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Where To Save Your Next Dollar

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Manage episode 484170867 series 3378480
Content provided by Liz Whitteberry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liz Whitteberry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

How do you decide where to save your next dollar? Are you overlooking the most tax-efficient account available to you? With so many options, it’s easy to feel stuck or unsure about what makes the most sense. Not every savings option offers the same benefits, and using the right account at the right time may lead to serious tax advantages and long-term flexibility.

In today’s episode, Liz breaks down where to consider putting your next dollar—and the dollar after that—based on tax benefits, your goals, and time horizon.

Here’s some of what we discuss in today’s show:

  • The order of operations for where to save
  • Building an emergency fund tailored to your needs
  • The triple tax advantages of HSAs
  • Strategically using Roth vs traditional accounts
  • What tax efficiency really looks like in practice

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 484170867 series 3378480
Content provided by Liz Whitteberry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liz Whitteberry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

How do you decide where to save your next dollar? Are you overlooking the most tax-efficient account available to you? With so many options, it’s easy to feel stuck or unsure about what makes the most sense. Not every savings option offers the same benefits, and using the right account at the right time may lead to serious tax advantages and long-term flexibility.

In today’s episode, Liz breaks down where to consider putting your next dollar—and the dollar after that—based on tax benefits, your goals, and time horizon.

Here’s some of what we discuss in today’s show:

  • The order of operations for where to save
  • Building an emergency fund tailored to your needs
  • The triple tax advantages of HSAs
  • Strategically using Roth vs traditional accounts
  • What tax efficiency really looks like in practice

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

  continue reading

69 episodes

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