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The Waterfall of Retirement Savings by Account, Episode #20

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Content provided by Trent DeBruin and Andrew Musbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent DeBruin and Andrew Musbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about retirement accounts and how to prioritize which ones to save to and in what order. Each physician has certain retirement accounts they’re eligible to contribute to. However, since different accounts have different features and tax treatment, it can be hard to determine how to order them when allocating your retirement savings. In this episode, we provide a blueprint for the typical employed physician, explaining the key features of the various accounts and the rationale behind how we rank them. Our goal is to help you leverage your available retirement accounts in an optimal way, to make the dollars you save for retirement go as far as possible.

Resources & People Mentioned Connect With Trent and Andrew

Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast

  continue reading

65 episodes

Artwork
iconShare
 
Manage episode 290828788 series 2773629
Content provided by Trent DeBruin and Andrew Musbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent DeBruin and Andrew Musbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about retirement accounts and how to prioritize which ones to save to and in what order. Each physician has certain retirement accounts they’re eligible to contribute to. However, since different accounts have different features and tax treatment, it can be hard to determine how to order them when allocating your retirement savings. In this episode, we provide a blueprint for the typical employed physician, explaining the key features of the various accounts and the rationale behind how we rank them. Our goal is to help you leverage your available retirement accounts in an optimal way, to make the dollars you save for retirement go as far as possible.

Resources & People Mentioned Connect With Trent and Andrew

Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast

  continue reading

65 episodes

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