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Where Should You Invest First? (Beginner Account Order Explained)
You’ve figured out how much to invest and how often to invest… but now comes the next big question:
Where should you invest first?
Should you start with a 401(k)? A Roth IRA? A brokerage account? Or something else entirely?
In this episode of The Infinite Income Podcast, George Mayfield and Autumn Bennett break down a simple, beginner-friendly order for where your investing dollars should go first. Getting this step right can help you take advantage of tax benefits, employer matches, and long-term compounding — without overcomplicating things.
You’ll learn:
• Why employer retirement matches should usually come first
• How a Roth IRA can create tax-free growth
• When to use a taxable brokerage account
• The biggest mistake beginners make with account selection
• A simple framework to keep your investing structure organized
If you’re just starting your investing journey, this episode will help you build your foundation the right way — and avoid common missteps that can slow down your progress.
Because successful investing isn’t just about what you buy…
It’s about where you put it.
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By George MayfieldYou’ve figured out how much to invest and how often to invest… but now comes the next big question:
Where should you invest first?
Should you start with a 401(k)? A Roth IRA? A brokerage account? Or something else entirely?
In this episode of The Infinite Income Podcast, George Mayfield and Autumn Bennett break down a simple, beginner-friendly order for where your investing dollars should go first. Getting this step right can help you take advantage of tax benefits, employer matches, and long-term compounding — without overcomplicating things.
You’ll learn:
• Why employer retirement matches should usually come first
• How a Roth IRA can create tax-free growth
• When to use a taxable brokerage account
• The biggest mistake beginners make with account selection
• A simple framework to keep your investing structure organized
If you’re just starting your investing journey, this episode will help you build your foundation the right way — and avoid common missteps that can slow down your progress.
Because successful investing isn’t just about what you buy…
It’s about where you put it.