Tabitha (the caller)

speaker
38 appearances 1 recordings 1 series first heard Jan 2023 last heard Jan 2023

Tabitha (the caller)’s voice in public audio — every appearance, attributed to the second.

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Appearances

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Hey, George.
Hey, John.
How are y'all?
So me and my husband have started working with a SmartVestor Pro to start our retirement contributions for moving forward for our life.
We are debt-free other than our mortgage.
We have our emergency fund.
We have set aside an extra $10,000 for a car fund since both of our cars are six and seven years old.
So we are just wondering, we got the question from our SmartVestor Pro on if we wanted to max out our retirement
Roth IRA for 2022, since we can do that through this tax season.
We are torn on what we should do.
We do have the money over our emergency fund.
We just are unsure because we are emotionally attached to the extra money we have set aside.
It's just a peace of mind.
It's more emotional.
Y'all talk about that all the time.
It's definitely emotional.
So I'm like to shove over the $12,000.
It just kind of makes me a little nervous.
So we are starting fresh this year with our smart investor program.
We have not contributed anything up until this point.
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