You've been spending less money than you make, build up your emergency fund. You're saving for retirement. Now what? What are the next steps you should take with your money to get to the next level? That's what today's show is about.

Matt Miner is back for part three of my back to basics series. Matt is a fee-only, fiduciary advisor with PLC Wealth Management providing financial planning to families and individuals making super-important life decisions.

In part one of the series, Matt and I talked about budgeting and money management basics in episode 81. Last week we talked about salary and benefits in episode 82. This week Matt shares advice on taking your money to the next level by doing things like saving for your children's education, paying off your mortgage and building a better quality of life.

Show notes