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Free Downloads

Hey guys! A couple useful, free downloads here.

Free Download 1: The Financial Order of Operation PDF

It answers, “How should I prioritize my spending?” Simple, but powerful.

Option 1: Scan through it here and download it directly.

Option 2: Sign up for my weekly newsletter, below, and get the file emailed to your inbox.

Free Download 2: The “All Accounts” PDF

401(k), IRA, Roth, 403(b), HSA…what are all these different accounts?!

And what are their characteristics? How are they taxed? Are they used for investing? So many questions.

I put together this table to help. It covers the 10 most common American investing accounts, and answers 12 common questions about each one (covering taxes, age restrictions, account uses, etc.) It’s a great document to keep handy for your personal finance planning.

Option 1: Scan through it here and download it directly.

Option 2: Sign up for my weekly newsletter, below, and get the file emailed to your inbox.

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If you want to see other files I’ve put together, let me know!

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