Setting a Retirement Savings Goal: Aim for $5 Million

In today's episode of Future Rich, CFP Barbara Ginty interviews Sarah, a business owner with multiple entities, no debt, and $700,000 in investments.
Sarah and Barb discuss...
- How Sarah owns a house through an LLC
- How she manages her annual expenses
- Her retirement goals
- Why she is not relying on Social Security
- S-Corp distributions
... 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.

[@nickibrahim3471]

Great video. You mentioned investing in businesses from a Roth. Is that something that might make sense for a W2 employee? Or too risky?

[@jr4839]

Only 1/2 way through the video and have a question about Sarah's company deciding not to offer a match for 401(k) contributions... as she said, they would basically be funding it themselves, but wouldn't the company/the partners get a tax benefit/reduction for the matching contributions?