Meet Darren.
Age: 24
Darren’s main concerns, in his own words:
I struggle with knowing what to do with “extra money”. I think investing vs. saving money to buy a house is a big concern. I fortunately have no debt and managable expenses on a monthly basis. I probably overspend on food, but make up with not too many entertainment expenses. I have some money in Roth ira, a company match 401k, and a small amount in my company’s employee stock purchase plan. I’ve accumulated some assets over the past few years, but have kept a pretty constant amount in my savings account. I want that savings to “work for me”, but be able to have access to it quickly as well.
********Darren lost his job soon after writing this summary. We recorded the podcast four days after he lost his job. Everything had changed, in an instant.
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Peter Dunn a.k.a. Pete the Planner® is an award-winning financial mind and a former comedian. He’s a USA TODAY columnist, author of ten books, and is the host of the popular radio show and podcast, The Pete the Planner Show. Pete is considered one of the foremost experts on financial wellness in the world, but he’s just as likely to talk your ear off about bass fishing.