How do I transition my long-term brokerage account to a shorter-term savings goal, like a house? That’s the question we’re unpacking on this week’s episode of Rich Girl Roundup. I even called in the big guns (a friend who happens to be a CFP and wealth manager) to weigh in.
Welcome back to #RichGirlRoundup, Money with Katie’s weekly segment where Katie and MWK’s Executive Producer Henah answer your burning money questions. Each month, we’ll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.
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