"I Don't Qualify for a Roth IRA or an HSA - What Should I Do?"

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 5 July 2023

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How do you navigate through the Financial Order of Operations if you don't qualify for a Roth IRA or an HSA? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So let's answer some questions.
0:09.5	Ashley's up first.
0:11.3	She says, I'm worried about the short-term market swings as the government negotiates a debt
0:16.8	ceiling deal.
0:18.3	Should I take my money out of the market or move it around just until all of this blows
0:24.1	over?
0:25.1	Man, this is such a good question because we get this all the time.
0:28.7	We just did a show recently on the debt ceiling.
0:31.4	So Ashley, I would encourage you.
0:33.2	If you've not checked that out, go check that out.
0:35.4	Maybe we can drop a link to that, guys, in the chat.
0:39.7	But it's interesting.
0:40.7	There's always something.
0:41.7	There's always something new coming.
0:43.2	There's always something scary out there.
0:44.9	There's always something frightening.
0:46.4	And it never fails.
0:48.2	We being the logical, rational creatures that we are, we're not.
0:52.9	Come up with this idea that you know what?
0:54.3	I'm just going to wait until things get a little bit better.
0:56.2	I'm going to go to cash.
0:57.8	I'm just in the sidelines.
	...

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