Master Your Money Year-End Review #moneyguyshow #financialeducation

8 months ago
3

🔍 In this video, we dive deep into a Year-End Review of your finances, aligned with the renowned Financial Order of Operations from the Money Guy Show. Perfect for those seeking financial clarity as the year wraps up!

🌟 What We Cover:

Financial Order of Operations Overview: A quick intro to this revolutionary approach to managing your finances, inspired by the Money Guy Show.
Step-by-Step Analysis: We break down the first five steps of the Financial Order of Operations:
Step 1: Deductibles: Understand the importance of staying out of the financial ditch.
Step 2: Employer Retirement Matching: Maximizing free money opportunities.
Step 3: High-Interest Debt: Strategies to tackle and eliminate crippling debts.
Step 4: Life Events (AKA Emergency Reserves).
Step 5: Roth/HSA Account: How to efficiently save for your golden years.
Step 6: Employer sponsored Retirement accounts.
Step 7: Hyper-accumulation of wealth.
Step 8: Pre-paid expenses: Planning ahead for your or your children's education.
Step 9: Low Interest Debt

📊 Year-End Review Focus: Tailored advice on reviewing and adjusting your financial plan to align with these steps, ensuring a prosperous new year.

💡 Expert Insights & Tips: Practical tips and insights to help you apply these steps effectively in your financial journey.

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Links:
Money Guy Show - Resources - https://moneyguy.com/resource/financial-order-of-operations/
Avery Rock Financial - www.averyrockfinancial.com
Want to initiate a conversation with Avery Rock Financial? Use this link to start the process. https://moneyguy.com/resource/financial-order-of-operations/

Avery Rock Financial, LLC is a registered investment adviser. The information in this material is for educational purposes only, is not intended to predict or guarantee future market performance, and is not intended to act as individualized tax, legal, financial, or investment advice. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Please consult a qualified attorney or tax professional for individualized legal or tax advice. Please contact a financial advisor for specific information regarding your individualized financial and investment planning needs.

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