We're tackling the taboo conversation about money by following real people's spending habits over a week. Today's feature is a senior investment associate who earns $165,000 per year and spends almost $30 on matcha and a smoothie this week. She lives with her fiancé who earns twice her salary. They currently have separate finances but plan to combine them upon marriage.
\Her assets include a Roth 401(k), rollover Roth IRA, traditional IRA, brokerage accounts, an investment account, an engagement ring appraisal, an HSA, and a Chase account. \When asked about her educational background and financial upbringing, she shares that her parents were always supportive of her desire for higher education, which was fully funded by them and academic scholarships. She grew up having open conversations about money, learning about spending, saving, investing, and giving. Her parents, who did not grow up wealthy, instilled in her and her siblings the importance of financial responsibility and a deep understanding of wealth management
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