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Savings Waterfall

Savings Waterfall

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 Should you pay off debt or save for retirement? Which accounts should come first? Colin and Taylor break down the ‘savings waterfall’—a step-by-step approach to prioritizing your savings. They walk through Colin’s savings order, discuss key exceptions like HSAs, 529s, and big purchases, and help you make the right choice for your situation.An example of Colin's waterfall:1. Employer Match2. Pay off high interest credit card debt3. Create an emergency fund4. Max out Roth or Backdoor Roth contributions5. Max out employer retirement plan6. Taxable brokerage accountThey also discuss exceptions such as HSAs, 529s, and saving for a big purchase like a house.Check out Colin's article on the topic here: https://www.oakleighwealth.com/articles/retirement-waterfall?rq=waterfall
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.