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Charlene

👤 Speaker
169 total appearances

Appearances Over Time

Podcast Appearances

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Right. Yeah, I definitely agree.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Right. Yeah, I definitely agree.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Right. Yeah, I definitely agree.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

we'll look at what our goals are in the next five, 10 years, 15, 20 years, and kind of see, are there any more life changes happening? Maybe some medical expenses come up, like you mentioned, that might require us to reassess our financial situation. I think it'll give me a gauge of, do I need to change up my strategy of how I contribute to retirement or even pull some money out of

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

we'll look at what our goals are in the next five, 10 years, 15, 20 years, and kind of see, are there any more life changes happening? Maybe some medical expenses come up, like you mentioned, that might require us to reassess our financial situation. I think it'll give me a gauge of, do I need to change up my strategy of how I contribute to retirement or even pull some money out of

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

we'll look at what our goals are in the next five, 10 years, 15, 20 years, and kind of see, are there any more life changes happening? Maybe some medical expenses come up, like you mentioned, that might require us to reassess our financial situation. I think it'll give me a gauge of, do I need to change up my strategy of how I contribute to retirement or even pull some money out of

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

any other investment accounts because I also have my E-Trade account. So if I decide to maybe invest in something else, that might help me understand where my journey is when I reassess my net worth years down the road.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

any other investment accounts because I also have my E-Trade account. So if I decide to maybe invest in something else, that might help me understand where my journey is when I reassess my net worth years down the road.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

any other investment accounts because I also have my E-Trade account. So if I decide to maybe invest in something else, that might help me understand where my journey is when I reassess my net worth years down the road.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

What does net worth mean? What is included in the definition of net worth? And does the definition of net worth differ from coast to coast or different people?

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

What does net worth mean? What is included in the definition of net worth? And does the definition of net worth differ from coast to coast or different people?

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

What does net worth mean? What is included in the definition of net worth? And does the definition of net worth differ from coast to coast or different people?

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Yeah, that makes a lot more sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Yeah, that makes a lot more sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Yeah, that makes a lot more sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

That makes sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

That makes sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

That makes sense.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Thank you for having me. Really appreciate your answers.

NerdWallet's Smart Money Podcast
Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

Thank you for having me. Really appreciate your answers.