I had honestly never calculated my FIRE number or COAST FIRE number before the other day. I use other tools online to plan for my retirement which I'll share in a later video. #fire #retireearly #investingforbeginners #retirementplanning 🤍

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trying to make financial literacy just a bit more fun 🐿️ xo 401k, #financialliteracy retirement planning education only

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What is a market maker? In the stock market they act as the middleman. They are the person standing between you and pretty much all your stock trades. You can think of them like a facilitator. There would still be a stock market without them it would just be less liquid and slightly more c

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Investing is a lot like picking out where & what to eat for dinner🍜 👉You pick out a restaurant first (Sushi, Chilis...) This is a lot like picking an account type (Roth IRA, Brokerage acct) & yes in a lot of cases people will have multiple account types you can think of that like going to a fo

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here's the part nobody explains to beginners: you don't have to chase random stock picks online. start with what you already use every day and research which of those companies are actually public. knowing when to take profits matters just as much as knowing when to buy. I pulled my original inve

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if you only knew one thing about each of these financial accounts here's what I would want you to know: 1. Roth IRA/401k- pay taxes now, pay no taxes on this acct later 2. Traditional IRA/401k- lower your taxes now, but pay tax on this acct later 3. Brokerage- Few rules, maximum flexibility

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If I were to invest my first $50 again here is exactly what i would do (from a 31 year old financial advisor with a multi 6 fig investment portfolio)👇🏽 📌Open a free brokerage account some good ones are @vanguardgroup @charlesschwab @fidelityinvestments 📌Move funds from your bank account int

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#ad Using your HSA to invest in your health now isn't wrong. Investing your HSA and not touching it until retirement isn't wrong. We are in this era where every corner of the Internet is telling you how to over optimize things especially when it comes to money. The debate about if you shoul

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The financial accounts I would use if I were in these scenarios. Which accounts are you using for your goals? Commenting may help someone figure out their own ❤️ just keep in mind there are many different bank accounts and investment accounts and everyone's financial goals and financial situa

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Episode 1: Stories from a CFP, ® Todays lesson: To win like that, you have to be willing to lose like that & most people aren't. I actually had a lot of FOMO watching him go from a lot of money to an obscene amount of money. I was like well I missed out big. I am very guilty of calculati

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My wealth building journey started with a high yield savings account (HYSA) 👌 if you've ever wondered where to keep your emergency fund or short term savings, this is where I started Comment "HYSA" & I'll send over the list of my faves 👉I used/use it for an emergency fund (just a life buffer

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Financial Accounts rundown 💸

All of the accounts I currently use to spend, save & grow my money 💸📈🌱 education only #hysa #moneymoves #financialtips #finance101

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the investment order everyone posts on tiktok is not universal. a 30yo saving for a house in 5 years should not be maxing their 401k before opening a brokerage account. context matters. I am all about having a system and a framework which I will be sharing more about soon but just know to take

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expensive things worth the money things mentioned in the vid @Hatch for Sleep Sweater from @TJ Maxx @Dyson USA Airwrap ID Straight & Wavy @canonusa G7x #personalfinance #expensive #expensivetaste #spend #splurge

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pt 2 The pro rata rule is one of the most confusing parts of doing a backdoor Roth IRA and it trips up a ton of high earners every year. Quick version of how the pro rata rule works💸: if you make too much to contribute to a Roth IRA directly, the backdoor Roth IRA is the workaround. But the second

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part 1 - Roth IRA for high income earners = backdoor Roth IRA if you make too much money to contribute to a Roth IRA in 2026 then the backdoor Roth IRA may be for you. in part 2 we will cover strategies around the pro-rata rule because it is CRITICAL you understand this before using this st

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here's how compounding works: on day 29 you only have 2.6 million, then the final doubling adds the other half in one day 👀 this is exponential growth, and it's why starting to invest early in your 20s beats investing more money later. #financialliteracy #financialfreedom

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if you are worried about a market crash or investing at the top of the market, or stocks being at all time highs just know...bad timing wins over procrastination every time. Comment RESEARCH if you want to see how perfect market timing plays out over 20 years. 👀 This is of course assuming a

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something a lot of beginner investors don't realize: where you hold an investment can matter as much as what you're holding. a growth ETF in a roth ira may result in a completely different outcome than the same ETF in a traditional ira because of how each account is taxed. dividend heavy holdings a

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3 ETFs don't always buy different stocks. Comment ETF to check out the tool for yourself. If your portfolio says overlap >50% time to do some work to optimize things unless of course a concentrated portfolio is your goal (which it can be, its just more risk). For this portfolio specifically I

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Mallory, CFP® Personal Finance