As you may know, I’ve made a list of 30 things that I want to do before I’m 30. Some are silly, some are hard, some are super easy, but no matter, they make for great fodder for the blog and for life!
Number 8 on my list is to open my own Roth IRA or similar type of retirement fund.
With a husband who is a real estate agent you meet a lot of people in the client service businesses, including financial planners and advisors. One week The Guns told me he wanted us to meet with an advisor that he’d met who is part of Edward Jones Investment. Joel C. Morgan met with us and spent a lot of time talking about financial planning… for now, for emergency, and for the future. Most of it we were already pretty familiar with, but having never worked for a corporation (except as a contract employee) the big miss in our financial plan was my retirement fund.
Which of course is really fun to think about at 28, but whatever. Anyway, after 2 meetings and a lot of talk about my comfort level (which pretty much amounts to “I’d rather not think about it, use your expertise, please”) with investing, now I have a Roth IRA… and the plan is to not really think about it for about 35 years and then be super impressed with my 28 year old self.
And of course that’s another item off my 30 list! Which is really, incredibly satisfying.
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