► There are many options when it comes to investing, but which order should you invest in them? In this video, I’ll share with you the optimal order for investing your money.
► Try Playbook – Develop Your Most Tax-Efficient Investment Strategy: https://www.helloplaybook.com/taekim
Timecodes:
0:00 – Intro
0:49 – Emergency Fund
2:15 – 401K Employer Match
3:32 – High-Interest Debt
4:12 – Roth IRA
5:28 – HSA
6:24 – 529 Education Savings Plan
7:27 – Max 401K
7:58 – Taxable Account
8:46 – Lower Interest Debt
9:39 – Pay Off Mortgage
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FAVORITE TOOLS:
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► SoFi – Checking & High-Yield Savings Account (Terms Apply) – https://sofi.com/tae (Affiliate Link)
► Shortform – More Than Book Summaries – https://shortform.com/taekim
LINKS:
► Get My Weekly Newsletters: https://www.financialtortoise.com/newsletter
► Favorite Books: https://www.financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
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