The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory

🔑Ever wondered where to put your hard-earned savings?

Managing Director of URS Advisory and Certified Financial Planner, Julia Lembcke, CFP shares her insights on the best avenues to park your savings.

Note - the order might change as per individual financial circumstances and income levels, but this video covers a broad personal saving strategy in a nutshell 🙌

Need more insight on these savings vehicles? 📥 DM me, would love to help!

And of course, if you found value in this, your 'Like' 'Share' 'Comment' will be appreciated just as much as your savings. 😀

[00:00] Intro
[00:45] Your emergency fund
[01:30] Max out your 401K
[02:15] Roth IRAs
[03:00] Health savings accounts, otherwise known as HSAs \
[03:45] Brokerage Account

Join our Email List: https://mailchi.mp/ursadvisory/stay-connected
Schedule a 20-minute Conversation: https://calendly.com/ursadvisory

Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions.

#FinancialPlanning #Savingstrategies #Wealthmanagement

Тэги:

#retirement_planning #financial_planning #retirement_accounts #health_savings_accounts #401ks #IRA #Roth_IRA #Brokerage_Accounts #How_to_save_for_retirement #Where_should_I_save? #how_to_invest #investing

Скачать видео