Ready For Retirement

Where Should I Invest Extra Income After Maxing My 401k?


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In this episode of Ready for Retirement, James discusses what you should do with extra income after you max out your 401(k). 

Questions Answered: 

  • What are the best accounts to invest in after your 401(k)?
  • Should you invest in a brokerage/Roth/IRA/etc?
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
1:00 - Key Benefit
2:23 - Order of Operations
4:30 -  Where To Save Next
6:14 - Example (Person A v. B)
9:50 - HSA (Health Savings Accounts)
12:33 - Backdoor Roth Contribution
15:46 - Brokerage Account Hack
18:50 - Paying Down Debt
21:08 - ESPP
23:50 - Working With Us

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Ready For RetirementBy James Conole, CFP®

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