In this video, we're taking a deep dive into the 6 essential accounts that will get your finances organized in tip-top shape. Checking accounts, High Yield Savings Accounts, Workplace Sponsored Retirement accounts, Individual Retirement accounts, Health Savings accounts & Taxable brokerage accounts all have a unique purpose and can help you in different ways. By the end of this video, you'll have a clear understanding of what you need to build your own financial toolkit and set yourself up for success. ✨
Timestamps
00:00 Intro
01:16 Checking Account
01:50 High Yield Savings Account
05:53 Workplace Sponsored Retirement a/c
12:29 Individual Retirement Account
16:37 Health Savings Account
20.19 Taxable Brokerage Account
22:17 Summary
📝 HSA qualified medical expenses QME: https://www.healthequity.com/hsa-qme
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DISCLAIMERS & DISCLOSURES
This content is for education and entertainment purposes only. Maya does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.