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Claire

๐Ÿ‘ค Speaker
319 total appearances

Appearances Over Time

Podcast Appearances

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Even before I moved in, we were already talking about retirement and not only what we do, but how that could potentially create issues, especially in terms of retirement.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So yeah, I think that's where it's come up most for us.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Otherwise, you know, I don't think we think about it much.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So I work as an analyst in tech and Robbie works in Salesforce something.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I like when I only have a loose understanding.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

It's around $130.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Yeah, we've talked about like kind of what the timeline might look like for that, which would be like maybe in two years time or something.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So, yeah, it's definitely on our minds of clearly both planners, because we're thinking kind of down.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

Yes, it definitely is something we've talked about it.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

And then what about you, Claire?

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I kind of had to reset into my retirement savings because I've been living abroad before we met for six years and kind of put retirement savings on pause during that time.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

That said, I have a little over 200K in retirement savings right now.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So...

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

The bulk of that is in an account with Vanguard.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So a target savings fund for 2060.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I've got a rollover IRA.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

I am contributing or maxing out my Roth.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So in the last two years, I've done that.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

And then I have a 401k that's about 30k.

NerdWallet's Smart Money Podcast
Split-Expense Planning for Couples and the Winter Homebuying Advantage

So I'm maxing that out, given the kind of limit for 2026 as well.