The Five Powerful Uses of Money: Growing Your Wealth With a Tax-Smart Savings Plan (Ep. 13)
The first step towards growing your wealth is a fairly straightforward one: Establish an adequate emergency fund. But it’s the steps to follow that can make managing and increasing your wealth complicated. Intentionally building your wealth requires careful financial planning and smart tax strategies—skills that may not come naturally to everyday savers.
From putting all your savings in one risky basket, to keeping too much cash on hand, in this episode, Jason reveals a few surprising truths about maximizing the growth potential in every dollar.
Listen now to learn:
- Why your emergency fund may not look like your neighbor’s
- How excess cash can limit your wealth growth
- 3 tax-smart options to build your savings
- The role your financial advisor plays in optimizing your portfolio
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