Welcome to the Balanced FI Podcast, episode 18! Thank you so much for listening in!
Step 10 of the Financial Security Steps is to Choose Your Next Goal.
- Increasing your emergency fund
- Saving for college
- Paying off the mortgage
- Maxing out retirement contributions
- Saving for other big purchases
- Pursuing financial independence
You choose your next goal, you choose how to get there.
RESOURCES:
Read: Financial Security Step 10: Choose Your Next Financial Goal
Read: Financial Security Step 7: Pay off Debt
Read: Financial Security Step 8: Save an Emergency Fund
Read: Financial Security Step 9: Increase Retirement Contributions
Read: Financial Security Step 3: Save for Recurring Expenses
Resource: Early Mortgage Payoff Calculator
Resource: R: IQ Retirement Planner
Read: Financial Independence vs Financial Security
SOURCES:
Source: Tax-Smart Ways to Help Your Kids or Grandkids Pay for College
Source: What is a 529 Plan?
Source: 529 ABLE Accounts



