Where Should I Invest After Maxing My 401k?
James Conole, CFP®
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Hi, I'm James 👋 — a CERTIFIED FINANCIAL PLANNER™ and founder of Root Financial. Each week, I share videos to help you make smart decisions about saving, investing, spending, and tax strategies — all to help you get the most out of life with your money. But true fulfillment goes beyond finances, so I also explore how your values and money align to support the life you want to live. At Root, we help clients with retirement, investing, and financial planning. Learn more or schedule a call at rootfinancial.com. Root Financial Partners, LLC (“Root”) is a Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.
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Maxing out your 401k isn’t the end of the road for your retirement savings. James discusses several smart savings options by walking through real-life examples of unique retirement saving goals and explaining how to allocate your funds to reach them. From investing in a brokerage account to paying down debt, there are a number of ways to continue to grow your savings even after maxing out your 401k. _ _ Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Join Community → https://root-collective-58ba64.circle.so/join?invitation_token=7d3099b487a7dac1d9e97518d6661caff82a14cd-e9ef17fb-3ff3-48ef-ac1e-1d1939c91ae0 _ _ For more resources and content, check us out below! 🔔Subscribe to our channel to learn more about all things portfolio management https://www.youtube.com/@RootFP 🎧 Listen to our podcast https://readyforretirement.buzzsprout.com/958921 🧑💻 Visit our website https://www.rootfinancialpartners.com to learn more about us 👥 Connect with us on Facebook https://www.facebook.com/rootfinancialpartners 📷 Connect with us on Instagram https://www.instagram.com/rootfinancialpartners/ 🔗 Follow us on LinkedIn https://www.linkedin.com/company/18347030/ _ _ ⏱Timestamps⏱ 0:00 Introduction 0:47 Example 1 2:11 Example 2 3:06 Example 3 4:07 HSA 5:34 Roth IRA 7:37 401k Options 9:52 Brokerage Account 11:05 Pay Down Debt 12:14 Employee Stock 14:35 Savings and the Future 15:59 Outro Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s -- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.
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