Optimal order of investing- where to start and what to do next?

Ever wondered in what order you should make your investments? In this video, I will guide you through a step-by-step approach to prioritizing your investments for maximum returns and security.

We’ll break down the key milestones and give you clear, actionable advice on the sequence of investments that will set you up for financial success. Whether you're just starting out or looking to optimize your portfolio, this guide is for you.

0:00 - Overview on the order of your investments
0:26 - Emergency savings Account
1:13 - 401(k) Match & Out Strategy
2:33 - Pay down high interest debt
4:28 - Roth IRA
7:43 - HSA
10:58 - Mega back door Roth
13:27 - College Savings Account
14:43 - Coverdell Savings Account
15:06 - 529
15:52 - Max out own retirement
17:03 - Taxable Brokerage Account
18:03 - Rental Properties
19:05 - Alternative Assets
19:51 - Paying off low interest debt
20:49 - Final thoughts

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The Ideal Order of Investing downloadable guide: https://matsorensen.com/building-weal...
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Backdoor Roth IRA: https://youtube.com/live/_dZiQUboyWA
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Ask Mat: https://matsorensen.com/ask-mat/
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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.