Let’s turn uncertainty into confidence! This episode is your playbook for making the most of your current income for your future self.

You’ll walk away from today’s episode with:

• Strategies for maximizing employer benefits that are typically overlooked
• Understanding why automating your savings and investments is so important
• Knowing which accounts (and in which order) you should consider investing in
• Tips for staying motivated and not leaving money on the table

If you’re self-employed or don’t qualify for employer-sponsored retirement accounts… don’t worry, I cover IRAs and solo 401(k)s too!

Disclaimer: Remember, this information is general and it's crucial to get advice personalized to your specific financial situation. For a deeper dive into strategizing your financial goals and building wealth, book your free consultation here: https://calendly.com/mountaintopwealth/free

Money Peaks and Pivots is your safe space for real, practical financial information. In each episode, I help you navigate life’s Money Peaks and Pivots by skipping the judgment and focusing on solutions to turn your uncertainty into confidence! No jargon, no fluff, and most importantly: no shame. Your climb starts here! 

Produced by SpeakEasy Productions and hosted by Roland McIntyre of Mountaintop Wealth.

Hosted on Acast. See acast.com/privacy for more information.