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Your Savings Priority List: What to Fund First—and Why It Matters
Manage episode 520083143 series 12842
The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation.
Original Air Date: November 15, 2025
Read the Article: https://www.henssler.com/your-savings-priority-list-what-to-fund-first-and-why-it-matters
469 episodes
Manage episode 520083143 series 12842
The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation.
Original Air Date: November 15, 2025
Read the Article: https://www.henssler.com/your-savings-priority-list-what-to-fund-first-and-why-it-matters
469 episodes
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