Introduction and the power of Compound Interest
  • Compound Interest and the Rule of 72
  • Rule of 72
  • The games our brains play and retirement savings
  • When it can be too early to start investing
  • How to balance paying off debt, saving for emergencies and starting investing
Save and Invest in the tax advantaged way: Retirement accounts
  • Retirement benefits today
  • 401K, IRA and Roth IRA
  • Backdoor Roth conversion
  • Choose the right retirement accounts
Pay and save for health care expenses in a tax advantaged way
  • Health Spending and Saving accounts
  • FSAs or HSAs
  • Triple plus tax advantages of Health Savings Accounts
Educational accounts
  • Tax advantaged educational accounts
  • Tips to chose how to save for education