Most people think that once you max out your 401(k), the game is over — but that's where the game begins. This episode lays out the exact playbook for what to do next so your money can grow tax-free, beat inflation, and build multigenerational wealth.
We cover high-impact moves like the backdoor Roth IRA, mega backdoor Roth, the triple-tax-advantaged HSA, taxable brokerage strategies, real estate and private equity alternatives, and insurance-based options — explaining when and why each one makes sense.
Simple, practical sequence and considerations are provided so you can prioritize the right buckets for your goals, taxes, and flexibility.
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