08: Investing Accounts... But Mak...
08: Investing Accounts... But Make It Simple: The Key to Living Your Best Life Now and Later

Build Wealth di Katie Viola

Note sull'episodio

Ever feel like your 401(k), Roth IRA, and brokerage sound like what you *should* be doing... but you’re not sure if they’re actually getting you anywhere -- or just making investing feel hard?

Today, we make investment accounts simple so you can finally understand where your money lives and why it matters for building wealth aligned with YOUR goals.

In this episode, I break down:

  • Why there are so many investing accounts and how they actually help you 💁‍♀️
  • The 2 levers to focus on when choosing an account: optimization vs. access ⚙️
  • The 3 tax buckets (pre-tax, post-tax, no tax advantage) and why it changes everything about your growth 💸
  • Which accounts make sense for W-2 employees, self-employ ... 
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