education sector, specifically in higher education. She is married and she and her spouse live in Virginia with their dog.

Skyler, Barb, and Lindsey talk about...

Predatory student loans and what it means to have a co-signer
Term Life Insurance
Communicating with her husband about money
... and so much more!

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Subscribe to The Purse newsletter.

Download a free guide today to help plan your financial future!

Follow Future Rich on Instagram

Follow Future Rich on TikTok

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

Money Talks Episode 3 on Emotional Finances - Future Rich x The Purse with guest Amy Sep 22, 2023

Show notes

This week, we have the third episode of the new Future Rich x The Purse podcast series, Money Talks!

Our third guest in the series is the wonderful Amy, who from the outside may seem as if she has all of her finances figured out. She owns a two-bedroom, two-bathroom apartment in a great neighborhood in Brooklyn, has her own business running a creative agency, is married, and has two children.

Amy opens up in this conversation about...

How emotional finances can get
How it can feel like life punches you in the face with bills when you least expect it
How she plans on changing her life insurance policy based on advice from both Barbara and Lindsey
... and so much more!

Watch the Episode on the Future Rich YouTube Channel.

Follow The Purse on Instagram

Subscribe to The Purse newsletter.

Download a free guide today to help plan your financial future!

Follow Future Rich on Instagram

Follow Future Rich on TikTok

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

Money Talks Episode 2 on Money Trauma - Future Rich x The Purse with guest Kelly Sep 15, 2023

Show notes

This week, we have the second episode of the new Future Rich x The Purse podcast series, Money Talks!

Our second guest in the series is the lovely Kelly Schulze, who is going through their own journey of healing and learning from childhood money trauma.

They get deep and discuss...

The rising cost of childcare and why Kelly decided to leave their career to stay at home and raise her two children
Over-generalized financial advice online and how to customize and make it work for your own unique situation
Complicated estate planning
How to educate your children on budgeting and money in a way that doesn't cause them financial trauma

Watch the Episode on the Future Rich YouTube Channel.

Follow The Purse on Instagram

Subscribe to The Purse newsletter.

Download a free guide today to help plan your financial future!

Follow Future Rich on Instagram

Follow Future Rich on TikTok

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

Money Talks Episode 1 - Future Rich x The Purse with guest Nina Sep 08, 2023

Show notes

This week, we have our first-ever episode of the new Future Rich x The Purse podcast series, Money Talks!

Our first guest in the series is the wonderful Nina Mehta, who is in a state of "life rebuilding." Nina gets vulnerable with us about her financial situation post-pandemic working in the media industry in NYC.

They discuss...

The volatility of the financial world over the past two decades
Navigating taxes as a freelancer
Learning how to be flexible in an unpredictable field of work in an expensive city

Watch the Episode on the Future Rich YouTube Channel.

Follow The Purse on Instagram

Subscribe to The Purse newsletter.

Download a free guide today to help plan your financial future!

Follow Future Rich on Instagram

Follow Future Rich on TikTok

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

217 - EXPERT Natalie Tincher - "Style Strategy and Why You Should Invest in Your Wardrobe!" Sep 01, 2023

Show notes

In this week's extra special episode, Certified Financial Planner Barbara Ginty interviews Founder & Principal Style Strategist of BU Style, Natalie Tincher! Natalie shares some of her top tips for investing in your wardrobe and why style strategy is so important, even in this economy!

An enthusiastic inspirer, passionate Style Strategist, and curious entrepreneur, Natalie Tincher founded her company, BU Style, in 2010. Since then, she has worked with hundreds of personal clients, large corporations, and a major news network.

Natalie is certified in Image Consulting through the Fashion Institute of Technology and is the host of the Wear Who You Are Podcast. She is also the creator of the BU Style Six™ methodology and assessment, which identifies your unique spread of the 6 style personalities and how to use them to communicate your authenticity through your wardrobe choices. Natalie’s work isn’t about fashion; it’s about exploring how your visual messaging can be leveraged to help you achieve your goals.

LEARN MORE. Visit www.bu.style and www.natalietincher.com to meet Natalie, who she serves, and where she shares her expertise.

WATCH THIS EPISODE ON YOUTUBE HERE!

Download a free guide today to help plan your financial future!

Visit the Future Rich Podcast website for Financial Freebies and Classes!

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

216 - May Pt. 2 "Leaving Non-Profit-Land" Aug 25, 2023

Show notes

There's so much to cover in today's episode that we've had to split it into two! This is part two. Listen to Episode 215 for part one!

To recap, our guest is the wonderful May. She is located in a suburb of Kansas City. She is 36 years old, married, and works for a non-profit firm as a paralegal.

May has A LOT going on with her financial life. She got married, bought a house, her husband was recently laid off, her father passed away, she inherited money, and she is now responsible for her mother's finances because she has health issues. On top of all of that, she has had to take a pause on her master's degree in counseling and is looking at going back to school.

In this episode, Barbara helps May...

Find extra money in her budget to put towards her credit card debt
Strategize how she can get her master's degree while still balancing her finances, places
Negotiate working part-time at her current job while she's in school
...and more!

Visit the Future Rich Podcast website for Financial Freebies and Classes!

Advertising Inquiries: https://redcircle.com/brands

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