Future Rich with Barbara Ginty, CFP®

Latest Episodes:

113 - Daisy - "Sometimes, it's better to wait." May 14, 2021

Show notes

Happy Friday! In episode 113 of Future Rich, Certified Financial Planner Barbara Ginty interviews the lovely Daisy! Daisy is 25-years-old and works as an Administrator in North Western Pennsylvania. Her main goal is to purchase an investment home, which she's well on the way towards achieving with her impressive emergency fund. She's mastered the art of making short-term small sacrifices in order to get to a greater financial situation. This is a great episode for anyone who's interested or in the process of buying their first home! Listen and learn what Barbara's suggestions are for Daisy's home buying desires, they aren't what you'd expect! Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season! instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
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Wine Wednesday Episode 3 - Freelancer Retirement Planning May 12, 2021

Show notes

Welcome to Wine Wednesday🍷✨💸 Our shorter, more casual mid-week financial treat for all of our lovely listeners! Each Wednesday Certified Financial Planner Barbara Ginty will be covering a different financial topic and answering all of your questions on Instagram live. This week's topic is Freelancer Retirement Planning! We'll be going over Barbara's two favorite retirement planning options, Simple and SEP IRAs. If you're not already following us on Instagram and Facebook @futurerichpodcast what are you waiting for? Watch the full Wine Wednesday episode here: https://www.instagram.com/tv/COg0jpZHhbL/ For more facts and info on all things ROTH, make sure you check out our website: www.futurerichpodcast.com Barbara will be back next Wednesday for a new topic! Have specific money topics you want her to talk about? Shoot us a DM here: instagram.com/futurerichpodcast Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com We love it when you keep in touch! You can always send us an email (planancialpod@gmail.com)
Advertising Inquiries: https://redcircle.com/brands

112 - EXPERT Jully-Alma Taveras aka Investing Latina - "It doesn't matter where you start!" May 07, 2021

Show notes

On this week's special expert episode of Future Rich, we had the pleasure of interviewing Jully-Alma Taveras all about the power of investing! Jully-Alma Taveras is the founder of Investing Latina, an online community for financially powerful women. She is an award-winning bilingual money expert, writer, and YouTuber that covers topics around personal finance, investing, and entrepreneurship. Jully is a speaker and facilitator that has led workshops at Nasdaq, Google, other Fortune 500 companies, and startups. Her money philosophies have inspired thousands of women to live minimally & spend intentionally so that they can invest more. Her program The Investing Workshop teaches foundational investing principles and strategies. You can text her at 917-636-4049 where she invites you to "Ask Me Money Things™" and follow her on Instagram where she shares news, memes, tips, and tools for a financially powerful life. WATCH THIS EPISODE HERE: https://youtu.be/NuKgbJEaw5E Where to find Investing Latina: IG: https://www.instagram.com/investinglatina/ Website: https://www.investinglatina.com/ YouTube: https://www.youtube.com/channel/UC3mqjRKhZCyjWb1yA-BpH3g The video mentioned in this episode - 25 Things I No Longer Buy: https://www.youtube.com/watch?v=rZ3D0VSuwAI Follow Planancial to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season. IG: https://www.instagram.com/futurerichpodcast/ Enroll in our courses in partnership with SUNY Ulster at https://www.futurerichpodcast.com/
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Wine Wednesday Episode 2 - Traditional IRA May 05, 2021

Show notes

Welcome back to our NEW series... Wine Wednesday🍷✨💸 This is our casual mid-week financial treat for all of our lovely listeners! Each Wednesday Certified Financial Planner Barbara Ginty will be covering a different financial topic and answering all of your questions on Instagram live. This week's topic is Traditional IRAs! If you're not already following us on Instagram and Facebook @futurerichpodcast what are you waiting for? Watch the full Wine Wednesday episode here: https://www.instagram.com/tv/COQmODcnm35/ For more facts and info on all things ROTH, make sure you check out our website: www.futurerichpodcast.com Barbara will be back next Wednesday for a new topic! Have specific money topics you want her to talk about? Shoot us a DM here: instagram.com/futurerichpodcast Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com We love it when you keep in touch! You can always send us an email (planancialpod@gmail.com)
Advertising Inquiries: https://redcircle.com/brands

111 - Lyn - "The nitty-gritty of investing and saving." Apr 30, 2021

Show notes

Happy Friday! In episode 111 of Future Rich, Certified Financial Planner Barbara Ginty interviews the wonderful Lyn, a Territory Sales Rep living in the greater Phoenix area with her boyfriend. Lyn fears that she's not investing or saving enough, but spoiler alert, she's doing a fantastic job! She's been working for the same company for four years and has no debt but has plans to shift gears and get her MBA. This means trying to balance saving for retirement with saving for grad school. There are a few curveballs in this episode! Listen and learn the nitty-gritty investing and savings tips that Barbara gives Lyn. Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season! instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
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Wine Wednesday Episode 1 - Roth IRA Apr 28, 2021

Show notes

We have a fun NEW series... Wine Wednesday🍷✨💸 We're excited to offer a more casual mid-week financial treat for all of our lovely listeners! Each Wednesday Barbara will be covering a different financial topic and answering all of your questions on Instagram live. This week's topic is Roth IRAs! (PSSST if you're not following us yet @futurerichpodcast what are you waiting for?!) Watch the full Wine Wednesday episode here: https://www.instagram.com/tv/CN8xlQ_n2Yf/ For more facts and info on all things ROTH, make sure you check out our website: www.futurerichpodcast.com Barbara will be back next Wednesday for a new topic! Have specific money topics you want her to talk about? Shoot us a DM here: instagram.com/futurerichpodcast Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com We love it when you keep in touch! You can always send us an email (planancialpod@gmail.com)
Advertising Inquiries: https://redcircle.com/brands

110 - Morgan - "The best budget in 2021" Apr 23, 2021

Show notes

In episode 110 of Future Rich, Certified Financial Planner Barbara Ginty interviews her friend IRL, the fantastic Morgan. Morgan is an Aerospace Engineer in Salt Lake City. After working six years as a Rocket Scientist, Morgan started feeling burnt out and took a much-needed sabbatical. This time off confirmed one of Morgan's biggest fears... getting caught up in the "rat race"! In this episode, Morgan's impressive budgeting skills blow Barbara away. We're talking zero debt; three side hustles, great 401k, owning a house, budgeting skills! They talk all about the FIRE movement and how to optimize retirement savings with outside investments. Listen to this episode to learn how Morgan got to such a tremendous financial place! Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season. instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
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109 - Margo - "I have an unconventional side hustle!" Apr 16, 2021

Show notes

It's Friday! We hope you have a good one, Future Rich Fam! In episode 109 of Future Rich, Certified Financial Planner Barbara Ginty interviews the lovely Margo, a Medical Tech living in New Mexico with her husband and two kids. Both she and her husband work government jobs and have unique side hustles. Margo has binged Future Rich to help her and her family stop living paycheck to paycheck after a bad year (surprise, it was 2018, not 2020). She admits to feeling like she missed out on a lot because she didn’t know about money. Barbara helps Margo develop a plan to get rid of her remaining debt, beef up her emergency fund, and advises her on how to be more diligent with her budget. Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season! instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
Advertising Inquiries: https://redcircle.com/brands

108 - EXPERT Jimmy DeCicco, Super Coffee CEO - "From the dorm room to the board room." Apr 09, 2021

Show notes

Get ready, Future Rich fam! We're so excited to bring you this week's special expert guest, Jimmy DeCicco. Jimmy is the CEO of Super Coffee, which he started with his two younger brothers, Jordan and Jake, in 2015. The Super Coffee trio pitched their idea for a healthy alternative to overly sugared energy drinks and bottled coffee on Shark Tank but were denied a deal. After Shark Tank, the trio amassed an impressive list of investors and is now valued at more than $400 million!!! Listen to this episode to learn the incredible story behind Super Coffee, along with tips on how Jimmy runs a successful business without sacrificing his mental and physical health! Watch the video version on our YouTube channel here: https://youtu.be/YsU57hFw7-4 Get 25% OFF anything you order from Super Coffee's website with the code: FUTURERICH25 Super Coffee's website: https://drinksupercoffee.com/ Follow Planancial to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season. instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at https://www.futurerichpodcast.com/
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107 - Follow-Up Jackie (Episode 62) - "You want to get to a place where working is optional." Apr 02, 2021

Show notes

In this week's follow-up episode of #FUTURERICH Certified Financial Planner, Barbara Ginty interviews 29-year-old Jackie from episode 62! 2020 was the year of saving for Jackie, who still lives and works in the financial realm as a Financial Services Consultant in Charlotte, NC. Jackie still wants to be a CFP but has some bigger, more complicated goals in mind... we're talking F.I.R.E. people! Learn what Barbara's advice is for Jackie to get herself to a place where working is optional and why it's good to have different "buckets" of money. (It'll make sense, we promise! Just listen to the episode!) Listen to Jackie's first episode here: https://soundcloud.com/planancial/61-jackie-plot-twist Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season! instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com
Advertising Inquiries: https://redcircle.com/brands

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