Accounts to Consider If You Want to Save More episode artwork

EPISODE · Jan 12, 2023 · 19 MIN

Accounts to Consider If You Want to Save More

from The Agent of Wealth · host Marc Bautis

1 in 3 Americans are planning to make finance-related New Year’s resolutions, and 31% of those people with a financial resolution want to save more, according to a poll from WalletHub. If you’re in the same boat and want to save more, this episode of The Agent of Wealth Podcast provides a detailed overview of all the savings vehicles. In it, host Marc Bautis walks through a checklist that covers all the factors you should consider when opening up or contributing to a savings account.In this episode, you will learn:What a savings rate is, and how it fits into the three-legged financial stool.Savings options within employer benefit plans, including employee-sponsored 401ks, HSAs, stock options, and more.Investment and retirement accounts to consider, including the pros and cons of a Roth versus traditional account.Smart ways for business owners to saveWays to save for children or grandchildren.And more! Resources:Episode Transcript & Blog | Complete the Checklist | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

Episode metadata supplied by the publisher feed · Published Jan 12, 2023

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1 in 3 Americans are planning to make finance-related New Year’s resolutions, and 31% of those people with a financial resolution want to save more, according to a poll from WalletHub. If you’re in the same boat and want to save more, this episode of The Agent of Wealth Podcast provides a detailed overview of all the savings vehicles. In it, host Marc Bautis walks through a checklist that covers all the factors you should consider when opening up or contributing to a savings account. In this ...

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Accounts to Consider If You Want to Save More

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