In today’s episode, we speak with Sarah Catherine Gutierrez of Aptus Financial. She is an industry expert in all things financial and can help you understand the best way to plan for your retirement. Don’t miss out as she explains her easy to use, “Savings Waterfall,” method to help you figure out where to invest your money and in which order. Also, she announces the exciting launch of her huge campaign for young women savers called, “Save 10,” and how you can get involved in that as well.
In this episode, you will learn:
- How her, “Savings Waterfall,” works and how to apply it to your life.
- Why an HSA is very different from an FSA and how it can benefit you.
- Where to place your student loan payment in the, “Savings Waterfall,” based on rates.
- How to determine the savings rate you should be setting aside for retirement.
- How to calculate home affordability using her new way of calculating.
- What is, “Save 10,” and why SC decided to create it to help young women?
Sarah Catherine Gutierrez is a speaker, writer and owner of a financial company called Aptus Financial. She is passionate about demystifying the financial world to women so that they can focus on the most important thing we need to do which is save money for our future self. There is no one better equipped to explain the financial world than someone who came from analyzing investments and she has chosen to bring women to the world of finance through humor, her honesty and plain English. SC also runs a blog for women called “Ladysplaining Money.” SC was also a featured speaker at the White Coat Investor Conference and she will be speaking at the next one too. She lives a beautifully, simple life in Little Rock, Arkansas with her husband, Jorge, and their 3 children: Marco, Max and Lucia.
Links we discussed in the show:
- Find more information about Sarah Catherine’s business at: aptusfinancial.com
- Learn some great information from her blog at: https://www.ladysplainingmoney.com/
- Check out SC’s ,“Savings Waterfall,” at: hippocratichustle.com/waterfall.
- Learn more about SC’s signature program, “Save 10,” at: hippocratichustle.com/Save10.
- Listen to SC on the White Coat Investor Podcast here: https://www.whitecoatinvestor.com/an-interview-with-sarah-catherine-gutierrez-from-aptus-financial-podcast-58/
- You can learn more about the WCI Conference here.
- Learn how to setup a Backdoor Roth with Physician on Fire.
Special thank you to this week’s show sponsor: Set for Life Insurance! If you are in need of life or disability insurance, or if you need a second opinion to be sure you are insured appropriately, call Jamie Fleischner at Set for Life!
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