Case Study: Analyzing An Average Person’s Budget And Investments

J.D. Roth, Get Rich Slowly
Fri, 03/09/2018 - 7:45am

Here’s a new thing for me: Yesterday, I met with a friend to give her financial advice. Believe it or not, in the twelve years since I started Get Rich Slowly, nobody has ever asked me to sit down with them and review their budget and investments. Pamela is the first.

Topics: yesterday i ve kim s she s sure i grs pamela s budget portland note pamela s investments she american funds amcap inc amcpx american funds high-income trust ahitx american funds capital income builder caibx american funds capital world bond cwbfx american funds fundamental investors ancfx american funds income fund america amecx american funds new economy anefx american funds new world newfx american funds smallcap world smcwx square inc sq t rowe price science technology fund prscx this these shit what s here s fidelity s&p assuming my evaluation i ll so well right but what that your you re the roth case i get rich slowly pamela i i i m pamela s i d so that s edward jones it on ira the the right you roth rich expense load year expenses account roughly asked told race great numbers set cut goals spend feel change save cuts doesn future buckets spent happy years work smart frugalwoods loves owns earns accounts recommend rent good roommate food total extra costs run rate mutual carry start bottom pounds boost

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Case Study: Analyzing An Average Person’s Budget And Investments

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