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Resources

Calculators and guides that show you the math behind the moves.

Start here

This is the order that makes mathematical sense. Each step assumes the previous one is in place.

Step 01
Kill the debt
High-APR debt costs more than almost any investment returns. Get it gone first.
Calculator available →
Step 02
Buffer + HYSA
1–2 months in checking. 3–6 months in a high-yield savings account.
Free guide →
Step 03
Match + Roth
Capture your employer match, then max a Roth IRA if eligible.
Coming this summer
Step 04
Brokerage
After tax-advantaged accounts are maxed, taxable brokerage comes next.
Coming this summer
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