25 Summer Jones - "Room to Grow"

March 1, 2019

I interviewed Summer Jones, a 30 year old who lives in NYC and works in sales for a major corporation. She is doing well financially and hopes to hit over 500k in total compensation this year; however, she does have a bit of a shopping habit. We identify ways that she can be more prudent with how she saves her money and discuss what exactly an IRA is, and get into which type of life insurance would be a better fit.



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