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Sequence of Savings – 9 Places To Save Your Money First

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Have you ever wondered where you should be saving your money first? In this episode, we break down step-by-step where to save your money first to ensure that you are maximizing each and every dollar.

Sequence of Savings

  1. Cash Savings
  2. High-Interest Debt
  3. 401(k) Match
  4. Health Savings Account (HSA)
  5. Employee Stock Purchase Plan (ESPP)
  6. Fully Fund Retirement Plans
  7. Roth IRA Strategies (Roth, Backdoor and Mega Backdoor Roth IRA)
  8. Taxable Brokerage Account
  9. Mortgage / Low-Interest Debt

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