The Optimal Order to Investing + REAL EXAMPLE
0:00 - Intro
01:15 - Creating a Base Cash Reserve in Your Checking Account
01:51 - Taking Advantage of Your 401(k) Match
02:47 - Establishing an Emergency Fund
03:25 - Paying off High-Interest Debt
05:44 - Maxing Out Your 401(k)
07:00 - Maxing Out Your HSA
08:25 - Contributing Directly to a Roth IRA
10:05 - Have Money Available for Non-Retirement Goals
12:42 - Take Advantage of the Mega Backdoor Roth
14:04 - Take Advantage of Your ESPP (Employee Stock Purchase Plan)
16:25 - Put the Remaining Cash in Your Brokerage Account
16:59 - This Savings Plan in Action
This Episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
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