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► Try Playbook – Develop your most tax-efficient investment strategy: https://www.helloplaybook.com/taekim
Time codes:
0:00 – Introduction
0:49 – Emergency Fund
2:15 – Employer Matching Contribution to 401K
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 – Low Interest Rate Debt
9:39 – Paying off the mortgage
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FAVORITE TOOLS:
► Mint Mobile – Check out my partner Mint Mobile, affordable phone service – https://trymintmobile.com/financialtortoise
► SoFi – High Yield Checking and Savings Account (terms apply) – https://sofi.com/tae (affiliate link)
► Shortform – More than book summaries – https://shortform.com/taekim
LINKS:
► Receive my weekly newsletters: https://www.financialtortoise.com/newsletter
► Favorite books: https://www.financialtortoise.com/bestbooks
DISCLAIMER: I am not a financial advisor. These videos are for educational and entertainment purposes only. I am simply sharing my personal opinion. Please seek professional help if needed.
Please feel free to connect and share this video with your friends and family if you find it useful.
