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👤 SpeakerAppearances Over Time
Podcast Appearances
So I keep about $120,000 in an emergency fund in the ultimate opportunity savings account.
Can I change that to the jumbo savings?
That's the new jumbo savings we just launched.
But Susie, wait, tell them how to get the jumbo savings account.
myalliant.com.
Suzy fans, all the Suzy listeners and fans, this is just for you.
So this is, no, it's the same person from Alliance.
She said, or same customer.
I also have gotten part of my inheritance of $45,000.
Do you think I should put that in the jumbo savings as well?
I will need it for a down payment in about seven months.
So Susie, my last question is a long one, but I think a very valuable one.
Susie, this is from Mary.
Thank you for your wonderful podcast and newsletter, which we receive via email.
I have one question for you.
Okay, so Mary has a question.
Should we get a financial advisor?
A year ago, my husband Mike and I took a seminar on retirement at the University of St.
Thomas, where we lived at the time.
This is in St.