How To Prioritize Where You’re Investing (And Why!)
An investment strategy refresher for your post-debt life.
The Money with Katie Show · Morning Brew
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Show Notes
Finally defeated your high-interest debt and got your cash flow under control? This week’s episode is for you, baby!
If the 401(k) vs. IRA vs. HSA vs. everything else conundrum has you frozen with indecision, look no further than this week’s podcast episode for a framework that’ll help clarify these types of decisions so you can move forward with confidence in the new year.
Even if you feel like you’ve got a relatively good grip on your investment strategy, this refresher may help you consider things in a new (and more lucrative!) way.
Learn more about our sponsor, Vin Social: http://vinsocialvip.com/.
Transcripts can be found at https://www.podpage.com/money-with-katie-show/.
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Mentioned in the Episode
- The Traditional 401(k) vs. Roth 401(k) Debate: https://moneywithkatie.com/blog/the-final-traditional-vs-roth-debate-traditional-wins
- Roth IRA Conversion Ladder Discussed in Episode 36: https://www.podpage.com/money-with-katie-show/deep-dive-set-yourself-up-to-pay-no-penalties-or-taxes-in-early-retirement/
- The Math Behind Early Retirement: https://www.mrmoneymustache.com/2012/01/13/the-shockingly-simple-math-behind-early-retirement/
- Research on the Human Psychology Behind Loss Aversion: https://www.verywellmind.com/negative-bias-4589618
- 2021-2022 Roth IRA Contribution Limits: https://www.schwab.com/ira/roth-ira/contribution-limits#:~:text=If%20you%20file%20taxes%20as,214%2C000%20for%20the%20tax%20year
- Demographic Survey on HSAs: https://www.benefitspro.com/2021/08/20/hsas-in-the-usa-5-states-where-theyre-used-the-most-5-the-least/?slreturn=20221029084558#:~:text=As%20of%20December%2031%2C%202020,the%20end%20of%20the%20year.
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