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| Name | FINANCIAL PLANNER EXPLAINS: Optimal Order of Investing for Retirement |
| Video Uploader | Video From Safeguard Wealth Management |
| Upload Date | This Video Uploaded At 02-06-2023 21:00:22 |
| Video Discription | Are you saving for retirement in the right order? Saving more isn't always needed if you save in the right accounts, in the right order. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. 0:00 The Optimal Order for Investing for Retirement 0:32 The Problem with a Laddered Order 1:03 The Optimal Order Pyramid 1:38 #1 - Pay Down High Interest Debt 2:27 #2 - Protect Against Emergencies 3:12 #3 - The Highest ROI You Have 5:13 #4 - Supercharging Your 401k 6:32 #5 - Triple Tax Savings Account 8:09 #6 - The Tax Rate Decision 10:58 #7 - Maxing Contributions 11:28 #8 - Becoming Debt Free - - - - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFN Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary |
| Category | Education |
| Tags | personal finance | retirement | retirement income planning | retirement income | optimal order of investing | retirement income sources | retirement planning | financial planning | financial education | financial independence | wealth management | one page financial plan | financial planner | financial plan | financial advisor | financial planner explains | debt free | debt | high interest debt | 401k | roth ira | traditional ira | taxable account | taxable brokerage account | capital gains | 403b |
