High Net Worth vs. High Income, A $55 Million Tax Return & More! – With Sarah Webb

Sarah Webb

I'm excited to share this fun conversation I had with Sarah Webb, the COO and primary finance contributor for PlaidForWomen.com.

In this episode we discussed:

  • What you should you do when you pay off your debt
  • How you can determine how much you need for retirement
  • Sarah’s experience working with high net worth individuals and high-income earners, their characteristics, her observations and that time she filed a 55 million dollar tax return!

Quick Note:

Also on this episode, I talk about being offered an ARM mortgage which is an Adjustable Rate Mortgage which is a home loan with an interest rate that can change periodically.

Books we mentioned:

You can keep up with Sarah at www.plaidforwomen.com and also listen to her amazing podcast on the website as well.

Enjoy listening!