Ready For Retirement

Where Should I Invest Extra Income After Maxing My 401k?

February 14, 2023 James Conole, CFP® Episode 150
Ready For Retirement
Where Should I Invest Extra Income After Maxing My 401k?
Show Notes

In this episode of Ready for Retirement, James discusses what you should do with extra income after you max out your 401(k). 

Questions Answered: 

  • What are the best accounts to invest in after your 401(k)?
  • Should you invest in a brokerage/Roth/IRA/etc?
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
1:00 - Key Benefit
2:23 - Order of Operations
4:30 -  Where To Save Next
6:14 - Example (Person A v. B)
9:50 - HSA (Health Savings Accounts)
12:33 - Backdoor Roth Contribution
15:46 - Brokerage Account Hack
18:50 - Paying Down Debt
21:08 - ESPP
23:50 - Working With Us

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