Are you on track to retire? What moves do you need to make before the big day?
Kevin and Steve bring to light the next steps in financial planning, including budgeting, managing debt, and investing. They emphasize the importance of having a budget and staying on track with it. They also highlight the need to have a plan for debt, whether it’s paying it off, restructuring it, or letting it ride. When it comes to investing, they explain the different tax implications of pre-tax accounts, Roth accounts, and taxable accounts, and the importance of being intentional about where you contribute your money.
Overall, the conversation provides valuable insights and strategies for achieving financial freedom.