It all started one night with pizza, wine, and chats about credit card debt...

In episode 103 of Future Rich, Certified Financial Planner Barbara Ginty interviews her longtime friend, Lu, who actually helped Barbara transition to working full-time in personal finance way before the podcast even existed!

Lu lives in Western, NY (not upstate! there's a difference!) and works as an administrator in higher education. In the past, Barbara helped Lu tackle her intense credit card debt. Since then, Lu has made budgeting her bestie and hit almost all of her goals; she purchased her first home, received a degree in higher education, and finally has her student loans under control.

In this episode, Barbara not only creates a plan for Lu to accumulate MORE money for her emergency fund but also helps her organize the rest of her retirement money in a way that maximizes her savings.

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