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Brian and Bo break down 7 economic “rip off codes” that can considerably boost your long-term financial resources– from optimizing your 401( k) employer suit and automating investments to optimizing your HSA, using a Backdoor Roth IRA, tax-loss harvesting, and adhering to the Financial Order of Operations. Whether you’re just getting started or enhancing your economic plan, these money steps can help you stay clear of expensive mistakes and make every dollar work harder.
Timestamps
00:00:00 Intro
00:00:34 Cheat Code # 1: Get Your Employer Match
00:03:36 Cheat Code # 2: Automate Your Investing
00:08:13 Cheat Code # 3: Follow the Financial Order of Operations
00:11:21 Cheat Code # 4: Optimize Your HSA
00:19:45 Monarch Advertisement Read
00:21:11 Cheat Code # 5: Use a Backdoor Roth IRA
00:26:14 Cheat Code # 6: Tax-Loss Harvesting
00:30:06 Cheat Code # 7: Take Your Financial Relationship to the Next Level
00:34:36 Outro
Financial Order of Operations → https://moneyguy.com/resource/financial-order-of-operations/
How Much Should You Save? → https://moneyguy.com/resource/how-much-to-save/
Ultimate Guide to 401( k) s → https://moneyguy.com/guide/401k/
Money Guy’s Top Tax Planning Strategies → https://moneyguy.com/guide/taxes/
8 Questions to Ask Your Financial Advisor → https://moneyguy.com/resource/8-questions-to-ask-your-financial-advisor/
Brian Preston (CFP ®, CPA) and Bo Hanson (CFA ®, CFP ®) share professional insights to help you possess your financial future.
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