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Episode 5: Then I Planned For The Future

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In the fifth and final episode of Fair Shares, a podcast from the Washington Post Creative Group and MassMutual about helping smart women plan for a better financial future, host Bola Sokunbi – a financial education instructor and CEO of Clever Girl Finance – joins the two business owners in taking responsibility. for his financial destiny.

Donna identifies as a self-employed, lifelong entrepreneur. Ever since she grew up in a low-income family, she and her husband have owned a number of small businesses and are currently a wellness coach. Jaclynn left her full-time job five years ago to start her own accounting business. Although she feels “good with numbers,” Jaclynn has spent many years figuring out how to manage her wealth. To make it easier for both of them to be optimistic about their future, Sokunbi guides them through short-term goals such as emergency savings and working with a tax accountant, as well as long-term investment opportunities.

Show notes:

  1. MassMutual’s retirement savings calculator helps plan your retirement egg and for your estimated monthly income. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.
  2. Building trust can be important, especially if you have a family. Visit https://www.massmutual.com/investment/advisory-trust-services for more information.
  3. Create a solid foundation for yourself and your business. Learn about MassMutual Small Business Solutions at https://www.massmutual.com/business#small-business-solutions.
  4. Just like Jaclynn and Donna, you can start saving for your future. Find out more about the difference between IRA and Roth’s IRA here: https://www.massmutual.com/retirement/individual-retirement-accounts.
  5. Regardless of your financial situation, working with a financial expert can help you achieve your goals. Find out more here: https://financialprofessionals.massmutual.com/.
  6. Complete life insurance provides you with guaranteed protection for your loved ones that lasts a lifetime. Find out more at https://www.massmutual.com/insurance/life-insurance/whole-life.
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