Making around $155,000 together, Dave and Annie have recently entered a new chapter of their lives: becoming parents. Annie is on an 18-month maternity leave, and Dave spends half his time working from home. The couple own their home but are looking to potentially upgrade into their forever home.
Host Evy Kwong speaks with financial adviser Jason Heath for recommendations.
All of our participants have been granted anonymity, and so we’ll be using voice actors for their quotes.
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