33. The Financial Order of Operations

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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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.

Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with me to see if we would be a mutual fit.

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

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