Financial Order Of Operations

@survivethrivemoney

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4.5K

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Why it worked

The video provides a clear, actionable financial roadmap that resonates with viewers seeking to improve their financial health. The numbered list format is easy to digest, and the call to action for coaching offers a direct path for those needing further assistance.

Summary

The video outlines a six-step financial order of operations, starting with building an emergency fund and progressing to maximizing retirement and investment accounts. The creator encourages viewers to share their progress and offers coaching services.

Structure

1Introduce financial order of operations
2List steps 1-3: Emergency fund, 401k match, high-interest debt
3List steps 4-6: Max Roth IRA, Max HSA, Max 401k/taxable account
4Encourage viewer engagement
5Offer coaching services

Call to action

DM me “coaching”

On-screen text

Financial Order Of Operations 1. Emergency Fund (3-6 month living expenses in a HYSA 2. 401k MATCH 3. High Interest Debt (over 7%) 4. Max Roth IRA 5. Max HSA (if eligible) 6. Max 401k (if you have autonomy) or invest in taxable brokerage account

Original caption

This is my tried and true financial order of operations! Let me know where you are on the list! If you need help getting started DM me “coaching” #creatorsearchinsights #PersonalFinance #managingfinances #savingmoney #frugalliving