💸 Ready to take control of your financial future?

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“How much should I be saving?” It’s one of the most common financial questions, and the answer isn’t always simple.

The right saving strategy depends on your income, debt, lifestyle, and long-term goals. In this episode, Matt shares the framework he uses with clients of all ages to answer this timeless question. No matter your age or stage of life, the real first step is knowing where your money’s going.

Here’s some of what we discuss in this episode:

💵 How to segment cash flow into essentials, lifestyle, and bucket list goals

🏦 The role of 401(k)s, Roth accounts, HSAs, and brokerage accounts in saving

📝 Estate planning non-negotiables

👨‍👩‍👧 Saving for your kids (including a 529 plan and brokerage accounts)   

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - [email protected]

Set up a time to talk – http://SpeakWithMatt.com