Tanya P. Brown
speaker
127 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Tanya P. Brown’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Because
this is money you're going to spend would have to come as a priority because this is not money that you are thinking of spending.
This is money you are going to spend.
If you don't plan for it, you're going to be in debt.
So I would say the things you know that are upcoming, that's gotta be a priority.
Mm-hmm.
Beyond that, I would say at least making sure you have the match as the bare minimum.
I find for most people, if you do it, you're surprised because it's typically for a lot of people pre-taxed.
So it doesn't come out as much as what people think and they probably have money left over.
The first way I would order it is personality.
I've actually been in this industry for well over 20 years.
And what I've found is if putting it in the retirement account creates the level of automation to make it consistent, I would rather go above the match because for some people that extra focus
Friction of having to also do a brokerage account may be enough for someone not to do it.
So I find one, what will be the most consistent automated way for a person to save?
And that is the route we go.
I would prioritize it by what are you the most likely to use?
I would assess how much money did you spend last year on healthcare?
And if you've spent quite a bit of money, had quite a bit of visits, and even if someone is physically healthy, if you spend a lot of money on eye care or have eye problems or dental problems, then it would definitely be putting money in the FSA and HSA.
Because again, this is money you are going to use anyway.
So it's better that you just prioritize that.
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