262. Tegan "Being Financially Flexible as a Small Business Owner"

Happy Friday Future Rich Fam! In today's episode, CFP Barbara Ginty interviews the lovely Tegan! Tegan is a strategic communications consultant who started her own consulting practice. She's been in business for almost a year and a half and is earning around $80,000 per year. Tegan is interested in planning for her retirement and wants to ramp down from work before officially retiring. Tegan currently has saved... $183,000 in her IRA $74,500 in her Roth IRAA Solo 401k with just under $1,000$43,000 in non-retirement investments $1,300 in crypto Barbara offers Tegan advice on being flexible with her finances to be better equipped to handle ever-changing circumstances and goals in her life as a small business owner. Would YOU like to be an anonymous guest on the podcast? We welcome guests in any financial situation! Apply here! If you want to take ownership of your health, start with AG1. Try AG1 and get a FREE 1-year supply of Vitamin D3+K2 AND 5 free AG1 Travel Packs with your first purchase exclusively at drinkAG1.com/futurerich. That’s drinkAG1.com/futurerich. Subscribe to our Youtube channel Follow us on TikTok Follow us on Instagram Listen to us on Apple Podcasts 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 Privacy & Opt-Out: https://redcircle.com/privacy