Sue Nguyen

About Sue Nguyen

After working for decades in Accounting and Finance Operations and Tranformation, I created this channel in Sept 2023 to share my journey in retirement planning. In 2023 we have 2 college age kids. My CPA license has been active for over 25 years. I enjoy fitness, gardening and an avid tax planner. I enjoy learning and planning the complexities of health, investments and taxes as I believe we have all worked hard in our professions and businesses. I am also earning classical music through our kids.

Ideally, I'd like this space to evolve into a collaborative community helping each other navigate the ups and downs of pre and post-retirement. If this sounds like something you'd enjoy, please consider subscribing.

Thanks!

MBA - USC, Los Angeles
BS Accounting - University of Kansas

Tools I use to track, budget, monitor spending and plan investment portfolio, as of now.

1) Mint-free
2) Empowerment empowerreferral.link/chieu3. Free.
3) Brokerage access
4) Excel