Simple Millionaire Setup

@moneywithnat

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Why it worked

The video provides a clear and concise investment strategy for a specific demographic, using easily understandable terms and popular investment vehicles. The visual presentation of the information makes it easy to digest and share.

Summary

The video displays a "Simple Millionaire Setup" for individuals in their 20s and 30s, outlining investment allocations for different account types. It details a 80/20 split for taxable brokerage and Roth IRA accounts using specific ETFs and index funds, and a 100% allocation to an S&P 500 fund for HSA/401K.

Structure

1Title card: Simple Millionaire Setup
2Investment breakdown for Taxable Brokerage Account
3Investment breakdown for Roth IRA
4Investment breakdown for HSA/401K
5Voiceover begins

On-screen text

Simple Millionaire Setup for 20 and 30 y/o Taxable Brokerage Account: 80/20 VOO (S&P 500 ETF) VXUS (Total Int'l ETF) Roth IRA: 80/20 FXAIX (S&P 500 Index Fund) FTIHX (Total Int'l Index Fund) HSA/401K: 100% A low-cost S&P 500 Fund

Transcript

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