Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Where To Save Your Next Dollar
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Liz Whitteberry
How do you decide where to save your next dollar? Are you overlooking the most tax-efficient account available to you? With so many options, it’s easy to feel stuck or unsure about what makes the most sense. Not every savings option offers the same benefits, and using the right account at the right time may lead to serious tax advantages and long-term flexibility.
In today’s episode, Liz breaks down where to consider putting your next dollar—and the dollar after that—based on tax benefits, your goals, and time horizon.
Here’s some of what we discuss in today’s show:
- The order of operations for where to save
- Building an emergency fund tailored to your needs
- The triple tax advantages of HSAs
- Strategically using Roth vs traditional accounts
- What tax efficiency really looks like in practice
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
