33. The Financial Order of Operations

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In this episode, I walk through my financial order of operations to give you a framework for how to allocate your money in a way that makes sense on a quantitative and qualitative basis.

Time Stamps:

• 00:00-01:53: Intro
• 01:53-06:02: Emergency Fund, 401(k) Match, and High Interest Debt
• 06:02-09:04 : HSA, Roth IRA, and Children's Education
• 09:04-11:43: Max 401(k), Rental Real Estate, Lower Interest Debt
• 11:43-15:28: Taxable Brokerage Account, Mortgage, and Extreme Generosity

• 15:28-17:17: Wrap Up

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Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

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