317. Jane Follow Up "Changing Careers at 40 with $2 Million Saved"

In this episode of Future Rich, Barbara follows up with Jane from episode 265 of the pod to discuss Jane's financial journey as she approaches her 40th birthday. Jane is still considering leaving her position in sales two years after her first conversation with Barbara, but this time she has $2 million saved in combined assets with her husband, including their retirement accounts, a high-yield savings account, and a brokerage account. They still have minimal debt, with only mortgages and a car payment.

Barb and Jane discuss...

Jane's current financial situation, including income, savings, and debtJane's plans to leave her corporate job and the implications of that decisionBudgeting for a single incomeThe importance of flexibility when making life pivotsLifestyle changes when cutting an income in half with two small children and two houses... and more!

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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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