
← So Money with Farnoosh Torabi11 sep · 53 min
2034: Ask Farnoosh...About Farnoosh: My Midlife Financial Plan, Unveiled
<p>You’ve been asking for this episode, and today I’m finally pulling back the curtain on my own financial plan.</p><br><p>Consider this a very special edition of Ask Farnoosh — except this time, you’re asking the questions about <em>my</em> money.</p><br><p>For roughly 15 years, much of my financial life was on cruise control: automate the investing, save for retirement, fund the kids’ accounts, maintain the emergency fund, repeat. But midlife has me asking a different set of questions. Am I still saving the right amount? Could I invest a little less and spend more on my life today? How much do we actually need for retirement? And, gulp…should I consider an annuity?</p><br><p>My financial planner Maggie Johndrow of <a href="https://www.johndrowwealth.com" rel="noopener noreferrer" target="_blank">Johndrow Wealth Management</a> joins me to reveal what we discovered after putting my entire financial picture under the microscope — including where I may have been over-saving, why we’re rethinking my SEP IRA strategy, and how we’re balancing retirement security with enjoying life now.</p><br><p>Then Maggie’s colleague Colette Ward joins us for an annuities crash course: what they are, why their reputation has changed and when they may—or may not—make sense.</p><br><p>It’s my Midlife Money Checkup. And hopefully, it inspires yours.</p><br><p>Reach Maggie at <a href="mailto:maggie@johndrowwealth.com" rel="noopener noreferrer" target="_blank">maggie@johndrowwealth.com</a></p><p>Reach Colette at <a href="mailto:colette@johndrowwealth.com" rel="noopener noreferrer" target="_blank">colette@johndrowwealth.com</a></p><p><strong>Learn more about Farnoosh's upcoming literary workshop </strong><a href="http://booktobrand.co" rel="noopener noreferrer" target="_blank"><strong>Book to Brand.</strong></a><strong> Early bird registration is now open!</strong></p>
<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>