Скачать или смотреть Optimal Order to Invest for High Income Earners

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There are a dozen or more different places you can direct your cashflow to after you've paid taxes and your living expenses:

Checking
Savings
401k
403b
IRAs
HSAs
Credit card debt
Extra Mortgage payments

.. the list goes on.

In this video Jake explained what he considers the Financial Order of Operations - the smartest order to follow to build wealth long term.

This order may look different for some, depending on your priorities. Do not take this is personalized advice, just a guideline.

0:42 401k Match
1:18 Emergency Fund
3:15 Consumer Debt
3:53 ESPP
4:50 HSA
6:31 Max out 401(k)
6:54 Roth IRA
9:10 Taxable Brokerage Account
10:07 Short-term goals
10:35 Low interest debt
11:52 PDF link in description


Visit us at https://www.sparkwealthadvisors.com to learn more about how we help people like you gain confidence and clarity with your money.


*This content is educational and not tax, legal, or investment advice*