Guardian Financial, Inc.'s Podcast

Where Should You Be Saving For Retirement?

February 06, 2024 Guardian Financial, Inc. Episode 20
Where Should You Be Saving For Retirement?
Guardian Financial, Inc.'s Podcast
More Info
Guardian Financial, Inc.'s Podcast
Where Should You Be Saving For Retirement?
Feb 06, 2024 Episode 20
Guardian Financial, Inc.

Are you unsure of where to save for retirement? In this video, we'll discuss the best places to save for your golden years and plan for a secure financial future. From 401(k)s, to an HSA, we'll break down the different options so you can make the best decision for your retirement savings. Don't wait until it's too late, start planning now!

00:00 Introduction
00:10 1. Emergency Fund
01:09 2. Contribute to a 401K
01:45 3. Can You Contribute To An HSA?
02:01 4. Can You Contribute To Your Company's Stock Plan At A Discount?
02:19 5. Implementing The Backdoor Roth IRA
02:50 6. Non-Qualified Brokerage Account
03:49 Disclaimer

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🟒 πŸ’Έ  DOWNLOADABLE RESOURCES:  πŸ’Έ  🟒
https://guardianfinancialinc.com/educational-guides/

************************************************************************************
β˜… Subscribe to our channel for time sensitive Tips! β˜…
 https://www.youtube.com/@guardianfinancialinc/?sub_confirmation=1 

*************************************************************************************
1️⃣ Do you have a income plan set up to never outlive your money, so you are not a burden on loved ones?

2️⃣ Are you getting the greatest returns with the least amount of risk for you personal risk tolerance?

3️⃣ Do you have a tax plan in place to pay the minimum taxes allowed by law?

4️⃣  Are you maximizing your Social Security Benefits?

πŸ’° πŸ’° πŸ’°NEED HELP WITH YOUR RETIREMENT PLAN? πŸ’°πŸ’°πŸ’°
πŸ’°You can schedule a complementary visit to discuss your needs: πŸ’°
Call us at (479) 268-4463 or go to https://www.guardianfinancialinc.com

***********************************************************************************
 πŸ“˜  Pick up Tony's latest book: The 10 Tax Commandments.  πŸ“˜
   https://tinyurl.com/2ptbau8m

***********************************************************************************
SOCIAL MEDIA: 

Facebook:  https://www.facebook.com/guardianfinancialinc

Twitter:  https://twitter.com/GuardianFinInc

Linkedin: https://www.linkedin.com/company/guardianfinancialinc/

*************************************************************************************
POPULAR RETIREMENT VIDEOS:

βœ… Index Annuity - Should I own a Annuity?
https://www.youtube.com/watch?v=0OTekeU1qLI&t=20s

βœ…  Working While Receiving Social Security
https://www.youtube.com/watch?v=eDmDa-tIApo&t=2s

***********************************************************************************
#retirement #retirementsavings  #investing 

***********************************************************************************
Disclaimer:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Guardian Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Guardian Financial, Inc., a Registered Investment Advisor in the state of Arkansas. Insurance products and services are offered through Guardian Financial Advisors and Associates, LLC, an affiliated company. The information by Advisor (β€œwe”, β€œus”, or β€œour”) is for general information purposes only. None of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appr

Show Notes

Are you unsure of where to save for retirement? In this video, we'll discuss the best places to save for your golden years and plan for a secure financial future. From 401(k)s, to an HSA, we'll break down the different options so you can make the best decision for your retirement savings. Don't wait until it's too late, start planning now!

00:00 Introduction
00:10 1. Emergency Fund
01:09 2. Contribute to a 401K
01:45 3. Can You Contribute To An HSA?
02:01 4. Can You Contribute To Your Company's Stock Plan At A Discount?
02:19 5. Implementing The Backdoor Roth IRA
02:50 6. Non-Qualified Brokerage Account
03:49 Disclaimer

****************************************************************************************
🟒 πŸ’Έ  DOWNLOADABLE RESOURCES:  πŸ’Έ  🟒
https://guardianfinancialinc.com/educational-guides/

************************************************************************************
β˜… Subscribe to our channel for time sensitive Tips! β˜…
 https://www.youtube.com/@guardianfinancialinc/?sub_confirmation=1 

*************************************************************************************
1️⃣ Do you have a income plan set up to never outlive your money, so you are not a burden on loved ones?

2️⃣ Are you getting the greatest returns with the least amount of risk for you personal risk tolerance?

3️⃣ Do you have a tax plan in place to pay the minimum taxes allowed by law?

4️⃣  Are you maximizing your Social Security Benefits?

πŸ’° πŸ’° πŸ’°NEED HELP WITH YOUR RETIREMENT PLAN? πŸ’°πŸ’°πŸ’°
πŸ’°You can schedule a complementary visit to discuss your needs: πŸ’°
Call us at (479) 268-4463 or go to https://www.guardianfinancialinc.com

***********************************************************************************
 πŸ“˜  Pick up Tony's latest book: The 10 Tax Commandments.  πŸ“˜
   https://tinyurl.com/2ptbau8m

***********************************************************************************
SOCIAL MEDIA: 

Facebook:  https://www.facebook.com/guardianfinancialinc

Twitter:  https://twitter.com/GuardianFinInc

Linkedin: https://www.linkedin.com/company/guardianfinancialinc/

*************************************************************************************
POPULAR RETIREMENT VIDEOS:

βœ… Index Annuity - Should I own a Annuity?
https://www.youtube.com/watch?v=0OTekeU1qLI&t=20s

βœ…  Working While Receiving Social Security
https://www.youtube.com/watch?v=eDmDa-tIApo&t=2s

***********************************************************************************
#retirement #retirementsavings  #investing 

***********************************************************************************
Disclaimer:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Guardian Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Guardian Financial, Inc., a Registered Investment Advisor in the state of Arkansas. Insurance products and services are offered through Guardian Financial Advisors and Associates, LLC, an affiliated company. The information by Advisor (β€œwe”, β€œus”, or β€œour”) is for general information purposes only. None of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.  It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appr