Listen "After the 401(k): The Real Playbook for Your Next Dollars"
Episode Synopsis
Most people think that once you max out your 401(k), the game is over — but that's where the game begins. This episode lays out the exact playbook for what to do next so your money can grow tax-free, beat inflation, and build multigenerational wealth.
We cover high-impact moves like the backdoor Roth IRA, mega backdoor Roth, the triple-tax-advantaged HSA, taxable brokerage strategies, real estate and private equity alternatives, and insurance-based options — explaining when and why each one makes sense.
Simple, practical sequence and considerations are provided so you can prioritize the right buckets for your goals, taxes, and flexibility.
We cover high-impact moves like the backdoor Roth IRA, mega backdoor Roth, the triple-tax-advantaged HSA, taxable brokerage strategies, real estate and private equity alternatives, and insurance-based options — explaining when and why each one makes sense.
Simple, practical sequence and considerations are provided so you can prioritize the right buckets for your goals, taxes, and flexibility.
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